Institutional Ownership Western Asset Inflation Linked Opportunities & Income Fund (WIW)
This table provides information about the institutional ownership of Western Asset Inflation Linked Opportunities & Income Fund (WIW). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
144,097
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
131,419
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
116,899
shares
|
$999,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
109,219
shares
|
$933,822
0.29% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
97,882
shares
|
$836,891
0.01% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
84,421
shares
|
$721,799
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
83,954
shares
|
$717,806
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
82,070
shares
|
$701,698
0.39% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
74,735
shares
|
$638,984
0.07% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
69,766
shares
|
$596,499
0.09% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
65,297
shares
|
$558,289
0.02% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
64,493
shares
|
$551,415
0.05% of portfolio
|
Q3 2022
Reduced 19.88%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
63,133
shares
|
$539,787
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
59,708
shares
|
$510,503
0.08% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
53,842
shares
|
$460,349
0.02% of portfolio
|
Q4 2023
Reduced 28.35%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
53,606
shares
|
$458,331
0.0% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
52,933
shares
|
$452,577
0.0% of portfolio
|
Q3 2024
Reduced 89.84%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,582
shares
|
$415,376
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,215
shares
|
$412,238
0.04% of portfolio
|
Q3 2024
Reduced 50.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
43,400
shares
|
$371,070
0.01% of portfolio
|
Q3 2024
Added 33.95%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
40,250
shares
|
$344,137
0.21% of portfolio
|
Q3 2024
Reduced 40.24%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
37,366
shares
|
$319,479
0.0% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
36,933
shares
|
$315,777
0.24% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
36,100
shares
|
$308,655
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
35,818
shares
|
$306,243
0.02% of portfolio
|
Q3 2024
Added 0.17%
|