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 102 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
33,182
shares
|
$281,715
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
28,900
shares
|
$245,361
0.03% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,781
shares
|
$201,900
0.0% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
22,523
shares
|
$191,220
0.11% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
19,192
shares
|
$162,940
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,962
shares
|
$160,987
0.0% of portfolio
|
Q1 2025
Reduced 31.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
18,305
shares
|
$155,409
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
17,800
shares
|
$151,122
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
17,500
shares
|
$148,575
0.02% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
17,248
shares
|
$146,435
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,206
shares
|
$146,078
0.01% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
17,151
shares
|
$145,611
0.0% of portfolio
|
Q1 2025
Reduced 64.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,557
shares
|
$132,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
15,000
shares
|
$127,350
0.01% of portfolio
|
Q2 2024
Reduced 77.1%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
14,963
shares
|
$127,035
0.0% of portfolio
|
Q1 2025
Reduced 91.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
13,990
shares
|
$118,775
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
12,769
shares
|
$108,408
0.0% of portfolio
|
Q1 2025
Added 15101.19%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
12,704
shares
|
$107,856
0.02% of portfolio
|
Q1 2025
Reduced 22.39%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
12,125
shares
|
$102,941
0.02% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
12,000
shares
|
$101,880
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
12,000
shares
|
$101,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,412
shares
|
$96,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,900
shares
|
$92,541
0.02% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,852
shares
|
$92,133
0.03% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
10,774
shares
|
$91,471
0.06% of portfolio
|
Q3 2024
New holding
|