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 101 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
36,100
shares
|
$321,651
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
32,181
shares
|
$286,732
0.2% of portfolio
|
Q3 2024
Added 30.02%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
30,284
shares
|
$269,830
0.18% of portfolio
|
Q2 2025
Reduced 23.99%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
28,900
shares
|
$257,499
0.03% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
23,106
shares
|
$205,874
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,847
shares
|
$203,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
21,451
shares
|
$191,128
0.03% of portfolio
|
Q2 2025
Added 96.8%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,797
shares
|
$176,391
0.0% of portfolio
|
Q2 2025
Added 73.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
19,306
shares
|
$172,016
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
18,623
shares
|
$165,930
0.12% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,305
shares
|
$163,097
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,966
shares
|
$151,167
0.01% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
16,859
shares
|
$150,213
0.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
16,126
shares
|
$143,682
0.03% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
14,423
shares
|
$128,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
14,175
shares
|
$126,299
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
14,098
shares
|
$125,613
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
13,066
shares
|
$116,418
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
12,377
shares
|
$110,279
0.0% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
12,068
shares
|
$107,525
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,000
shares
|
$106,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
12,000
shares
|
$106,920
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,089
shares
|
$98,802
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
10,774
shares
|
$95,996
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$89,100
0.01% of portfolio
|
Q2 2025
New holding
|