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 103 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 $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
10,774
shares
|
$94,272
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,369
shares
|
$90,728
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8,997
shares
|
$78,723
0.0% of portfolio
|
Q4 2024
Reduced 42.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,897
shares
|
$69,098
0.01% of portfolio
|
Q3 2023
Reduced 26.86%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
6,100
shares
|
$53,375
0.05% of portfolio
|
Q1 2025
Added 135.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,931
shares
|
$43,146
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$26,250
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,000
shares
|
$26,250
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,364
shares
|
$20,685
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,190
shares
|
$19,162
0.0% of portfolio
|
Q1 2025
Reduced 94.84%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
2,009
shares
|
$17,578
0.0% of portfolio
|
Q1 2025
Reduced 78.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,845
shares
|
$16,143
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,737
shares
|
$15,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,670
shares
|
$14,612
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,670
shares
|
$14,612
0.01% of portfolio
|
Q4 2023
Reduced 38.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,595
shares
|
$13,956
0.0% of portfolio
|
Q3 2022
Added 6.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,500
shares
|
$13,125
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,000
shares
|
$8,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
850
shares
|
$7,437
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
708
shares
|
$6,195
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$4,436
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
500
shares
|
$4,375
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
469
shares
|
$4,103
0.0% of portfolio
|
Q1 2022
Reduced 4.26%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
409
shares
|
$3,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
400
shares
|
$3,500
0.0% of portfolio
|
Q1 2025
New holding
|