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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,997
shares
|
$80,163
0.0% of portfolio
|
Q4 2024
Reduced 42.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
7,816
shares
|
$69,640
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
5,509
shares
|
$49,085
0.04% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,991
shares
|
$44,469
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,000
shares
|
$26,730
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$26,730
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,364
shares
|
$21,063
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,190
shares
|
$19,512
0.0% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,886
shares
|
$16,804
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,737
shares
|
$15,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,670
shares
|
$14,879
0.01% of portfolio
|
Q4 2023
Reduced 38.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,670
shares
|
$14,879
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,595
shares
|
$14,211
0.0% of portfolio
|
Q3 2022
Added 6.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,150
shares
|
$10,246
0.0% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$8,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
708
shares
|
$6,308
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$4,517
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
500
shares
|
$4,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
500
shares
|
$4,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$4,455
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
469
shares
|
$4,178
0.0% of portfolio
|
Q1 2022
Reduced 4.26%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
200
shares
|
$1,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200
shares
|
$1,782
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
75
shares
|
$668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 98.78%
|