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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
7,897
shares
|
$67,519
0.01% of portfolio
|
Q3 2023
Reduced 26.86%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
6,165
shares
|
$52,710
0.02% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
5,304
shares
|
$45,349
0.0% of portfolio
|
Q3 2024
Added 784.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,818
shares
|
$41,193
0.0% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,000
shares
|
$25,650
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
3,000
shares
|
$25,650
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,364
shares
|
$20,212
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,769
shares
|
$15,124
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,737
shares
|
$14,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,670
shares
|
$14,278
0.01% of portfolio
|
Q4 2023
Reduced 38.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,595
shares
|
$13,637
0.0% of portfolio
|
Q3 2022
Added 6.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$12,833
0.0% of portfolio
|
Q2 2024
Added 150000.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,500
shares
|
$12,825
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
850
shares
|
$7,267
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
708
shares
|
$6,053
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$4,334
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
500
shares
|
$4,275
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
469
shares
|
$4,009
0.0% of portfolio
|
Q1 2022
Reduced 4.26%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
200
shares
|
$1,710
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
84
shares
|
$718
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
60
shares
|
$513
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
44
shares
|
$376
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|