Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
1.09M+ 100.24% |
$12.9M - $14.6M
|
2.18M
$18.7M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
431KNew |
$5.08M - $5.77M
|
431K
$3.69M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
196K+ 8.68% |
$2.31M - $2.63M
|
2.46M
$21M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136K+ 36.63% |
$1.6M - $1.82M
|
508K
$4.34M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
83.4KNew |
$983K - $1.12M
|
83.4K
$713K
|
|
May 17, 2022
Q1 2022
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
67.8KNew |
$799K - $908K
|
67.8K
$580K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.2K+ 29.51% |
$579K - $658K
|
216K
$1.84M
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
32.8K+ 4.03% |
$386K - $439K
|
845K
$7.23M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
29.6K+ 40.77% |
$348K - $396K
|
102K
$873K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
27K+ 24.41% |
$318K - $362K
|
138K
$1.18M
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
25.7K+ 19.9% |
$303K - $344K
|
155K
$1.32M
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.8K+ 23.33% |
$268K - $305K
|
120K
$1.03M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.1KNew |
$237K - $269K
|
20.1K
$172K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.8KNew |
$221K - $251K
|
18.8K
$160K
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
18.1K+ 0.28% |
$214K - $243K
|
6.4M
$54.7M
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16.7K+ 0.82% |
$197K - $224K
|
2.05M
$17.5M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.7K+ 4.67% |
$185K - $210K
|
352K
$3.01M
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.6K+ 3.88% |
$184K - $209K
|
417K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.9K+ 20.52% |
$176K - $200K
|
87.7K
$749K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14.5KNew |
$171K - $194K
|
14.5K
$124K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$147K - $167K
|
12.5K
$107K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$143K - $163K
|
12.2K
$104K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.8KNew |
$139K - $159K
|
11.8K
$101K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
9.39KNew |
$111K - $126K
|
9.39K
$80.3K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.1K+ 6.74% |
$71.8K - $81.6K
|
96.5K
$825K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.47K+ 1.1% |
$64.4K - $73.2K
|
502K
$4.29M
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
5.45K+ 10.56% |
$64.2K - $72.9K
|
57K
$488K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4K+ 2.74% |
$47.1K - $53.6K
|
150K
$1.28M
|
|
Apr 27, 2022
Q1 2022
|
Triad Investment Management
|
BUY
|
- |
3.35K+ 16.01% |
$39.5K - $44.9K
|
24.3K
$208K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.28K+ 2.89% |
$38.6K - $43.9K
|
117K
$998K
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.8K+ 27.72% |
$33K - $37.5K
|
12.9K
$110K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.09KNew |
$24.6K - $28K
|
2.09K
$17.9K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.88K+ 103.07% |
$22.1K - $25.1K
|
3.7K
$31.6K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 4.79% |
$11.8K - $13.4K
|
21.9K
$187K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
136+ 0.37% |
$1.6K - $1.82K
|
37.4K
$319K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
98+ 8.09% |
$1.15K - $1.31K
|
1.31K
$11.2K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
57+ 0.15% |
$671 - $763
|
38.6K
$330K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-20- 4.26% |
$236 - $268
|
449
$3.84K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-147Closed |
$1.73K - $1.97K
|
0
$0
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.57% |
$1.77K - $2.01K
|
9.39K
$80.3K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-200- 2.21% |
$2.36K - $2.68K
|
8.85K
$75.7K
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-206- 0.76% |
$2.43K - $2.76K
|
27K
$231K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-215Closed |
$2.53K - $2.88K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-237- 1.03% |
$2.79K - $3.17K
|
22.9K
$195K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250Closed |
$2.95K - $3.35K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-684Closed |
$8.06K - $9.16K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-716- 2.07% |
$8.43K - $9.59K
|
33.9K
$290K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.31K- 6.04% |
$15.5K - $17.6K
|
20.4K
$175K
|
|
Apr 22, 2022
Q1 2022
|
Grace & White Inc
|
SELL
|
- |
-1.6K- 0.84% |
$18.8K - $21.4K
|
188K
$1.61M
|