Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.28M+ 60.35% |
$11.5M - $12.4M
|
3.4M
$29.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
661KNew |
$5.93M - $6.39M
|
661K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
555K+ 12.21% |
$4.98M - $5.37M
|
5.1M
$43.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 17.9% |
$972K - $1.05M
|
714K
$6.1M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
48.8KNew |
$438K - $472K
|
48.8K
$418K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.4K+ 34.89% |
$345K - $371K
|
149K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.8KNew |
$160K - $172K
|
17.8K
$152K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.6K+ 16.27% |
$140K - $151K
|
112K
$955K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
13.9K+ 24.18% |
$125K - $134K
|
71.4K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12KNew |
$108K - $116K
|
12K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$106K - $114K
|
11.8K
$101K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
11.3K+ 2.65% |
$101K - $109K
|
437K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
10.8K+ 52.74% |
$96.5K - $104K
|
31.2K
$267K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$91K - $98.1K
|
10.1K
$86.7K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10KNew |
$89.7K - $96.7K
|
10K
$85.5K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.8K+ 20.1% |
$70K - $75.4K
|
46.6K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17K+ 28.18% |
$64.3K - $69.3K
|
32.6K
$279K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.89K+ 6.88% |
$61.8K - $66.6K
|
107K
$915K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.6K+ 8.16% |
$59.2K - $63.8K
|
87.5K
$748K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 0.99% |
$46K - $49.5K
|
522K
$4.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.9K+ 7.2% |
$43.9K - $47.4K
|
72.9K
$624K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4K+ 15.81% |
$35.9K - $38.7K
|
29.3K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
3.67K+ 1.29% |
$32.9K - $35.5K
|
287K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.51K+ 26.07% |
$31.5K - $34K
|
17K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 10.97% |
$13.6K - $14.6K
|
15.3K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.5K+ 3.21% |
$13.4K - $14.5K
|
48.1K
$412K
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
1.12K+ 5.23% |
$10.1K - $10.8K
|
22.6K
$193K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.07K+ 4.5% |
$9.56K - $10.3K
|
24.7K
$211K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
935+ 1.02% |
$8.39K - $9.04K
|
92.6K
$791K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
900New |
$8.07K - $8.7K
|
900
$7.7K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
683+ 6.47% |
$6.13K - $6.6K
|
11.2K
$96.1K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
550+ 1.55% |
$4.93K - $5.32K
|
35.9K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
496+ 3.45% |
$4.45K - $4.8K
|
14.9K
$127K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
104+ 0.95% |
$933 - $1.01K
|
11.1K
$94.8K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
70+ 1.23% |
$628 - $677
|
5.75K
$49.2K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41+ 2.56% |
$368 - $396
|
1.64K
$14K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 2.72% |
$197 - $213
|
832
$7.11K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
16+ 0.95% |
$144 - $155
|
1.69K
$14.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.07% |
$126 - $135
|
20.2K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.14% |
$17.9 - $19.3
|
1.48K
$12.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.17% |
$44.9 - $48.4
|
3K
$25.7K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.17% |
$44.9 - $48.4
|
3K
$25.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-174- 0.82% |
$1.56K - $1.68K
|
21K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-251- 1.09% |
$2.25K - $2.43K
|
22.9K
$196K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-509- 23.8% |
$4.57K - $4.92K
|
1.63K
$13.9K
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
SELL
|
- |
-700- 0.38% |
$6.28K - $6.77K
|
183K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 6.63% |
$13.5K - $14.5K
|
21.1K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.82K- 2.4% |
$16.3K - $17.6K
|
73.8K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.48K- 2.05% |
$31.2K - $33.7K
|
167K
$1.43M
|