Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
684K+ 10.77% |
$5.77M - $6.01M
|
7.04M
$60.2M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
684K+ 10.77% |
$5.77M - $6.01M
|
7.04M
$60.2M
|
|
Apr 24, 2024
Q1 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
336K+ 34.51% |
$2.83M - $2.96M
|
1.31M
$11.2M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
264K+ 794.22% |
$2.23M - $2.32M
|
297K
$2.54M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 1366.94% |
$1.33M - $1.38M
|
169K
$1.44M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
148K+ 1085.91% |
$1.25M - $1.3M
|
162K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
116K+ 9.11% |
$982K - $1.02M
|
1.39M
$11.9M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
98.8K+ 41.84% |
$833K - $869K
|
335K
$2.86M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.1K+ 11.0% |
$793K - $827K
|
949K
$8.12M
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
89.1K+ 80.65% |
$751K - $783K
|
200K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
88.2K+ 4.65% |
$744K - $776K
|
1.98M
$17M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78.2K+ 8.82% |
$659K - $687K
|
964K
$8.24M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
64.6K+ 119.53% |
$544K - $567K
|
119K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
59.7K+ 34.01% |
$503K - $524K
|
235K
$2.01M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.2K+ 13.13% |
$348K - $363K
|
355K
$3.04M
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
31.2K+ 18.78% |
$263K - $274K
|
197K
$1.69M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.3K+ 23.02% |
$222K - $231K
|
140K
$1.2M
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
22.8KNew |
$192K - $200K
|
22.8K
$195K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.1KNew |
$178K - $186K
|
21.1K
$181K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6KNew |
$174K - $181K
|
20.6K
$176K
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16K+ 26.94% |
$135K - $140K
|
75.3K
$644K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.9K+ 144.55% |
$134K - $140K
|
26.9K
$230K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.3K+ 109.16% |
$121K - $126K
|
27.4K
$234K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$113K - $118K
|
13.4K
$115K
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
13.3KNew |
$112K - $117K
|
13.3K
$114K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$97.8K - $102K
|
11.6K
$99.2K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11K+ 20.18% |
$92.7K - $96.7K
|
65.5K
$560K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.9KNew |
$91.9K - $95.8K
|
10.9K
$93.2K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
10.7KNew |
$90.2K - $94K
|
10.7K
$91.5K
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
10.4K+ 3.65% |
$88K - $91.8K
|
297K
$2.54M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.6K+ 1.82% |
$80.9K - $84.3K
|
535K
$4.58M
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
BUY
|
- |
8.02K+ 4.37% |
$67.6K - $70.5K
|
192K
$1.64M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.93K+ 63.85% |
$66.9K - $69.7K
|
20.4K
$174K
|
|
May 15, 2024
Q1 2024
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
7.78K+ 1.84% |
$65.6K - $68.4K
|
429K
$3.67M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.48K+ 29.11% |
$54.6K - $57K
|
28.7K
$246K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.65K+ 21.41% |
$47.7K - $49.7K
|
32.1K
$274K
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.6K+ 10.25% |
$47.2K - $49.2K
|
60.2K
$515K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.79K+ 2.34% |
$40.4K - $42.1K
|
209K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
4.59K+ 10.91% |
$38.7K - $40.3K
|
46.6K
$398K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.49K+ 1.36% |
$37.9K - $39.5K
|
335K
$2.87M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.65K+ 3.13% |
$22.3K - $23.3K
|
87.3K
$746K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 1.21% |
$21K - $21.9K
|
208K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.4K+ 4.34% |
$20.2K - $21.1K
|
57.7K
$493K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
2.36KNew |
$19.9K - $20.8K
|
2.36K
$20.2K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 1.27% |
$8.85K - $9.23K
|
83.5K
$714K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
515+ 3.28% |
$4.34K - $4.53K
|
16.2K
$139K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
457+ 0.42% |
$3.85K - $4.02K
|
110K
$942K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
426+ 4.04% |
$3.59K - $3.74K
|
11K
$93.8K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
413+ 29.56% |
$3.48K - $3.63K
|
1.81K
$15.5K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
290+ 2.21% |
$2.44K - $2.55K
|
13.4K
$114K
|