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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
280+ 0.84% |
$2.36K - $2.46K
|
33.8K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$1.56K - $1.63K
|
185
$1.58K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
157+ 0.22% |
$1.32K - $1.38K
|
72.4K
$619K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67+ 1.06% |
$565 - $589
|
6.37K
$54.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$371 - $387
|
44
$376
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36+ 2.04% |
$303 - $316
|
1.8K
$15.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-72- 0.2% |
$607 - $633
|
36.3K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 5.76% |
$9.19K - $9.58K
|
17.8K
$153K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 69.33% |
$9.53K - $9.93K
|
500
$4.28K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.44K- 19.22% |
$12.1K - $12.6K
|
6.03K
$51.6K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.97K- 1.38% |
$16.6K - $17.3K
|
141K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.71K- 3.14% |
$22.8K - $23.8K
|
83.5K
$714K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.27K- 11.95% |
$27.5K - $28.7K
|
24.1K
$206K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.34K- 9.26% |
$28.1K - $29.3K
|
32.7K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.5K- 26.51% |
$96.9K - $101K
|
31.9K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.4K- 3.48% |
$155K - $162K
|
511K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-19K- 2.01% |
$160K - $167K
|
926K
$7.92M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20.3K- 15.56% |
$171K - $178K
|
110K
$940K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-38.6K- 48.1% |
$326K - $339K
|
41.7K
$356K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-47.6K- 15.73% |
$401K - $418K
|
255K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-66.3K- 25.13% |
$559K - $582K
|
197K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-121K- 58.85% |
$1.02M - $1.06M
|
84.6K
$724K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-356K- 4.82% |
$3M - $3.13M
|
7.04M
$60.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-500KClosed |
$4.21M - $4.39M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.19M- 50.03% |
$10M - $10.5M
|
1.19M
$10.2M
|