Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
325K+ 4.63% |
$2.68M - $2.86M
|
7.35M
$64.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 13.92% |
$1.48M - $1.58M
|
1.47M
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
174KNew |
$1.44M - $1.53M
|
174K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
165K+ 24.83% |
$1.36M - $1.45M
|
831K
$7.27M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.8K+ 19.3% |
$708K - $754K
|
530K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
82.5K+ 12.59% |
$681K - $726K
|
738K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.8K+ 11.97% |
$609K - $648K
|
690K
$6.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68.9KNew |
$569K - $606K
|
68.9K
$603K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
67.8K+ 72.9% |
$559K - $596K
|
161K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
51.4K+ 16.83% |
$424K - $452K
|
357K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
42.8K+ 140.88% |
$353K - $376K
|
73.2K
$640K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
30.5K+ 22.48% |
$252K - $268K
|
166K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.9K+ 16.99% |
$247K - $263K
|
206K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
23.6K+ 22.18% |
$195K - $208K
|
130K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 60.95% |
$171K - $182K
|
54.8K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
19.2KNew |
$158K - $169K
|
19.2K
$168K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.8KNew |
$147K - $156K
|
17.8K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17.2KNew |
$142K - $152K
|
17.2K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17K+ 98.91% |
$140K - $149K
|
34.2K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6KNew |
$128K - $137K
|
15.6K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
13.8K+ 1.44% |
$114K - $121K
|
967K
$8.46M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.7K+ 15101.19% |
$105K - $112K
|
12.8K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$99K - $105K
|
12K
$105K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$94.1K - $100K
|
11.4K
$99.9K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.1K+ 1.04% |
$83.7K - $89.2K
|
987K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7K+ 1.38% |
$57.7K - $61.5K
|
515K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.58K+ 4.3% |
$54.3K - $57.8K
|
160K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.5K+ 13.71% |
$53.6K - $57.1K
|
53.9K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.22K+ 7.12% |
$43.1K - $45.9K
|
78.5K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.9K+ 8.14% |
$40.4K - $43.1K
|
65.1K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.26K+ 11.98% |
$35.2K - $37.5K
|
39.8K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.51K+ 135.43% |
$28.9K - $30.8K
|
6.1K
$53.4K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3K+ 14.41% |
$24.7K - $26.3K
|
23.8K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.9K+ 2.14% |
$15.7K - $16.7K
|
90.7K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.77K+ 17.07% |
$14.6K - $15.5K
|
12.1K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$8.25K - $8.79K
|
1K
$8.75K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
978+ 0.32% |
$8.07K - $8.6K
|
303K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
882+ 1.93% |
$7.28K - $7.75K
|
46.5K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
676+ 0.79% |
$5.58K - $5.94K
|
86.5K
$757K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
409New |
$3.37K - $3.6K
|
409
$3.58K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$3.3K - $3.52K
|
400
$3.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
374+ 2.09% |
$3.09K - $3.29K
|
18.3K
$160K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
226+ 2.13% |
$1.86K - $1.99K
|
10.9K
$95K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
162+ 1.17% |
$1.34K - $1.42K
|
14K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
100+ 0.27% |
$825 - $879
|
37.7K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
57+ 1.17% |
$470 - $501
|
4.93K
$43.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38+ 2.1% |
$314 - $334
|
1.85K
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16+ 0.15% |
$132 - $141
|
10.4K
$90.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15+ 0.01% |
$124 - $132
|
267K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.0% |
$24.8 - $26.4
|
73.1K
$640K
|