Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46M+ 59.26% |
$14.7M - $17.3M
|
3.92M
$32.8M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46M+ 59.26% |
$14.7M - $17.3M
|
3.92M
$32.8M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
201K+ 9.79% |
$2.03M - $2.39M
|
2.25M
$18.8M
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
146K+ 2.28% |
$1.48M - $1.73M
|
6.55M
$54.8M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.6KNew |
$594K - $698K
|
58.6K
$491K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
49.3K+ 5.66% |
$499K - $587K
|
921K
$7.71M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
43.5K+ 28.08% |
$440K - $517K
|
198K
$1.66M
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
36.1KNew |
$365K - $430K
|
36.1K
$302K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.4K+ 8.91% |
$317K - $373K
|
383K
$3.21M
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
30.6K+ 97.59% |
$310K - $364K
|
62K
$519K
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27KNew |
$273K - $321K
|
27K
$226K
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
21KNew |
$213K - $250K
|
21K
$176K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6KNew |
$178K - $209K
|
17.6K
$147K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.5KNew |
$167K - $196K
|
16.5K
$138K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.3KNew |
$145K - $170K
|
14.3K
$120K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.2KNew |
$134K - $157K
|
13.2K
$111K
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
11.9K+ 2.91% |
$120K - $141K
|
421K
$3.52M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3KNew |
$114K - $134K
|
11.3K
$94.5K
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10KNew |
$101K - $119K
|
10K
$83.7K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.98K+ 6.82% |
$60.5K - $71.2K
|
93.6K
$784K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.79K+ 26.46% |
$58.6K - $68.9K
|
27.7K
$232K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.12K+ 28.46% |
$41.7K - $49.1K
|
18.6K
$156K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.61K+ 20.9% |
$26.4K - $31K
|
15.1K
$126K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.61K+ 12.76% |
$26.4K - $31K
|
23K
$193K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.09KNew |
$21.2K - $24.9K
|
2.09K
$17.5K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.92KNew |
$19.5K - $22.9K
|
1.92K
$16.1K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 0.8% |
$12.1K - $14.3K
|
151K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
939+ 3.93% |
$9.5K - $11.2K
|
24.8K
$208K
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
194+ 0.34% |
$1.96K - $2.31K
|
57.2K
$479K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
140New |
$1.42K - $1.67K
|
140
$1.17K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
110+ 8.4% |
$1.11K - $1.31K
|
1.42K
$11.9K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 0.44% |
$830 - $976
|
18.8K
$158K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
79+ 0.2% |
$799 - $940
|
38.7K
$324K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 2.43% |
$182 - $214
|
760
$6.36K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12+ 0.06% |
$121 - $143
|
20.1K
$168K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 1.07% |
$50.6 - $59.5
|
464
$3.88K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-59- 0.26% |
$597 - $702
|
22.8K
$191K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72- 0.11% |
$729 - $857
|
68.4K
$573K
|
|
Jul 18, 2022
Q2 2022
|
Triad Investment Management
|
SELL
|
- |
-175- 0.72% |
$1.77K - $2.08K
|
24.1K
$202K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-238- 0.23% |
$2.41K - $2.83K
|
102K
$852K
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-293- 1.08% |
$2.97K - $3.49K
|
26.7K
$224K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-345- 0.3% |
$3.49K - $4.11K
|
116K
$974K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-446- 0.46% |
$4.51K - $5.31K
|
96.1K
$804K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-621Closed |
$6.28K - $7.39K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-800- 4.8% |
$8.1K - $9.52K
|
15.9K
$133K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-840- 75.61% |
$8.5K - $10K
|
271
$2.27K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.02K- 7.92% |
$10.3K - $12.2K
|
11.9K
$99.4K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-2K- 36.36% |
$20.2K - $23.8K
|
3.5K
$29.3K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09KClosed |
$21.2K - $24.9K
|
0
$0
|