Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
497K+ 9.75% |
$4.41M - $4.63M
|
5.6M
$47.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
333K+ 9.79% |
$2.95M - $3.11M
|
3.74M
$32M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
237K+ 660.19% |
$2.1M - $2.21M
|
273K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
223K+ 159.37% |
$1.98M - $2.08M
|
364K
$3.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
190K+ 217.18% |
$1.68M - $1.77M
|
278K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
149K+ 20.88% |
$1.32M - $1.39M
|
863K
$7.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
147K+ 118.43% |
$1.3M - $1.37M
|
270K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
59.3K+ 190.33% |
$526K - $553K
|
90.5K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
48.5K+ 7.34% |
$430K - $452K
|
709K
$6.07M
|
|
|
Aug 17, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
48.2KNew |
$427K - $449K
|
48.2K
$412K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
44.6K+ 17.71% |
$395K - $415K
|
296K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 6.14% |
$284K - $299K
|
554K
$4.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.7K+ 7.27% |
$281K - $295K
|
468K
$4M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
30.7KNew |
$272K - $286K
|
30.7K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19K+ 16.98% |
$168K - $177K
|
131K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 15.74% |
$151K - $159K
|
125K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
BUY
|
- |
15KNew |
$133K - $140K
|
15K
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8KNew |
$122K - $128K
|
13.8K
$118K
|
|
|
Aug 10, 2023
Q2 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
11.4K+ 3.98% |
$101K - $107K
|
299K
$2.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.4K+ 21.84% |
$56.7K - $59.6K
|
35.7K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.91K+ 4.59% |
$43.5K - $45.8K
|
112K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
962+ 6.28% |
$8.52K - $8.97K
|
16.3K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
665+ 0.83% |
$5.89K - $6.2K
|
81K
$692K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
539+ 2.18% |
$4.78K - $5.02K
|
25.3K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
507+ 34.28% |
$4.49K - $4.73K
|
1.99K
$17K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
504+ 4.64% |
$4.47K - $4.7K
|
11.4K
$97.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
414+ 2.78% |
$3.67K - $3.86K
|
15.3K
$131K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
311+ 0.43% |
$2.76K - $2.9K
|
73.2K
$626K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
166+ 0.34% |
$1.47K - $1.55K
|
48.3K
$413K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
94+ 0.49% |
$833 - $876
|
19.3K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
74+ 1.29% |
$656 - $690
|
5.83K
$49.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 0.41% |
$408 - $429
|
11.3K
$96.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43+ 2.62% |
$381 - $401
|
1.68K
$14.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.08% |
$142 - $149
|
20.2K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-19- 0.08% |
$168 - $177
|
22.6K
$193K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141- 0.62% |
$1.25K - $1.31K
|
22.7K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-180- 0.68% |
$1.59K - $1.68K
|
26.3K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-286- 2.58% |
$2.53K - $2.67K
|
10.8K
$92.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 6.24% |
$11.7K - $12.3K
|
19.8K
$169K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.48K- 16.73% |
$13.1K - $13.7K
|
7.34K
$62.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-1.5K- 2.11% |
$13.3K - $14K
|
69.9K
$598K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.75K- 15.68% |
$15.5K - $16.3K
|
9.4K
$80.4K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.75K- 1.11% |
$15.5K - $16.3K
|
156K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.03K- 2.75% |
$18K - $18.9K
|
71.8K
$613K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.1K- 2.27% |
$18.6K - $19.6K
|
90.5K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.24K- 4.8% |
$19.8K - $20.9K
|
44.4K
$379K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-3K- 15.0% |
$26.6K - $28K
|
17K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.85K- 3.26% |
$43K - $45.2K
|
144K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.05K- 29.75% |
$44.8K - $47.1K
|
11.9K
$102K
|