Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.1MNew |
$27.3M - $28.2M
|
2.1M
$17.5M
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
710K+ 19.83% |
$9.25M - $9.56M
|
4.29M
$35.9M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
411K+ 1944.99% |
$5.36M - $5.54M
|
432K
$3.62M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
146KNew |
$1.91M - $1.97M
|
146K
$1.22M
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
BUY
|
- |
102K+ 86.81% |
$1.34M - $1.38M
|
220K
$1.84M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.9K+ 8.95% |
$624K - $645K
|
583K
$4.88M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
38.4KNew |
$501K - $517K
|
38.4K
$321K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.2K+ 11.34% |
$459K - $474K
|
346K
$2.89M
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.8K+ 46.33% |
$297K - $307K
|
72K
$603K
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
14.8K+ 18.51% |
$193K - $199K
|
94.7K
$792K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2KNew |
$173K - $178K
|
13.2K
$111K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.1K+ 3.67% |
$158K - $164K
|
343K
$2.87M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.72K+ 34.23% |
$127K - $131K
|
38.1K
$319K
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.1K+ 10.18% |
$106K - $109K
|
87.6K
$733K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.46KNew |
$71.2K - $73.5K
|
5.46K
$45.7K
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.3K+ 2.75% |
$69.1K - $71.4K
|
198K
$1.66M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.37K+ 11.22% |
$56.9K - $58.8K
|
43.3K
$362K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.71K+ 0.78% |
$48.4K - $50K
|
482K
$4.04M
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
3.29K+ 7.28% |
$42.8K - $44.3K
|
48.4K
$405K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.18K+ 3.21% |
$28.5K - $29.4K
|
70.2K
$588K
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.61K+ 1.27% |
$20.9K - $21.6K
|
127K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.5KNew |
$19.6K - $20.2K
|
1.5K
$12.6K
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.11K+ 1.66% |
$14.5K - $15K
|
68.2K
$571K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1K+ 5.71% |
$13K - $13.5K
|
18.5K
$155K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
626+ 2.43% |
$8.16K - $8.43K
|
26.3K
$220K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
607New |
$7.92K - $8.18K
|
607
$5.08K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
32+ 0.79% |
$417 - $431
|
4.07K
$34.1K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.23% |
$104 - $108
|
3.44K
$28.8K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.58% |
$13 - $13.5
|
173
$1.45K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41- 0.28% |
$535 - $552
|
14.8K
$124K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-100- 20.0% |
$1.3K - $1.35K
|
400
$3.35K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-250- 2.69% |
$3.26K - $3.37K
|
9.05K
$75.8K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-860- 0.47% |
$11.2K - $11.6K
|
182K
$1.52M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 10.23% |
$19.5K - $20.2K
|
13.1K
$110K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.81K- 1.62% |
$23.7K - $24.4K
|
110K
$922K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 50.76% |
$24.5K - $25.3K
|
1.82K
$15.3K
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.92K- 0.5% |
$25K - $25.8K
|
382K
$3.2M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 9.58% |
$30K - $31K
|
21.7K
$182K
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.03K- 3.7% |
$39.4K - $40.7K
|
78.8K
$660K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.93K- 87.71% |
$51.3K - $53K
|
551
$4.61K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4K- 4.82% |
$52.2K - $53.9K
|
79.1K
$662K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4K- 17.74% |
$52.2K - $53.9K
|
18.6K
$155K
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5.4K- 26.81% |
$70.4K - $72.7K
|
14.7K
$123K
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.63K- 0.57% |
$73.4K - $75.8K
|
980K
$8.21M
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-6.19K- 1.48% |
$80.7K - $83.4K
|
412K
$3.45M
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-7.9K- 0.72% |
$103K - $106K
|
1.09M
$9.1M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.22K- 1.29% |
$107K - $111K
|
627K
$5.25M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-9.2K- 69.7% |
$120K - $124K
|
4K
$33.5K
|