Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
220K+ 3.36% |
$1.97M - $2.39M
|
6.77M
$57.8M
|
|
Nov 14, 2022
Q3 2022
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
201K+ 296.73% |
$1.8M - $2.19M
|
269K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
116KNew |
$1.04M - $1.26M
|
116K
$989K
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
104KNew |
$932K - $1.13M
|
104K
$891K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
94.7K+ 10.28% |
$847K - $1.03M
|
1.02M
$8.68M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
51.1K+ 2.27% |
$457K - $555K
|
2.3M
$19.7M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.9K+ 6.81% |
$348K - $423K
|
610K
$5.22M
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
33.9K+ 54.67% |
$303K - $369K
|
95.9K
$820K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29K+ 5.81% |
$260K - $315K
|
528K
$4.52M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.1K+ 7.07% |
$243K - $295K
|
410K
$3.51M
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.4KNew |
$228K - $276K
|
25.4K
$217K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25.1K+ 211.03% |
$224K - $272K
|
36.9K
$316K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24.5K+ 102.4% |
$220K - $267K
|
48.5K
$415K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23.9K+ 1240.96% |
$214K - $260K
|
25.8K
$221K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 4.32% |
$192K - $233K
|
517K
$4.42M
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
18.7KNew |
$167K - $203K
|
18.7K
$160K
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.8K+ 6.52% |
$141K - $172K
|
258K
$2.21M
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15K+ 55.51% |
$134K - $163K
|
41.9K
$358K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 13.9% |
$109K - $133K
|
100K
$857K
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
11.3K+ 53.71% |
$101K - $123K
|
32.3K
$276K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$96.8K - $118K
|
10.8K
$92.4K
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
9.83K+ 2.34% |
$88K - $107K
|
430K
$3.68M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.98K+ 13.56% |
$44.6K - $54.2K
|
41.7K
$357K
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
2.31K+ 4.04% |
$20.7K - $25.1K
|
59.5K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.01K+ 2.51% |
$18K - $21.8K
|
82.1K
$702K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2K+ 1.32% |
$17.9K - $21.7K
|
153K
$1.31M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.89K+ 10.13% |
$16.9K - $20.5K
|
20.5K
$175K
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.75K+ 1.06% |
$15.7K - $19.1K
|
167K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$13.4K - $16.3K
|
1.5K
$12.8K
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1K+ 1.45% |
$8.95K - $10.9K
|
69.9K
$597K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$8.95K - $10.9K
|
1K
$8.55K
|
|
Oct 18, 2022
Q3 2022
|
Triad Investment Management
|
BUY
|
- |
679+ 2.82% |
$6.08K - $7.38K
|
24.8K
$212K
|
|
Nov 14, 2022
Q3 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
600New |
$5.37K - $6.52K
|
600
$5.13K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
500+ 3.15% |
$4.48K - $5.44K
|
16.4K
$140K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
469New |
$4.2K - $5.1K
|
469
$4.01K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
338New |
$3.03K - $3.67K
|
338
$2.89K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
295+ 2.61% |
$2.64K - $3.21K
|
11.6K
$99.1K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
95+ 0.25% |
$850 - $1.03K
|
38.8K
$332K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
93+ 6.19% |
$832 - $1.01K
|
1.6K
$13.6K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71New |
$635 - $772
|
71
$607
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 2.63% |
$179 - $217
|
780
$6.67K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 0.91% |
$170 - $207
|
2.11K
$18K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.07% |
$125 - $152
|
20.1K
$172K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-39- 0.44% |
$349 - $424
|
8.82K
$75.4K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65- 0.26% |
$582 - $707
|
24.8K
$212K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-245- 17.25% |
$2.19K - $2.66K
|
1.18K
$10K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-317- 1.38% |
$2.84K - $3.45K
|
22.7K
$194K
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-405- 0.04% |
$3.62K - $4.4K
|
1.09M
$9.34M
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-474- 0.24% |
$4.24K - $5.15K
|
198K
$1.69M
|