Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.09M+ 48.79% |
$26.9M - $29.1M
|
6.38M
$54.6M
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.03MNew |
$26.1M - $28.2M
|
2.03M
$17.4M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 65.38% |
$3.63M - $3.93M
|
715K
$6.11M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 8.01% |
$2.15M - $2.33M
|
2.26M
$19.3M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 818.47% |
$1.38M - $1.49M
|
121K
$1.03M
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
84.3KNew |
$1.08M - $1.17M
|
84.3K
$721K
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
74.4KNew |
$955K - $1.03M
|
74.4K
$636K
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
68.6KNew |
$881K - $953K
|
68.6K
$587K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.2K+ 11.53% |
$863K - $933K
|
650K
$5.56M
|
|
Feb 14, 2022
Q4 2021
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
63.8KNew |
$819K - $886K
|
63.8K
$545K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
40K+ 4.08% |
$514K - $556K
|
1.02M
$8.72M
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
34.6KNew |
$444K - $481K
|
34.6K
$296K
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
28.8K+ 13.07% |
$370K - $400K
|
249K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26K+ 7.52% |
$334K - $361K
|
372K
$3.18M
|
|
Feb 11, 2022
Q4 2021
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
24.2K+ 3.06% |
$310K - $335K
|
812K
$6.95M
|
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
BUY
|
- |
20.9KNew |
$269K - $291K
|
20.9K
$179K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.9KNew |
$268K - $290K
|
20.9K
$179K
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
19.7K+ 5.15% |
$253K - $273K
|
402K
$3.43M
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17.6K+ 8.89% |
$226K - $245K
|
216K
$1.85M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.8KNew |
$190K - $206K
|
14.8K
$127K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 2.97% |
$184K - $199K
|
497K
$4.25M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 31.49% |
$175K - $189K
|
56.9K
$487K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$163K - $176K
|
12.7K
$108K
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$57.8K - $62.5K
|
4.5K
$38.5K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.77KNew |
$48.4K - $52.4K
|
3.77K
$32.2K
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.35K+ 2.66% |
$43K - $46.5K
|
129K
$1.1M
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
3.32K+ 0.31% |
$42.7K - $46.2K
|
1.09M
$9.33M
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
3.18K+ 6.57% |
$40.8K - $44.2K
|
51.6K
$441K
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.44K+ 0.35% |
$18.5K - $20K
|
414K
$3.54M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.34K+ 1.91% |
$17.2K - $18.7K
|
71.6K
$612K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.21KNew |
$15.6K - $16.8K
|
1.21K
$10.4K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
831+ 3.15% |
$10.7K - $11.5K
|
27.2K
$232K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
684New |
$8.78K - $9.5K
|
684
$5.85K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
518+ 0.47% |
$6.65K - $7.2K
|
111K
$946K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
487+ 0.68% |
$6.25K - $6.76K
|
72.5K
$620K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
215New |
$2.76K - $2.99K
|
215
$1.84K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
150+ 0.39% |
$1.93K - $2.08K
|
38.6K
$330K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50+ 1.45% |
$642 - $695
|
3.49K
$29.8K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28+ 0.08% |
$360 - $389
|
37.2K
$318K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 3.5% |
$270 - $292
|
621
$5.31K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$128 - $139
|
10
$85.5
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26- 15.03% |
$334 - $361
|
147
$1.26K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-120- 0.08% |
$1.54K - $1.67K
|
146K
$1.25M
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-233Closed |
$2.99K - $3.24K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-340- 2.3% |
$4.37K - $4.72K
|
14.4K
$123K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-365- 0.29% |
$4.69K - $5.07K
|
127K
$1.09M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-400- 1.3% |
$5.14K - $5.56K
|
30.3K
$259K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-400Closed |
$5.14K - $5.56K
|
0
$0
|