Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
974KNew |
$7.86M - $8.59M
|
974K
$8.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
206KNew |
$1.66M - $1.81M
|
206K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
177K+ 297.0% |
$1.43M - $1.56M
|
236K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
88.5K+ 7.44% |
$714K - $780K
|
1.28M
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
84.9KNew |
$685K - $749K
|
84.9K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
59.3KNew |
$479K - $523K
|
59.3K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
48.7K+ 5.81% |
$393K - $429K
|
886K
$7.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
44.5K+ 111.15% |
$359K - $393K
|
84.6K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
41K+ 303.7% |
$331K - $362K
|
54.5K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
40.9K+ 24.85% |
$330K - $361K
|
206K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
40.7K+ 32.47% |
$329K - $359K
|
166K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
37.8KNew |
$305K - $333K
|
37.8K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
37.3KNew |
$301K - $329K
|
37.3K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
34.4KNew |
$278K - $304K
|
34.4K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
33.5KNew |
$271K - $296K
|
33.5K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.1K+ 5.6% |
$227K - $248K
|
530K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$157K - $172K
|
19.5K
$166K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.4K+ 73.4% |
$148K - $162K
|
43.4K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.7K+ 230.64% |
$143K - $156K
|
25.4K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$139K - $152K
|
17.3K
$148K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
17.1KNew |
$138K - $151K
|
17.1K
$146K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
16.2KNew |
$131K - $143K
|
16.2K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
15.2K+ 37.86% |
$123K - $134K
|
55.4K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.8K+ 7.89% |
$103K - $113K
|
175K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11KNew |
$88.8K - $97K
|
11K
$94.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
10.4K+ 3.76% |
$83.8K - $91.5K
|
286K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
10.1KNew |
$81.4K - $89K
|
10.1K
$86.3K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.8KNew |
$63K - $68.8K
|
7.8K
$66.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.57K+ 2.16% |
$44.9K - $49.1K
|
264K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
5.24K+ 1.26% |
$42.3K - $46.2K
|
422K
$3.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.23K+ 3.85% |
$34.1K - $37.3K
|
114K
$976K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.07K+ 8.19% |
$16.7K - $18.2K
|
27.3K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.93K+ 2.74% |
$15.6K - $17K
|
72.2K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.56K+ 26.46% |
$12.6K - $13.8K
|
7.47K
$63.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$4.09K - $4.47K
|
507
$4.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
430+ 1.66% |
$3.47K - $3.79K
|
26.4K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$3.23K - $3.53K
|
400
$3.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
100+ 0.93% |
$807 - $882
|
10.9K
$93.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55+ 4.1% |
$444 - $485
|
1.4K
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35+ 2.03% |
$282 - $309
|
1.76K
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.06% |
$96.8 - $106
|
18.9K
$162K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-35- 0.27% |
$282 - $309
|
13.1K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-224- 1.41% |
$1.81K - $1.98K
|
15.7K
$134K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-281- 0.77% |
$2.27K - $2.48K
|
36.4K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-800- 1.43% |
$6.46K - $7.06K
|
55.3K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-806- 7.1% |
$6.5K - $7.11K
|
10.5K
$90.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-816- 6.99% |
$6.59K - $7.2K
|
10.9K
$92.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.04K- 38.33% |
$8.38K - $9.16K
|
1.67K
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.58K- 3.61% |
$12.7K - $13.9K
|
42K
$359K
|