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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.72K- 3.27% |
$21.9K - $24K
|
80.3K
$686K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.78K- 18.26% |
$22.4K - $24.5K
|
12.4K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 15.14% |
$24.2K - $26.5K
|
16.8K
$144K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.18K- 33.48% |
$25.6K - $28K
|
6.31K
$53.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.58K- 29.05% |
$45K - $49.2K
|
13.6K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.41K- 0.86% |
$59.8K - $65.4K
|
855K
$7.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-11K- 2.15% |
$88.6K - $96.9K
|
500K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.7K- 8.16% |
$102K - $112K
|
143K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 2.4% |
$104K - $114K
|
526K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-14.3K- 0.6% |
$115K - $126K
|
2.38M
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 55.62% |
$116K - $127K
|
11.5K
$98.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15.3K- 29.76% |
$123K - $135K
|
36K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.7K- 45.64% |
$151K - $165K
|
22.3K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-19.9K- 13.26% |
$161K - $175K
|
130K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21.1K- 7.54% |
$170K - $186K
|
258K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-21.3K- 28.35% |
$172K - $188K
|
53.8K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.6K- 26.82% |
$255K - $279K
|
86.2K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.4K- 52.9% |
$301K - $329K
|
33.3K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.8K- 10.74% |
$305K - $333K
|
314K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61K- 100.0% |
$492K - $538K
|
1
$8.55
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-92.5K- 23.41% |
$747K - $816K
|
303K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98.5K- 22.95% |
$795K - $869K
|
331K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-104K- 65.82% |
$839K - $917K
|
54K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 2.44% |
$1.28M - $1.4M
|
6.36M
$54.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-218K- 66.5% |
$1.76M - $1.92M
|
110K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-372K- 28.22% |
$3M - $3.28M
|
945K
$8.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-791K- 29.45% |
$6.39M - $6.98M
|
1.9M
$16.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04M- 14.07% |
$8.4M - $9.18M
|
6.36M
$54.3M
|