Purchases and Sales Made in Q4 2024 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 2024. 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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
155K+ 30.33% |
$1.27M - $1.38M
|
666K
$5.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153KNew |
$1.26M - $1.36M
|
153K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50K+ 216.23% |
$411K - $444K
|
73.1K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.1KNew |
$288K - $312K
|
35.1K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 10.04% |
$124K - $134K
|
166K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.6KNew |
$87.2K - $94.4K
|
10.6K
$92.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.4KNew |
$85K - $92K
|
10.4K
$90.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.12K+ 4.91% |
$66.7K - $72.1K
|
174K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
5.24K+ 1.77% |
$43K - $46.5K
|
302K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4K+ 9.22% |
$32.8K - $35.5K
|
47.4K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.04K+ 6.74% |
$16.8K - $18.1K
|
32.3K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 6.66% |
$9.19K - $9.94K
|
17.9K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230New |
$1.89K - $2.04K
|
230
$2.01K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 0.89% |
$1.44K - $1.55K
|
19.8K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-164- 0.06% |
$1.35K - $1.46K
|
264K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-208- 0.58% |
$1.71K - $1.85K
|
35.6K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319- 0.18% |
$2.62K - $2.83K
|
176K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-500- 0.22% |
$4.11K - $4.44K
|
231K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.68K- 21.0% |
$30.2K - $32.6K
|
13.8K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 0.98% |
$41.4K - $44.8K
|
511K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-5.6K- 3.13% |
$46K - $49.7K
|
173K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.75K- 42.85% |
$55.4K - $59.9K
|
9K
$78.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-32.3K- 43.24% |
$265K - $287K
|
42.4K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-47.5K- 33.0% |
$390K - $422K
|
96.6K
$844K
|
|
|
Jan 29, 2025
Q4 2024
|
Grace & White Inc
|
SELL
|
- |
-57.6K- 31.61% |
$473K - $511K
|
125K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-150K- 94.07% |
$1.23M - $1.33M
|
9.46K
$82.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-180K- 7.01% |
$1.48M - $1.6M
|
2.39M
$20.9M
|