Gradient Investments LLC Western Asset Inflation Linked Opportunities & Income Fund Transaction History

Gradient Investments LLC

$4.99 Billion
Q4 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 09, 2018	SELL	$10.94 - $11.44 $65 - $68	-6 Reduced 1.57%	375 $4,000
Q1 2018 Apr 11, 2018	BUY	$11.16 - $11.7 $66 - $70	6 Added 1.6%	381 $4,000
Q4 2017 Feb 07, 2018	BUY	$10.98 - $11.42 $4,117 - $4,282	375	375 $4,000

Others Institutions Holding WIW

# of Institutions

98

Shares Held

25.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

7.41M
Shares

$65.7 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.7M
Shares

$15.1 Million
1.33% of portfolio
Wells Fargo & Company San Francisco, CA

1.47M
Shares

$13.1 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.45M
Shares

$12.8 Million
0.97% of portfolio
Allspring Global Investments Holdings, LLC

1.18M
Shares

$10.5 Million
0.02% of portfolio

About WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND

Ticker WIW
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Comp...

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