Institutional Ownership Western Asset Inflation Linked Income Fund (WIA)
This table provides information about the institutional ownership of Western Asset Inflation Linked Income Fund (WIA). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $91.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
31,781
shares
|
$258,379
0.0% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
31,314
shares
|
$254,582
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,798
shares
|
$242,257
0.0% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
27,048
shares
|
$219,900
0.0% of portfolio
|
Q3 2024
Added 49.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,644
shares
|
$216,615
0.0% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
25,151
shares
|
$204,477
0.02% of portfolio
|
Q4 2024
Reduced 27.43%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,141
shares
|
$204,396
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,400
shares
|
$198,372
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
20,900
shares
|
$169,917
0.06% of portfolio
|
Q4 2023
Reduced 23.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
20,600
shares
|
$167,478
0.0% of portfolio
|
Q1 2023
Reduced 20.77%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
12,654
shares
|
$102,877
0.01% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
12,298
shares
|
$99,982
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
11,372
shares
|
$92,454
0.01% of portfolio
|
Q1 2021
Reduced 11.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,449
shares
|
$60,560
0.0% of portfolio
|
Q2 2020
Added 0.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,548
shares
|
$53,235
0.0% of portfolio
|
Q3 2024
Added 38.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,957
shares
|
$32,170
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,949
shares
|
$23,975
0.0% of portfolio
|
Q2 2024
Added 5.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,695
shares
|
$21,910
0.0% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,000
shares
|
$16,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
866
shares
|
$7,040
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
784
shares
|
$6,373
0.0% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$4,065
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
360
shares
|
$2,926
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
314
shares
|
$2,552
0.0% of portfolio
|
Q3 2023
Reduced 66.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
55
shares
|
$447
0.0% of portfolio
|
Q3 2024
Reduced 76.29%
|