Institutional Ownership 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). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
135,761
shares
|
$1.16 Million
0.33% of portfolio
|
Q4 2024
Added 24.3%
|
|
Ionic Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
129,740
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Added 53.68%
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
124,620
shares
|
$1.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
112,950
shares
|
$962,334
0.11% of portfolio
|
Q4 2024
Reduced 78.95%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
108,320
shares
|
$922,886
0.0% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
106,467
shares
|
$907,098
0.0% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
96,550
shares
|
$822,606
0.03% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
92,947
shares
|
$791,908
0.0% of portfolio
|
Q4 2024
Added 148.75%
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
88,765
shares
|
$756,277
0.4% of portfolio
|
Q4 2024
Added 8.16%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
85,805
shares
|
$731,058
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
73,316
shares
|
$624,652
0.09% of portfolio
|
Q4 2024
Added 5.09%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
73,128
shares
|
$623,050
0.04% of portfolio
|
Q4 2024
Added 216.23%
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
68,943
shares
|
$587,394
0.02% of portfolio
|
Q1 2025
New holding
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
64,493
shares
|
$549,480
0.05% of portfolio
|
Q3 2022
Reduced 19.88%
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
60,163
shares
|
$512,588
0.07% of portfolio
|
Q4 2024
Added 0.76%
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
53,842
shares
|
$458,733
0.02% of portfolio
|
Q4 2023
Reduced 28.35%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
52,028
shares
|
$443,278
0.0% of portfolio
|
Q4 2024
Reduced 55.49%
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
50,627
shares
|
$431,342
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
47,903
shares
|
$408,133
0.01% of portfolio
|
Q4 2024
Reduced 33.4%
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
47,400
shares
|
$403,848
0.01% of portfolio
|
Q4 2024
Added 9.22%
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
45,599
shares
|
$388,503
0.0% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
42,420
shares
|
$361,418
0.04% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
37,550
shares
|
$319,926
0.17% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
36,100
shares
|
$307,572
0.4% of portfolio
|
Q2 2022
New holding
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
35,577
shares
|
$303,116
0.2% of portfolio
|
Q4 2024
Reduced 3.67%
|