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 98 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
36,100
shares
|
$320,207
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
35,285
shares
|
$312,977
0.19% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
29,843
shares
|
$264,707
0.17% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,115
shares
|
$205,030
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
21,612
shares
|
$191,698
0.19% of portfolio
|
Q3 2025
Reduced 68.86%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
20,760
shares
|
$184,141
0.02% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,667
shares
|
$174,446
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
19,656
shares
|
$174,348
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,305
shares
|
$162,365
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
17,018
shares
|
$150,949
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
17,005
shares
|
$150,834
0.1% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,966
shares
|
$150,488
0.01% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
16,126
shares
|
$143,037
0.03% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
15,792
shares
|
$140,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
14,360
shares
|
$127,373
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Oct 10, 2025 Q3 2025 |
12,000
shares
|
$106,439
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
11,348
shares
|
$100,656
0.01% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,326
shares
|
$100,461
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,949
shares
|
$97,117
0.0% of portfolio
|
Q3 2025
Reduced 52.08%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
9,174
shares
|
$81,373
0.05% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
7,816
shares
|
$69,327
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,680
shares
|
$68,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
6,746
shares
|
$59,837
0.0% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
5,674
shares
|
$50,328
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
5,502
shares
|
$48,802
0.04% of portfolio
|
Q3 2025
Reduced 0.13%
|
|