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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5,051
shares
|
$44,802
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,000
shares
|
$26,609
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,000
shares
|
$26,609
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,364
shares
|
$20,968
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,190
shares
|
$19,425
0.0% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,926
shares
|
$17,083
0.0% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,737
shares
|
$15,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,670
shares
|
$14,812
0.01% of portfolio
|
Q4 2023
Reduced 38.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,670
shares
|
$14,812
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,595
shares
|
$14,147
0.0% of portfolio
|
Q3 2022
Added 6.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$8,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
708
shares
|
$6,279
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$4,497
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
500
shares
|
$4,435
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
500
shares
|
$4,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
469
shares
|
$4,160
0.0% of portfolio
|
Q1 2022
Reduced 4.26%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
300
shares
|
$2,660
0.0% of portfolio
|
Q3 2025
Reduced 73.91%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200
shares
|
$1,773
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$1,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
84
shares
|
$745
0.0% of portfolio
|
Q3 2025
Reduced 99.36%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
75
shares
|
$665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 98.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|