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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,565
shares
|
$90,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
10,357
shares
|
$88,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
10,353
shares
|
$88,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,315
shares
|
$87,883
0.0% of portfolio
|
Q4 2024
Reduced 35.19%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
9,464
shares
|
$80,633
0.0% of portfolio
|
Q4 2024
Reduced 94.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,997
shares
|
$76,654
0.0% of portfolio
|
Q4 2024
Reduced 42.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
7,897
shares
|
$67,282
0.01% of portfolio
|
Q3 2023
Reduced 26.86%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,931
shares
|
$42,012
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$25,560
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,000
shares
|
$25,560
0.0% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,801
shares
|
$23,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,364
shares
|
$20,141
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,061
shares
|
$17,559
0.0% of portfolio
|
Q4 2024
Reduced 81.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,807
shares
|
$15,395
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,737
shares
|
$14,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,670
shares
|
$14,228
0.01% of portfolio
|
Q4 2023
Reduced 38.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,595
shares
|
$13,589
0.0% of portfolio
|
Q3 2022
Added 6.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,500
shares
|
$12,780
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
850
shares
|
$7,242
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
708
shares
|
$6,032
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$4,319
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
500
shares
|
$4,260
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
469
shares
|
$3,995
0.0% of portfolio
|
Q1 2022
Reduced 4.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
230
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$1,704
0.0% of portfolio
|
Q4 2020
New holding
|