Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
107K+ 14.55% |
$902K - $945K
|
845K
$7.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
106K+ 29.74% |
$891K - $933K
|
463K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
79.1K+ 47.58% |
$665K - $696K
|
245K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
69.4KNew |
$583K - $611K
|
69.4K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
68.7KNew |
$577K - $605K
|
68.7K
$610K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67K+ 32.48% |
$563K - $589K
|
273K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
50.8K+ 39.05% |
$427K - $447K
|
181K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
42.5K+ 26.43% |
$357K - $374K
|
203K
$1.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.2K+ 0.42% |
$262K - $275K
|
7.38M
$65.5M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
30.8K+ 1.6% |
$258K - $271K
|
1.96M
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
28.9K+ 2.99% |
$243K - $255K
|
996K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.7K+ 15.5% |
$208K - $218K
|
184K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.4K+ 1.59% |
$197K - $206K
|
1.49M
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.2K+ 3.36% |
$194K - $204K
|
713K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$192K - $201K
|
22.8K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.2K+ 3.74% |
$162K - $169K
|
534K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 11.56% |
$126K - $132K
|
145K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.4KNew |
$121K - $127K
|
14.4K
$128K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.1KNew |
$118K - $124K
|
14.1K
$125K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12K+ 22.26% |
$101K - $106K
|
65.9K
$585K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12KNew |
$101K - $106K
|
12K
$106K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
11.5KNew |
$96.6K - $101K
|
11.5K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
10.8K+ 11.94% |
$90.9K - $95.3K
|
101K
$900K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.6K+ 96.8% |
$88.6K - $92.8K
|
21.5K
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10KNew |
$84K - $88K
|
10K
$88.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.96K+ 23.21% |
$83.7K - $87.6K
|
52.9K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.39K+ 73.48% |
$70.4K - $73.8K
|
19.8K
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.86K+ 0.8% |
$66K - $69.2K
|
995K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.63K+ 7.66% |
$55.7K - $58.3K
|
93.1K
$826K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.63K+ 7.66% |
$55.7K - $58.3K
|
93.1K
$826K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.13K+ 8.88% |
$51.5K - $53.9K
|
75.1K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.79K+ 6.1% |
$40.2K - $42.1K
|
83.3K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.67K+ 10.05% |
$39.2K - $41.1K
|
51.2K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.8K+ 5.12% |
$23.6K - $24.7K
|
57.6K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.4K+ 3.69% |
$20.2K - $21.1K
|
67.5K
$598K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500New |
$4.2K - $4.4K
|
500
$4.44K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500New |
$4.2K - $4.4K
|
500
$4.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
344+ 1.81% |
$2.89K - $3.03K
|
19.3K
$171K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
300+ 35.29% |
$2.52K - $2.64K
|
1.15K
$10.2K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
300+ 0.19% |
$2.52K - $2.64K
|
157K
$1.39M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
297+ 2.33% |
$2.49K - $2.61K
|
13.1K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
245+ 0.12% |
$2.06K - $2.16K
|
206K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
237+ 2.18% |
$1.99K - $2.09K
|
11.1K
$98.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$1.68K - $1.76K
|
200
$1.77K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
185+ 1.32% |
$1.55K - $1.63K
|
14.2K
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
60+ 1.22% |
$504 - $528
|
4.99K
$44.3K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41+ 2.22% |
$344 - $361
|
1.89K
$16.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.0% |
$16.8 - $17.6
|
73.1K
$649K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-57- 0.47% |
$479 - $502
|
12.1K
$107K
|
|