Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.12K- 0.66% |
$10.1K - $11K
|
170K
$1.48M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.2K- 1.46% |
$10.8K - $11.8K
|
80.9K
$705K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.52K- 1.63% |
$13.7K - $15K
|
91.6K
$798K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.7K- 36.13% |
$15.3K - $16.7K
|
3.01K
$26.2K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.7K- 36.13% |
$15.3K - $16.7K
|
3.01K
$26.2K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 3.84% |
$16.8K - $18.3K
|
46.6K
$406K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.94K- 12.58% |
$17.5K - $19.1K
|
13.5K
$117K
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-2.03K- 3.41% |
$18.3K - $20K
|
57.5K
$501K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.47K- 18.38% |
$22.3K - $24.3K
|
11K
$95.6K
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.1K- 7.4% |
$28K - $30.5K
|
38.8K
$338K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.3K- 3.43% |
$29.8K - $32.5K
|
92.9K
$809K
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
SELL
|
- |
-3.35K- 13.49% |
$30.2K - $32.9K
|
21.5K
$187K
|
|
Feb 02, 2023
Q4 2022
|
Grace & White Inc
|
SELL
|
- |
-3.58K- 1.9% |
$32.2K - $35.2K
|
184K
$1.6M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.68K- 0.77% |
$42.2K - $46K
|
605K
$5.27M
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.84K- 1.12% |
$43.7K - $47.6K
|
426K
$3.71M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.04K- 18.21% |
$45.5K - $49.6K
|
22.6K
$197K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.77K- 28.62% |
$52K - $56.7K
|
14.4K
$125K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10.5K- 28.63% |
$94.4K - $103K
|
26.1K
$227K
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-10.8K- 25.44% |
$97K - $106K
|
31.5K
$274K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.9K- 33.32% |
$117K - $127K
|
25.9K
$225K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.3K- 12.51% |
$129K - $141K
|
100K
$872K
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20.5K- 0.79% |
$185K - $202K
|
2.59M
$22.5M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.2K- 27.85% |
$263K - $287K
|
75.6K
$658K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.3K- 7.41% |
$346K - $377K
|
479K
$4.17M
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-42.3K- 36.56% |
$382K - $416K
|
73.4K
$639K
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-47.5K- 8.19% |
$428K - $467K
|
533K
$4.64M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.9K- 34.99% |
$631K - $688K
|
130K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-146K- 27.65% |
$1.32M - $1.44M
|
382K
$3.33M
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-161K- 96.59% |
$1.45M - $1.58M
|
5.68K
$49.5K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-497K- 45.5% |
$4.48M - $4.89M
|
595K
$5.19M
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.42M- 35.77% |
$21.8M - $23.8M
|
4.35M
$37.9M
|