Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.29M+ 85747.24% |
$10.6M - $11.4M
|
1.29M
$11.2M
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1.05M+ 99.19% |
$8.64M - $9.34M
|
2.11M
$18.4M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
392K+ 739.86% |
$3.22M - $3.48M
|
445K
$3.87M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
305KNew |
$2.51M - $2.71M
|
305K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
218KNew |
$1.79M - $1.94M
|
218K
$1.9M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
155K+ 30.33% |
$1.27M - $1.38M
|
666K
$5.8M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153KNew |
$1.26M - $1.36M
|
153K
$1.33M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
150K+ 29.73% |
$1.23M - $1.33M
|
656K
$5.71M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
55.6K+ 148.75% |
$456K - $494K
|
92.9K
$810K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50K+ 216.23% |
$411K - $444K
|
73.1K
$637K
|
|
Feb 14, 2025
Q4 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
45.3K+ 53.68% |
$372K - $402K
|
130K
$1.13M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.1KNew |
$288K - $312K
|
35.1K
$306K
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
30.4KNew |
$249K - $270K
|
30.4K
$265K
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.5K+ 24.3% |
$218K - $236K
|
136K
$1.18M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.9K+ 14.48% |
$213K - $230K
|
205K
$1.78M
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.4KNew |
$134K - $145K
|
16.4K
$143K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 10.04% |
$124K - $134K
|
166K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.8KNew |
$105K - $114K
|
12.8K
$111K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 56.87% |
$101K - $110K
|
34.1K
$297K
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
12KNew |
$98.5K - $107K
|
12K
$105K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.6KNew |
$87.2K - $94.4K
|
10.6K
$92.6K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6KNew |
$86.7K - $93.8K
|
10.6K
$92K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.4KNew |
$85K - $92K
|
10.4K
$90.2K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$85K - $91.9K
|
10.4K
$90.2K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.12K+ 4.91% |
$66.7K - $72.1K
|
174K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
6.7K+ 8.16% |
$55K - $59.5K
|
88.8K
$773K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82K+ 52.65% |
$47.8K - $51.7K
|
16.9K
$147K
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
5.24K+ 1.77% |
$43K - $46.5K
|
302K
$2.63M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4K+ 9.22% |
$32.8K - $35.5K
|
47.4K
$413K
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 5.09% |
$29.1K - $31.5K
|
73.3K
$639K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.05K+ 21.56% |
$25K - $27.1K
|
17.2K
$150K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.8KNew |
$23K - $24.9K
|
2.8K
$24.4K
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.41K+ 5.0% |
$19.8K - $21.4K
|
50.6K
$441K
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.04K+ 6.74% |
$16.8K - $18.1K
|
32.3K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85K+ 2.2% |
$15.2K - $16.4K
|
85.8K
$747K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 9.55% |
$14.9K - $16.1K
|
20.8K
$181K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.16K+ 4.39% |
$9.52K - $10.3K
|
27.6K
$240K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 6.66% |
$9.19K - $9.94K
|
17.9K
$156K
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
455+ 0.76% |
$3.74K - $4.04K
|
60.2K
$524K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230New |
$1.89K - $2.04K
|
230
$2K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 0.89% |
$1.44K - $1.55K
|
19.8K
$173K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
56+ 1.16% |
$460 - $497
|
4.87K
$42.5K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38+ 2.15% |
$312 - $337
|
1.81K
$15.7K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-164- 0.06% |
$1.35K - $1.46K
|
264K
$2.3M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-208- 0.58% |
$1.71K - $1.85K
|
35.6K
$310K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319- 0.18% |
$2.62K - $2.83K
|
176K
$1.53M
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-421- 1.96% |
$3.46K - $3.74K
|
21K
$183K
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-500- 0.22% |
$4.11K - $4.44K
|
231K
$2.01M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.36K- 3.67% |
$11.1K - $12K
|
35.6K
$310K
|