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Western Asset Inflation-Linked Opportunities & Income Fund (WIW) Institutional Ownership

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+0.10 (+1.19%)
(As of 05/3/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Western Asset Inflation-Linked Opportunities & Income Fund (NYSE:WIW)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$33.35M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$22.98M
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WIW Institutional Buying and Selling by Quarter

Western Asset Inflation-Linked Opportunities & Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Wakefield Asset Management LLLP296,570$2.56M0.9%+3.6%0.000%
5/1/2024 Janney Montgomery Scott LLC335,109$2.89M0.0%+1.4%0.000%
5/1/2024 Matisse Capital199,617$1.72M0.8%+80.6%0.000%
4/30/2024 Private Advisor Group LLC87,269$753K0.0%+3.1%0.000%
4/30/2024 Hartline Investment Corp10,900$94K0.0%N/A0.000%
4/26/2024 Clear Creek Financial Management LLC26,900$232K0.0%+144.5%0.000%
4/25/2024 Grace & White Inc. NY191,521$1.65M0.3%+4.4%0.000%
4/15/2024 Kingswood Wealth Advisors LLC31,879$275K0.0%-26.5%0.000%
4/11/2024 Integrated Capital Management Inc.22,752$196K0.2%N/A0.000%
4/10/2024 Park Avenue Securities LLC161,568$1.39M0.0%+1,085.9%0.000%
3/27/2024Nomura Holdings Inc.17,265$150K0.0%N/A0.000%
2/29/2024Tortoise Investment Management LLC263,663$2.29M0.3%-5.5%0.000%
2/14/2024PenderFund Capital Management Ltd.421,676$3.66M0.0%+1.3%0.000%
2/13/2024Accuvest Global Advisors34,420$298K0.3%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp130,192$1.13M0.0%-13.3%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC59,308$514K0.2%N/A0.000%
2/13/20241607 Capital Partners LLC2,382,760$20.66M1.4%-0.6%0.000%
2/12/2024Weiss Asset Management LP37,259$323K0.0%N/A0.000%
2/12/2024RPO LLC10,091$87K0.1%N/A0.000%
2/9/2024BlackDiamond Wealth Management LLC33,530$286K0.2%N/A0.000%
2/8/2024Tortoise Investment Management LLC258,093$2.22M0.3%-7.5%0.000%
2/8/2024 Janney Montgomery Scott LLC330,619$2.87M0.0%-23.0%0.000%
2/6/2024 Centric Wealth Management37,799$323K0.1%N/A0.000%
2/6/2024 Private Advisor Group LLC84,622$734K0.0%+111.1%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC142,964$1.24M0.0%-8.2%0.000%
2/2/2024 Bfsg LLC499,541$4.33M0.6%-2.2%0.000%
2/1/2024Wolverine Asset Management LLC54,006$468K0.0%-65.8%0.000%
1/30/2024CTC Alternative Strategies Ltd.16,188$140K0.3%N/A0.000%
1/25/2024 Wakefield Asset Management LLLP286,129$2.48M0.9%+3.8%0.000%
1/24/2024 International Assets Investment Management LLC7,803$68K0.0%+767.0%0.000%
1/24/2024 Clear Creek Financial Management LLC11,000$95K0.0%N/A0.000%
1/23/2024 Crown Wealth Group LLC17,100$148K0.1%N/A0.000%
1/19/2024 Realta Investment Advisors27,341$237K0.1%+8.2%0.000%
1/16/2024 Kingswood Wealth Advisors LLC43,377$376K0.0%+73.4%0.000%
1/16/2024 Raymond James & Associates114,151$990K0.0%+3.8%0.000%
1/16/2024 Beach Point Capital Management LP974,435$8.45M3.4%N/A0.000%
1/11/2024 Dynamic Advisor Solutions LLC72,236$626K0.0%+2.7%0.000%
1/10/2024 North Star Investment Management Corp.6,307$55K0.0%-33.5%0.000%
1/5/2024WealthPLAN Partners LLC205,650$1.78M0.2%N/A0.000%
11/21/2023Almitas Capital LLC164,733$1.36M0.6%-39.0%0.000%
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11/16/2023Penserra Capital Management LLC1,189,843$9.79M0.2%+67.7%0.000%
11/15/2023Stansberry Asset Management LLC54,593$449K0.1%+13.4%0.000%
11/13/2023Stifel Financial Corp351,933$2.90M0.0%+5.0%0.000%
11/13/2023Invesco Ltd.837,290$6.89M0.0%-18.2%0.000%
11/13/2023Wolverine Asset Management LLC157,987$1.30M0.0%+10.0%0.000%
11/13/2023Concorde Asset Management LLC40,150$330K0.3%+12.5%0.000%
11/9/2023UBS Group AG327,424$2.70M0.0%-9.9%0.000%
11/8/2023HighTower Advisors LLC538,701$4.43M0.0%-2.8%0.000%
11/8/2023 Janney Montgomery Scott LLC429,112$3.53M0.0%-6.6%0.000%
11/8/2023Landscape Capital Management L.L.C.59,497$490K0.1%+34.1%0.000%
11/8/2023Moors & Cabot Inc.13,500$111K0.0%N/A0.000%
11/8/2023Pinnacle Wealth Planning Services Inc.13,131$108K0.0%+16.4%0.000%
11/6/2023Ieq Capital LLC11,470$94K0.0%N/A0.000%
11/3/2023MGO One Seven LLC11,353$93K0.0%N/A0.000%
11/3/2023 Private Advisor Group LLC40,077$330K0.0%-19.7%0.000%
11/1/2023Verus Capital Partners LLC51,282$422K0.1%+6.1%0.000%
11/1/2023 Wakefield Asset Management LLLP275,750$2.27M1.0%-6.9%0.000%
10/30/2023 Blue Bell Private Wealth Management LLC7,897$65K0.0%-26.9%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.36,689$302K0.0%+19.6%0.000%
10/27/2023 Crestone Asset Management LLC30,022$247K0.1%N/A0.000%
10/26/2023 Park Avenue Securities LLC19,203$158K0.0%N/A0.000%
10/24/2023Arnhold LLC17,500$144K0.0%+16.7%0.000%
10/24/2023 Raymond James & Associates109,921$905K0.0%-1.8%0.000%
10/24/2023 Kingswood Wealth Advisors LLC25,015$206K0.1%N/A0.000%
10/20/2023 Bfsg LLC510,523$4.20M0.7%-0.8%0.000%
10/16/2023 Capital Investment Advisors LLC10,141$83K0.0%N/A0.000%
10/11/2023 Dynamic Advisor Solutions LLC70,309$579K0.0%-4.0%0.000%
8/15/2023Rivernorth Capital Management LLC3,737,364$33.11M1.7%+9.8%0.000%
8/14/2023Roberts Glore & Co. Inc. IL423,480$3.75M1.2%-3.1%0.000%
8/14/2023CSS LLC IL90,502$802K0.0%+190.3%0.000%
8/11/2023Baird Financial Group Inc.467,660$4.14M0.0%+7.3%0.000%
8/11/2023Almitas Capital LLC270,274$2.42M1.0%+118.4%0.000%
8/11/2023Landscape Capital Management L.L.C.44,380$393K0.1%-4.8%0.000%
8/11/2023Guggenheim Capital LLC130,657$1.16M0.0%+17.0%0.000%
8/11/2023PenderFund Capital Management Ltd.298,811$3.51M1.1%+4.0%0.000%
8/11/2023Penserra Capital Management LLC709,447$6.29M0.1%+7.3%0.000%
8/10/2023 Private Advisor Group LLC49,901$445K0.0%-38.7%0.000%
8/10/2023Sit Investment Associates Inc.1,357,623$12.03M0.3%-46.5%0.000%
8/8/2023Arnhold LLC15,000$133K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC143,667$1.27M0.0%-3.3%0.000%
8/7/2023 Bfsg LLC514,543$4.56M0.8%-11.4%0.000%
8/7/2023Tortoise Investment Management LLC273,249$2.42M0.4%+660.2%0.000%
8/4/2023 Aviance Capital Partners LLC90,457$801K0.2%-2.3%0.000%
8/4/2023Atlas Private Wealth Advisors277,540$2.46M0.5%+217.2%0.000%
8/4/2023U.S. Capital Wealth Advisors LLC156,163$1.38M0.1%-1.1%0.000%
8/4/2023 Carmichael Hill & Associates Inc.7,340$65K0.0%-16.7%0.000%
8/3/2023Oppenheimer & Co. Inc.13,100$116K0.0%-39.9%0.000%
8/2/2023 North Star Investment Management Corp.9,398$83K0.0%-15.7%0.000%
8/1/2023 Wakefield Asset Management LLLP296,219$2.63M1.0%+17.7%0.000%
7/31/2023LPL Financial LLC230,732$2.04M0.0%-63.1%0.000%
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7/26/2023 Janney Montgomery Scott LLC459,420$4.07M0.0%-1.5%0.000%
7/25/2023 Raymond James & Associates111,900$991K0.0%+4.6%0.000%
7/25/2023Concorde Asset Management LLC35,700$316K0.3%+21.8%0.000%
7/14/2023 Congress Park Capital LLC17,000$151K0.1%-15.0%0.000%
7/10/2023 Stolper Co69,898$619K0.3%-2.1%0.000%
5/12/2023HighTower Advisors LLC522,417$4.78M0.0%+1.0%0.000%
5/11/2023U.S. Capital Wealth Advisors LLC157,913$1.45M0.1%-2.6%0.000%
5/11/2023Elequin Securities LLC18,189$166K0.1%-50.3%0.000%
5/11/2023Guggenheim Capital LLC111,694$1.02M0.0%+16.3%0.000%
5/10/2023 Private Advisor Group LLC81,468$745K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

WIW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WIW shares?

During the previous two years, 96 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Opportunities & Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($33.11M), Allspring Global Investments Holdings LLC ($22.02M), 1607 Capital Partners LLC ($20.66M), Sit Investment Associates Inc. ($12.03M), Penserra Capital Management LLC ($9.79M), Beach Point Capital Management LP ($8.45M), and Invesco Ltd. ($6.89M).Learn more on WIW's institutional investors.

Which institutional investors have been buying Western Asset Inflation-Linked Opportunities & Income Fund stock?

Of the 75 institutional investors that purchased Western Asset Inflation-Linked Opportunities & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($1.19M), Beach Point Capital Management LP ($974.44K), HighTower Advisors LLC ($499.62K), Almitas Capital LLC ($439.40K), Allspring Global Investments Holdings LLC ($360.71K), Rivernorth Capital Management LLC ($333.40K), and Tortoise Investment Management LLC ($270.78K).

How much institutional buying is happening at Western Asset Inflation-Linked Opportunities & Income Fund?

Institutional investors have bought a total of 7,493,610 shares in the last 24 months. This purchase volume represents approximately $67.92M in transactions.

Which Western Asset Inflation-Linked Opportunities & Income Fund major shareholders have been selling company stock?

Of the 49 institutional investors that sold Western Asset Inflation-Linked Opportunities & Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($3.60M), Bfsg LLC ($1.68M), LPL Financial LLC ($529.67K), Wakefield Asset Management LLLP ($342.76K), Janney Montgomery Scott LLC ($192.84K), Invesco Ltd. ($186.63K), and City of London Investment Management Co. Ltd. ($175.71K).

How much institutional selling is happening at Western Asset Inflation-Linked Opportunities & Income Fund?

Institutional investors have sold a total of 7,868,394 shares in the last 24 months. This volume of shares sold represents approximately $73.57M in transactions.


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This page (NYSE:WIW) was last updated on 5/6/2024 by MarketBeat.com Staff

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