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Western Asset Short Duration Income ETF (WINC) Institutional Ownership

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$23.83
+0.02 (+0.08%)
(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for Western Asset Short Duration Income ETF (NASDAQ:WINC)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$436.11K
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$277.43K
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WINC Institutional Buying and Selling by Quarter

Western Asset Short Duration Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2023Per Stirling Capital Management LLC.19,858$463K0.1%-5.4%3.972%
8/11/2023Per Stirling Capital Management LLC.20,993$491K0.1%+2.6%2.624%
8/4/2023 Choreo LLC27,470$642K0.0%-4.8%3.434%
8/2/2023 Bank of Montreal Can9,063$212K0.0%N/A1.133%
7/31/2023 LPL Financial LLC46,673$1.09M0.0%-4.9%5.834%
7/21/2023 Creative Planning9,069$212K0.0%N/A1.134%
7/18/2023 Allworth Financial LP3,106$73K0.0%-16.6%0.388%
7/13/2023 Cambridge Investment Research Advisors Inc.16,046$375K0.0%-5.1%2.006%
7/6/2023 Prentice Wealth Management LLC10,995$257K0.1%-33.2%1.374%
4/18/2023 Allworth Financial LP3,725$88K0.0%-61.2%0.438%
4/14/2023 Prentice Wealth Management LLC16,466$389K0.2%-30.4%1.830%
3/6/2023OLD Mission Capital LLC2,300$54K0.0%N/A0.230%
2/8/2023 Cambridge Investment Research Advisors Inc.16,945$397K0.0%-5.0%1.695%
2/7/2023 LPL Financial LLC44,010$1.03M0.0%-12.8%4.401%
1/18/2023 Prentice Wealth Management LLC23,663$554K0.3%-59.6%2.366%
1/13/2023 Allworth Financial LP9,599$225K0.0%-69.3%0.960%
10/26/2022 Truist Financial Corp50,330$1.16M0.0%-40.3%4.793%
10/19/2022 Prentice Wealth Management LLC58,560$1.35M0.7%-11.7%5.577%
10/18/2022 Allworth Financial LP31,287$723K0.0%-3.8%2.980%
10/17/2022 Cambridge Investment Research Advisors Inc.17,842$412K0.0%-14.4%1.699%
7/28/2022 Prentice Wealth Management LLC66,349$1.57M1.6%N/A6.635%
7/22/2022 Truist Financial Corp84,349$2.00M0.0%-2.8%8.435%
7/13/2022 Allworth Financial LP32,521$771K0.0%-91.2%3.252%
7/13/2022 Cambridge Investment Research Advisors Inc.20,853$494K0.0%+2.5%2.085%
5/11/202255I LLC13,015$321K0.0%N/A0.898%
5/2/2022National Asset Management Inc.17,363$429K0.0%-10.6%1.197%
4/22/2022 Truist Financial Corp86,761$2.14M0.0%-9.1%5.984%
4/22/2022 Allworth Financial LP368,422$9.10M0.1%+4,445.1%25.408%
2/14/2022 LPL Financial LLC256,978$6.65M0.0%+6.3%21.415%
2/10/2022 International Assets Investment Management LLC63,200$1.64M0.3%-6.3%5.267%
2/4/2022 Synergy Asset Management LLC31,105$806K0.2%N/A2.592%
2/2/2022 Darrow Company Inc.8,837$228K0.2%N/A0.736%
1/28/2022National Asset Management Inc.19,430$504K0.0%N/A1.619%
1/21/2022 Allworth Financial LP8,106$210K0.0%N/A0.676%
1/21/2022 International Assets Investment Management LLC63,200$1.64M0.3%-6.3%5.267%
11/16/2021 LPL Financial LLC241,701$6.36M0.0%+341.3%30.213%
11/10/2021 Prentice Wealth Management LLC77,206$2.03M1.0%+7,720,500.0%9.651%
11/5/2021 Truist Financial Corp77,557$2.04M0.0%+6.1%9.695%
11/5/2021 Advisor Group Holdings Inc.4,614$121K0.0%N/A0.577%
10/28/2021 International Assets Investment Management LLC67,450$1.77M0.3%N/A8.431%
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8/13/2021 LPL Financial LLC54,769$1.44M0.0%+158.0%7.303%
5/18/2021Citadel Advisors LLC38,737$1.01M0.0%-19.4%8.608%
5/18/2021Jane Street Group LLC51,228$1.34M0.0%+290.0%17.076%
4/6/2021Carroll Financial Associates Inc.2,353$61K0.0%N/A0.784%
2/18/2021 Truist Financial Corp50,949$1.34M0.0%-1.5%16.983%
2/17/2021Jane Street Group LLC13,137$344K0.0%-50.4%4.379%
11/17/2020Jane Street Group LLC26,461$675K0.0%-28.0%8.820%
11/13/2020 Truist Financial Corp51,749$1.32M0.0%+21.2%17.250%
11/4/2020Prospera Financial Services Inc4,380$112K0.0%N/A1.460%
8/17/2020Jane Street Group LLC36,745$919K0.0%+95.2%12.248%
8/13/2020MUFG Securities EMEA plc60,000$1.50M0.0%-66.7%20.000%
8/10/2020 Valley National Advisers Inc.5,229$131K0.0%-99.2%1.743%
5/15/2020Jane Street Group LLC18,822$425K0.0%N/A6.274%
5/1/2020 UBS Group AG1,877$42K0.0%N/A0.469%
(Data available from 1/1/2016 forward)

WINC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WINC shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Western Asset Short Duration Income ETF. The most heavily invested institutionals were Truist Financial Corp ($1.16M), LPL Financial LLC ($1.09M), Choreo LLC ($642K), Per Stirling Capital Management LLC. ($463K), Cambridge Investment Research Advisors Inc. ($375K), Prentice Wealth Management LLC ($257K), and Bank of Montreal Can ($212K).Learn more on WINC's institutional investors.

Which institutional investors have been buying Western Asset Short Duration Income ETF stock?

The following institutional investors have purchased Western Asset Short Duration Income ETF stock in the last 24 months: Prentice Wealth Management LLC ($66.35K), Creative Planning ($9.07K), Bank of Montreal Can ($9.06K), OLD Mission Capital LLC ($2.30K), Per Stirling Capital Management LLC. ($525.00), and Cambridge Investment Research Advisors Inc. ($518.00).

How much institutional buying is happening at Western Asset Short Duration Income ETF?

Institutional investors have bought a total of 87,824 shares in the last 24 months. This purchase volume represents approximately $2.07M in transactions.

Which Western Asset Short Duration Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Western Asset Short Duration Income ETF stock in the last 24 months: Allworth Financial LP ($365.32K), Prentice Wealth Management LLC ($55.35K), Truist Financial Corp ($36.43K), LPL Financial LLC ($8.87K), Cambridge Investment Research Advisors Inc. ($4.77K), Choreo LLC ($1.40K), and Per Stirling Capital Management LLC. ($1.14K).

How much institutional selling is happening at Western Asset Short Duration Income ETF?

Institutional investors have sold a total of 473,271 shares in the last 24 months. This volume of shares sold represents approximately $11.17M in transactions.


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This page (NASDAQ:WINC) was last updated on 5/15/2024 by MarketBeat.com Staff

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