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Western Asset Short Duration Income ETF (WINC) Institutional Ownership

Western Asset Short Duration Income ETF logo
$24.12 -0.03 (-0.10%)
Closing price 06/13/2025 03:44 PM Eastern
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$24.12 0.00 (0.00%)
As of 06/13/2025 04:04 PM Eastern
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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)
5
Total
Institutional Inflows
(last 12 months)
$3.51M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.97M
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WINC Institutional Buying and Selling by Quarter

Western Asset Short Duration Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC22,400$542K0.0%+49.0%4.480%
5/16/2025 Integrated Wealth Concepts LLC10,614$257K0.0%-76.1%2.123%
5/14/2025 Per Stirling Capital Management LLC.20,183$488K0.1%-7.3%4.037%
5/9/2025 Encompass More Asset Management103,784$2.51M0.7%+14.5%20.757%
5/6/2025 AE Wealth Management LLC2,469$60K0.0%-73.9%0.494%
4/30/2025 Allworth Financial LP2,423$58K0.0%-61.1%0.485%
2/17/2025 Citadel Advisors LLC38,910$932K0.0%+128.8%7.782%
2/14/2025 Jane Street Group LLC15,031$360K0.0%+13.3%3.006%
2/11/2025 LPL Financial LLC94,181$2.26M0.0%+1.6%18.836%
1/27/2025 Choreo LLC24,235$580K0.0%-10.1%4.847%
1/21/2025 Encompass More Asset Management90,654$2.17M0.7%+12.6%18.131%
11/15/2024 Jane Street Group LLC13,271$323K0.0%-71.0%2.654%
11/14/2024 Encompass More Asset Management80,536$1.96M0.7%N/A16.107%
7/29/2024 Financial Advocates Investment Management8,731$208K0.0%N/A1.746%
11/14/2023 Per Stirling Capital Management LLC.19,858$463K0.1%-5.4%3.972%
8/11/2023 Per 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%
3/6/2023 OLD 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%
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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%
8/13/2021 LPL Financial LLC54,769$1.44M0.0%+158.0%7.303%
5/18/2021 Citadel Advisors LLC38,737$1.01M0.0%-19.4%8.608%
5/18/2021 Jane Street Group LLC51,228$1.34M0.0%+290.0%17.076%
(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, 14 institutional investors and hedge funds held shares of Western Asset Short Duration Income ETF. The most heavily invested institutionals were Encompass More Asset Management ($2.51M), LPL Financial LLC ($2.26M), Citadel Advisors LLC ($932K), Choreo LLC ($580K), Jane Street Group LLC ($542K), Per Stirling Capital Management LLC. ($488K), and Cambridge Investment Research Advisors Inc. ($375K).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: Encompass More Asset Management ($103.78K), Citadel Advisors LLC ($21.91K), Jane Street Group LLC ($9.13K), Creative Planning ($9.07K), Bank of Montreal Can ($9.06K), Financial Advocates Investment Management ($8.73K), and LPL Financial LLC ($1.51K).

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

Institutional investors have bought a total of 163,712 shares in the last 24 months. This purchase volume represents approximately $3.95M in transactions.

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

Of the 9 institutional investors that sold Western Asset Short Duration Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($33.86K), Jane Street Group LLC ($32.49K), AE Wealth Management LLC ($6.98K), Prentice Wealth Management LLC ($5.47K), Allworth Financial LP ($4.42K), Choreo LLC ($4.13K), and Per Stirling Capital Management LLC. ($2.72K).

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

Institutional investors have sold a total of 93,307 shares in the last 24 months. This volume of shares sold represents approximately $2.25M in transactions.



This page (NASDAQ:WINC) was last updated on 6/14/2025 by MarketBeat.com Staff
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