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Western Asset Short Duration Income ETF (WINC) Institutional Ownership

Western Asset Short Duration Income ETF logo
$24.18 +0.01 (+0.04%)
Closing price 07/25/2025 03:55 PM Eastern
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$24.18 0.00 (0.00%)
As of 07/25/2025 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
5/19/2025Jane Street Group LLC22,400$542K0.0%+49.0%4.480%
5/16/2025Integrated Wealth Concepts LLC10,614$257K0.0%-76.1%2.123%
5/14/2025Per Stirling Capital Management LLC.20,183$488K0.1%-7.3%4.037%
5/9/2025Encompass More Asset Management103,784$2.51M0.7%+14.5%20.757%
5/6/2025AE Wealth Management LLC2,469$60K0.0%-73.9%0.494%
4/30/2025Allworth Financial LP2,423$58K0.0%-61.1%0.485%
2/17/2025Citadel Advisors LLC38,910$932K0.0%+128.8%7.782%
2/14/2025Jane Street Group LLC15,031$360K0.0%+13.3%3.006%
2/11/2025LPL Financial LLC94,181$2.26M0.0%+1.6%18.836%
1/27/2025Choreo LLC24,235$580K0.0%-10.1%4.847%
1/21/2025Encompass More Asset Management90,654$2.17M0.7%+12.6%18.131%
11/15/2024Jane Street Group LLC13,271$323K0.0%-71.0%2.654%
11/14/2024Encompass More Asset Management80,536$1.96M0.7%N/A16.107%
7/29/2024Financial Advocates Investment Management8,731$208K0.0%N/A1.746%
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%
8/4/2023Choreo LLC27,470$642K0.0%-4.8%3.434%
8/2/2023Bank of Montreal Can9,063$212K0.0%N/A1.133%
7/31/2023LPL Financial LLC46,673$1.09M0.0%-4.9%5.834%
7/21/2023Creative Planning9,069$212K0.0%N/A1.134%
7/18/2023Allworth Financial LP3,106$73K0.0%-16.6%0.388%
7/13/2023Cambridge Investment Research Advisors Inc.16,046$375K0.0%-5.1%2.006%
7/6/2023Prentice Wealth Management LLC10,995$257K0.1%-33.2%1.374%
4/18/2023Allworth Financial LP3,725$88K0.0%-61.2%0.438%
4/14/2023Prentice Wealth Management LLC16,466$389K0.2%-30.4%1.830%
3/6/2023OLD Mission Capital LLC2,300$54K0.0%N/A0.230%
2/8/2023Cambridge Investment Research Advisors Inc.16,945$397K0.0%-5.0%1.695%
2/7/2023LPL Financial LLC44,010$1.03M0.0%-12.8%4.401%
1/18/2023Prentice Wealth Management LLC23,663$554K0.3%-59.6%2.366%
1/13/2023Allworth Financial LP9,599$225K0.0%-69.3%0.960%
10/26/2022 Truist Financial Corp50,330$1.16M0.0%-40.3%4.793%
10/19/2022Prentice Wealth Management LLC58,560$1.35M0.7%-11.7%5.577%
10/18/2022Allworth Financial LP31,287$723K0.0%-3.8%2.980%
10/17/2022Cambridge Investment Research Advisors Inc.17,842$412K0.0%-14.4%1.699%
7/28/2022Prentice Wealth Management LLC66,349$1.57M1.6%N/A6.635%
7/22/2022 Truist Financial Corp84,349$2.00M0.0%-2.8%8.435%
7/13/2022Allworth Financial LP32,521$771K0.0%-91.2%3.252%
7/13/2022Cambridge 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%
4/22/2022Allworth Financial LP368,422$9.10M0.1%+4,445.1%25.408%
2/14/2022LPL Financial LLC256,978$6.65M0.0%+6.3%21.415%
2/10/2022International 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%
2/2/2022Darrow Company Inc.8,837$228K0.2%N/A0.736%
1/28/2022National Asset Management Inc.19,430$504K0.0%N/A1.619%
1/21/2022Allworth Financial LP8,106$210K0.0%N/A0.676%
1/21/2022International Assets Investment Management LLC63,200$1.64M0.3%-6.3%5.267%
11/16/2021LPL Financial LLC241,701$6.36M0.0%+341.3%30.213%
11/10/2021Prentice 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%
11/5/2021Advisor Group Holdings Inc.4,614$121K0.0%N/A0.577%
10/28/2021International Assets Investment Management LLC67,450$1.77M0.3%N/A8.431%
8/13/2021LPL Financial LLC54,769$1.44M0.0%+158.0%7.303%
5/18/2021Citadel Advisors LLC38,737$1.01M0.0%-19.4%8.608%
(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, 11 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 Integrated Wealth Concepts LLC ($257K).Learn more on Western Asset Short Duration Income ETF's institutional investors.

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

The following institutional investors have purchased Western Asset Short Duration Income ETF's stock in the last 24 months: Encompass More Asset Management ($103.78K), Citadel Advisors LLC ($21.91K), Jane Street Group LLC ($9.13K), Bank of Montreal Can ($9.06K), Financial Advocates Investment Management ($8.73K), LPL Financial LLC ($1.51K), and Per Stirling Capital Management LLC. ($525.00).

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

Institutional investors have bought a total of 145,055 shares in the last 24 months. This purchase volume represents approximately $3.51M in transactions.

Which of Western Asset Short Duration Income ETF's 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: Integrated Wealth Concepts LLC ($33.86K), Jane Street Group LLC ($32.49K), AE Wealth Management LLC ($6.98K), Allworth Financial LP ($3.80K), Choreo LLC ($2.73K), and Per Stirling Capital Management LLC. ($1.59K).

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

Institutional investors have sold a total of 81,437 shares in the last 24 months. This volume of shares sold represents approximately $1.97M in transactions.



This page (NASDAQ:WINC) was last updated on 7/26/2025 by MarketBeat.com Staff
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