S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern

Western Asset Short Duration Income ETF (WINC) Institutional Ownership

$23.75
0.00 (0.00%)
(As of 04/12/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for Western Asset Short Duration Income ETF (NASDAQ:WINC)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.53M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$633.96K
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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
2/8/2024Janney Montgomery Scott LLC13,140$314K0.0%N/A2.920%
11/14/2023Per Stirling Capital Management LLC.19,858$463K0.1%-5.4%3.972%
11/13/2023LPL Financial LLC37,347$872K0.0%-20.0%7.469%
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%
5/16/2023Susquehanna International Group LLP10,052$238K0.0%N/A1.183%
5/16/2023Jane Street Group LLC118,675$2.81M0.0%+87.0%13.962%
5/12/2023UBS Group AG5,086$120K0.0%+3,098.7%0.598%
5/10/2023LPL Financial LLC49,060$1.16M0.0%+11.5%5.772%
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%
2/17/2023Truist Financial Corp23,197$544K0.0%-53.9%2.320%
2/15/2023Jane Street Group LLC63,479$1.49M0.0%+192.6%6.348%
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%
11/16/2022Jane Street Group LLC21,693$501K0.0%+125.2%2.066%
11/15/2022Citadel Advisors LLC49,005$1.13M0.0%-14.8%4.667%
10/26/2022Truist 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%
8/16/2022Jane Street Group LLC9,631$228K0.0%-80.7%0.963%
8/15/2022Citadel Advisors LLC57,515$1.36M0.0%+80.1%5.752%
8/12/2022LPL Financial LLC55,711$1.32M0.0%-69.0%5.571%
7/28/2022Prentice Wealth Management LLC66,349$1.57M1.6%N/A6.635%
7/22/2022Truist 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%
5/17/2022Jane Street Group LLC50,013$1.24M0.0%+18.2%4.349%
5/11/202255I LLC13,015$321K0.0%N/A0.898%
5/4/2022Advisor Group Holdings Inc.5,940$147K0.0%+28.7%0.410%
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5/2/2022National Asset Management Inc.17,363$429K0.0%-10.6%1.197%
4/22/2022Truist 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%
2/4/2022Synergy 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%
11/5/2021Truist 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%
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%
2/18/2021Truist 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%
11/13/2020Truist 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%
8/10/2020Valley National Advisers Inc.5,229$131K0.0%-99.2%1.743%
5/15/2020Jane Street Group LLC18,822$425K0.0%N/A6.274%
5/1/2020UBS 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, 18 institutional investors and hedge funds held shares of Western Asset Short Duration Income ETF. The most heavily invested institutionals were Jane Street Group LLC ($2.81M), Citadel Advisors LLC ($1.13M), LPL Financial LLC ($872K), Choreo LLC ($642K), Truist Financial Corp ($544K), Per Stirling Capital Management LLC. ($463K), and National Asset Management Inc. ($429K).Learn more on WINC's institutional investors.

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

Of the 15 institutional investors that purchased Western Asset Short Duration Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($360.32K), Jane Street Group LLC ($116.74K), Prentice Wealth Management LLC ($66.35K), Citadel Advisors LLC ($25.58K), Janney Montgomery Scott LLC ($13.14K), 55I LLC ($13.02K), and Susquehanna International Group LLP ($10.05K).

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

Institutional investors have bought a total of 637,972 shares in the last 24 months. This purchase volume represents approximately $15.48M in transactions.

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

Of the 10 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: Allworth Financial LP ($365.32K), LPL Financial LLC ($142.45K), Truist Financial Corp ($72.25K), Prentice Wealth Management LLC ($55.35K), Jane Street Group LLC ($40.38K), Citadel Advisors LLC ($8.51K), and Cambridge Investment Research Advisors Inc. ($4.77K).

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

Institutional investors have sold a total of 693,628 shares in the last 24 months. This volume of shares sold represents approximately $16.38M in transactions.


This page (NASDAQ:WINC) was last updated on 4/15/2024 by MarketBeat.com Staff

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