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Western Asset Inflation-Linked Income Fund (WIA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Western Asset Inflation-Linked Income Fund (NYSE:WIA)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$14.18M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$2.48M
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WIA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024RHS Financial LLC163,977$1.34M0.8%+2.5%0.000%
3/27/2024Nomura Holdings Inc.18,781$153K0.0%N/A0.000%
3/5/2024Twin Focus Capital Partners LLC11,500$93K0.0%N/A0.000%
2/14/2024PenderFund Capital Management Ltd.51,666$420K0.0%+8.4%0.000%
2/13/2024Karpus Management Inc.7,145,082$58.02M1.8%+3.5%0.000%
2/13/2024Peapack Gladstone Financial Corp12,983$105K0.0%-22.8%0.000%
2/8/2024Rock Point Advisors LLC76,080$618K0.2%-2.2%0.000%
2/8/2024Janney Montgomery Scott LLC56,800$461K0.0%-42.8%0.000%
2/6/2024Aviance Capital Partners LLC38,764$315K0.1%-7.1%0.000%
2/5/2024Transcend Capital Advisors LLC15,560$126K0.0%-58.8%0.000%
2/1/2024Wolverine Asset Management LLC64,001$520K0.0%-14.5%0.000%
1/25/2024Wakefield Asset Management LLLP93,218$757K0.3%+5.5%0.000%
1/19/2024Realta Investment Advisors67,004$544K0.1%-7.1%0.000%
1/18/2024RHS Financial LLC160,014$1.30M0.8%+83.0%0.000%
1/16/2024Raymond James & Associates10,184$83K0.0%N/A0.000%
11/15/2023Integrated Wealth Concepts LLC247,369$1.93M0.0%-0.6%0.000%
11/13/2023Stifel Financial Corp236,090$1.85M0.0%+13.3%0.000%
11/13/2023Wolverine Asset Management LLC74,836$585K0.0%-47.9%0.000%
11/9/2023Karpus Management Inc.6,905,403$54M1.8%+4.6%0.000%
11/9/2023Rock Point Advisors LLC77,783$608K0.2%-5.5%0.000%
11/7/2023Aviance Capital Partners LLC41,747$326K0.1%N/A0.000%
11/1/2023Wakefield Asset Management LLLP88,361$691K0.3%+7.4%0.000%
10/24/2023Dakota Wealth Management96,118$752K0.0%+9.2%0.000%
10/24/2023RHS Financial LLC87,454$684K0.5%N/A0.000%
10/11/2023 Ignite Planners LLC13,430$103K0.0%N/A0.000%
8/14/2023Roberts Glore & Co. Inc. IL207,463$1.71M0.5%+3.0%0.000%
8/11/2023Baird Financial Group Inc.381,591$3.15M0.0%+5.0%0.000%
8/11/2023Karpus Management Inc.6,602,196$54.53M1.7%+7.7%0.000%
8/11/2023Landscape Capital Management L.L.C.11,964$99K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC113,558$938K0.0%+34.9%0.000%
8/10/2023Sit Investment Associates Inc.11,378$94K0.0%-68.7%0.000%
8/9/2023Coastal Investment Advisors Inc.72,160$596K0.1%-5.5%0.000%
8/8/2023Blue Bell Private Wealth Management LLC3,176$26K0.0%-27.4%0.000%
8/8/2023Arnhold LLC12,500$103K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC143,628$1.19M0.0%-14.4%0.000%
8/1/2023Wakefield Asset Management LLLP82,310$680K0.3%+11.4%0.000%
7/31/2023Dakota Wealth Management88,020$727K0.0%+3.8%0.000%
7/26/2023Creative Financial Designs Inc. ADV33,290$275K0.0%+69.8%0.000%
7/26/2023Janney Montgomery Scott LLC100,350$829K0.0%+5.2%0.000%
7/25/2023Raymond James & Associates11,809$98K0.0%-27.5%0.000%
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7/13/2023Transcend Capital Advisors LLC37,584$310K0.0%-9.8%0.000%
5/11/2023Karpus Management Inc.6,132,994$53.05M1.7%+3.7%0.000%
5/11/2023Elequin Securities LLC9,753$84K0.1%-31.6%0.000%
5/11/2023Guggenheim Capital LLC84,168$728K0.0%+39.8%0.000%
5/10/2023Oppenheimer & Co. Inc.20,600$178K0.0%-20.8%0.000%
5/8/2023Wolverine Asset Management LLC167,799$1.45M0.0%+21.4%0.000%
5/8/2023Pekin Hardy Strauss Inc.11,076$96K0.0%-37.8%0.000%
5/8/2023Roberts Glore & Co. Inc. IL201,325$1.74M0.6%-13.0%0.000%
5/5/2023Coastal Investment Advisors Inc.76,333$660K0.2%+3.7%0.000%
5/3/2023Integrated Wealth Concepts LLC257,625$2.23M0.0%+3.0%0.000%
5/2/2023Wakefield Asset Management LLLP73,910$639K0.3%-24.8%0.000%
4/26/2023Fiera Capital Corp181,634$1.57M0.0%-2.0%0.000%
4/25/2023Creative Financial Designs Inc. ADV19,608$170K0.0%N/A0.000%
4/14/2023Transform Wealth LLC11,200$97K0.0%N/A0.000%
4/14/2023Dakota Wealth Management84,820$734K0.0%+2.7%0.000%
4/14/2023Raymond James & Associates16,284$141K0.0%-7.5%0.000%
2/13/2023Pekin Hardy Strauss Inc.17,818$153K0.0%-63.9%0.000%
2/13/2023Integrated Wealth Concepts LLC250,207$2.15M0.1%+9.7%0.000%
2/10/2023Coastal Investment Advisors Inc.73,632$634K0.2%-5.1%0.000%
2/10/2023Sit Investment Associates Inc.36,378$313K0.0%-98.5%0.000%
2/9/2023Landscape Capital Management L.L.C.17,697$152K0.0%N/A0.000%
2/9/2023Elequin Securities LLC14,267$123K0.0%N/A0.000%
2/9/2023Rock Point Advisors LLC84,093$724K0.3%+14.5%0.000%
2/9/2023HighTower Advisors LLC28,166$235K0.0%N/A0.000%
2/8/2023Fiera Capital Corp185,276$1.60M0.0%+5.7%0.000%
2/8/2023Dakota Wealth Management82,595$711K0.1%+34.0%0.000%
2/7/2023Arnhold LLC10,000$86K0.0%N/A0.000%
2/1/2023Wolverine Asset Management LLC138,262$1.19M0.0%N/A0.000%
1/31/2023Melfa Wealth Management LLC12,298$106K0.1%N/A0.000%
1/30/2023Wakefield Asset Management LLLP98,290$846K0.4%-62.9%0.000%
1/20/2023Transcend Capital Advisors LLC41,369$356K0.0%-31.4%0.000%
11/15/2022Karpus Management Inc.3,627,762$32.47M1.1%-1.1%0.000%
11/15/2022Logan Stone Capital LLC59,626$534K0.4%+15.1%0.000%
11/14/2022Mariner Investment Group LLC51,550$461K0.5%+66.3%0.000%
11/10/2022Rock Point Advisors LLC73,431$657K0.2%+28.8%0.000%
11/7/2022Roberts Glore & Co. Inc. IL253,376$2.27M0.8%-9.0%0.000%
11/7/2022Wakefield Asset Management LLLP264,643$2.37M1.1%+6.5%0.000%
11/2/2022Avantax Advisory Services Inc.13,042$117K0.0%N/A0.000%
10/27/2022Coastal Investment Advisors Inc.77,562$694K0.2%+13.7%0.000%
10/25/2022Janney Montgomery Scott LLC95,125$851K0.0%-1.6%0.000%
10/17/2022Transcend Capital Advisors LLC60,316$540K0.1%-4.9%0.000%
8/16/2022CSS LLC IL21,299$208K0.0%N/A0.000%
8/15/2022Karpus Management Inc.3,666,900$35.86M1.2%+1.0%0.000%
8/13/2022Mariner Investment Group LLC31,000$303K0.3%N/A0.000%
8/13/2022Wakefield Asset Management LLLP248,459$2.43M1.0%-36.2%0.000%
8/12/2022Roberts Glore & Co. Inc. IL278,390$2.72M0.9%-0.4%0.000%
8/11/2022Sit Investment Associates Inc.2,271,538$22.22M0.7%+9.6%0.000%
8/10/2022Fiera Capital Corp175,697$1.72M0.0%+27.1%0.000%
8/8/2022Baird Financial Group Inc.294,409$2.88M0.0%+9.2%0.000%
8/8/2022Oppenheimer & Co. Inc.25,000$244K0.0%+21.4%0.000%
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8/8/2022Integrated Wealth Concepts LLC207,898$2.03M0.1%N/A0.000%
8/5/2022Landscape Capital Management L.L.C.22,770$223K0.0%N/A0.000%
8/5/2022Pekin Hardy Strauss Inc.41,974$411K0.1%-8.1%0.000%
8/5/2022Dakota Wealth Management61,651$603K0.1%-2.8%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.2,595$25K0.0%-79.1%0.000%
8/3/2022Janney Montgomery Scott LLC96,625$950K0.0%+8.4%0.000%
8/3/2022Wolverine Asset Management LLC21,276$208K0.0%-62.3%0.000%
8/1/2022Shaker Financial Services LLC16,100$157K0.1%N/A0.000%
7/29/2022Foresight Wealth Management LLC10,072$99K0.0%N/A0.000%
7/28/2022 CWM LLC4,569$45K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

WIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WIA shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Income Fund. The most heavily invested institutionals were Karpus Management Inc. ($58.02M), Baird Financial Group Inc. ($3.15M), Integrated Wealth Concepts LLC ($1.93M), Stifel Financial Corp ($1.85M), Roberts Glore & Co. Inc. IL ($1.71M), Fiera Capital Corp ($1.57M), and RHS Financial LLC ($1.34M).Learn more on WIA's institutional investors.

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

Of the 41 institutional investors that purchased Western Asset Inflation-Linked Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.27M), Integrated Wealth Concepts LLC ($237.51K), Wolverine Asset Management LLC ($224.27K), Sit Investment Associates Inc. ($199.16K), RHS Financial LLC ($163.98K), Fiera Capital Corp ($78.22K), and Guggenheim Capital LLC ($53.35K).

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

Institutional investors have bought a total of 2,970,348 shares in the last 24 months. This purchase volume represents approximately $26.18M in transactions.

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

Of the 24 institutional investors that sold Western Asset Inflation-Linked 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. ($2.58M), Wakefield Asset Management LLLP ($331.48K), Wolverine Asset Management LLC ($138.99K), Karpus Management Inc. ($116.57K), Roberts Glore & Co. Inc. IL ($56.04K), Transcend Capital Advisors LLC ($48.35K), and Pekin Hardy Strauss Inc. ($44.20K).

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

Institutional investors have sold a total of 3,441,674 shares in the last 24 months. This volume of shares sold represents approximately $30.39M in transactions.


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This page (NYSE:WIA) was last updated on 4/24/2024 by MarketBeat.com Staff

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