S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Retail sales surge 0.7% in March as Americans seem unfazed by higher prices with jobs plentiful
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Retail sales surge 0.7% in March as Americans seem unfazed by higher prices with jobs plentiful
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Retail sales surge 0.7% in March as Americans seem unfazed by higher prices with jobs plentiful
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Retail sales surge 0.7% in March as Americans seem unfazed by higher prices with jobs plentiful

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) Institutional Ownership

$8.42
-0.06 (-0.71%)
(As of 04/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$48.33M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$29.90M
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WIW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024Kingswood Wealth Advisors LLC31,879$275K0.0%-26.5%0.000%
4/11/2024 Integrated Capital Management Inc.22,752$196K0.2%N/A0.000%
4/10/2024 Park Avenue Securities LLC161,568$1.39M0.0%+1,085.9%0.000%
3/27/2024Nomura Holdings Inc.17,265$150K0.0%N/A0.000%
2/29/2024Tortoise Investment Management LLC263,663$2.29M0.3%-5.5%0.000%
2/15/2024Baird Financial Group Inc.529,900$4.59M0.0%+5.6%0.000%
2/15/2024Comerica Bank42,022$364K0.0%-3.6%0.000%
2/14/2024Royal Bank of Canada86,167$747K0.0%-26.8%0.000%
2/14/2024PenderFund Capital Management Ltd.421,676$3.66M0.0%+1.3%0.000%
2/14/2024Nomura Holdings Inc.17,265$150K0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.11,504$100K0.0%-55.6%0.000%
2/13/2024First Trust Advisors LP80,275$696K0.0%-3.3%0.000%
2/13/2024Accuvest Global Advisors34,420$298K0.3%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp130,192$1.13M0.0%-13.3%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC59,308$514K0.2%N/A0.000%
2/13/20241607 Capital Partners LLC2,382,760$20.66M1.4%-0.6%0.000%
2/12/2024Weiss Asset Management LP37,259$323K0.0%N/A0.000%
2/12/2024Stifel Financial Corp314,144$2.72M0.0%-10.7%0.000%
2/12/2024Steward Partners Investment Advisory LLC16,812$146K0.0%-15.1%0.000%
2/12/2024RPO LLC10,091$87K0.1%N/A0.000%
2/9/2024BlackDiamond Wealth Management LLC33,530$286K0.2%N/A0.000%
2/9/2024UBS Group AG109,675$951K0.0%-66.5%0.000%
2/8/2024Tortoise Investment Management LLC258,093$2.22M0.3%-7.5%0.000%
2/8/2024Janney Montgomery Scott LLC330,619$2.87M0.0%-23.0%0.000%
2/6/2024Centric Wealth Management37,799$323K0.1%N/A0.000%
2/6/2024Private Advisor Group LLC84,622$734K0.0%+111.1%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC142,964$1.24M0.0%-8.2%0.000%
2/2/2024Bfsg LLC499,541$4.33M0.6%-2.2%0.000%
2/1/2024Wolverine Asset Management LLC54,006$468K0.0%-65.8%0.000%
1/30/2024CTC Alternative Strategies Ltd.16,188$140K0.3%N/A0.000%
1/25/2024 International Assets Investment Management LLC7,803$68K0.0%+767.0%0.000%
1/25/2024Wakefield Asset Management LLLP286,129$2.48M0.9%+3.8%0.000%
1/24/2024 International Assets Investment Management LLC7,803$68K0.0%+767.0%0.000%
1/24/2024Clear Creek Financial Management LLC11,000$95K0.0%N/A0.000%
1/23/2024Crown Wealth Group LLC17,100$148K0.1%N/A0.000%
1/19/2024Realta Investment Advisors27,341$237K0.1%+8.2%0.000%
1/16/2024Kingswood Wealth Advisors LLC43,377$376K0.0%+73.4%0.000%
1/16/2024Raymond James & Associates114,151$990K0.0%+3.8%0.000%
1/16/2024Beach Point Capital Management LP974,435$8.45M3.4%N/A0.000%
1/11/2024 Dynamic Advisor Solutions LLC72,236$626K0.0%+2.7%0.000%
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1/10/2024North Star Investment Management Corp.6,307$55K0.0%-33.5%0.000%
1/5/2024WealthPLAN Partners LLC205,650$1.78M0.2%N/A0.000%
11/21/2023Almitas Capital LLC164,733$1.36M0.6%-39.0%0.000%
11/21/2023Comerica Bank43,597$359K0.0%N/A0.000%
11/16/2023Morgan Stanley6,514,265$53.61M0.0%+16.4%0.000%
11/16/2023Penserra Capital Management LLC1,189,843$9.79M0.2%+67.7%0.000%
11/15/2023Royal Bank of Canada117,746$969K0.0%-6.2%0.000%
11/15/2023Stansberry Asset Management LLC54,593$449K0.1%+13.4%0.000%
11/13/2023Stifel Financial Corp351,933$2.90M0.0%+5.0%0.000%
11/13/2023Mariner LLC18,947$156K0.0%+16.4%0.000%
11/13/2023LPL Financial LLC70,602$581K0.0%-69.4%0.000%
11/13/2023Invesco Ltd.837,290$6.89M0.0%-18.2%0.000%
11/13/2023Wolverine Asset Management LLC157,987$1.30M0.0%+10.0%0.000%
11/13/2023Envestnet Asset Management Inc.25,923$213K0.0%N/A0.000%
11/13/2023Concorde Asset Management LLC40,150$330K0.3%+12.5%0.000%
11/9/2023UBS Group AG327,424$2.70M0.0%-9.9%0.000%
11/8/2023HighTower Advisors LLC538,701$4.43M0.0%-2.8%0.000%
11/8/2023Janney Montgomery Scott LLC429,112$3.53M0.0%-6.6%0.000%
11/8/2023Landscape Capital Management L.L.C.59,497$490K0.1%+34.1%0.000%
11/8/2023Moors & Cabot Inc.13,500$111K0.0%N/A0.000%
11/8/2023Pinnacle Wealth Planning Services Inc.13,131$108K0.0%+16.4%0.000%
11/6/2023Ieq Capital LLC11,470$94K0.0%N/A0.000%
11/3/2023MGO One Seven LLC11,353$93K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC40,077$330K0.0%-19.7%0.000%
11/1/2023Verus Capital Partners LLC51,282$422K0.1%+6.1%0.000%
11/1/2023Wakefield Asset Management LLLP275,750$2.27M1.0%-6.9%0.000%
10/30/2023Blue Bell Private Wealth Management LLC7,897$65K0.0%-26.9%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.36,689$302K0.0%+19.6%0.000%
10/27/2023Crestone Asset Management LLC30,022$247K0.1%N/A0.000%
10/26/2023 Park Avenue Securities LLC19,203$158K0.0%N/A0.000%
10/24/2023Arnhold LLC17,500$144K0.0%+16.7%0.000%
10/24/2023Raymond James & Associates109,921$905K0.0%-1.8%0.000%
10/24/2023Kingswood Wealth Advisors LLC25,015$206K0.1%N/A0.000%
10/20/2023Bfsg LLC510,523$4.20M0.7%-0.8%0.000%
10/16/2023Capital Investment Advisors LLC10,141$83K0.0%N/A0.000%
10/11/2023 Dynamic Advisor Solutions LLC70,309$579K0.0%-4.0%0.000%
8/15/2023Wells Fargo & Company MN71,751$636K0.0%-2.8%0.000%
8/15/2023Integrated Wealth Concepts LLC11,932$106K0.0%-29.8%0.000%
8/15/2023Rivernorth Capital Management LLC3,737,364$33.11M1.7%+9.8%0.000%
8/15/2023Royal Bank of Canada125,476$1.11M0.0%+15.7%0.000%
8/15/2023Stifel Financial Corp335,055$2.97M0.0%-4.8%0.000%
8/14/2023Roberts Glore & Co. Inc. IL423,480$3.75M1.2%-3.1%0.000%
8/14/2023CSS LLC IL90,502$802K0.0%+190.3%0.000%
8/14/2023MML Investors Services LLC26,430$234K0.0%-19.0%0.000%
8/11/2023Baird Financial Group Inc.467,660$4.14M0.0%+7.3%0.000%
8/11/2023Almitas Capital LLC270,274$2.42M1.0%+118.4%0.000%
8/11/2023Landscape Capital Management L.L.C.44,380$393K0.1%-4.8%0.000%
8/11/2023Guggenheim Capital LLC130,657$1.16M0.0%+17.0%0.000%
8/11/2023PenderFund Capital Management Ltd.298,811$3.51M1.1%+4.0%0.000%
8/11/2023Penserra Capital Management LLC709,447$6.29M0.1%+7.3%0.000%
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8/10/2023Private Advisor Group LLC49,901$445K0.0%-38.7%0.000%
8/10/2023Cetera Advisor Networks LLC13,785$122K0.0%N/A0.000%
8/10/2023Sit Investment Associates Inc.1,357,623$12.03M0.3%-46.5%0.000%
8/8/2023Arnhold LLC15,000$133K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC143,667$1.27M0.0%-3.3%0.000%
8/7/2023Bfsg LLC514,543$4.56M0.8%-11.4%0.000%
8/7/2023Tortoise Investment Management LLC273,249$2.42M0.4%+660.2%0.000%
8/4/2023Aviance Capital Partners LLC90,457$801K0.2%-2.3%0.000%
8/4/2023Atlas Private Wealth Advisors277,540$2.46M0.5%+217.2%0.000%
8/4/2023U.S. Capital Wealth Advisors LLC156,163$1.38M0.1%-1.1%0.000%
(Data available from 1/1/2016 forward)

WIW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WIW shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Opportunities & Income Fund. The most heavily invested institutionals were Morgan Stanley ($53.61M), Rivernorth Capital Management LLC ($33.11M), Allspring Global Investments Holdings LLC ($22.02M), 1607 Capital Partners LLC ($20.66M), Sit Investment Associates Inc. ($12.03M), Penserra Capital Management LLC ($9.79M), and Beach Point Capital Management LP ($8.45M).Learn more on WIW's institutional investors.

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

Of the 91 institutional investors that purchased Western Asset Inflation-Linked Opportunities & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Morgan Stanley ($1.66M), Penserra Capital Management LLC ($1.19M), Bfsg LLC ($1.09M), Beach Point Capital Management LP ($974.44K), HighTower Advisors LLC ($499.62K), Almitas Capital LLC ($439.40K), and Allspring Global Investments Holdings LLC ($360.71K).

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

Institutional investors have bought a total of 10,891,132 shares in the last 24 months. This purchase volume represents approximately $102.19M in transactions.

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

Of the 62 institutional investors that sold Western Asset Inflation-Linked Opportunities & 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. ($3.60M), Bfsg LLC ($1.68M), LPL Financial LLC ($697.64K), UBS Group AG ($405.90K), Wakefield Asset Management LLLP ($342.76K), Invesco Ltd. ($335.40K), and Congress Park Capital LLC ($232.23K).

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

Institutional investors have sold a total of 9,238,361 shares in the last 24 months. This volume of shares sold represents approximately $87.60M in transactions.


This page (NYSE:WIW) was last updated on 4/16/2024 by MarketBeat.com Staff

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