S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

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

$8.44
0.00 (0.00%)
(As of 02/23/2024 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)
$47.05 M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$29.73 M
Get WIW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Inflation-Linked Opportunities & Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
2/15/2024Baird Financial Group Inc.529,900$4.59M0.0%+5.6%0.000%
2/15/2024Comerica Bank42,022$0.36M0.0%-3.6%0.000%
2/14/2024Royal Bank of Canada86,167$0.75M0.0%-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$0.15M0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.11,504$100K0.0%-55.6%0.000%
2/13/2024First Trust Advisors LP80,275$0.70M0.0%-3.3%0.000%
2/13/2024Accuvest Global Advisors34,420$0.30M0.3%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$0.51M0.2%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$0.32M0.0%N/A0.000%
2/12/2024Stifel Financial Corp314,144$2.72M0.0%-10.7%0.000%
2/12/2024Steward Partners Investment Advisory LLC16,812$0.15M0.0%-15.1%0.000%
2/12/2024RPO LLC10,091$87K0.1%N/A0.000%
2/9/2024BlackDiamond Wealth Management LLC33,530$0.29M0.2%N/A0.000%
2/9/2024UBS Group AG109,675$0.95M0.0%-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$0.32M0.1%N/A0.000%
2/6/2024Private Advisor Group LLC84,622$0.73M0.0%+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$0.47M0.0%-65.8%0.000%
1/30/2024CTC Alternative Strategies Ltd.16,188$0.14M0.3%N/A0.000%
1/25/2024International 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%
1/24/2024International 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$0.15M0.1%N/A0.000%
1/19/2024Realta Investment Advisors27,341$0.24M0.1%+8.2%0.000%
1/16/2024Kingswood Wealth Advisors LLC43,377$0.38M0.0%+73.4%0.000%
1/16/2024Raymond James & Associates114,151$0.99M0.0%+3.8%0.000%
1/16/2024Beach Point Capital Management LP974,435$8.45M3.4%N/A0.000%
1/11/2024Dynamic Advisor Solutions LLC72,236$0.63M0.0%+2.7%0.000%
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$0.36M0.0%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$0.97M0.0%-6.2%0.000%
11/15/2023Stansberry Asset Management LLC54,593$0.45M0.1%+13.4%0.000%
11/13/2023Stifel Financial Corp351,933$2.90M0.0%+5.0%0.000%
11/13/2023Mariner LLC18,947$0.16M0.0%+16.4%0.000%
11/13/2023LPL Financial LLC70,602$0.58M0.0%-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$0.21M0.0%N/A0.000%
11/13/2023Concorde Asset Management LLC40,150$0.33M0.3%+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$0.49M0.1%+34.1%0.000%
11/8/2023Moors & Cabot Inc.13,500$0.11M0.0%N/A0.000%
11/8/2023Pinnacle Wealth Planning Services Inc.13,131$0.11M0.0%+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$0.33M0.0%-19.7%0.000%
11/1/2023Verus Capital Partners LLC51,282$0.42M0.1%+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$0.30M0.0%+19.6%0.000%
10/27/2023Crestone Asset Management LLC30,022$0.25M0.1%N/A0.000%
10/26/2023Park Avenue Securities LLC19,203$0.16M0.0%N/A0.000%
10/24/2023Arnhold LLC17,500$0.14M0.0%+16.7%0.000%
10/24/2023Raymond James & Associates109,921$0.91M0.0%-1.8%0.000%
10/24/2023Kingswood Wealth Advisors LLC25,015$0.21M0.1%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%
10/11/2023Dynamic Advisor Solutions LLC70,309$0.58M0.0%-4.0%0.000%
8/15/2023Wells Fargo & Company MN71,751$0.64M0.0%-2.8%0.000%
8/15/2023Integrated Wealth Concepts LLC11,932$0.11M0.0%-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$0.80M0.0%+190.3%0.000%
8/14/2023MML Investors Services LLC26,430$0.23M0.0%-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$0.39M0.1%-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%
8/10/2023Private Advisor Group LLC49,901$0.45M0.0%-38.7%0.000%
8/10/2023Cetera Advisor Networks LLC13,785$0.12M0.0%N/A0.000%
8/10/2023Sit Investment Associates Inc.1,357,623$12.03M0.3%-46.5%0.000%
8/8/2023Arnhold LLC15,000$0.13M0.0%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$0.80M0.2%-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%
8/4/2023Carmichael Hill & Associates Inc.7,340$65K0.0%-16.7%0.000%
8/3/2023Oppenheimer & Co. Inc.13,100$0.12M0.0%-39.9%0.000%
8/2/2023North Star Investment Management Corp.9,398$83K0.0%-15.7%0.000%
8/1/2023Wakefield Asset Management LLLP296,219$2.63M1.0%+17.7%0.000%
7/31/2023LPL Financial LLC230,732$2.04M0.0%-63.1%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, 110 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 90 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 ($0.97M), HighTower Advisors LLC ($0.50M), Almitas Capital LLC ($0.44M), and Allspring Global Investments Holdings LLC ($0.36M).

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

Institutional investors have bought a total of 10,820,774 shares in the last 24 months. This purchase volume represents approximately $101.98M 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 ($0.70M), UBS Group AG ($0.41M), Wakefield Asset Management LLLP ($0.34M), Invesco Ltd. ($0.34M), and Congress Park Capital LLC ($0.23M).

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

Institutional investors have sold a total of 9,258,244 shares in the last 24 months. This volume of shares sold represents approximately $87.99M in transactions.


This page (NYSE:WIW) was last updated on 2/23/2024 by MarketBeat.com Staff