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

$8.48

+0.06 (+0.71%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 52
Total Institutional Inflows (last 12 months): $37.82M

Number of Institutional Sellers (last 12 months): 27
Total Institutional Outflows (last 12 months): $21.50M

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WIW Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	3,049,617	$25.95M	0.0%	+26.5%	0.000%
7/22/2024	Grace & White Inc. NY	189,321	$1.61M	0.3%	-1.1%	0.000%
7/19/2024	Raymond James & Associates	143,737	$1.22M	0.0%	+2.4%	0.000%
7/15/2024	Dynamic Advisor Solutions LLC	68,689	$585K	0.0%	-5.1%	0.000%
7/12/2024	Integrated Capital Management Inc.	28,085	$239K	0.2%	+23.4%	0.000%
7/11/2024	U.S. Capital Wealth Advisors LLC	134,897	$1.15M	0.0%	-4.3%	0.000%
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7/9/2024	Park Avenue Securities LLC	168,430	$1.43M	0.0%	+4.2%	0.000%
7/9/2024	Kingswood Wealth Advisors LLC	33,707	$287K	0.0%	+5.7%	0.000%
5/20/2024	Virtu Financial LLC	21,128	$182K	0.0%	N/A	0.000%
5/17/2024	Comerica Bank	46,608	$402K	0.0%	+10.9%	0.000%
5/10/2024	Prevail Innovative Wealth Advisors LLC	75,286	$650K	0.2%	+26.9%	0.000%
5/7/2024	Verus Capital Partners LLC	32,684	$282K	0.0%	-9.3%	0.000%
5/7/2024	WealthPLAN Partners LLC	208,145	$1.80M	0.2%	+1.2%	0.000%
5/7/2024	Oppenheimer & Co. Inc.	27,400	$236K	0.0%	+109.2%	0.000%
5/1/2024	Wakefield Asset Management LLLP	296,570	$2.56M	0.9%	+3.6%	0.000%
5/1/2024	Janney Montgomery Scott LLC	335,109	$2.89M	0.0%	+1.4%	0.000%
5/1/2024	Matisse Capital	199,617	$1.72M	0.8%	+80.6%	0.000%
4/30/2024	Private Advisor Group LLC	87,269	$753K	0.0%	+3.1%	0.000%
4/30/2024	Hartline Investment Corp	10,900	$94K	0.0%	N/A	0.000%
4/26/2024	Clear Creek Financial Management LLC	26,900	$232K	0.0%	+144.5%	0.000%
4/25/2024	Grace & White Inc. NY	191,521	$1.65M	0.3%	+4.4%	0.000%
4/15/2024	Kingswood Wealth Advisors LLC	31,879	$275K	0.0%	-26.5%	0.000%
4/11/2024	Integrated Capital Management Inc.	22,752	$196K	0.2%	N/A	0.000%
4/10/2024	Park Avenue Securities LLC	161,568	$1.39M	0.0%	+1,085.9%	0.000%
3/27/2024	Nomura Holdings Inc.	17,265	$150K	0.0%	N/A	0.000%
2/29/2024	Tortoise Investment Management LLC	263,663	$2.29M	0.3%	-5.5%	0.000%
2/14/2024	PenderFund Capital Management Ltd.	421,676	$3.66M	0.0%	+1.3%	0.000%
2/13/2024	Accuvest Global Advisors	34,420	$298K	0.3%	N/A	0.000%
2/13/2024	Peapack Gladstone Financial Corp	130,192	$1.13M	0.0%	-13.3%	0.000%
2/13/2024	Prevail Innovative Wealth Advisors LLC	59,308	$514K	0.2%	N/A	0.000%
2/13/2024	1607 Capital Partners LLC	2,382,760	$20.66M	1.4%	-0.6%	0.000%
2/12/2024	Weiss Asset Management LP	37,259	$323K	0.0%	N/A	0.000%
2/12/2024	RPO LLC	10,091	$87K	0.1%	N/A	0.000%
2/9/2024	BlackDiamond Wealth Management LLC	33,530	$286K	0.2%	N/A	0.000%
2/8/2024	Tortoise Investment Management LLC	258,093	$2.22M	0.3%	-7.5%	0.000%
2/8/2024	Janney Montgomery Scott LLC	330,619	$2.87M	0.0%	-23.0%	0.000%
2/6/2024	Centric Wealth Management	37,799	$323K	0.1%	N/A	0.000%
2/6/2024	Private Advisor Group LLC	84,622	$734K	0.0%	+111.1%	0.000%
2/6/2024	U.S. Capital Wealth Advisors LLC	142,964	$1.24M	0.0%	-8.2%	0.000%
2/2/2024	Bfsg LLC	499,541	$4.33M	0.6%	-2.2%	0.000%
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2/1/2024	Wolverine Asset Management LLC	54,006	$468K	0.0%	-65.8%	0.000%
1/30/2024	CTC Alternative Strategies Ltd.	16,188	$140K	0.3%	N/A	0.000%
1/25/2024	Wakefield Asset Management LLLP	286,129	$2.48M	0.9%	+3.8%	0.000%
1/24/2024	International Assets Investment Management LLC	7,803	$68K	0.0%	+767.0%	0.000%
1/24/2024	Clear Creek Financial Management LLC	11,000	$95K	0.0%	N/A	0.000%
1/23/2024	Crown Wealth Group LLC	17,100	$148K	0.1%	N/A	0.000%
1/19/2024	Realta Investment Advisors	27,341	$237K	0.1%	+8.2%	0.000%
1/16/2024	Kingswood Wealth Advisors LLC	43,377	$376K	0.0%	+73.4%	0.000%
1/16/2024	Raymond James & Associates	114,151	$990K	0.0%	+3.8%	0.000%
1/16/2024	Beach Point Capital Management LP	974,435	$8.45M	3.4%	N/A	0.000%
1/11/2024	Dynamic Advisor Solutions LLC	72,236	$626K	0.0%	+2.7%	0.000%
1/10/2024	North Star Investment Management Corp.	6,307	$55K	0.0%	-33.5%	0.000%
1/5/2024	WealthPLAN Partners LLC	205,650	$1.78M	0.2%	N/A	0.000%
11/21/2023	Almitas Capital LLC	164,733	$1.36M	0.6%	-39.0%	0.000%
11/16/2023	Penserra Capital Management LLC	1,189,843	$9.79M	0.2%	+67.7%	0.000%
11/15/2023	Stansberry Asset Management LLC	54,593	$449K	0.1%	+13.4%	0.000%
11/13/2023	Stifel Financial Corp	351,933	$2.90M	0.0%	+5.0%	0.000%
11/13/2023	Invesco Ltd.	837,290	$6.89M	0.0%	-18.2%	0.000%
11/13/2023	Wolverine Asset Management LLC	157,987	$1.30M	0.0%	+10.0%	0.000%
11/13/2023	Concorde Asset Management LLC	40,150	$330K	0.3%	+12.5%	0.000%
11/9/2023	UBS Group AG	327,424	$2.70M	0.0%	-9.9%	0.000%
11/8/2023	HighTower Advisors LLC	538,701	$4.43M	0.0%	-2.8%	0.000%
11/8/2023	Janney Montgomery Scott LLC	429,112	$3.53M	0.0%	-6.6%	0.000%
11/8/2023	Landscape Capital Management L.L.C.	59,497	$490K	0.1%	+34.1%	0.000%
11/8/2023	Moors & Cabot Inc.	13,500	$111K	0.0%	N/A	0.000%
11/8/2023	Pinnacle Wealth Planning Services Inc.	13,131	$108K	0.0%	+16.4%	0.000%
11/6/2023	Ieq Capital LLC	11,470	$94K	0.0%	N/A	0.000%
11/3/2023	MGO One Seven LLC	11,353	$93K	0.0%	N/A	0.000%
11/3/2023	Private Advisor Group LLC	40,077	$330K	0.0%	-19.7%	0.000%
11/1/2023	Verus Capital Partners LLC	51,282	$422K	0.1%	+6.1%	0.000%
11/1/2023	Wakefield Asset Management LLLP	275,750	$2.27M	1.0%	-6.9%	0.000%
10/30/2023	Blue Bell Private Wealth Management LLC	7,897	$65K	0.0%	-26.9%	0.000%
10/27/2023	Hennion & Walsh Asset Management Inc.	36,689	$302K	0.0%	+19.6%	0.000%
10/27/2023	Crestone Asset Management LLC	30,022	$247K	0.1%	N/A	0.000%
10/26/2023	Park Avenue Securities LLC	19,203	$158K	0.0%	N/A	0.000%
10/24/2023	Arnhold LLC	17,500	$144K	0.0%	+16.7%	0.000%
10/24/2023	Raymond James & Associates	109,921	$905K	0.0%	-1.8%	0.000%
10/24/2023	Kingswood Wealth Advisors LLC	25,015	$206K	0.1%	N/A	0.000%
10/20/2023	Bfsg LLC	510,523	$4.20M	0.7%	-0.8%	0.000%
10/16/2023	Capital Investment Advisors LLC	10,141	$83K	0.0%	N/A	0.000%
10/11/2023	Dynamic Advisor Solutions LLC	70,309	$579K	0.0%	-4.0%	0.000%
8/15/2023	Rivernorth Capital Management LLC	3,737,364	$33.11M	1.7%	+9.8%	0.000%
8/14/2023	Roberts Glore & Co. Inc. IL	423,480	$3.75M	1.2%	-3.1%	0.000%
8/14/2023	CSS LLC IL	90,502	$802K	0.0%	+190.3%	0.000%
8/11/2023	Baird Financial Group Inc.	467,660	$4.14M	0.0%	+7.3%	0.000%
8/11/2023	Almitas Capital LLC	270,274	$2.42M	1.0%	+118.4%	0.000%
8/11/2023	Landscape Capital Management L.L.C.	44,380	$393K	0.1%	-4.8%	0.000%
8/11/2023	Guggenheim Capital LLC	130,657	$1.16M	0.0%	+17.0%	0.000%
8/11/2023	PenderFund Capital Management Ltd.	298,811	$3.51M	1.1%	+4.0%	0.000%
8/11/2023	Penserra Capital Management LLC	709,447	$6.29M	0.1%	+7.3%	0.000%
Rare signal predicts 50% market drop - before election (Ad) The market is near all-time highs, we're told that unemployment is low, AI's a gift to humanity, and the FED will cut rates any day now. But there's one indicator that's flashing a BIG warning sign to investors. Take these 4 steps to protect your retirement here.
8/10/2023	Private Advisor Group LLC	49,901	$445K	0.0%	-38.7%	0.000%
8/10/2023	Sit Investment Associates Inc.	1,357,623	$12.03M	0.3%	-46.5%	0.000%
8/8/2023	Arnhold LLC	15,000	$133K	0.0%	N/A	0.000%
8/7/2023	Wolverine Asset Management LLC	143,667	$1.27M	0.0%	-3.3%	0.000%
8/7/2023	Bfsg LLC	514,543	$4.56M	0.8%	-11.4%	0.000%
8/7/2023	Tortoise Investment Management LLC	273,249	$2.42M	0.4%	+660.2%	0.000%
8/4/2023	Aviance Capital Partners LLC	90,457	$801K	0.2%	-2.3%	0.000%
8/4/2023	Atlas Private Wealth Advisors	277,540	$2.46M	0.5%	+217.2%	0.000%
8/4/2023	U.S. Capital Wealth Advisors LLC	156,163	$1.38M	0.1%	-1.1%	0.000%
8/4/2023	Carmichael Hill & Associates Inc.	7,340	$65K	0.0%	-16.7%	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, 95 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Opportunities & Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($33.11M), Allspring Global Investments Holdings LLC ($25.95M), 1607 Capital Partners LLC ($20.66M), Sit Investment Associates Inc. ($12.03M), Penserra Capital Management LLC ($9.79M), Beach Point Capital Management LP ($8.45M), and Invesco Ltd. ($6.89M).Learn more on WIW's institutional investors.
Which institutional investors have been buying Western Asset Inflation-Linked Opportunities & Income Fund stock?: Of the 74 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: Penserra Capital Management LLC ($1.19M), Beach Point Capital Management LP ($974.44K), Allspring Global Investments Holdings LLC ($798.35K), HighTower Advisors LLC ($499.62K), Almitas Capital LLC ($439.40K), Rivernorth Capital Management LLC ($333.40K), and Tortoise Investment Management LLC ($270.78K).
How much institutional buying is happening at Western Asset Inflation-Linked Opportunities & Income Fund?: Institutional investors have bought a total of 7,857,907 shares in the last 24 months. This purchase volume represents approximately $70.10M in transactions.

Which Western Asset Inflation-Linked Opportunities & Income Fund major shareholders have been selling company stock?: Of the 47 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 ($529.67K), Wakefield Asset Management LLLP ($342.76K), Janney Montgomery Scott LLC ($192.84K), Invesco Ltd. ($186.63K), and City of London Investment Management Co. Ltd. ($175.71K).
How much institutional selling is happening at Western Asset Inflation-Linked Opportunities & Income Fund?: Institutional investors have sold a total of 7,530,965 shares in the last 24 months. This volume of shares sold represents approximately $69.78M in transactions.