Western Asset Short Duration Income ETF (WINC) Institutional Ownership $24.13 +0.05 (+0.21%) As of 02/21/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestTrends Institutional Ownership Changes (13F Filings) for Western Asset Short Duration Income ETF (NASDAQ:WINC)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$3.01MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$856.07K Get WINC Insider Trade Alerts Want to know when executives and insiders are buying or selling Western Asset Short Duration Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data WINC Institutional Buying and Selling by Quarter Western Asset Short Duration Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Citadel Advisors LLC38,910$932K0.0%+128.8%7.782% 2/14/2025 Jane Street Group LLC15,031$360K0.0%+13.3%3.006% 2/11/2025 LPL Financial LLC94,181$2.26M0.0%+1.6%18.836% 1/27/2025 Choreo LLC24,235$580K0.0%-10.1%4.847% 1/21/2025 Encompass More Asset Management90,654$2.17M0.7%+12.6%18.131% 11/15/2024 Jane Street Group LLC13,271$323K0.0%-71.0%2.654% 11/14/2024 Encompass More Asset Management80,536$1.96M0.7%N/A16.107% 7/29/2024 Financial Advocates Investment Management8,731$208K0.0%N/A1.746% 11/14/2023 Per Stirling Capital Management LLC.19,858$463K0.1%-5.4%3.972% 8/11/2023 Per Stirling Capital Management LLC.20,993$491K0.1%+2.6%2.624% Get the Latest News and Ratings for WINC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Western Asset Short Duration Income ETF and its competitors with MarketBeat's FREE daily newsletter. 8/4/2023 Choreo LLC27,470$642K0.0%-4.8%3.434% 8/2/2023 Bank of Montreal Can9,063$212K0.0%N/A1.133% 7/31/2023 LPL Financial LLC46,673$1.09M0.0%-4.9%5.834% 7/21/2023 Creative Planning9,069$212K0.0%N/A1.134% 7/18/2023 Allworth Financial LP3,106$73K0.0%-16.6%0.388% 7/13/2023 Cambridge Investment Research Advisors Inc.16,046$375K0.0%-5.1%2.006% 7/6/2023 Prentice Wealth Management LLC10,995$257K0.1%-33.2%1.374% 4/18/2023 Allworth Financial LP3,725$88K0.0%-61.2%0.438% 4/14/2023 Prentice Wealth Management LLC16,466$389K0.2%-30.4%1.830% 3/6/2023 OLD Mission Capital LLC2,300$54K0.0%N/A0.230% 2/8/2023 Cambridge Investment Research Advisors Inc.16,945$397K0.0%-5.0%1.695% 2/7/2023 LPL Financial LLC44,010$1.03M0.0%-12.8%4.401% 1/18/2023 Prentice Wealth Management LLC23,663$554K0.3%-59.6%2.366% 1/13/2023 Allworth Financial LP9,599$225K0.0%-69.3%0.960% 10/26/2022 Truist Financial Corp50,330$1.16M0.0%-40.3%4.793% 10/19/2022 Prentice Wealth Management LLC58,560$1.35M0.7%-11.7%5.577% 10/18/2022 Allworth Financial LP31,287$723K0.0%-3.8%2.980% 10/17/2022 Cambridge Investment Research Advisors Inc.17,842$412K0.0%-14.4%1.699% 7/28/2022 Prentice Wealth Management LLC66,349$1.57M1.6%N/A6.635% 7/22/2022 Truist Financial Corp84,349$2.00M0.0%-2.8%8.435% 7/13/2022 Allworth Financial LP32,521$771K0.0%-91.2%3.252% 7/13/2022 Cambridge Investment Research Advisors Inc.20,853$494K0.0%+2.5%2.085% 5/11/202255I LLC13,015$321K0.0%N/A0.898% 5/2/2022National Asset Management Inc.17,363$429K0.0%-10.6%1.197% 4/22/2022 Truist Financial Corp86,761$2.14M0.0%-9.1%5.984% 4/22/2022 Allworth Financial LP368,422$9.10M0.1%+4,445.1%25.408% 2/14/2022 LPL Financial LLC256,978$6.65M0.0%+6.3%21.415% 2/10/2022 International Assets Investment Management LLC63,200$1.64M0.3%-6.3%5.267% 2/4/2022 Synergy Asset Management LLC31,105$806K0.2%N/A2.592% 2/2/2022 Darrow Company Inc.8,837$228K0.2%N/A0.736% Collect $7k per month from Tesla’s SECRET dividend (Ad)There's a little-known secret about Tesla that even seasoned investors don't know. 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Want to see how it works?Click here to uncover Tesla's hidden income secret.1/28/2022National Asset Management Inc.19,430$504K0.0%N/A1.619% 1/21/2022 Allworth Financial LP8,106$210K0.0%N/A0.676% 1/21/2022 International Assets Investment Management LLC63,200$1.64M0.3%-6.3%5.267% 11/16/2021 LPL Financial LLC241,701$6.36M0.0%+341.3%30.213% 11/10/2021 Prentice Wealth Management LLC77,206$2.03M1.0%+7,720,500.0%9.651% 11/5/2021 Truist Financial Corp77,557$2.04M0.0%+6.1%9.695% 11/5/2021 Advisor Group Holdings Inc.4,614$121K0.0%N/A0.577% 10/28/2021 International Assets Investment Management LLC67,450$1.77M0.3%N/A8.431% 8/13/2021 LPL Financial LLC54,769$1.44M0.0%+158.0%7.303% 5/18/2021 Citadel Advisors LLC38,737$1.01M0.0%-19.4%8.608% 5/18/2021 Jane Street Group LLC51,228$1.34M0.0%+290.0%17.076% 4/6/2021Carroll Financial Associates Inc.2,353$61K0.0%N/A0.784% 2/18/2021 Truist Financial Corp50,949$1.34M0.0%-1.5%16.983% 2/17/2021 Jane Street Group LLC13,137$344K0.0%-50.4%4.379% (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, 13 institutional investors and hedge funds held shares of Western Asset Short Duration Income ETF. The most heavily invested institutionals were LPL Financial LLC ($2.26M), Encompass More Asset Management ($2.17M), Citadel Advisors LLC ($932K), Choreo LLC ($580K), Per Stirling Capital Management LLC. ($463K), Cambridge Investment Research Advisors Inc. ($375K), and Jane Street Group LLC ($360K).Learn more on WINC's institutional investors. Which institutional investors have been buying Western Asset Short Duration Income ETF stock? Of the 9 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: Encompass More Asset Management ($90.65K), Citadel Advisors LLC ($21.91K), Creative Planning ($9.07K), Bank of Montreal Can ($9.06K), Financial Advocates Investment Management ($8.73K), OLD Mission Capital LLC ($2.30K), and Jane Street Group LLC ($1.76K). How much institutional buying is happening at Western Asset Short Duration Income ETF? Institutional investors have bought a total of 145,513 shares in the last 24 months. This purchase volume represents approximately $3.50M in transactions. Which Western Asset Short Duration Income ETF major shareholders have been selling company stock? The following institutional investors have sold Western Asset Short Duration Income ETF stock in the last 24 months: Jane Street Group LLC ($32.49K), Prentice Wealth Management LLC ($12.67K), Allworth Financial LP ($6.49K), Choreo LLC ($4.13K), LPL Financial LLC ($2.39K), Per Stirling Capital Management LLC. ($1.14K), and Cambridge Investment Research Advisors Inc. ($858.00). How much institutional selling is happening at Western Asset Short Duration Income ETF? Institutional investors have sold a total of 60,157 shares in the last 24 months. This volume of shares sold represents approximately $1.44M in transactions. 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