Free Trial

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

Western Asset Inflation-Linked Income Fund logo
$8.14 -0.02 (-0.25%)
Closing price 04/17/2025 03:46 PM Eastern
Extended Trading
$8.14 0.00 (0.00%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$10.51M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.52M
Get WIA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Inflation-Linked 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

WIA Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 RHS Financial LLC178,140$1.49M0.8%+1.1%0.000%
2/18/2025Alpine Global Management LLC200,000$1.60M0.3%+719.7%0.000%
2/18/2025CSS LLC IL20,572$165K0.0%-18.2%0.000%
2/17/2025CF Capital LLC220,000$1.76M1.9%N/A0.000%
2/17/2025Baird Financial Group Inc.445,314$3.56M0.0%-0.6%0.000%
2/17/2025Bank of America Corp DE123,438$988K0.0%-61.8%0.000%
2/14/2025Integrated Wealth Concepts LLC199,676$1.60M0.0%-11.3%0.000%
2/14/2025Alpine Global Management LLC200,000$1.60M0.4%+719.7%0.000%
2/14/2025Stifel Financial Corp177,627$1.42M0.0%-14.3%0.000%
2/13/2025Guggenheim Capital LLC281,181$2.25M0.0%+102.4%0.000%
2/13/2025Raymond James Financial Inc.30,480$244K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN84,813$679K0.0%+15.6%0.000%
2/12/2025Landscape Capital Management L.L.C.28,281$226K0.0%-46.9%0.000%
2/7/2025HighTower Advisors LLC23,065$185K0.0%-13.4%0.000%
2/7/2025Roberts Glore & Co. Inc. IL140,673$1.13M0.3%-5.8%0.000%
2/7/2025Aviance Capital Partners LLC46,396$371K0.1%+44.9%0.000%
2/6/2025Raymond James Financial Inc.30,480$244K0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC5,200$42K0.0%+31.4%0.000%
2/5/2025Wakefield Asset Management LLLP107,468$860K0.3%+5.2%0.000%
1/30/2025Nations Financial Group Inc. IA ADV25,151$201K0.0%-27.4%0.000%
1/29/2025Grace & White Inc. NY46,694$374K0.1%+21.0%0.000%
1/28/2025 Mezzasalma Advisors LLC31,314$251K0.1%N/A0.000%
1/24/2025 RHS Financial LLC176,161$1.41M0.7%+5.7%0.000%
1/17/2025 Janney Montgomery Scott LLC31,781$254K0.0%-18.1%0.000%
11/15/2024Stifel Financial Corp207,322$1.77M0.0%-6.9%0.000%
11/15/2024Integrated Wealth Concepts LLC225,149$1.93M0.0%-2.3%0.000%
11/14/2024Capstone Investment Advisors LLC33,548$287K0.0%N/A0.000%
11/13/2024Rock Point Advisors LLC73,126$625K0.2%-3.4%0.000%
11/9/2024Landscape Capital Management L.L.C.53,284$456K0.0%-12.3%0.000%
11/7/2024Aviance Capital Partners LLC32,022$274K0.0%-20.3%0.000%
11/5/2024Nations Financial Group Inc. IA ADV34,659$296K0.0%N/A0.000%
11/4/2024Wolverine Asset Management LLC75,010$641K0.0%-48.8%0.000%
11/1/2024Fiera Capital Corp242,412$2.07M0.0%+28.9%0.000%
8/16/2024Almitas Capital LLC118,716$951K0.4%N/A0.000%
8/2/2024Wolverine Asset Management LLC146,516$1.17M0.0%+17.6%0.000%
7/30/2024Matisse Capital40,823$327K0.2%+7.4%0.000%
7/16/2024 RHS Financial LLC167,439$1.34M0.8%+2.1%0.000%
7/2/2024Transcend Capital Advisors LLC11,200$90K0.0%-37.6%0.000%
5/14/2024Karpus Management Inc.7,280,412$59.26M1.7%+1.9%0.000%
5/1/2024Wakefield Asset Management LLLP95,035$774K0.3%+1.9%0.000%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

5/1/2024Matisse Capital38,003$309K0.1%N/A0.000%
4/18/2024 RHS 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%
2/8/2024 Janney 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%
1/18/2024 RHS 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%
10/24/2023 RHS Financial LLC87,454$684K0.5%N/A0.000%
10/11/2023Ignite 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%
7/26/2023 Janney Montgomery Scott LLC100,350$829K0.0%+5.2%0.000%
7/25/2023Raymond James & Associates11,809$98K0.0%-27.5%0.000%
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%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
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%
4/14/2023 Transform 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%
(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, 45 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Income Fund. The most heavily invested institutionals were Karpus Management Inc. ($59.26M), Baird Financial Group Inc. ($3.56M), Guggenheim Capital LLC ($2.25M), Fiera Capital Corp ($2.07M), CF Capital LLC ($1.76M), Alpine Global Management LLC ($1.60M), and Integrated Wealth Concepts LLC ($1.60M).Learn more on WIA's institutional investors.

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

Of the 33 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. ($1.37M), Alpine Global Management LLC ($351.20K), CF Capital LLC ($220K), Guggenheim Capital LLC ($195.58K), RHS Financial LLC ($178.91K), Almitas Capital LLC ($118.72K), and Raymond James Financial Inc. ($60.96K).

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

Institutional investors have bought a total of 3,036,913 shares in the last 24 months. This purchase volume represents approximately $24.69M in transactions.

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

Of the 25 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: Bank of America Corp DE ($199.68K), Wolverine Asset Management LLC ($175.30K), Janney Montgomery Scott LLC ($49.55K), Stifel Financial Corp ($45.09K), Roberts Glore & Co. Inc. IL ($38.58K), Transcend Capital Advisors LLC ($33.04K), and Landscape Capital Management L.L.C. ($32.48K).

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

Institutional investors have sold a total of 734,729 shares in the last 24 months. This volume of shares sold represents approximately $6.00M in transactions.



This page (NYSE:WIA) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners