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

Western Asset Inflation-Linked Income Fund logo
$8.13 -0.04 (-0.49%)
(As of 12/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$6.62M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.72M
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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
11/15/2024 Stifel Financial Corp207,322$1.77M0.0%-6.9%0.000%
11/15/2024 Integrated Wealth Concepts LLC225,149$1.93M0.0%-2.3%0.000%
11/14/2024 Capstone Investment Advisors LLC33,548$287K0.0%N/A0.000%
11/13/2024 Rock Point Advisors LLC73,126$625K0.2%-3.4%0.000%
11/9/2024 Landscape Capital Management L.L.C.53,284$456K0.0%-12.3%0.000%
11/7/2024 Aviance Capital Partners LLC32,022$274K0.0%-20.3%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV34,659$296K0.0%N/A0.000%
11/4/2024 Wolverine Asset Management LLC75,010$641K0.0%-48.8%0.000%
11/1/2024 Fiera Capital Corp242,412$2.07M0.0%+28.9%0.000%
8/16/2024 Almitas Capital LLC118,716$951K0.4%N/A0.000%
8/2/2024 Wolverine 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%
7/2/2024 Transcend Capital Advisors LLC11,200$90K0.0%-37.6%0.000%
5/14/2024 Karpus Management Inc.7,280,412$59.26M1.7%+1.9%0.000%
5/1/2024 Wakefield Asset Management LLLP95,035$774K0.3%+1.9%0.000%
5/1/2024Matisse Capital38,003$309K0.1%N/A0.000%
4/18/2024 RHS Financial LLC163,977$1.34M0.8%+2.5%0.000%
3/27/2024 Nomura Holdings Inc.18,781$153K0.0%N/A0.000%
3/5/2024 Twin Focus Capital Partners LLC11,500$93K0.0%N/A0.000%
2/14/2024 PenderFund Capital Management Ltd.51,666$420K0.0%+8.4%0.000%
2/13/2024 Karpus Management Inc.7,145,082$58.02M1.8%+3.5%0.000%
2/13/2024 Peapack Gladstone Financial Corp12,983$105K0.0%-22.8%0.000%
2/8/2024 Rock Point Advisors LLC76,080$618K0.2%-2.2%0.000%
2/8/2024 Janney Montgomery Scott LLC56,800$461K0.0%-42.8%0.000%
2/6/2024 Aviance Capital Partners LLC38,764$315K0.1%-7.1%0.000%
2/5/2024 Transcend Capital Advisors LLC15,560$126K0.0%-58.8%0.000%
2/1/2024 Wolverine Asset Management LLC64,001$520K0.0%-14.5%0.000%
1/25/2024 Wakefield Asset Management LLLP93,218$757K0.3%+5.5%0.000%
1/19/2024 Realta 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%
11/15/2023 Integrated Wealth Concepts LLC247,369$1.93M0.0%-0.6%0.000%
11/13/2023 Stifel Financial Corp236,090$1.85M0.0%+13.3%0.000%
11/13/2023 Wolverine Asset Management LLC74,836$585K0.0%-47.9%0.000%
11/9/2023 Karpus Management Inc.6,905,403$54M1.8%+4.6%0.000%
11/9/2023 Rock Point Advisors LLC77,783$608K0.2%-5.5%0.000%
11/7/2023 Aviance Capital Partners LLC41,747$326K0.1%N/A0.000%
11/1/2023 Wakefield Asset Management LLLP88,361$691K0.3%+7.4%0.000%
10/24/2023 Dakota Wealth Management96,118$752K0.0%+9.2%0.000%
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10/24/2023 RHS Financial LLC87,454$684K0.5%N/A0.000%
10/11/2023 Ignite Planners LLC13,430$103K0.0%N/A0.000%
8/14/2023 Roberts Glore & Co. Inc. IL207,463$1.71M0.5%+3.0%0.000%
8/11/2023 Baird Financial Group Inc.381,591$3.15M0.0%+5.0%0.000%
8/11/2023 Karpus Management Inc.6,602,196$54.53M1.7%+7.7%0.000%
8/11/2023 Landscape Capital Management L.L.C.11,964$99K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC113,558$938K0.0%+34.9%0.000%
8/10/2023 Sit Investment Associates Inc.11,378$94K0.0%-68.7%0.000%
8/9/2023 Coastal Investment Advisors Inc.72,160$596K0.1%-5.5%0.000%
8/8/2023 Blue Bell Private Wealth Management LLC3,176$26K0.0%-27.4%0.000%
8/8/2023 Arnhold LLC12,500$103K0.0%N/A0.000%
8/7/2023 Wolverine Asset Management LLC143,628$1.19M0.0%-14.4%0.000%
8/1/2023 Wakefield Asset Management LLLP82,310$680K0.3%+11.4%0.000%
7/31/2023 Dakota Wealth Management88,020$727K0.0%+3.8%0.000%
7/26/2023 Creative 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%
7/13/2023 Transcend Capital Advisors LLC37,584$310K0.0%-9.8%0.000%
5/11/2023 Karpus Management Inc.6,132,994$53.05M1.7%+3.7%0.000%
5/11/2023 Elequin Securities LLC9,753$84K0.1%-31.6%0.000%
5/11/2023 Guggenheim Capital LLC84,168$728K0.0%+39.8%0.000%
5/10/2023 Oppenheimer & Co. Inc.20,600$178K0.0%-20.8%0.000%
5/8/2023 Wolverine Asset Management LLC167,799$1.45M0.0%+21.4%0.000%
5/8/2023 Pekin Hardy Strauss Inc.11,076$96K0.0%-37.8%0.000%
5/8/2023 Roberts Glore & Co. Inc. IL201,325$1.74M0.6%-13.0%0.000%
5/5/2023 Coastal Investment Advisors Inc.76,333$660K0.2%+3.7%0.000%
5/3/2023 Integrated Wealth Concepts LLC257,625$2.23M0.0%+3.0%0.000%
5/2/2023 Wakefield Asset Management LLLP73,910$639K0.3%-24.8%0.000%
4/26/2023 Fiera Capital Corp181,634$1.57M0.0%-2.0%0.000%
4/25/2023 Creative Financial Designs Inc. ADV19,608$170K0.0%N/A0.000%
4/14/2023 Transform Wealth LLC11,200$97K0.0%N/A0.000%
4/14/2023 Dakota Wealth Management84,820$734K0.0%+2.7%0.000%
4/14/2023Raymond James & Associates16,284$141K0.0%-7.5%0.000%
2/13/2023 Pekin Hardy Strauss Inc.17,818$153K0.0%-63.9%0.000%
2/13/2023 Integrated Wealth Concepts LLC250,207$2.15M0.1%+9.7%0.000%
2/10/2023 Coastal Investment Advisors Inc.73,632$634K0.2%-5.1%0.000%
2/10/2023 Sit Investment Associates Inc.36,378$313K0.0%-98.5%0.000%
2/9/2023 Landscape Capital Management L.L.C.17,697$152K0.0%N/A0.000%
2/9/2023 Elequin Securities LLC14,267$123K0.0%N/A0.000%
2/9/2023 Rock Point Advisors LLC84,093$724K0.3%+14.5%0.000%
2/9/2023 HighTower Advisors LLC28,166$235K0.0%N/A0.000%
2/8/2023 Fiera Capital Corp185,276$1.60M0.0%+5.7%0.000%
2/8/2023 Dakota Wealth Management82,595$711K0.1%+34.0%0.000%
2/7/2023 Arnhold LLC10,000$86K0.0%N/A0.000%
2/1/2023 Wolverine Asset Management LLC138,262$1.19M0.0%N/A0.000%
1/31/2023 Melfa Wealth Management LLC12,298$106K0.1%N/A0.000%
1/30/2023 Wakefield Asset Management LLLP98,290$846K0.4%-62.9%0.000%
1/20/2023 Transcend Capital Advisors LLC41,369$356K0.0%-31.4%0.000%
11/15/2022 Karpus Management Inc.3,627,762$32.47M1.1%-1.1%0.000%
11/15/2022 Logan Stone Capital LLC59,626$534K0.4%+15.1%0.000%
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11/14/2022 Mariner Investment Group LLC51,550$461K0.5%+66.3%0.000%
11/10/2022 Rock Point Advisors LLC73,431$657K0.2%+28.8%0.000%
11/7/2022 Roberts Glore & Co. Inc. IL253,376$2.27M0.8%-9.0%0.000%
11/7/2022 Wakefield Asset Management LLLP264,643$2.37M1.1%+6.5%0.000%
11/2/2022 Avantax Advisory Services Inc.13,042$117K0.0%N/A0.000%
10/27/2022 Coastal Investment Advisors Inc.77,562$694K0.2%+13.7%0.000%
10/25/2022 Janney Montgomery Scott LLC95,125$851K0.0%-1.6%0.000%
10/17/2022 Transcend Capital Advisors LLC60,316$540K0.1%-4.9%0.000%
8/16/2022 CSS LLC IL21,299$208K0.0%N/A0.000%
8/15/2022 Karpus Management Inc.3,666,900$35.86M1.2%+1.0%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, 38 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. ($3.15M), Fiera Capital Corp ($2.07M), Integrated Wealth Concepts LLC ($1.93M), Stifel Financial Corp ($1.77M), Roberts Glore & Co. Inc. IL ($1.71M), and RHS Financial LLC ($1.34M).Learn more on WIA's institutional investors.

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

Of the 31 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), Wolverine Asset Management LLC ($189.70K), RHS Financial LLC ($167.44K), Almitas Capital LLC ($118.72K), Fiera Capital Corp ($64.35K), Guggenheim Capital LLC ($53.35K), and Aviance Capital Partners LLC ($41.75K).

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

Institutional investors have bought a total of 2,477,233 shares in the last 24 months. This purchase volume represents approximately $20.40M in transactions.

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

Of the 20 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: Sit Investment Associates Inc. ($2.47M), Wakefield Asset Management LLLP ($190.73K), Wolverine Asset Management LLC ($175.30K), Transcend Capital Advisors LLC ($51.98K), Janney Montgomery Scott LLC ($42.55K), Pekin Hardy Strauss Inc. ($38.32K), and Roberts Glore & Co. Inc. IL ($30.00K).

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

Institutional investors have sold a total of 3,087,594 shares in the last 24 months. This volume of shares sold represents approximately $26.45M in transactions.



This page (NYSE:WIA) was last updated on 12/18/2024 by MarketBeat.com Staff
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