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

Western Asset Inflation-Linked Income Fund logo
$8.39 0.00 (0.00%)
As of 03:30 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$9.60M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.70M
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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
5/16/2025PenderFund Capital Management Ltd.59,332$495K0.0%-3.8%0.000%
5/16/2025Integrated Wealth Concepts LLC196,419$1.64M0.0%-1.6%0.000%
5/15/2025Baird Financial Group Inc.454,390$3.79M0.0%+2.0%0.000%
5/15/2025Landscape Capital Management L.L.C.21,985$183K0.0%-22.3%0.000%
5/14/2025North Ground Capital238,928$1.98M1.9%+8.6%0.000%
5/13/2025Nations Financial Group Inc. IA ADV20,235$169K0.0%-19.5%0.000%
5/13/2025HighTower Advisors LLC17,141$143K0.0%-25.7%0.000%
5/12/2025Wolverine Asset Management LLC3,196$27K0.0%N/A0.000%
5/9/2025Roberts Glore & Co. Inc. IL135,973$1.14M0.3%-3.3%0.000%
4/29/2025Aviance Capital Partners LLC54,764$457K0.1%+18.0%0.000%
4/24/2025Transcend Capital Advisors LLC19,150$160K0.0%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.23,773$198K0.0%+15.4%0.000%
4/17/2025RHS 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%
1/28/2025Mezzasalma Advisors LLC31,314$251K0.1%N/A0.000%
1/24/2025RHS Financial LLC176,161$1.41M0.7%+5.7%0.000%
1/17/2025Janney 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%
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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%
7/16/2024RHS 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%
5/1/2024Matisse Capital38,003$309K0.1%N/A0.000%
4/18/2024RHS 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%
2/8/2024Janney 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%
1/18/2024RHS 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%
10/24/2023RHS 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%
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7/26/2023Creative Financial Designs Inc. ADV33,290$275K0.0%+69.8%0.000%
7/26/2023Janney 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%
(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, 44 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. ($3.79M), Guggenheim Capital LLC ($2.25M), Fiera Capital Corp ($2.07M), North Ground Capital ($1.98M), CF Capital LLC ($1.76M), and Integrated Wealth Concepts LLC ($1.64M).Learn more on Western Asset Inflation-Linked Income Fund's institutional investors.

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

Of the 34 institutional investors that purchased Western Asset Inflation-Linked Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.15M), Alpine Global Management LLC ($351.20K), CF Capital LLC ($220K), RHS Financial LLC ($178.91K), Guggenheim Capital LLC ($171.62K), Almitas Capital LLC ($118.72K), and Aviance Capital Partners LLC ($64.49K).

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

Institutional investors have bought a total of 1,188,942 shares in the last 24 months. This purchase volume represents approximately $9.60M in transactions.

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

Of the 14 institutional investors that sold Western Asset Inflation-Linked Income Fund's 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 ($71.51K), Stifel Financial Corp ($45.09K), Landscape Capital Management L.L.C. ($38.77K), Integrated Wealth Concepts LLC ($34K), Nations Financial Group Inc. IA ADV ($14.42K), and Roberts Glore & Co. Inc. IL ($13.28K).

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

Institutional investors have sold a total of 453,610 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.



This page (NYSE:WIA) was last updated on 7/3/2025 by MarketBeat.com Staff
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