Western Asset Inflation-Linked Opportunities & Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 7.41 M | $65.85 M | 0.30% | 12.11% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.70 M | $15.11 M | -12.81% | 2.78% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.47 M | $13.10 M | -1.20% | 2.41% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 1.45 M | $12.88 M | -26.03% | 2.37% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 1.18 M | $10.48 M | -35.22% | 1.93% |
| INVESCO LTD. | 11/13/2025 | 1.02 M | $9.11 M | 2.97% | 1.67% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 11/14/2025 | 1.01 M | $8.95 M | 1.09% | 1.65% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 918.57 K | $8.17 M | 8.65% | 1.50% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 880.17 K | $7.82 M | 9.05% | 1.44% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 772.27 K | $6.87 M | 8.30% | 1.26% |
| LPL FINANCIAL LLC | 11/12/2025 | 728.49 K | $6.48 M | 825.96% | 1.19% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 535.80 K | $4.76 M | 0.36% | 0.88% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 494.45 K | $4.40 M | -0.62% | 0.81% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 11/14/2025 | 462.75 K | $4.11 M | 0.00% | 0.76% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 326.67 K | $2.90 M | 33.12% | 0.53% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 11/13/2025 | 309.50 K | $2.75 M | 2.85% | 0.51% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 294.89 K | $2.62 M | 45.14% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 278.09 K | $2.48 M | 1.79% | 0.45% |
| FIERA CAPITAL CORP | 11/07/2025 | 264.38 K | $2.35 M | 2.59% | 0.43% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 263.67 K | $2.34 M | 1.12% | 0.43% |
| MATISSE CAPITAL | 10/29/2025 | 230.00 K | $2.04 M | 0.00% | 0.38% |
| ATALA FINANCIAL INC | 11/04/2025 | 214.69 K | $1.91 M | 0.00% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 185.36 K | $1.65 M | 0.51% | 0.30% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 176.52 K | $1.57 M | 100.00% | 0.29% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 159.58 K | $1.42 M | -4.01% | 0.26% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 156.25 K | $1.39 M | -0.32% | 0.26% |
| IONIC CAPITAL MANAGEMENT LLC | 11/14/2025 | 156.24 K | $1.39 M | 7.95% | 0.26% |
| ROBERTS GLORE & CO INC /IL/ | 11/12/2025 | 148.42 K | $1.32 M | -0.48% | 0.24% |
| GRACE & WHITE INC /NY | 10/23/2025 | 122.37 K | $1.09 M | -1.81% | 0.20% |
| CUTLER CAPITAL MANAGEMENT, LLC | 11/14/2025 | 103.89 K | $923.60 K | 2.36% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 103.43 K | $920.00 K | -1.75% | 0.17% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 100.00 K | $889.00 K | 100.00% | 0.16% |
| ROYAL BANK OF CANADA | 11/14/2025 | 96.02 K | $854.00 K | 3.13% | 0.16% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 91.41 K | $812.61 K | -33.44% | 0.15% |
| UBS GROUP AG | 11/13/2025 | 91.39 K | $812.42 K | -49.48% | 0.15% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/09/2025 | 89.65 K | $796.95 K | 19.42% | 0.15% |
| STANSBERRY ASSET MANAGEMENT, LLC | 11/14/2025 | 86.42 K | $768.27 K | 3.71% | 0.14% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 76.91 K | $683.69 K | -12.27% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 75.17 K | $668.30 K | 30.48% | 0.12% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 11/12/2025 | 71.96 K | $639.75 K | 6.67% | 0.12% |
| OPPENHEIMER & CO INC | 11/06/2025 | 70.65 K | $628.08 K | 7.21% | 0.12% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 68.74 K | $611.10 K | 0.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 56.49 K | $502.23 K | 6.86% | 0.09% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 53.84 K | $478.66 K | 0.00% | 0.09% |
| COMERICA BANK | 11/14/2025 | 50.25 K | $446.70 K | -1.77% | 0.08% |
| HBW ADVISORY SERVICES LLC | 10/16/2025 | 50.06 K | $445.06 K | 255.11% | 0.08% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/14/2025 | 47.55 K | $423.20 K | 100.00% | 0.08% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 43.07 K | $382.91 K | 100.00% | 0.07% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 35.29 K | $313.69 K | 9.65% | 0.06% |
| BLACKDIAMOND WEALTH MANAGEMENT INC. | 11/12/2025 | 29.84 K | $265.30 K | -1.46% | 0.05% |
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Western Asset Inflation-Linked Opportunities & Income Fund institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Opportunities & Income Fund. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.08 M
Matisse Capital: 230,000
TrueMark Investments, LLC: 180,960
Dynamic Advisor Solutions LLC: 101,624
WOLVERINE ASSET MANAGEMENT LLC: 27,991
Sowell Financial Services LLC: 16,633
41.09% of Western Asset Inflation-Linked Opportunities & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 33.29 M shares in the last 24 months. This purchase volume represents approximately $287.64 M in transactions.