Western Asset Inflation-Linked Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 8.65 M | $70.31 M | 3.62% | 37.08% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 489.17 K | $3.98 M | 0.74% | 2.10% |
| ATLAS WEALTH LLC | 07/28/2026 | 460.16 K | $3.74 M | 100.00% | 1.97% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 246.35 K | $2.00 M | 4.48% | 1.06% |
| RHS FINANCIAL, LLC | 08/07/2026 | 231.36 K | $1.88 M | 15.07% | 0.99% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 175.86 K | $1.43 M | 7.25% | 0.75% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 165.07 K | $1.34 M | -4.69% | 0.71% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 08/11/2026 | 157.76 K | $1.28 M | -56.54% | 0.68% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 145.63 K | $1.18 M | -40.68% | 0.62% |
| COLONY GROUP, LLC | 08/12/2026 | 133.15 K | $1.08 M | 100.00% | 0.57% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 112.93 K | $918.14 K | 1.02% | 0.48% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 08/17/2026 | 103.80 K | $842.86 K | 0.00% | 0.45% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 103.29 K | $839.74 K | -0.44% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 98.46 K | $800.44 K | 2.93% | 0.42% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 96.82 K | $787.18 K | -1.76% | 0.42% |
| MORGAN STANLEY | 08/13/2026 | 91.80 K | $746.39 K | -0.17% | 0.39% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 73.30 K | $595.93 K | 100.00% | 0.31% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 71.25 K | $579.28 K | 3.58% | 0.31% |
| ROCK POINT ADVISORS, LLC | 08/06/2026 | 64.63 K | $525.42 K | 0.00% | 0.28% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 56.73 K | $461.23 K | 0.00% | 0.24% |
| MATISSE CAPITAL | 08/12/2026 | 53.25 K | $432.96 K | 0.00% | 0.23% |
| LPL FINANCIAL LLC | 08/07/2026 | 44.56 K | $362.23 K | 33.33% | 0.19% |
| GRACE & WHITE INC /NY | 07/17/2026 | 41.11 K | $334.22 K | 0.00% | 0.18% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 38.57 K | $313.60 K | 0.00% | 0.17% |
| UBS GROUP AG | 08/13/2026 | 37.52 K | $305.05 K | -14.04% | 0.16% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 33.55 K | $272.75 K | 0.00% | 0.14% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 32.79 K | $266.59 K | -4.02% | 0.14% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 31.11 K | $252.93 K | 0.00% | 0.13% |
| QUADCAP WEALTH MANAGEMENT, LLC | 07/31/2026 | 27.25 K | $221.50 K | -4.97% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 25.37 K | $206.26 K | 54.20% | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 25.37 K | $206.25 K | 54.21% | 0.11% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 20.75 K | $168.70 K | 0.00% | 0.09% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 20.75 K | $168.70 K | 0.00% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 18.43 K | $149.83 K | -48.71% | 0.08% |
| OPPENHEIMER & CO INC | 08/03/2026 | 18.12 K | $147.32 K | 0.00% | 0.08% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 17.78 K | $144.56 K | -0.22% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 15.56 K | $126.48 K | -46.78% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 13.69 K | $111.33 K | -10.08% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 12.96 K | $105.38 K | -67.79% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 12.30 K | $99.98 K | 0.00% | 0.05% |
| SMITH, MOORE & CO. | 08/12/2026 | 11.37 K | $92.45 K | 0.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 10.43 K | $84.83 K | -9.08% | 0.04% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 10.23 K | $83.20 K | 100.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 5.20 K | $42.28 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 3.02 K | $25.00 K | -21.83% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 2.70 K | $21.91 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 2.00 K | $16.26 K | 0.00% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.99 K | $16.15 K | 100.00% | 0.01% |
| FORTIS GROUP ADVISORS, LLC | 07/24/2026 | 866 | $7.04 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 400 | $3.25 K | 0.00% | 0.00% |
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Western Asset Inflation-Linked Income Fund institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Income Fund. The most heavily invested institutionals were:
Karpus Management, Inc.: 8.65 M
Baird Financial Group, Inc.: 489,169
Atlas Wealth LLC: 460,160
Private Advisor Group, LLC: 246,350
RHS Financial, LLC: 231,357
STIFEL FINANCIAL CORP: 175,858
52.81% of Western Asset Inflation-Linked Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.56 M shares in the last 24 months. This purchase volume represents approximately $142.93 M in transactions.