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. | 02/17/2026 | 8.14 M | $67.35 M | 3.78% | 34.92% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 467.02 K | $3.86 M | 4.12% | 2.00% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 325.67 K | $2.69 M | -41.98% | 1.40% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 02/05/2026 | 316.36 K | $2.62 M | 176.33% | 1.36% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 217.77 K | $1.80 M | 285.34% | 0.93% |
| MORGAN STANLEY | 02/13/2026 | 193.44 K | $1.60 M | 16.71% | 0.83% |
| RHS FINANCIAL, LLC | 01/16/2026 | 188.63 K | $1.56 M | 0.03% | 0.81% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 183.10 K | $1.51 M | -3.03% | 0.79% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 176.62 K | $1.46 M | 0.15% | 0.76% |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 116.18 K | $960.78 K | -4.55% | 0.50% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 108.49 K | $897.20 K | -0.67% | 0.47% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 102.79 K | $850.10 K | 1.33% | 0.44% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 02/17/2026 | 96.30 K | $793.51 K | 8.08% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 96.04 K | $794.25 K | -12.50% | 0.41% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 72.86 K | $602.58 K | -23.93% | 0.31% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 68.30 K | $564.84 K | 3.15% | 0.29% |
| UBS GROUP AG | 01/29/2026 | 64.76 K | $535.59 K | -9.36% | 0.28% |
| ROCK POINT ADVISORS, LLC | 02/04/2026 | 58.97 K | $487.67 K | 6.47% | 0.25% |
| MATISSE CAPITAL | 01/29/2026 | 53.25 K | $440.41 K | 0.00% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 44.47 K | $367.72 K | 32.13% | 0.19% |
| GRACE & WHITE INC /NY | 01/26/2026 | 41.11 K | $339.98 K | -11.96% | 0.18% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 38.57 K | $319.00 K | 0.00% | 0.17% |
| QUADCAP WEALTH MANAGEMENT, LLC | 01/29/2026 | 38.45 K | $317.94 K | -0.07% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 35.93 K | $297.13 K | 0.00% | 0.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 34.96 K | $289.12 K | 4.89% | 0.15% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 33.63 K | $277.13 K | 1.59% | 0.14% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 33.55 K | $277.44 K | 0.00% | 0.14% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 31.11 K | $257.29 K | 0.00% | 0.13% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 22.35 K | $184.84 K | 100.00% | 0.10% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 22.35 K | $184.84 K | 36.70% | 0.10% |
| OPPENHEIMER & CO INC | 02/02/2026 | 21.82 K | $180.46 K | -8.40% | 0.09% |
| FIERA CAPITAL CORP | 02/11/2026 | 20.11 K | $166.29 K | -91.56% | 0.09% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 17.83 K | $147.47 K | -2.65% | 0.08% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 17.55 K | $145.11 K | -4.92% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 13.31 K | $110.07 K | -16.45% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 12.30 K | $101.70 K | 0.00% | 0.05% |
| SMITH, MOORE & CO. | 01/23/2026 | 11.37 K | $94.05 K | 0.00% | 0.05% |
| NORTH GROUND CAPITAL | 02/12/2026 | 10.89 K | $90.08 K | -89.09% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 10.31 K | $85.23 K | 100.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 10.31 K | $85.23 K | 100.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 5.20 K | $43.00 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.62 K | $30.00 K | 1.89% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 3.05 K | $25.23 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 2.70 K | $22.29 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 2.00 K | $16.54 K | 0.00% | 0.01% |
| FORTIS GROUP ADVISORS, LLC | 02/06/2026 | 866 | $7.16 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 400 | $3.31 K | 0.00% | 0.00% |
| COMERICA BANK | 01/29/2026 | 161 | $1.33 K | -67.47% | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 56 | $467 | 100.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 55 | $455 | 100.00% | 0.00% |
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Western Asset Inflation-Linked Income Fund institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Income Fund. The most heavily invested institutionals were:
Private Advisor Group, LLC: 235,785
RHS Financial, LLC: 201,065
ROBERTS GLORE & CO INC /IL/: 98,562
UBS Group AG: 43,649
GRACE & WHITE INC /NY: 41,110
WOLVERINE ASSET MANAGEMENT LLC: 40,237
49.70% of Western Asset Inflation-Linked Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.00 M shares in the last 24 months. This purchase volume represents approximately $138.41 M in transactions.