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. | 05/14/2026 | 8.35 M | $67.44 M | 2.49% | 35.79% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 485.56 K | $3.92 M | 3.97% | 2.08% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 362.99 K | $2.93 M | 14.74% | 1.56% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 245.52 K | $1.98 M | -24.61% | 1.05% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 235.79 K | $1.91 M | 8.27% | 1.01% |
| RHS FINANCIAL, LLC | 04/28/2026 | 201.07 K | $1.62 M | 6.60% | 0.86% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 173.19 K | $1.40 M | -5.41% | 0.74% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 163.97 K | $1.32 M | -7.17% | 0.70% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 111.79 K | $903.25 K | 3.04% | 0.48% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 05/15/2026 | 103.80 K | $835.59 K | 7.79% | 0.45% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 103.74 K | $838.25 K | 0.92% | 0.44% |
| ROBERTS GLORE & CO INC /IL/ | 05/04/2026 | 98.56 K | $796.38 K | -15.16% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 95.65 K | $772.83 K | -0.41% | 0.41% |
| MORGAN STANLEY | 05/15/2026 | 91.96 K | $743.08 K | -52.46% | 0.39% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 68.79 K | $555.80 K | 0.71% | 0.29% |
| ROCK POINT ADVISORS, LLC | 05/14/2026 | 64.63 K | $522.19 K | 9.60% | 0.28% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 56.73 K | $458.40 K | -22.14% | 0.24% |
| MATISSE CAPITAL | 05/08/2026 | 53.25 K | $430.29 K | 0.00% | 0.23% |
| UBS GROUP AG | 05/05/2026 | 43.65 K | $352.68 K | -32.60% | 0.19% |
| GRACE & WHITE INC /NY | 04/21/2026 | 41.11 K | $332.17 K | 0.00% | 0.18% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 40.24 K | $325.12 K | 100.00% | 0.17% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 38.57 K | $311.67 K | 0.00% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 35.93 K | $290.31 K | 0.00% | 0.15% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 34.17 K | $276.06 K | 1.59% | 0.15% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 33.55 K | $271.07 K | 0.00% | 0.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 33.42 K | $270.00 K | -4.42% | 0.14% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 31.11 K | $253.56 K | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 29.23 K | $236.18 K | -34.26% | 0.13% |
| QUADCAP WEALTH MANAGEMENT, LLC | 05/15/2026 | 28.67 K | $231.65 K | -25.43% | 0.12% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 20.75 K | $167.66 K | -7.16% | 0.09% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 20.75 K | $167.66 K | -7.16% | 0.09% |
| OPPENHEIMER & CO INC | 04/24/2026 | 18.12 K | $146.42 K | -16.96% | 0.08% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 17.82 K | $143.97 K | -0.08% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 16.45 K | $132.94 K | 59.64% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 16.45 K | $132.94 K | 59.64% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 15.23 K | $123.04 K | -13.21% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.78 K | $111.30 K | 100.00% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 12.30 K | $99.37 K | 0.00% | 0.05% |
| 05/11/2026 | 11.74 K | $94.83 K | 100.00% | 0.05% | |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 11.48 K | $92.73 K | -13.78% | 0.05% |
| SMITH, MOORE & CO. | 05/05/2026 | 11.37 K | $91.89 K | 0.00% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 5.20 K | $42.02 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 3.87 K | $31.00 K | 6.88% | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 2.70 K | $21.78 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 2.00 K | $16.16 K | 0.00% | 0.01% |
| FORTIS GROUP ADVISORS, LLC | 05/08/2026 | 866 | $7.00 K | 0.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 750 | $6.06 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 400 | $3.23 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 200 | $1.62 K | 100.00% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 147 | $1.19 K | 100.00% | 0.00% |
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Western Asset Inflation-Linked Income Fund institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Income Fund. The most heavily invested institutionals were:
Karpus Management, Inc.: 8.35 M
Baird Financial Group, Inc.: 485,564
Wakefield Asset Management LLLP: 362,990
GUGGENHEIM CAPITAL LLC: 245,519
Private Advisor Group, LLC: 235,785
RHS Financial, LLC: 201,065
49.98% of Western Asset Inflation-Linked Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 16.89 M shares in the last 24 months. This purchase volume represents approximately $137.46 M in transactions.