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 | 02/13/2026 | 7.24 M | $62.18 M | -2.28% | 11.83% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.42 M | $12.17 M | -3.84% | 2.32% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 1.19 M | $10.25 M | -17.63% | 1.95% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.13 M | $9.70 M | -33.57% | 1.85% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.08 M | $9.24 M | -8.78% | 1.76% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 02/17/2026 | 1.02 M | $8.72 M | 0.86% | 1.66% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 974.33 K | $8.37 M | 10.70% | 1.59% |
| INVESCO LTD. | 02/19/2026 | 929.73 K | $7.99 M | -9.25% | 1.52% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 912.54 K | $7.84 M | -0.66% | 1.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 751.63 K | $6.46 M | -2.67% | 1.23% |
| LPL FINANCIAL LLC | 02/11/2026 | 738.46 K | $6.34 M | 1.37% | 1.21% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 556.27 K | $4.78 M | 3.82% | 0.91% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 491.55 K | $4.22 M | -0.59% | 0.80% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 462.75 K | $3.98 M | 0.00% | 0.76% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 424.58 K | $3.65 M | 324.58% | 0.69% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 322.00 K | $2.77 M | 9.19% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 286.15 K | $2.46 M | 2.90% | 0.47% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 267.64 K | $2.30 M | 1.50% | 0.44% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 238.91 K | $2.05 M | -26.87% | 0.39% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 235.63 K | $2.02 M | 157.78% | 0.39% |
| MATISSE CAPITAL | 01/29/2026 | 230.00 K | $1.98 M | 0.00% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 188.03 K | $1.62 M | 1.44% | 0.31% |
| ATALA FINANCIAL INC | 01/23/2026 | 187.58 K | $1.61 M | -12.63% | 0.31% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 180.96 K | $1.55 M | 2.52% | 0.30% |
| IONIC CAPITAL MANAGEMENT LLC | 02/17/2026 | 170.46 K | $1.46 M | 9.10% | 0.28% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 151.65 K | $1.30 M | -2.94% | 0.25% |
| 02/11/2026 | 138.45 K | $1.19 M | 100.00% | 0.23% | |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 137.95 K | $1.19 M | -7.05% | 0.23% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 121.44 K | $1.04 M | 181.96% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 106.95 K | $919.00 K | 3.40% | 0.17% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 02/05/2026 | 105.43 K | $905.63 K | -65.94% | 0.17% |
| CUTLER CAPITAL MANAGEMENT, LLC | 02/13/2026 | 103.89 K | $892.43 K | 0.00% | 0.17% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 101.62 K | $872.95 K | 13.36% | 0.17% |
| GRACE & WHITE INC /NY | 01/26/2026 | 97.96 K | $841.49 K | -19.95% | 0.16% |
| UBS GROUP AG | 01/29/2026 | 92.02 K | $790.43 K | 0.69% | 0.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 86.40 K | $742.00 K | -10.02% | 0.14% |
| OPPENHEIMER & CO INC | 02/02/2026 | 83.60 K | $718.12 K | 18.33% | 0.14% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 02/17/2026 | 83.41 K | $716.52 K | 15.91% | 0.14% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 80.98 K | $695.64 K | 100.00% | 0.13% |
| HBW ADVISORY SERVICES LLC | 01/23/2026 | 72.12 K | $619.49 K | 44.05% | 0.12% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 71.67 K | $615.64 K | -4.66% | 0.12% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 68.91 K | $591.94 K | 0.25% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 56.12 K | $482.05 K | -0.67% | 0.09% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 55.25 K | $474.60 K | 16.19% | 0.09% |
| COMERICA BANK | 01/29/2026 | 52.81 K | $453.64 K | 5.10% | 0.09% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 50.48 K | $434.00 K | -68.37% | 0.08% |
| JANE STREET GROUP, LLC | 02/12/2026 | 49.32 K | $423.67 K | 350.46% | 0.08% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 34.92 K | $299.92 K | -1.04% | 0.06% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 34.41 K | $295.55 K | -36.10% | 0.06% |
| BLACKDIAMOND WEALTH MANAGEMENT INC. | 02/10/2026 | 30.62 K | $265.20 K | 2.62% | 0.05% |
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Western Asset Inflation-Linked Opportunities & Income Fund institutional Ownership - FAQ's
During the previous two years, 144 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
Private Advisor Group, LLC: 600,354
HighTower Advisors, LLC: 490,058
RIVERBRIDGE PARTNERS LLC: 244,874
Atala Financial Inc: 192,584
TrueMark Investments, LLC: 190,656
39.45% of Western Asset Inflation-Linked Opportunities & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 35.62 M shares in the last 24 months. This purchase volume represents approximately $307.08 M in transactions.