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 | 08/13/2026 | 7.63 M | $64.13 M | 5.90% | 12.48% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.08 M | $9.03 M | 0.00% | 1.76% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 08/17/2026 | 998.75 K | $8.39 M | -2.39% | 1.63% |
| INVESCO LTD. | 08/14/2026 | 903.57 K | $7.59 M | -1.86% | 1.48% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 876.00 K | $7.36 M | -9.08% | 1.43% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 793.31 K | $6.66 M | 1.97% | 1.30% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 775.91 K | $6.52 M | -10.89% | 1.27% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 753.91 K | $6.33 M | 436.27% | 1.23% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 708.05 K | $5.95 M | -40.65% | 1.16% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 576.77 K | $4.84 M | 3.59% | 0.94% |
| LPL FINANCIAL LLC | 08/07/2026 | 566.85 K | $4.76 M | -15.43% | 0.93% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 491.39 K | $4.13 M | 0.27% | 0.80% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 462.75 K | $3.89 M | 0.00% | 0.76% |
| ATLAS WEALTH LLC | 07/28/2026 | 415.62 K | $3.49 M | 100.00% | 0.68% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 381.65 K | $3.21 M | 292.64% | 0.62% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 375.03 K | $3.15 M | 6.18% | 0.61% |
| WATERLOO CAPITAL, L.P. | 07/29/2026 | 361.16 K | $3.03 M | 100.00% | 0.59% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 287.98 K | $2.42 M | 1.92% | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 287.72 K | $2.42 M | 14.24% | 0.47% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 252.01 K | $2.12 M | 2.91% | 0.41% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 243.46 K | $2.05 M | -8.30% | 0.40% |
| MATISSE CAPITAL | 08/12/2026 | 230.00 K | $1.93 M | 0.00% | 0.38% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 204.14 K | $1.71 M | 7.07% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 195.52 K | $1.64 M | 100.00% | 0.32% |
| ATALA FINANCIAL INC | 07/23/2026 | 192.58 K | $1.62 M | 0.00% | 0.31% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 173.58 K | $1.46 M | 23.25% | 0.28% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 157.11 K | $1.32 M | 0.48% | 0.26% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 08/11/2026 | 150.45 K | $1.26 M | 26.63% | 0.25% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 144.65 K | $1.22 M | -7.54% | 0.24% |
| JANE STREET GROUP, LLC | 08/14/2026 | 138.45 K | $1.16 M | 174.31% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 135.06 K | $1.13 M | -77.50% | 0.22% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 123.72 K | $1.04 M | 0.38% | 0.20% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 120.38 K | $1.01 M | 185.78% | 0.20% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 115.20 K | $967.68 K | 6.31% | 0.19% |
| IONIC CAPITAL MANAGEMENT LLC | 08/14/2026 | 114.79 K | $964.22 K | -32.66% | 0.19% |
| CUTLER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 111.99 K | $940.73 K | 5.56% | 0.18% |
| GRACE & WHITE INC /NY | 07/17/2026 | 97.96 K | $822.87 K | 0.00% | 0.16% |
| OPPENHEIMER & CO INC | 08/03/2026 | 92.50 K | $777.00 K | 7.81% | 0.15% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 84.35 K | $708.50 K | 0.00% | 0.14% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 07/28/2026 | 83.41 K | $700.67 K | 0.00% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 75.49 K | $634.09 K | 10.28% | 0.12% |
| HBW ADVISORY SERVICES LLC | 07/16/2026 | 72.55 K | $609.45 K | 0.00% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 70.22 K | $590.00 K | -26.21% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 69.60 K | $585.00 K | 2.32% | 0.11% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 68.91 K | $578.84 K | 0.00% | 0.11% |
| XTX TOPCO LTD | 08/14/2026 | 68.06 K | $571.67 K | 100.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 65.19 K | $547.61 K | 15.10% | 0.11% |
| UBS GROUP AG | 08/13/2026 | 63.15 K | $530.46 K | -3.47% | 0.10% |
| FIFTH THIRD BANCORP | 08/05/2026 | 48.61 K | $408.29 K | -7.45% | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 43.41 K | $364.65 K | 100.00% | 0.07% |
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Western Asset Inflation-Linked Opportunities & Income Fund institutional Ownership - FAQ's
During the previous two years, 151 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Opportunities & Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 7.63 M
Allspring Global Investments Holdings, LLC: 1.08 M
PenderFund Capital Management Ltd.: 998,747
Invesco Ltd.: 903,565
RIVERNORTH CAPITAL MANAGEMENT, LLC: 875,999
BANK OF AMERICA CORP /DE/: 793,312
37.85% of Western Asset Inflation-Linked Opportunities & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 33.62 M shares in the last 24 months. This purchase volume represents approximately $289.80 M in transactions.