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 | 05/15/2026 | 7.21 M | $60.99 M | -0.41% | 11.78% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.41 M | $11.95 M | -0.29% | 2.31% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.19 M | $10.09 M | 0.00% | 1.95% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.08 M | $9.10 M | 0.00% | 1.76% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 05/15/2026 | 1.02 M | $8.66 M | 0.77% | 1.67% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 963.44 K | $8.15 M | -14.66% | 1.57% |
| INVESCO LTD. | 05/12/2026 | 920.70 K | $7.79 M | -0.97% | 1.50% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 870.72 K | $7.37 M | -4.58% | 1.42% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 777.96 K | $6.58 M | 3.50% | 1.27% |
| LPL FINANCIAL LLC | 05/06/2026 | 670.24 K | $5.67 M | -9.24% | 1.10% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 600.35 K | $5.08 M | -38.38% | 0.98% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 556.79 K | $4.71 M | 0.09% | 0.91% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 490.06 K | $4.15 M | -0.30% | 0.80% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 462.75 K | $3.91 M | 0.00% | 0.76% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 353.20 K | $2.99 M | 9.69% | 0.58% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 282.56 K | $2.39 M | -1.25% | 0.46% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 265.51 K | $2.25 M | -0.80% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 251.87 K | $2.13 M | 33.95% | 0.41% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 244.87 K | $2.07 M | 3.92% | 0.40% |
| MATISSE CAPITAL | 05/08/2026 | 230.00 K | $1.95 M | 0.00% | 0.38% |
| ATALA FINANCIAL INC | 04/10/2026 | 192.58 K | $1.63 M | 2.67% | 0.31% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 190.66 K | $1.61 M | 5.36% | 0.31% |
| IONIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 170.46 K | $1.44 M | 0.00% | 0.28% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 156.45 K | $1.32 M | 3.17% | 0.26% |
| 05/11/2026 | 156.35 K | $1.32 M | 12.93% | 0.26% | |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 140.83 K | $1.19 M | 15.96% | 0.23% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 140.59 K | $1.19 M | -66.89% | 0.23% |
| ROBERTS GLORE & CO INC /IL/ | 05/04/2026 | 123.25 K | $1.04 M | -10.66% | 0.20% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 118.81 K | $1.01 M | 12.70% | 0.19% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 108.36 K | $916.73 K | 6.63% | 0.18% |
| CUTLER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 106.09 K | $897.54 K | 2.12% | 0.17% |
| GRACE & WHITE INC /NY | 04/21/2026 | 97.96 K | $828.75 K | 0.00% | 0.16% |
| 05/06/2026 | 97.20 K | $822.31 K | 100.00% | 0.16% | |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 95.16 K | $805.00 K | -11.02% | 0.16% |
| OPPENHEIMER & CO INC | 04/24/2026 | 85.80 K | $725.87 K | 2.63% | 0.14% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 85.59 K | $724.06 K | 100.00% | 0.14% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 84.34 K | $713.54 K | 449.85% | 0.14% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 05/14/2026 | 83.41 K | $705.67 K | 0.00% | 0.14% |
| HBW ADVISORY SERVICES LLC | 05/04/2026 | 72.55 K | $613.80 K | 0.60% | 0.12% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 68.91 K | $589.87 K | 0.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 68.45 K | $579.06 K | -4.50% | 0.11% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 68.05 K | $575.70 K | 23.17% | 0.11% |
| ROYAL BANK OF CANADA | 05/15/2026 | 68.03 K | $575.00 K | -21.27% | 0.11% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 66.33 K | $561.18 K | 100.00% | 0.11% |
| UBS GROUP AG | 05/05/2026 | 65.42 K | $553.45 K | -28.90% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 56.64 K | $479.16 K | 0.93% | 0.09% |
| PVG ASSET MANAGEMENT CORP | 06/16/2026 | 54.46 K | $461.26 K | 100.00% | 0.09% |
| FIFTH THIRD BANCORP | 05/01/2026 | 52.52 K | $444.31 K | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 50.47 K | $426.98 K | 2.33% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 42.12 K | $356.36 K | 50.49% | 0.07% |
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Western Asset Inflation-Linked Opportunities & Income Fund institutional Ownership - FAQ's
During the previous two years, 143 institutional investors and hedge funds held shares of Western Asset Inflation-Linked Opportunities & Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 7.21 M
WELLS FARGO & COMPANY/MN: 1.41 M
1607 Capital Partners, LLC: 1.19 M
Allspring Global Investments Holdings, LLC: 1.08 M
PenderFund Capital Management Ltd.: 1.02 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 963,439
37.98% of Western Asset Inflation-Linked Opportunities & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 33.45 M shares in the last 24 months. This purchase volume represents approximately $288.35 M in transactions.