Mga Batayang Estadistika
| Pemilik Institusional | 103 total, 103 long only, 0 short only, 0 long/short - change of 0.98% MRQ |
| Alokasi Portofolio Rata-rata | 0.3124 % - change of 30.56% MRQ |
| Saham Institusional (Jangka Panjang) | 27,850,819 (ex 13D/G) - change of 0.28MM shares 1.02% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 241,149 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Western Asset Inflation-Linked Opportunities & Income Fund (US:WIW) memiliki 103 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 27,850,819 saham. Pemegang saham terbesar meliputi Morgan Stanley, 1607 Capital Partners, LLC, Rivernorth Capital Management, Llc, Allspring Global Investments Holdings, LLC, RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R, Wells Fargo & Company/mn, PenderFund Capital Management Ltd., Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, and Guggenheim Capital Llc .
Struktur kepemilikan institusional Western Asset Inflation-Linked Opportunities & Income Fund (NYSE:WIW) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 8.91 / share. Previously, on September 6, 2024, the share price was 8.64 / share. This represents an increase of 3.12% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | MORGAN STANLEY | 2,487,171 | 5,224,323 | 110.05 | 8.50 | 107.32 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 230,000 | 0.00 | 2,015 | -0.35 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 184,419 | 15.50 | 1,616 | 15.11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 807,090 | -2.89 | 7,070 | -3.22 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 1,703,944 | -1.08 | 14,927 | -1.41 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,804 | 370 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 994,948 | 0.80 | 8,716 | 0.45 | ||||
| 2025-08-14 | 13F | Ionic Capital Management LLC | 144,740 | 11.56 | 1,268 | 11.14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,491,330 | 1.59 | 13,064 | 1.25 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 166,249 | 0.00 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 68,740 | 602 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 1,957,890 | 1.60 | 17,151 | 1.25 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 28,900 | 0.00 | 253 | -0.39 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 75 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,150 | 35.29 | 10 | 42.86 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,997 | 0.00 | 79 | -1.27 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105,273 | -2.81 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,797 | 73.48 | 173 | 73.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 93,106 | 7.66 | 816 | 7.37 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 200 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 | -98.78 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,305 | 0.00 | 160 | 0.00 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 180,960 | 0.00 | 1,585 | -0.31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,737 | 0.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 273,186 | 32.64 | 2,393 | 32.21 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 257,700 | -2.37 | 2,257 | -2.72 | ||||
| 2025-04-09 | 13F | Integrated Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14,098 | 123 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 51,153 | 10.05 | 448 | 9.80 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 69,411 | 608 | ||||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 83,327 | 6.10 | 730 | 5.65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 497,533 | -0.06 | 4,358 | -0.39 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 7,816 | -1.03 | 68 | -1.45 | ||||
| 2025-05-15 | 13F | Css Llc/il | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 18,623 | -2.96 | 163 | -2.98 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 43,816 | -36.10 | 384 | -36.38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 75,068 | 8.88 | 658 | 8.42 | ||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 995,797 | 2.99 | 8,723 | 1,662.22 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 16,126 | -6.51 | 141 | -6.62 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16,966 | -4.69 | 149 | -5.13 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12,068 | -0.47 | 106 | -0.94 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 845,457 | 14.55 | 7,406 | 14.17 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 2,456 | 136.38 | 22 | 133.33 | ||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 68,500 | 600 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19,306 | 1.81 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52,865 | 23.21 | 463 | 22.81 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 245,397 | 47.58 | 2,150 | 47.09 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,949,219 | -0.94 | 17,075 | -1.28 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 149,138 | -4.15 | 1,306 | -4.46 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 214,693 | 0.00 | 1,881 | -0.37 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4,991 | 1.22 | 44 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,066 | 2.33 | 114 | 1.79 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,000 | 0.00 | 9 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12,000 | 0 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 5,509 | -9.69 | 48 | -9.43 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 53,842 | 0.00 | 472 | -0.42 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 32,181 | -4.83 | 282 | -5.39 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,439 | 36.77 | 878 | 33.89 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 37,650 | 0.27 | 322 | 3.55 | ||||
| 2025-05-13 | 13F | Rpo Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 7,384,863 | 0.42 | 64,691 | 0.08 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Walleye Capital LLC | 14,423 | 126 | ||||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Matisse Capital | 230,000 | -0.23 | 2,015 | -0.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,847 | 200 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 955,456 | -1.55 | 8,188 | -3.57 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 708 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 500 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 78,674 | -85.17 | 689 | -85.22 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 300,938 | -0.63 | 2,636 | -0.98 | ||||
| 2025-07-29 | 13F | Arnhold LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 203,176 | 26.43 | 1,780 | 25.99 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 156,450 | 1,375 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 180,877 | 39.05 | 1,584 | 38.58 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 23,106 | -2.84 | 202 | -3.35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 260,743 | -2.25 | 2,284 | -2.56 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 56,153 | -23.25 | 492 | -23.64 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 101,492 | 11.94 | 889 | 11.68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,886 | 2.22 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 462,748 | 29.74 | 4,054 | 29.28 | ||||
| 2025-07-24 | 13F | Grace & White Inc /ny | 124,620 | 0.00 | 1,092 | -0.37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 533,886 | 3.74 | 4,677 | 3.38 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 500 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10,000 | 88 | ||||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 200 | 2 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,451 | 96.80 | 188 | 96.84 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 73,133 | 0.00 | 641 | -0.31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 87,664 | -0.56 | 768 | -0.90 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 137,320 | -21.13 | 1,203 | -21.44 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 500 | 4 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 30,284 | -23.99 | 266 | -22.74 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,819,653 | -5.41 | 15,940 | -5.73 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 12,377 | -27.84 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 67,463 | 3.69 | 591 | 3.33 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 713,059 | 3.36 | 6,246 | 3.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2,190 | 0.00 | 19 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,670 | 0.00 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14,175 | 1.32 | 124 | 1.64 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 125,242 | 1,093 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57,614 | 5.12 | 505 | 4.78 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 12,000 | 0.00 | 105 | 0.00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 11,089 | 2.18 | 97 | 2.11 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 4,120 | 204.73 | 36 | 227.27 | ||||
| 2025-08-28 | NP | RNOTX - RiverNorth/Oaktree High Income Fund Class R | 64,315 | 0.00 | 563 | -0.35 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,000 | 0.00 | 26 | 0.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 16,859 | -2.02 | 148 | -2.65 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 2,364 | 0.00 | 21 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 65,900 | 22.26 | 577 | 21.99 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 10,774 | 0.00 | 94 | 0.00 |
