Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Western Asset Inflation-Linked Opportunities & Income Fund meliputi
NWF Advisory Services Inc.,
Traub Capital Management LLC,
Robinson Capital Management, Llc,
RBNAX - Robinson Opportunistic Income Fund Class A Shares,
HBW Advisory Services LLC,
Emerald Investment Partners, Llc,
Mark Sheptoff Financial Planning, Llc,
Evermay Wealth Management Llc,
dan
Atlantic Union Bankshares Corp
.
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File |
Sumber |
Investor |
|
Ketik |
Presyo ng Avg
(Silangan) |
Saham |
Δ Saham
(%) |
Dilaporkan
Nilai
($1000) |
Nilai Δ
(%) |
Alokasi Port
(%) |
| 2025-08-13 |
13F |
Walleye Capital LLC
|
|
|
|
14,423 |
|
126 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
184,419 |
15.50 |
1,616 |
15.11 |
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
22,847 |
|
200 |
|
|
| 2025-06-30 |
NP |
CVY - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
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 |
Robinson Capital Management, Llc
|
|
|
|
68,740 |
|
602 |
|
|
| 2025-08-14 |
13F |
1607 Capital Partners, LLC
|
|
|
|
1,957,890 |
1.60 |
17,151 |
1.25 |
|
| 2025-08-13 |
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 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
180,877 |
39.05 |
1,584 |
38.58 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
1,150 |
35.29 |
10 |
42.86 |
|
| 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 |
|
| 2025-07-22 |
13F |
Merit Financial Group, LLC
|
|
|
|
19,797 |
73.48 |
173 |
73.00 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
93,106 |
7.66 |
816 |
7.37 |
|
| 2025-08-14 |
13F |
Capstone Investment Advisors, Llc
|
|
|
|
462,748 |
29.74 |
4,054 |
29.28 |
|
| 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 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
273,186 |
32.64 |
2,393 |
32.21 |
|
| 2025-07-02 |
13F |
HBW Advisory Services LLC
|
|
|
|
14,098 |
|
123 |
|
|
| 2025-08-14 |
13F |
Comerica Bank
|
|
|
|
51,153 |
10.05 |
448 |
9.80 |
|
| 2025-08-08 |
13F |
Emerald Investment Partners, Llc
|
|
|
|
10,000 |
|
88 |
|
|
| 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 |
|
| 2025-08-06 |
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 |
|
| 2025-07-09 |
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 |
|
| 2025-07-30 |
13F |
Evermay Wealth Management Llc
|
|
|
|
500 |
|
4 |
|
|
| 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 |
|
| 2025-08-12 |
13F |
Twin Focus Capital Partners, Llc
|
|
|
|
67,463 |
3.69 |
591 |
3.33 |
|
| 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 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
713,059 |
3.36 |
6,246 |
3.00 |
|
| 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 |
|
| 2025-08-11 |
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 |
|
|
| 2025-07-15 |
13F |
North Star Investment Management Corp.
|
|
|
|
4,991 |
1.22 |
44 |
0.00 |
|
| 2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
57,614 |
5.12 |
505 |
4.78 |
|
| 2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
13,066 |
2.33 |
114 |
1.79 |
|
| 2025-07-29 |
13F |
Mezzasalma Advisors, LLC
|
|
|
|
11,089 |
2.18 |
97 |
2.11 |
|
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
12,000 |
|
0 |
|
|
| 2025-08-27 |
NP |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
4,120 |
204.73 |
36 |
227.27 |
|
| 2025-07-25 |
NP |
FCEF - First Trust CEF Income Opportunity ETF
|
|
|
|
102,439 |
36.77 |
878 |
33.89 |
|
| 2025-05-15 |
13F |
Concorde Asset Management, LLC
|
|
|
|
37,650 |
0.27 |
322 |
3.55 |
|
| 2025-07-31 |
13F |
Oppenheimer & Co Inc
|
|
|
|
65,900 |
22.26 |
577 |
21.99 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
7,384,863 |
0.42 |
64,691 |
0.08 |
|
