Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Western Asset Inflation-Linked Opportunities & Income Fund incluem CI Private Wealth, LLC, Quantinno Capital Management LP, Global Retirement Partners, LLC, Integrity Advisory Solutions, LLC, Commerce Advisors, LLC, e Whittier Trust Co Of Nevada Inc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 106,092 | 2.12 | 898 | 0.56 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 85,800 | 2.63 | 726 | 0.97 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 140,832 | 15.96 | 1,191 | 14.19 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 50,470 | 2.33 | 427 | 0.71 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 68,050 | 23.17 | 576 | 21.31 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 8,418 | 71 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 21 | 320.00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 66,332 | 561 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 11,000 | 93 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 190,656 | 5.36 | 1,613 | 3.73 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 11,825 | 2.20 | 100 | 1.01 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 97,200 | 822 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4,500 | 38 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 156,450 | 3.17 | 1,324 | 1.61 | ||||
| 2026-05-15 | 13F | PenderFund Capital Management Ltd. | 1,023,197 | 0.77 | 8,656 | -0.76 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 108,361 | 6.63 | 917 | 5.05 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 42,123 | 50.49 | 356 | 48.33 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 192,584 | 2.67 | 1,631 | 1.18 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 35,680 | 2.19 | 302 | 0.67 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 118,814 | 12.70 | 1,005 | 11.05 | ||||
| 2026-01-29 | 13F | Comerica Bank | 52,810 | 5.10 | 454 | 1.57 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5,176 | 1.25 | 44 | 0.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 251,868 | 33.95 | 2,131 | 31.89 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 244,874 | 3.92 | 2,072 | 2.32 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26,639 | 229 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,219 | 1.44 | 180 | 0.00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 5,696 | 8.27 | 48 | 6.67 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 6,546 | 55 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 52,519 | 444 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 156,351 | 12.93 | 1,323 | 11.19 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 72,553 | 0.60 | 614 | -0.97 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 556,785 | 0.09 | 4,710 | -1.42 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 777,957 | 3.50 | 6,582 | 1.94 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,300 | 333.33 | 11 | 400.00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 353,195 | 9.69 | 2,988 | 8.07 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1,887 | 16 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 11,356 | 96 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 14,782 | 125 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 85,587 | 724 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 84,342 | 449.85 | 714 | 444.27 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 632 | -43.11 | 5 | -61.54 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 56,638 | 0.93 | 479 | -0.62 |