Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Western Asset Inflation-Linked Opportunities & Income Fund includono
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,
e
Atlantic Union Bankshares Corp
.
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito |
Fonte |
Investitore |
|
Tipo |
Prezzo medio
(Stima) |
Azioni |
Δ Azioni
(%) |
Valore
dichiarato
($ 1000) |
Δ Valore
(%) |
Allocazione del portafoglio
(%) |
| 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 |
|
