Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Western Asset Inflation-Linked Opportunities & Income Fund includono 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 .
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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
