Grundlæggende statistik
| Institutionelle ejere | 103 total, 103 long only, 0 short only, 0 long/short - change of 0,98% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3121 % - change of 31,71% MRQ |
| Institutionelle aktier (lange) | 27.851.119 (ex 13D/G) - change of 0,28MM shares 1,02% MRQ |
| Institutionel værdi (lang) | $ 241.147 USD ($1000) |
Institutionelt ejerskab og aktionærer
Western Asset Inflation-Linked Opportunities & Income Fund (US:WIW) har 103 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 27,851,119 aktier. Største aktionærer omfatter 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 .
Western Asset Inflation-Linked Opportunities & Income Fund (NYSE:WIW) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 8,90 / share. Previously, on September 13, 2024, the share price was 8,72 / share. This represents an increase of 2,06% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | MORGAN STANLEY | 2,487,171 | 5,224,323 | 110.05 | 8.50 | 107.32 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 156.750 | 0,19 | 1.373 | -0,15 | ||||
| 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 | ||||
| 2025-08-06 | 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 |
