Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Western Asset Inflation-Linked Opportunities & Income Fund comprennent
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,
et
Atlantic Union Bankshares Corp
.
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt |
Source |
Investisseur |
|
Type |
Prix moyen
(Est) |
Actions |
Δ Actions
(%) |
Valeur déclarée
(1000 $) |
Δ Valeur
(%) |
Allocation de portefeuille
(%) |
| 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 |
|
| 2025-08-14 |
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 |
|
| 2025-09-09 |
13F |
NWF Advisory Services Inc.
|
|
|
|
156 750 |
0,19 |
1 373 |
-0,15 |
|
| 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 |
|
