Who owns Wstrn Ast Clymr Infltn Lkd Opts & Inc Fd?
- Ticker: WIW
- CUSIP Number: 95766R104
Tip: Access positions for across all investors
Analyze quarterly positions in Wstrn Ast Clymr Infltn Lkd Opts & Inc with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Wstrn Ast Clymr Infltn Lkd Opts & Inc stock
Who bought or sold Wstrn Ast Clymr Infltn Lkd Opts & Inc Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 7.0M | $61M | 8% | Mar 2024 |
|
| Allspring Global Investments Holdings | 2.4M | $21M | 0% | Mar 2024 |
|
| Rivernorth Capital Management | 2.0M | $17M | 5% | Mar 2024 |
|
| Penserra Capital Management | 1.4M | $12M | 9% | Mar 2024 |
|
| Beach Point Capital Management | 1.3M | $11M | 35% | Mar 2024 |
|
| 1607 Capital Partners | 1.2M | $10M | -50% | Mar 2024 |
|
| Bank of America Corporation | 949k | $8.2M | 11% | Mar 2024 |
|
| Sit Investment Associates | 926k | $8.0M | -30% | Mar 2024 |
|
| HighTower Advisors | 535k | $4.6M | 2% | Mar 2024 |
|
| Baird Financial | 530k | $4.6M | 6% | Dec 2023 |
|
| PenderFund Capital Management | 430k | $5.0M | 2% | Mar 2024 |
|
| Stifel Financial | 355k | $3.1M | 13% | Mar 2024 |
|
| Janney Montgomery Scott | 335k | $2.9M | 1% | Mar 2024 |
|
| Landscape Capital Management | 335k | $2.9M | 42% | Mar 2024 |
|
| LPL Financial | 297k | $2.6M | 321% | Mar 2024 |
|
| Wakefield Asset Management L | 297k | $2.6M | 4% | Mar 2024 |
|
| Roberts Glore & Co | 255k | $2.2M | -16% | Mar 2024 |
|
| Fiera Capital Corporation | 209k | $1.8M | 2% | Mar 2024 |
|
| Feltz Wealth PLAN | 208k | $1.8M | 1% | Mar 2024 |
|
| Deschutes Portfolio Strategy | 200k | $1.7M | 81% | Mar 2024 |
|
| CSS | 198k | $1.7M | 19% | Mar 2024 |
|
| Tortoise Investment Management | 197k | $1.7M | -25% | Mar 2024 |
|
| Grace & White | 192k | $1.7M | 4% | Mar 2024 |
|
| Guggenheim Capital, LLC Managers | 175k | $1.5M | 8% | Dec 2023 |
|
| Envestnet Asset Management | 169k | $1.5M | 551% | Mar 2024 |
|
| Park Avenue Securities | 162k | $1.4M | 1086% | Mar 2024 |
|
| U.S. Capital Wealth Advisors | 141k | $1.2M | -1% | Mar 2024 |
|
| Raymond James & Associates | 140k | $1.2M | 23% | Mar 2024 |
|
| Wolverine Asset Management | 119k | $1.0M | 120% | Mar 2024 |
|
| UBS Group | 110k | $950k | 0% | Mar 2024 |
|
| Peapack Gladstone Financial Corp | 110k | $949k | -27% | Mar 2024 |
|
| Private Advisor | 87k | $753k | 3% | Mar 2024 |
|
| Almitas Capital | 85k | $731k | -59% | Mar 2024 |
|
| Royal Bank of Canada | 84k | $720k | -3% | Mar 2024 |
|
| Prevail Innovative Wealth Advisors | 75k | $650k | 100% | Mar 2024 |
|
| Dynamic Advisors Solutions | 72k | $625k | 0% | Mar 2024 |
|
| Moors & Cabot | 66k | $565k | 20% | Mar 2024 |
|
| Twin Focus Capital Partners | 58k | $498k | 4% | Mar 2024 |
|
| Hollencrest Securities | 54k | $465k | 0% | Mar 2024 |
|
| Brian McDonald | 47k | $402k | 7% | Mar 2024 |
|
| First Trust Advisors | 42k | $360k | -50% | Mar 2024 |
|
| Hennion & Walsh Asset Management | 36k | $314k | 0% | Mar 2024 |
|
| BlackDiamond Wealth Management | 34k | $292k | 1% | Mar 2024 |
|
| Verus Capital Partners | 33k | $282k | -9% | Mar 2024 |
|
| Kingswood Wealth Advisors | 32k | $275k | -27% | Mar 2024 |
|
| Advisor Group Holdings | 29k | $248k | 29% | Mar 2024 |
|
| Oppenheimer & Co | 27k | $237k | 109% | Mar 2024 |
|
| Clear Creek Financial Management | 27k | $232k | 145% | Mar 2024 |
|
| Horizon Kinetics Asset Management | 26k | $228k | 0% | Dec 2023 |
|
| Elequin Capital | 25k | $220k | 231% | Dec 2023 |
|
| Coastal Investment Advisors | 24k | $208k | -12% | Mar 2024 |
|
| Integrated Capital Management | 23k | $196k | 100% | Mar 2024 |
|
| Commonwealth Equity Services | 20k | $176k | 64% | Mar 2024 |
|
| Mariner Wealth Advisors | 18k | $154k | -6% | Mar 2024 |
|
| Arnhold | 18k | $151k | 0% | Mar 2024 |
|
| Steward Partners Investment Advisory | 17k | $145k | 0% | Mar 2024 |
|
| Us Bancorp | 16k | $136k | 0% | Mar 2024 |
|
| Susquehanna International | 13k | $116k | 100% | Mar 2024 |
|
| Pinnacle Wealth Planning Services | 13k | $116k | 2% | Mar 2024 |
|
| Karpus Investment Management | 13k | $108k | 0% | Mar 2024 |
|
| Hsbc Holdings | 12k | $104k | 0% | Dec 2023 |
|
| Citadel Advisors | 12k | $100k | 100% | Mar 2024 |
|
| Hartline Investment Corporation | 11k | $94k | 100% | Mar 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11k | $94k | 0% | Mar 2024 |
|
| Integrated Wealth Concepts | 11k | $94k | -7% | Mar 2024 |
|
| Flow State Investments | 11k | $92k | 100% | Mar 2024 |
|
| We Are One Seven | 11k | $91k | -7% | Dec 2023 |
|
| Capital Investment Advisors | 10k | $88k | 0% | Mar 2024 |
|
| Rpo | 10k | $87k | 0% | Mar 2024 |
|
| Blue Bell Private Wealth Management | 7.9k | $68k | 0% | Mar 2024 |
|
| North Star Investment Management | 6.4k | $55k | 1% | Mar 2024 |
|
| Thomas J. Herzfeld Advisors | 6.0k | $52k | -19% | Mar 2024 |
|
| Bartlett & Co. Wealth Management | 3.0k | $26k | 0% | Mar 2024 |
|
| Bartlett & Co. | 3.0k | $26k | 0% | Dec 2023 |
|
| Gables Capital Management | 2.4k | $20k | 100% | Mar 2024 |
|
| Goss Wealth Management | 1.8k | $16k | 4% | Mar 2024 |
|
| Carmichael Hill & Associates | 1.7k | $14k | 0% | Mar 2024 |
|
| IFP Advisors | 1.6k | $14k | 0% | Dec 2023 |
|
| Glass Jacobson Investment Advisors | 1.5k | $13k | 0% | Mar 2024 |
|
| Bessemer | 1.4k | $12k | 4% | Dec 2023 |
|
| Hanson McClain Advisors | 850.00 | $7.3k | 0% | Mar 2024 |
|
| Key FInancial | 708.00 | $6.1k | 0% | Mar 2024 |
|
| Baystate Wealth Management | 507.00 | $4.4k | 100% | Dec 2023 |
|
| Sandy Spring Bank | 200.00 | $1.7k | 0% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 185.00 | $1.6k | 100% | Mar 2024 |
|
| Assetmark | 44.00 | $380.001600 | 100% | Mar 2024 |
|
| Wells Fargo & Company | 1.00 | $10.000000 | 0% | Mar 2024 |
|
| BFSG | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of Wstrn Ast Clymr Infltn Lkd Opts & Inc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toroso Investments | Dec 2023 | 85k | $736k |
| Concorde Asset Management | Dec 2023 | 55k | $480k |
| Centric Wealth Management | Dec 2023 | 38k | $323k |
| Weiss Asset Management LP[1 | Dec 2023 | 37k | $323k |
| Crestone Asset Management | Dec 2023 | 30k | $260k |
| Proficio Capital Partners | Sep 2023 | 20k | $168k |
| Logan Stone Capital | Dec 2023 | 20k | $169k |
| Nomura Holdings | Dec 2023 | 17k | $150k |
| Crown Wealth Group | Dec 2023 | 17k | $148k |
| CTC Alternative Strategies | Dec 2023 | 16k | $140k |
| Qube Research & Technologies | Sep 2023 | 12k | $98k |
| Advisory Services Network | Dec 2023 | 400.00 | $3.5k |
| Beaird Harris Wealth Management | Dec 2023 | 359.00 | $3.1k |