Who owns Western Ast Clymr Infl Lkd Sc & Incm Fd?
- Ticker: WIA
- CUSIP Number: 95766Q106
Tip: Access positions for across all investors
Analyze quarterly positions in Western Ast Clymr Infl Lkd Sc & Incm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Western Ast Clymr Infl Lkd Sc & Incm stock
Who bought or sold Western Ast Clymr Infl Lkd Sc & Incm Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Karpus Investment Management | 7.6M | $65M | 4% | Sep 2024 |
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| Bank of America Corporation | 323k | $2.8M | -12% | Sep 2024 |
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| Morgan Stanley | 307k | $2.5M | -1% | Jun 2024 |
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| Fiera Capital Corporation | 242k | $2.1M | 29% | Sep 2024 |
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| Integrated Wealth Concepts | 225k | $1.9M | -2% | Sep 2024 |
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| Stifel Financial | 223k | $1.8M | 3% | Jun 2024 |
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| RHS Financial | 167k | $1.4M | 0% | Sep 2024 |
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| Almitas Capital | 159k | $1.4M | 34% | Sep 2024 |
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| Roberts Glore & Co | 149k | $1.3M | -22% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 139k | $1.2M | 65% | Sep 2024 |
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| Oakmont Partners | 107k | $910k | 1% | Sep 2024 |
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| Wakefield Asset Management L | 102k | $874k | 6% | Sep 2024 |
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| Wolverine Asset Management | 75k | $641k | -49% | Sep 2024 |
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| Wells Fargo & Company | 73k | $628k | -16% | Sep 2024 |
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| Rock Point Advisors | 73k | $625k | -3% | Sep 2024 |
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| Atlas Wealth | 61k | $486M | 100% | Jun 2024 |
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| Landscape Capital Management | 53k | $456k | -12% | Sep 2024 |
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| Deschutes Portfolio Strategy | 53k | $455k | 30% | Sep 2024 |
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| Quadcap Wealth Management | 44k | $379k | 0% | Sep 2024 |
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| Creative Financial Designs | 40k | $338k | 0% | Sep 2024 |
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| Janney Montgomery Scott | 39k | $332k | 31% | Sep 2024 |
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| Grace & White | 39k | $330k | 0% | Sep 2024 |
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| Nations Financial Group | 35k | $296k | 100% | Sep 2024 |
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| Capstone Investment Advisors | 34k | $287k | 100% | Sep 2024 |
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| Aviance Capital Partners | 32k | $274k | -20% | Sep 2024 |
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| Raymond James & Associates | 30k | $255k | -4% | Sep 2024 |
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| Advisor Group Holdings | 27k | $231k | 55% | Sep 2024 |
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| HighTower Advisors | 26k | $206k | 1% | Jun 2024 |
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| CSS | 25k | $215k | 1% | Sep 2024 |
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| Thomas J. Herzfeld Advisors | 21k | $179k | 0% | Sep 2024 |
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| Oppenheimer & Co | 21k | $176k | 0% | Sep 2024 |
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| Arnhold | 13k | $108k | 0% | Sep 2024 |
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| Melfa Wealth Management | 12k | $105k | 0% | Sep 2024 |
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| Smith, Moore & Co. | 11k | $97k | 0% | Sep 2024 |
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| Transcend Wealth Collective | 11k | $94k | -2% | Sep 2024 |
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| Royal Bank of Canada | 6.5k | $71k | 38% | Sep 2024 |
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| Steward Partners Investment Advisory | 3.7k | $30k | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 2.9k | $25k | 0% | Sep 2024 |
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| Blue Bell Private Wealth Management | 2.7k | $23k | 0% | Sep 2024 |
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| Rothschild Investment | 2.0k | $17k | 0% | Sep 2024 |
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| Fortis Group Advisors | 866.00 | $7.4k | 0% | Sep 2024 |
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| Bessemer | 784.00 | $7.0k | 7% | Sep 2024 |
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| Geneos Wealth Management | 434.00 | $3.5k | 0% | Jun 2024 |
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| Goss Wealth Management | 428.00 | $3.4k | 2% | Jun 2024 |
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| Brian McDonald | 360.00 | $3.1k | -1% | Sep 2024 |
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| PFS Partners | 314.00 | $2.7k | 0% | Sep 2024 |
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| Coppell Advisory Solutions | 55.00 | $469.001500 | -76% | Sep 2024 |
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| CWM | 37.00 | $0 | 100% | Sep 2024 |
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Who sold out of Western Ast Clymr Infl Lkd Sc & Incm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Coastal Investment Advisors | Jun 2024 | 50k | $399k |
| Peapack Gladstone Financial Corp | Mar 2024 | 11k | $89k |