Who owns Western Ast Clymr Infl Lkd Sc & Incm Fd?

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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 7.8M $66M -3% Sep 2025
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Guggenheim Capital, LLC Managers 561k $4.7M 6% Sep 2025
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Baird Financial 449k $3.8M -1% Sep 2025
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Fiera Capital Corporation 238k $2.0M 1% Sep 2025
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Integrated Wealth Concepts 189k $1.6M -2% Sep 2025
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RHS Financial 189k $1.6M 3% Sep 2025
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Stifel Financial 176k $1.5M 1% Sep 2025
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Morgan Stanley 167k $2.2M 100% Jun 2025
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Roberts Glore & Co 122k $1.0M -2% Sep 2025
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Wakefield Asset Management L 115k $964k 6% Sep 2025
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Wells Fargo & Company 109k $920k 15% Sep 2025
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Oakmont Partners 101k $854k -8% Sep 2025
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Almitas Capital 96k $807k -37% Sep 2025
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PenderFund Capital Management 89k $749k 17% Sep 2025
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UBS Group 72k $602k -5% Sep 2025
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Aviance Capital Partners 66k $558k 5% Sep 2025
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Private Advisor 57k $476k 100% Sep 2025
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Rock Point Advisors 55k $466k -7% Sep 2025
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Deschutes Portfolio Strategy 53k $448k 0% Sep 2025
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Grace & White 47k $393k 0% Sep 2025
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Creative Financial Designs 39k $325k 0% Sep 2025
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Quadcap Wealth Management 39k $324k -8% Sep 2025
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Raymond James Financial 36k $303k -1% Sep 2025
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Advisor Group Holdings 34k $283k 37% Sep 2025
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Capstone Investment Advisors 34k $283k 0% Sep 2025
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LPL Financial 33k $281k 2% Sep 2025
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Mezzasalma Advisors 33k $279k 2% Sep 2025
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Robinson Capital Management 31k $262k 100% Sep 2025
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Oppenheimer & Co 24k $201k 0% Sep 2025
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Rivernorth Capital Management 19k $157k -15% Sep 2025
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Nations Financial Group 19k $155k -2% Sep 2025
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Uhlmann Price Securities 18k $154k 12% Sep 2025
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Mount Yale Investment Advisors 16k $138k 100% Sep 2025
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HighTower Advisors 16k $134k -5% Sep 2025
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Readystate Asset Management 14k $115k 100% Sep 2025
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Melfa Wealth Management 12k $104k 0% Sep 2025
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Smith, Moore & Co. 11k $96k 0% Sep 2025
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Wolverine Asset Management 7.0k $59k 100% Sep 2025
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Steward Partners Investment Advisory 5.2k $44k 0% Sep 2025
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Royal Bank of Canada 3.6k $30k -23% Sep 2025
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Northwestern Mutual Wealth Management Company 3.1k $26k 3% Sep 2025
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Blue Bell Private Wealth Management 2.7k $23k 0% Sep 2025
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Rothschild Investment 2.0k $17k 0% Sep 2025
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Fortis Group Advisors 866.00 $7.3k 0% Sep 2025
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Brian McDonald 495.00 $4.2k -8% Sep 2025
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Highline Wealth Partners 400.00 $3.4k 100% Sep 2025
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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
PFG Investments Jun 2025 24k $202k
Landscape Capital Management Jun 2025 10k $85k