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 | 7.7M | $62M | 1% | Dec 2024 |
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| Baird Financial | 445k | $3.6M | -1% | Dec 2024 |
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| Guggenheim Capital, LLC Managers | 281k | $2.2M | 102% | Dec 2024 |
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| Fiera Capital Corporation | 241k | $1.9M | -1% | Dec 2024 |
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| Morgan Stanley | 234k | $2.8M | -16% | Dec 2024 |
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| Alpine Partners VI | 200k | $1.6M | 720% | Dec 2024 |
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| Integrated Wealth Concepts | 200k | $1.6M | -11% | Dec 2024 |
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| Stifel Financial | 178k | $1.4M | -14% | Dec 2024 |
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| RHS Financial | 176k | $1.4M | 6% | Dec 2024 |
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| Almitas Capital | 159k | $1.3M | 0% | Dec 2024 |
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| Roberts Glore & Co | 141k | $1.1M | -6% | Dec 2024 |
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| Bank of America Corporation | 123k | $988k | -62% | Dec 2024 |
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| Wakefield Asset Management L | 108k | $860k | 5% | Dec 2024 |
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| Oakmont Partners | 107k | $852k | 0% | Dec 2024 |
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| Wells Fargo & Company | 85k | $679k | 16% | Dec 2024 |
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| UBS Group | 74k | $591k | -1% | Dec 2024 |
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| PenderFund Capital Management | 62k | $709k | 0% | Dec 2024 |
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| Rock Point Advisors | 60k | $483k | -17% | Dec 2024 |
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| Deschutes Portfolio Strategy | 53k | $426k | 0% | Dec 2024 |
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| Grace & White | 47k | $374k | 21% | Dec 2024 |
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| Aviance Capital Partners | 46k | $371k | 45% | Dec 2024 |
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| Quadcap Wealth Management | 44k | $379k | 100% | Sep 2024 |
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| Creative Financial Designs | 39k | $309k | -2% | Dec 2024 |
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| Capstone Investment Advisors | 34k | $268k | 0% | Dec 2024 |
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| Janney Montgomery Scott | 32k | $254k | -18% | Dec 2024 |
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| Mezzasalma Advisors | 31k | $251k | 100% | Dec 2024 |
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| Raymond James Financial | 31k | $244k | 100% | Dec 2024 |
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| Raymond James & Associates | 30k | $255k | -4% | Sep 2024 |
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| Landscape Capital Management | 28k | $226k | -47% | Dec 2024 |
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| Nations Financial Group | 25k | $201k | -27% | Dec 2024 |
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| HighTower Advisors | 23k | $185k | -13% | Dec 2024 |
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| Oppenheimer & Co | 21k | $165k | 0% | Dec 2024 |
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| CSS | 21k | $165k | -18% | Dec 2024 |
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| Advisor Group Holdings | 15k | $131k | -44% | Dec 2024 |
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| Royal Bank of Canada | 14k | $111k | 112% | Dec 2024 |
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| Arnhold | 13k | $101k | 0% | Dec 2024 |
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| Melfa Wealth Management | 12k | $98k | 0% | Dec 2024 |
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| Smith, Moore & Co. | 11k | $91k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 5.2k | $42k | 31% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 2.9k | $24k | 0% | Dec 2024 |
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| Blue Bell Private Wealth Management | 2.7k | $22k | 0% | Dec 2024 |
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| Rothschild Investment | 2.0k | $17k | 0% | Sep 2024 |
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| MAI Wealth Advisors | 1.2k | $9.5k | 100% | Dec 2024 |
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| Fortis Group Advisors | 866.00 | $6.9k | 0% | Dec 2024 |
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| Bessemer | 789.00 | $6.0k | 1% | Dec 2024 |
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| Brian McDonald | 359.00 | $2.9k | 0% | Dec 2024 |
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| PFS Partners | 314.00 | $2.5k | 0% | Dec 2024 |
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| Coppell Advisory Solutions | 55.00 | $469.001500 | -76% | Sep 2024 |
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| CWM | 37.00 | $0 | 0% | Dec 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 |
|---|---|---|---|
| Wolverine Asset Management | Sep 2024 | 75k | $641k |
| Atlas Wealth | Jun 2024 | 61k | $486M |
| Thomas J. Herzfeld Advisors | Sep 2024 | 21k | $179k |
| Transcend Wealth Collective | Sep 2024 | 11k | $94k |