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 8.6M $70M 4% Jun 2026
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Baird Financial 489k $4.0M 1% Jun 2026
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Atlas Wealth 460k $3.7M 100% Jun 2026
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Private Advisor 246k $2.0M 4% Jun 2026
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RHS Financial 231k $1.9M 15% Jun 2026
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Stifel Financial 176k $1.4M 7% Jun 2026
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Integrated Wealth Concepts 165k $1.3M -5% Jun 2026
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Wakefield Asset Management L 158k $1.3M -57% Jun 2026
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Guggenheim Capital, LLC Managers 146k $1.2M -41% Jun 2026
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Colony 133k $1.1M 100% Jun 2026
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Wells Fargo & Company 113k $918k 1% Jun 2026
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PenderFund Capital Management 104k $843k 0% Jun 2026
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Oakmont Partners 103k $840k 0% Jun 2026
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Bank of America Corporation 99k $800k 3% Jun 2026
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Roberts Glore & Co 97k $787k -2% Jun 2026
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Morgan Stanley 92k $743k -52% Mar 2026
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PFG Investments 73k $596k 100% Jun 2026
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Aviance Capital Partners 71k $579k 4% Jun 2026
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Rock Point Advisors 65k $525k 0% Jun 2026
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Almitas Capital 57k $461k 0% Jun 2026
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Deschutes Portfolio Strategy 53k $433k 0% Jun 2026
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LPL Financial 45k $362k 33% Jun 2026
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Grace & White 41k $334k 0% Jun 2026
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Creative Financial Designs 39k $314k 0% Jun 2026
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UBS Group 38k $305k -14% Jun 2026
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Capstone Investment Advisors 34k $273k 0% Jun 2026
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Mezzasalma Advisors 33k $267k -4% Jun 2026
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Robinson Capital Management 31k $253k 0% Jun 2026
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Quadcap Wealth Management 27k $222k -5% Jun 2026
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Envestnet Asset Management 25k $206k 54% Jun 2026
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Wiley Bros.-aintree Capital 25k $206k 54% Jun 2026
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Mount Yale Investment Advisors 21k $169k 0% Jun 2026
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Vestmark Advisory Solutions 21k $169k 0% Jun 2026
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Raymond James Financial 18k $150k -49% Jun 2026
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Oppenheimer & Co 18k $147k 0% Jun 2026
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Uhlmann Price Securities 18k $145k 0% Jun 2026
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Advisor Group Holdings 16k $127k -47% Jun 2026
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Nations Financial Group 14k $111k -10% Jun 2026
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Wolverine Asset Management 13k $105k -68% Jun 2026
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Melfa Wealth Management 12k $100k 0% Jun 2026
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Smith, Moore & Co. 11k $93k 0% Jun 2026
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HighTower Advisors 10k $85k -9% Jun 2026
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Equitable Holdings 10k $83k 100% Jun 2026
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Steward Partners Investment Advisory 5.2k $42k 0% Jun 2026
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Royal Bank of Canada 3.0k $25k -22% Jun 2026
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Blue Bell Private Wealth Management 2.7k $22k 0% Jun 2026
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Rothschild Investment 2.0k $16k 0% Jun 2026
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Mercer Global Advisors 2.0k $16k 100% Jun 2026
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Fortis Group Advisors 866.00 $7.0k 0% Jun 2026
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CWM 750.00 $6.1k 100% Mar 2026
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Highline Wealth Partners 400.00 $3.3k 0% Jun 2026
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Whittier Trust Co. of Nevada 147.00 $1.2k 0% Jun 2026
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Fifth Third Bancorp 108.00 $877.996800 0% Jun 2026
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Rockefeller Capital Management 71.00 $577.002800 0% Jun 2026
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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
Susquehanna International Mar 2026 14k $111k
Integrity Advisory Solutions Mar 2026 12k $95k
Advisory Services Network Mar 2026 200.00 $1.6k