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 |
|---|---|---|---|---|---|
| Baird Financial | 433k | $3.5M | 3% | Dec 2023 |
|
| Bank of America Corporation | 389k | $3.2M | -5% | Dec 2023 |
|
| Roberts Glore & Co | 202k | $1.6M | 14% | Dec 2023 |
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| Stifel Financial | 194k | $1.6M | -18% | Dec 2023 |
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| Fiera Capital Corporation | 182k | $1.5M | 0% | Dec 2023 |
|
| RHS Financial | 164k | $1.3M | 2% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 138k | $1.1M | -6% | Dec 2023 |
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| Oakmont Partners | 105k | $854k | 9% | Dec 2023 |
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| Wakefield Asset Management L | 93k | $757k | 5% | Dec 2023 |
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| Rock Point Advisors | 76k | $618k | -2% | Dec 2023 |
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| Coastal Investment Advisors | 67k | $544k | -7% | Dec 2023 |
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| Wolverine Asset Management | 64k | $520k | -14% | Dec 2023 |
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| Janney Montgomery Scott | 57k | $461k | -43% | Dec 2023 |
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| PenderFund Capital Management | 52k | $556k | 8% | Dec 2023 |
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| Landscape Capital Management | 50k | $405k | 100% | Dec 2023 |
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| Wells Fargo & Company | 48k | $391k | 8% | Dec 2023 |
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| Quadcap Wealth Management | 46k | $377k | 100% | Dec 2023 |
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| UBS Group | 42k | $344k | -7% | Dec 2023 |
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| Creative Financial Designs | 41k | $329k | 0% | Dec 2023 |
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| Grace & White | 39k | $313k | 0% | Dec 2023 |
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| Aviance Capital Partners | 38k | $310k | -2% | Mar 2024 |
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| Elequin Capital | 36k | $290k | 2345% | Dec 2023 |
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| CSS | 34k | $279k | 45% | Dec 2023 |
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| Thomas J. Herzfeld Advisors | 21k | $170k | -23% | Dec 2023 |
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| HighTower Advisors | 21k | $163k | -3% | Dec 2023 |
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| Nomura Holdings | 19k | $153k | 100% | Dec 2023 |
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| Transcend Wealth Collective | 16k | $126k | -59% | Dec 2023 |
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| Advisor Group Holdings | 14k | $114k | -39% | Dec 2023 |
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| Royal Bank of Canada | 13k | $108k | 13% | Dec 2023 |
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| Arnhold | 13k | $102k | 0% | Dec 2023 |
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| Melfa Wealth Management | 12k | $100k | 0% | Dec 2023 |
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| Twin Focus Capital Partners | 12k | $93k | 100% | Dec 2023 |
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| Almitas Capital | 10k | $84k | 100% | Dec 2023 |
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| Raymond James & Associates | 10k | $83k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 3.7k | $30k | 131% | Dec 2023 |
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| Blue Bell Private Wealth Management | 3.2k | $26k | 0% | Dec 2023 |
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| Coppell Advisory Solutions | 2.0k | $17k | 6% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.8k | $14k | -12% | Dec 2023 |
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| Fortis Group Advisors | 1.7k | $14k | 100% | Dec 2023 |
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| Bessemer | 524.00 | $4.0k | 2% | Dec 2023 |
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| Washington Trust Advisors | 500.00 | $4.1k | 0% | Dec 2023 |
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| Highlander Capital Management | 500.00 | $4.1k | 0% | Dec 2023 |
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| Geneos Wealth Management | 434.00 | $3.5k | 0% | Dec 2023 |
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| PFS Partners | 314.00 | $2.6k | 0% | Mar 2024 |
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