Who owns Wstrn Ast Clymr Infltn Lkd Opts & Inc Fd?
- Ticker: WIW
- CUSIP Number: 95766R104
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Analyze quarterly positions in Wstrn Ast Clymr Infltn Lkd Opts & Inc with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wstrn Ast Clymr Infltn Lkd Opts & Inc Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 7.4M | $63M | 5% | Jun 2024 |
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Allspring Global Investments Holdings | 2.6M | $23M | -16% | Sep 2024 |
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Rivernorth Capital Management | 2.0M | $18M | -2% | Sep 2024 |
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1607 Capital Partners | 1.1M | $9.4M | -2% | Sep 2024 |
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Invesco | 981k | $8.7M | 5% | Sep 2024 |
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Bank of America Corporation | 782k | $6.9M | -9% | Sep 2024 |
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Landscape Capital Management | 537k | $4.7M | 129% | Sep 2024 |
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Private Advisor | 511k | $4.5M | 41% | Sep 2024 |
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HighTower Advisors | 508k | $4.3M | -5% | Jun 2024 |
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Guggenheim Capital, LLC Managers | 505k | $4.5M | 57% | Sep 2024 |
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Stifel Financial | 350k | $3.0M | -1% | Jun 2024 |
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Wakefield Asset Management L | 297k | $2.6M | 1% | Sep 2024 |
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Fiera Capital Corporation | 264k | $2.3M | 26% | Sep 2024 |
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Deschutes Portfolio Strategy | 231k | $2.0M | 16% | Sep 2024 |
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Grace & White | 182k | $1.6M | -4% | Sep 2024 |
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Roberts Glore & Co | 179k | $1.6M | -31% | Sep 2024 |
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Envestnet Asset Management | 179k | $1.6M | 0% | Sep 2024 |
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Advisor Group Holdings | 176k | $1.6M | 514% | Sep 2024 |
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Park Avenue Securities | 166k | $1.5M | -2% | Sep 2024 |
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Wolverine Asset Management | 160k | $1.4M | 32% | Sep 2024 |
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Raymond James & Associates | 152k | $1.3M | 5% | Sep 2024 |
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Janney Montgomery Scott | 151k | $1.3M | -13% | Sep 2024 |
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U.S. Capital Wealth Advisors | 144k | $1.3M | 7% | Sep 2024 |
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Peapack Gladstone Financial Corp | 98k | $833k | -11% | Jun 2024 |
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Ionic Capital Management | 84k | $746k | 100% | Sep 2024 |
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Royal Bank of Canada | 84k | $744k | 2% | Sep 2024 |
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Prevail Innovative Wealth Advisors | 83k | $707k | 10% | Jun 2024 |
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Cutler Capital Management | 82k | $726k | 518% | Sep 2024 |
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Tortoise Investment Management | 75k | $661k | -29% | Sep 2024 |
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Stansberry Asset Management | 70k | $617k | 16% | Sep 2024 |
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Dynamic Advisors Solutions | 65k | $577k | -5% | Sep 2024 |
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Almitas Capital | 63k | $558k | 100% | Sep 2024 |
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Twin Focus Capital Partners | 60k | $528k | 3% | Sep 2024 |
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Hollencrest Securities | 54k | $476k | 0% | Sep 2024 |
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Brian McDonald | 54k | $474k | 10% | Sep 2024 |
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LPL Financial | 53k | $468k | -90% | Sep 2024 |
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Logan Stone Capital | 49k | $430k | 100% | Sep 2024 |
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CSS | 48k | $426k | -51% | Sep 2024 |
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Oppenheimer & Co | 43k | $384k | 58% | Sep 2024 |
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Concorde Asset Management | 40k | $356k | -40% | Sep 2024 |
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First Trust Advisors | 37k | $330k | -10% | Sep 2024 |
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Hennion & Walsh Asset Management | 36k | $317k | 0% | Sep 2024 |
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BlackDiamond Wealth Management | 34k | $290k | 1% | Jun 2024 |
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Integrated Capital Management | 30k | $268k | 8% | Sep 2024 |
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Clear Creek Financial Management | 29k | $256k | 7% | Sep 2024 |
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Mml Investors Services | 26k | $233k | -1% | Sep 2024 |
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Horizon Kinetics Asset Management | 26k | $224k | 0% | Jun 2024 |
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Catalina Capital Group | 25k | $217k | 100% | Sep 2024 |
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Cetera Investment Advisers | 22k | $184k | 5% | Jun 2024 |
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Rpo | 21k | $189k | 112% | Sep 2024 |
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Orleans Capital Management Corp | 21k | $184k | 100% | Sep 2024 |
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Verus Capital Partners | 20k | $174k | -41% | Sep 2024 |
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Mariner Wealth Advisors | 19k | $168k | -13% | Sep 2024 |
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Nations Financial Group | 18k | $155k | 100% | Sep 2024 |
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Arnhold | 18k | $155k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 17k | $143k | 0% | Jun 2024 |
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Kestra Advisory Services | 17k | $147k | 1% | Sep 2024 |
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Susquehanna International | 16k | $139k | 100% | Sep 2024 |
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Us Bancorp | 16k | $139k | 0% | Sep 2024 |
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Moors & Cabot | 15k | $133k | 0% | Sep 2024 |
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Citadel Advisors | 14k | $125k | -6% | Sep 2024 |
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Karpus Investment Management | 13k | $111k | 0% | Sep 2024 |
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Atlas Wealth | 12k | $99M | 100% | Jun 2024 |
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Sanctuary Advisors | 11k | $95k | 100% | Jun 2024 |
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Bessemer | 11k | $98k | 484% | Sep 2024 |
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Jane Street | 11k | $98k | 100% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11k | $96k | 0% | Sep 2024 |
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Hara Capital | 11k | $95k | 100% | Sep 2024 |
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Bank of New York Mellon | 10k | $90k | 100% | Sep 2024 |
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Capital Investment Advisors | 10k | $90k | 0% | Sep 2024 |
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Blue Bell Private Wealth Management | 7.9k | $70k | 0% | Sep 2024 |
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Thomas J. Herzfeld Advisors | 6.2k | $55k | 1% | Sep 2024 |
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International Assets Investment Management | 5.3k | $600k | 784% | Sep 2024 |
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North Star Investment Management | 4.8k | $43k | -16% | Sep 2024 |
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Bartlett & Co. Wealth Management | 3.0k | $27k | 0% | Sep 2024 |
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Gables Capital Management | 2.4k | $21k | 0% | Sep 2024 |
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CWM | 1.7k | $15k | 100% | Sep 2024 |
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Goss Wealth Management | 1.7k | $15k | -4% | Jun 2024 |
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Carmichael Hill & Associates | 1.7k | $15k | 0% | Sep 2024 |
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Wells Fargo & Company | 1.5k | $13k | 0% | Sep 2024 |
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Glass Jacobson Investment Advisors | 1.5k | $13k | 0% | Sep 2024 |
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Hanson McClain Advisors | 850.00 | $7.5k | 0% | Sep 2024 |
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Key FInancial | 708.00 | $6.3k | 0% | Sep 2024 |
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IFP Advisors | 500.00 | $4.3k | 0% | Jun 2024 |
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Sandy Spring Bank | 200.00 | $1.8k | 0% | Sep 2024 |
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Geneos Wealth Management | 84.00 | $714.999600 | 100% | Jun 2024 |
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BFSG | 75.00 | $663.000000 | 100% | Sep 2024 |
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Beaird Harris Wealth Management | 60.00 | $511.002000 | 100% | Jun 2024 |
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Assetmark | 44.00 | $388.999600 | 0% | Sep 2024 |
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Who sold out of Wstrn Ast Clymr Infltn Lkd Opts & Inc?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Penserra Capital Management | Jun 2024 | 1.4M | $12M |
Beach Point Capital Management | Jun 2024 | 1.3M | $11M |
Kingswood Wealth Advisors | Jun 2024 | 34k | $287k |
Coastal Investment Advisors | Jun 2024 | 22k | $188k |
Virtu Financial | Mar 2024 | 21k | $182k |
Pinnacle Wealth Planning Services | Jun 2024 | 14k | $115k |
Commonwealth Equity Services | Jun 2024 | 12k | $99k |
Flow State Investments | Mar 2024 | 11k | $92k |
Integrated Wealth Concepts | Jun 2024 | 11k | $90k |
Wetzel Investment Advisors | Jun 2024 | 5.5k | $48k |
Kimelman & Baird | Jun 2024 | 3.2k | $27k |
Mather Group | Jun 2024 | 332.00 | $2.9k |