Who owns Wstrn Ast Clymr Infltn Lkd Opts & Inc Fd?
- Ticker: WIW
- CUSIP Number: 95766R104
Tip: Access positions for across all investors
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 | 6.5M | $54M | 16% | Sep 2023 |
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Allspring Global Investments Holdings | 2.4M | $21M | 0% | Dec 2023 |
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1607 Capital Partners | 2.4M | $20M | 0% | Sep 2023 |
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Rivernorth Capital Management | 1.9M | $16M | -29% | Dec 2023 |
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Sit Investment Associates | 1.3M | $11M | -3% | Sep 2023 |
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Penserra Capital Management | 1.3M | $11M | 7% | Dec 2023 |
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Beach Point Capital Management | 974k | $8.4M | 100% | Dec 2023 |
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Bank of America Corporation | 855k | $7.4M | 1% | Dec 2023 |
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Invesco | 837k | $6.9M | -18% | Sep 2023 |
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Baird Financial | 530k | $4.6M | 6% | Dec 2023 |
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HighTower Advisors | 526k | $4.6M | -2% | Dec 2023 |
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BFSG | 500k | $4.3M | -2% | Dec 2023 |
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PenderFund Capital Management | 422k | $4.8M | 1% | Dec 2023 |
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Janney Montgomery Scott | 331k | $2.9M | -23% | Dec 2023 |
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Stifel Financial | 314k | $2.7M | -11% | Dec 2023 |
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Roberts Glore & Co | 303k | $2.6M | -23% | Dec 2023 |
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Wakefield Asset Management L | 286k | $2.5M | 4% | Dec 2023 |
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Tortoise Investment Management | 264k | $2.3M | -6% | Dec 2023 |
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Landscape Capital Management | 236k | $2.0M | 297% | Dec 2023 |
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Almitas Capital | 206k | $1.8M | 25% | Dec 2023 |
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Feltz Wealth PLAN | 206k | $1.8M | 100% | Dec 2023 |
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Fiera Capital Corporation | 205k | $1.8M | 0% | Dec 2023 |
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Grace & White | 184k | $1.6M | 0% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 175k | $1.5M | 8% | Dec 2023 |
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CSS | 166k | $1.4M | 32% | Dec 2023 |
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Peapack Gladstone Financial Corp | 150k | $1.2M | -2% | Sep 2023 |
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U.S. Capital Wealth Advisors | 143k | $1.2M | -8% | Dec 2023 |
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Raymond James & Associates | 114k | $990k | 4% | Dec 2023 |
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Deschutes Portfolio Strategy | 111k | $958k | 0% | Dec 2023 |
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UBS Group | 110k | $951k | -67% | Dec 2023 |
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Royal Bank of Canada | 86k | $747k | -27% | Dec 2023 |
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Toroso Investments | 85k | $736k | 100% | Dec 2023 |
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Private Advisor | 85k | $734k | 111% | Dec 2023 |
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First Trust Advisors | 83k | $683k | 3% | Sep 2023 |
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Dynamic Advisors Solutions | 72k | $626k | 3% | Dec 2023 |
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LPL Financial | 71k | $581k | -69% | Sep 2023 |
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Concorde Asset Management | 55k | $480k | 38% | Dec 2023 |
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Twin Focus Capital Partners | 55k | $480k | -1% | Dec 2023 |
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Stansberry Asset Management | 55k | $449k | 13% | Sep 2023 |
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Moors & Cabot | 55k | $473k | 304% | Dec 2023 |
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Wolverine Asset Management | 54k | $468k | -66% | Dec 2023 |
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Hollencrest Securities | 54k | $467k | -28% | Dec 2023 |
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Brian McDonald | 44k | $359k | 100% | Sep 2023 |
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Kingswood Wealth Advisors | 43k | $376k | 73% | Dec 2023 |
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Centric Wealth Management | 38k | $323k | 100% | Dec 2023 |
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Weiss Asset Management LP[1 | 37k | $323k | 100% | Dec 2023 |
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Hennion & Walsh Asset Management | 36k | $316k | -1% | Dec 2023 |
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Verus Capital Partners | 36k | $312k | -30% | Dec 2023 |
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BlackDiamond Wealth Management | 34k | $286k | 100% | Dec 2023 |
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Crestone Asset Management | 30k | $260k | 0% | Dec 2023 |
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Coastal Investment Advisors | 27k | $237k | 8% | Dec 2023 |
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Horizon Kinetics Asset Management | 26k | $228k | 0% | Dec 2023 |
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Mml Investors Services | 26k | $214k | -2% | Sep 2023 |
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Envestnet Asset Management | 26k | $213k | 100% | Sep 2023 |
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Elequin Capital | 25k | $220k | 231% | Dec 2023 |
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Advisor Group Holdings | 22k | $193k | -46% | Dec 2023 |
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Proficio Capital Partners | 20k | $168k | -3% | Sep 2023 |
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Logan Stone Capital | 20k | $169k | 100% | Dec 2023 |
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Mariner Wealth Advisors | 19k | $164k | 0% | Dec 2023 |
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Arnhold | 18k | $152k | 0% | Dec 2023 |
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Nomura Holdings | 17k | $150k | 100% | Dec 2023 |
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Crown Wealth Group | 17k | $148k | 100% | Dec 2023 |
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Steward Partners Investment Advisory | 17k | $146k | -15% | Dec 2023 |
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CTC Alternative Strategies | 16k | $140k | 100% | Dec 2023 |
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Financial Network Investment Corporation | 16k | $131k | 16% | Sep 2023 |
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Us Bancorp | 16k | $137k | 0% | Dec 2023 |
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Park Avenue Securities | 14k | $118k | -29% | Dec 2023 |
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Oppenheimer & Co | 13k | $108k | 0% | Sep 2023 |
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Pinnacle Wealth Planning Services | 13k | $114k | 0% | Dec 2023 |
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Karpus Investment Management | 13k | $103k | 0% | Sep 2023 |
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Commonwealth Equity Services | 12k | $108k | -18% | Dec 2023 |
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Hsbc Holdings | 12k | $104k | 0% | Dec 2023 |
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Qube Research & Technologies | 12k | $98k | 0% | Sep 2023 |
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Integrated Wealth Concepts | 12k | $96k | -2% | Sep 2023 |
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Clear Creek Financial Management | 11k | $95k | 100% | Dec 2023 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11k | $95k | 1% | Dec 2023 |
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We Are One Seven | 11k | $91k | -7% | Dec 2023 |
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Capital Investment Advisors | 10k | $88k | 0% | Dec 2023 |
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Rpo | 10k | $88k | 100% | Dec 2023 |
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Blue Bell Private Wealth Management | 7.9k | $69k | 0% | Dec 2023 |
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Thomas J. Herzfeld Advisors | 7.5k | $65k | 26% | Dec 2023 |
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North Star Investment Management | 6.3k | $55k | -33% | Dec 2023 |
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Bartlett & Co. | 3.0k | $26k | 0% | Dec 2023 |
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Bartlett & Co. Wealth Management | 3.0k | $26k | 0% | Dec 2023 |
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Goss Wealth Management | 1.7k | $14k | 3% | Sep 2023 |
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Carmichael Hill & Associates | 1.7k | $15k | -38% | Dec 2023 |
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IFP Advisors | 1.6k | $14k | 0% | Dec 2023 |
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Glass Jacobson Investment Advisors | 1.5k | $13k | 0% | Dec 2023 |
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Bessemer | 1.4k | $12k | 4% | Dec 2023 |
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Hanson McClain Advisors | 850.00 | $7.4k | 0% | Dec 2023 |
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Key FInancial | 708.00 | $6.1k | 0% | Dec 2023 |
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Baystate Wealth Management | 507.00 | $4.4k | 100% | Dec 2023 |
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Advisory Services Network | 400.00 | $3.5k | 100% | Dec 2023 |
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Beaird Harris Wealth Management | 359.00 | $3.1k | 0% | Dec 2023 |
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Sandy Spring Bank | 200.00 | $1.7k | 0% | Dec 2023 |
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Wells Fargo & Company | 1.00 | $6.000000 | -100% | Dec 2023 |
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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 |
---|---|---|---|
Hrt Financial | Sep 2023 | 15k | $123k |
Transcend Wealth Collective | Sep 2023 | 14k | $112k |
Ieq Capital | Sep 2023 | 12k | $94k |
Jane Street | Sep 2023 | 10k | $84k |
Whittier Trust | Sep 2023 | 1.6k | $13k |