Western Asset Inflation-Linked Opportunities & Income Fund(WIW)

$8.35—

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Western Asset Inflation-Linked Opportunities & Income Fund(WIW)

NYSE

$8.35—

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WIW(WIW)

WIW

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Institutional Ownership

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	7.63M	Jun 30, 26	+425.63K	12.48%
Allspring Global Investments Holdings, LLC	1.08M	Jun 30, 26	--	1.76%
PenderFund Capital Management Ltd.	998.75K	Jun 30, 26	-24.45K	1.63%
Invesco Ltd.	903.57K	Jun 30, 26	-17.13K	1.48%
RIVERNORTH CAPITAL MANAGEMENT, LLC	876.00K	Jun 30, 26	-87.44K	1.43%
BANK OF AMERICA CORP /DE/	793.31K	Jun 30, 26	+15.36K	1.30%
GUGGENHEIM CAPITAL LLC	775.91K	Jun 30, 26	-94.81K	1.27%
Saba Capital Management, L.P.	753.91K	Jun 30, 26	+613.32K	1.23%
1607 Capital Partners, LLC	708.05K	Jun 30, 26	-484.94K	1.16%
Baird Financial Group, Inc.	576.77K	Jun 30, 26	+19.99K	0.94%
LPL Financial LLC	566.85K	Jun 30, 26	-103.39K	0.93%
HighTower Advisors, LLC	491.39K	Jun 30, 26	+1.34K	0.80%
CAPSTONE INVESTMENT ADVISORS, LLC	462.75K	Jun 30, 26	--	0.76%
Atlas Wealth LLC	415.62K	Jun 30, 26	+415.62K	0.68%
FIRST TRUST ADVISORS LP	375.03K	Jun 30, 26	+21.84K	0.61%
Waterloo Capital, L.P.	361.16K	Jun 30, 26	+361.16K	0.59%
ADVISOR GROUP HOLDINGS, INC.	287.98K	Jun 30, 26	+5.42K	0.47%
RAYMOND JAMES FINANCIAL INC	287.72K	Jun 30, 26	+35.86K	0.47%
RIVERBRIDGE PARTNERS LLC	252.00K	Jun 30, 26	+7.13K	0.41%
STIFEL FINANCIAL CORP	243.46K	Jun 30, 26	-22.05K	0.40%
Matisse Capital	230.00K	Jun 30, 26	--	0.38%
TrueMark Investments, LLC	204.14K	Jun 30, 26	+13.48K	0.33%
Advisors Asset Management, Inc.	195.52K	Jun 30, 26	+195.52K	0.32%
Atala Financial Inc	192.58K	Jun 30, 26	--	0.31%
Summit Financial, LLC	173.58K	Jun 30, 26	+32.75K	0.28%
Wakefield Asset Management LLLP	150.45K	Jun 30, 26	+31.64K	0.25%
NWF Advisory Services Inc.	144.65K	Jun 30, 26	-11.80K	0.24%
JANE STREET GROUP, LLC	138.44K	Jun 30, 26	+87.97K	0.23%
Private Advisor Group, LLC	135.06K	Jun 30, 26	-465.29K	0.22%
ROBERTS GLORE & CO INC /IL/	123.72K	Jun 30, 26	+465	0.20%
WOLVERINE ASSET MANAGEMENT LLC	120.38K	Jun 30, 26	+78.26K	0.20%
Dynamic Advisor Solutions LLC	115.20K	Jun 30, 26	+6.84K	0.19%
Ionic Capital Management LLC	114.79K	Jun 30, 26	-55.68K	0.19%
Cutler Capital Management, LLC	111.99K	Jun 30, 26	+5.90K	0.18%
GRACE & WHITE INC /NY	97.96K	Jun 30, 26	--	0.16%
OPPENHEIMER & CO INC	92.50K	Jun 30, 26	+6.70K	0.15%
PFG Investments, LLC	84.34K	Jun 30, 26	+3	0.14%
TWIN FOCUS CAPITAL PARTNERS, LLC	83.41K	Jun 30, 26	--	0.14%
Cetera Investment Advisers	75.49K	Jun 30, 26	+7.04K	0.12%
HBW Advisory Services LLC	72.55K	Jun 30, 26	--	0.12%
Janney Montgomery Scott LLC	70.22K	Jun 30, 26	-24.95K	0.11%
ROYAL BANK OF CANADA	69.60K	Jun 30, 26	+1.58K	0.11%
ROBINSON CAPITAL MANAGEMENT, LLC	68.91K	Jun 30, 26	--	0.11%
XTX Topco Ltd	68.06K	Jun 30, 26	+68.06K	0.11%
ENVESTNET ASSET MANAGEMENT INC	65.19K	Jun 30, 26	+8.55K	0.11%
UBS Group AG	63.15K	Jun 30, 26	-2.27K	0.10%
FIFTH THIRD BANCORP	48.61K	Jun 30, 26	-3.91K	0.08%
READYSTATE ASSET MANAGEMENT LP	43.41K	Jun 30, 26	+43.41K	0.07%
PVG ASSET MANAGEMENT CORP	41.51K	Jun 30, 26	-12.95K	0.07%
UHLMANN PRICE SECURITIES, LLC	36.47K	Jun 30, 26	+791	0.06%
AlphaStar Capital Management, LLC	34.50K	Jun 30, 26	+34.50K	0.06%
HOLLENCREST CAPITAL MANAGEMENT	34.41K	Jun 30, 26	--	0.06%
Global Retirement Partners, LLC	33.38K	Jun 30, 26	+33.38K	0.05%
HRT FINANCIAL LP	30.57K	Jun 30, 26	+30.57K	0.05%
CI Private Wealth, LLC	29.42K	Jun 30, 26	-56.16K	0.05%
Quantinno Capital Management LP	29.42K	Jun 30, 26	-36.91K	0.05%
CITADEL ADVISORS LLC	27.83K	Jun 30, 26	+17.53K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.62K	Jun 30, 26	+10.84K	0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22.98K	Jun 30, 26	+1.77K	0.04%
Mariner, LLC	22.66K	Jun 30, 26	+518	0.04%
Merit Financial Group, LLC	20.37K	Jun 30, 26	+1.75K	0.03%
Steward Partners Investment Advisory, LLC	18.30K	Jun 30, 26	--	0.03%
Virtu Financial LLC	16.08K	Jun 30, 26	+16.08K	0.03%
ACCREDITED INVESTOR SERVICES, LLC	15.02K	Jun 30, 26	+704	0.02%
MML INVESTORS SERVICES, LLC	14.03K	Jun 30, 26	+274	0.02%
PARK AVENUE SECURITIES LLC	13.92K	Jun 30, 26	+318	0.02%
Fiera Capital Corp	12.79K	Jun 30, 26	+1.58K	0.02%
VERUS CAPITAL PARTNERS, LLC	12.69K	Jun 30, 26	-2.69K	0.02%
INVESTMENT ADVISORY SERVICES INC /TX /ADV	12.10K	Jun 30, 26	+12.10K	0.02%
DKM Wealth Management, Inc.	12.00K	Jun 30, 26	--	0.02%
Capital Investment Advisors, LLC	11.39K	Jun 30, 26	+11.39K	0.02%
Cambridge Investment Research Advisors, Inc.	10.20K	Jun 30, 26	+10.20K	0.02%
Pinnacle Wealth Planning Services, Inc.	9.66K	Jun 30, 26	+547	0.02%
Clear Street Group Inc.	8.45K	Jun 30, 26	+8.45K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	6.92K	Jun 30, 26	--	0.01%
Hara Capital LLC	6.77K	Jun 30, 26	--	0.01%
Thomas J. Herzfeld Advisors, Inc.	6.55K	Jun 30, 26	--	0.01%
WPG Advisers, LLC	6.03K	Jun 30, 26	+329	0.01%
SRS Capital Advisors, Inc.	5.86K	Jun 30, 26	+5.86K	0.01%
North Star Investment Management Corp.	5.24K	Jun 30, 26	+67	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.74K	Jun 30, 26	+4.74K	0.01%
Integrated Wealth Concepts LLC	4.62K	Jun 30, 26	+4.62K	0.01%
HARBOUR INVESTMENTS, INC.	4.50K	Jun 30, 26	--	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.00K	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	2.36K	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	2.06K	Jun 30, 26	+45	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.89K	Jun 30, 26	--	0.00%
Allworth Financial LP	1.60K	Jun 30, 26	+300	0.00%
Federation des caisses Desjardins du Quebec	1.00K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.00K	Jun 30, 26	+500	0.00%
Key FInancial Inc	708	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	681	Jun 30, 26	-1.41M	0.00%
Rockefeller Capital Management L.P.	632	Jun 30, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	500	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	250	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	200	Jun 30, 26	--	0.00%
BFSG, LLC	75	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	21	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-8.42K	--
BlackDiamond Wealth Management Inc.	--	Jun 30, 26	-26.07K	--
MAI Capital Management	--	Jun 30, 26	-1.67K	--
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	--	Jun 30, 26	-12.57K	--
Mezzasalma Advisors, LLC	--	Jun 30, 26	-11.82K	--
Sowell Financial Services LLC	--	Jun 30, 26	-16.63K	--
Concorde Asset Management, LLC	--	Jun 30, 26	-68.05K	--
CWM, LLC	1.74K	Mar 31, 26	--	0.00%
COMERICA BANK	52.81K	Dec 31, 25	+2.56K	0.09%
GRIES FINANCIAL LLC	16.13K	Sep 30, 25	--	0.03%
Sandy Spring Bank	200	Mar 31, 25	--	0.00%
RAYMOND JAMES & ASSOCIATES	151.56K	Sep 30, 24	+7.83K	0.25%
Carmichael Hill & Associates, Inc.	1.67K	Sep 30, 24	--	0.00%
Cetera Advisor Networks LLC	16.21K	Mar 31, 24	+515	0.03%
Crestone Asset Management LLC	--	Mar 31, 24	-30.02K	--
Bartlett & Co. LLC	3.00K	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	507	Dec 31, 23	+507	0.00%
Hightower 6M Holding, LLC	64.49K	Sep 30, 22	-16.01K	0.11%
Lloyd Park, LLC	36.10K	Sep 30, 22	--	0.06%
FourThought Financial, LLC	1.59K	Sep 30, 22	+93	0.00%
American Portfolios Advisors	469	Sep 30, 22	+5	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1.64M	Mar 31, 22	+219.56K	2.68%
Lenox Wealth Advisors, LLC	1.13K	Mar 31, 22	+1.13K	0.00%
6 Meridian	89.84K	Dec 31, 21	+4.59K	0.15%
Windsor Creek Advisors, LLC	87.41K	Dec 31, 21	-53.44K	0.14%
USCA RIA LLC	145.12K	Jun 30, 21	--	0.24%
Point View Wealth Management, Inc.	190.67K	Dec 31, 20	-4.25K	0.31%
Wealthspire Advisors, L.P.	--	Sep 30, 20	-23.00K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	24.49K	Dec 31, 19	-2.85K	0.04%
Advisor Group, Inc.	18.61K	Dec 31, 19	-303	0.03%
Stevens First Principles Investment Advisors	852.70K	Jun 30, 19	-40.91K	1.39%
HL FINANCIAL SERVICES LLC	305.21K	Mar 31, 19	+315	0.50%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	706.20K	Dec 31, 18	+706.20K	1.15%
Horizon Kinetics LLC	35.88K	Dec 31, 18	-3.54K	0.06%
Threshold Group LLC	23.00K	Sep 30, 17	--	0.04%
WFG Advisors, LP	5.74K	Jun 30, 17	+5.74K	0.01%
MSI Financial Services Inc	46.84K	Dec 31, 16	+46.53K	0.08%
WESTPORT RESOURCES MANAGEMENT INC	2.26K	Sep 30, 16	-13.68K	0.00%
Lebenthal Holdings,LLC	63.18K	Jun 30, 16	+63.18K	0.10%
SMITH HAYES Advisers, Inc	40.10K	Dec 31, 15	+400	0.07%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-5	--
BAIRD ROBERT W & CO INC /WI/	402.44K	Mar 31, 15	-8.92K	0.66%
UBS AG	161.51K	Sep 30, 14	-6.93K	0.26%
KMS FINANCIAL SERVICES, INC	88.02K	Jun 30, 14	-40.01K	0.14%
Jane Street Holding, LLC	17.75K	Dec 31, 13	+17.75K	0.03%
KNIGHT CAPITAL GROUP LLC	19.51K	Jun 30, 13	+19.51K	0.03%
First Allied Securities, Inc.	7.51K	Jun 30, 12	-220	0.01%
CASCADE INVESTMENT, L.L.C.	5.14M	Mar 31, 09	+425.13K	8.41%

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Holder

Date

Change

% Held

MORGAN STANLEY

7.63M

Jun 30, 26

+425.63K

12.48%

Allspring Global Investments Holdings, LLC

1.08M

Jun 30, 26

1.76%

PenderFund Capital Management Ltd.

998.75K

Jun 30, 26

-24.45K

1.63%

Invesco Ltd.

903.57K

Jun 30, 26

-17.13K

1.48%

RIVERNORTH CAPITAL MANAGEMENT, LLC

876.00K

Jun 30, 26

-87.44K

1.43%

BANK OF AMERICA CORP /DE/

793.31K

Jun 30, 26

+15.36K

1.30%

GUGGENHEIM CAPITAL LLC

775.91K

Jun 30, 26

-94.81K

1.27%

Saba Capital Management, L.P.

753.91K

Jun 30, 26

+613.32K

1.23%

1607 Capital Partners, LLC

708.05K

Jun 30, 26

-484.94K

1.16%

Baird Financial Group, Inc.

576.77K

Jun 30, 26

+19.99K

0.94%

LPL Financial LLC

566.85K

Jun 30, 26

-103.39K

0.93%

HighTower Advisors, LLC

491.39K

Jun 30, 26

+1.34K

0.80%

CAPSTONE INVESTMENT ADVISORS, LLC

462.75K

Jun 30, 26

0.76%

Atlas Wealth LLC

415.62K

Jun 30, 26

+415.62K

0.68%

FIRST TRUST ADVISORS LP

375.03K

Jun 30, 26

+21.84K

0.61%

Waterloo Capital, L.P.

361.16K

Jun 30, 26

+361.16K

0.59%

ADVISOR GROUP HOLDINGS, INC.

287.98K

Jun 30, 26

+5.42K

0.47%

RAYMOND JAMES FINANCIAL INC

287.72K

Jun 30, 26

+35.86K

0.47%

RIVERBRIDGE PARTNERS LLC

252.00K

Jun 30, 26

+7.13K

0.41%

STIFEL FINANCIAL CORP

243.46K

Jun 30, 26

-22.05K

0.40%

Matisse Capital

230.00K

Jun 30, 26

0.38%

TrueMark Investments, LLC

204.14K

Jun 30, 26

+13.48K

0.33%

Advisors Asset Management, Inc.

195.52K

Jun 30, 26

+195.52K

0.32%

Atala Financial Inc

192.58K

Jun 30, 26

0.31%

Summit Financial, LLC

173.58K

Jun 30, 26

+32.75K

0.28%

Wakefield Asset Management LLLP

150.45K

Jun 30, 26

+31.64K

0.25%

NWF Advisory Services Inc.

144.65K

Jun 30, 26

-11.80K

0.24%

JANE STREET GROUP, LLC

138.44K

Jun 30, 26

+87.97K

0.23%

Private Advisor Group, LLC

135.06K

Jun 30, 26

-465.29K

0.22%

ROBERTS GLORE & CO INC /IL/

123.72K

Jun 30, 26

+465

0.20%

WOLVERINE ASSET MANAGEMENT LLC

120.38K

Jun 30, 26

+78.26K

0.20%

Dynamic Advisor Solutions LLC

115.20K

Jun 30, 26

+6.84K

0.19%

Ionic Capital Management LLC

114.79K

Jun 30, 26

-55.68K

0.19%

Cutler Capital Management, LLC

111.99K

Jun 30, 26

+5.90K

0.18%

GRACE & WHITE INC /NY

97.96K

Jun 30, 26

0.16%

OPPENHEIMER & CO INC

92.50K

Jun 30, 26

+6.70K

0.15%

PFG Investments, LLC

84.34K

Jun 30, 26

0.14%

TWIN FOCUS CAPITAL PARTNERS, LLC

83.41K

Jun 30, 26

0.14%

Cetera Investment Advisers

75.49K

Jun 30, 26

+7.04K

0.12%

HBW Advisory Services LLC

72.55K

Jun 30, 26

0.12%

Janney Montgomery Scott LLC

70.22K

Jun 30, 26

-24.95K

0.11%

ROYAL BANK OF CANADA

69.60K

Jun 30, 26

+1.58K

0.11%

ROBINSON CAPITAL MANAGEMENT, LLC

68.91K

Jun 30, 26

0.11%

XTX Topco Ltd

68.06K

Jun 30, 26

+68.06K

0.11%

ENVESTNET ASSET MANAGEMENT INC

65.19K

Jun 30, 26

+8.55K

0.11%

UBS Group AG

63.15K

Jun 30, 26

-2.27K

0.10%

FIFTH THIRD BANCORP

48.61K

Jun 30, 26

-3.91K

0.08%

READYSTATE ASSET MANAGEMENT LP

43.41K

Jun 30, 26

+43.41K

0.07%

PVG ASSET MANAGEMENT CORP

41.51K

Jun 30, 26

-12.95K

0.07%

UHLMANN PRICE SECURITIES, LLC

36.47K

Jun 30, 26

+791

0.06%

AlphaStar Capital Management, LLC

34.50K

Jun 30, 26

+34.50K

0.06%

HOLLENCREST CAPITAL MANAGEMENT

34.41K

Jun 30, 26

0.06%

Global Retirement Partners, LLC

33.38K

Jun 30, 26

+33.38K

0.05%

HRT FINANCIAL LP

30.57K

Jun 30, 26

+30.57K

0.05%

CI Private Wealth, LLC

29.42K

Jun 30, 26

-56.16K

0.05%

Quantinno Capital Management LP

29.42K

Jun 30, 26

-36.91K

0.05%

CITADEL ADVISORS LLC

27.83K

Jun 30, 26

+17.53K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.62K

Jun 30, 26

+10.84K

0.04%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

22.98K

Jun 30, 26

+1.77K

0.04%

Mariner, LLC

22.66K

Jun 30, 26

+518

0.04%

Merit Financial Group, LLC

20.37K

Jun 30, 26

+1.75K

0.03%

Steward Partners Investment Advisory, LLC

18.30K

Jun 30, 26

0.03%

Virtu Financial LLC

16.08K

Jun 30, 26

+16.08K

0.03%

ACCREDITED INVESTOR SERVICES, LLC

15.02K

Jun 30, 26

+704

0.02%

MML INVESTORS SERVICES, LLC

14.03K

Jun 30, 26

+274

0.02%

PARK AVENUE SECURITIES LLC

13.92K

Jun 30, 26

+318

0.02%

Fiera Capital Corp

12.79K

Jun 30, 26

+1.58K

0.02%

VERUS CAPITAL PARTNERS, LLC

12.69K

Jun 30, 26

-2.69K

0.02%

INVESTMENT ADVISORY SERVICES INC /TX /ADV

12.10K

Jun 30, 26

+12.10K

0.02%

DKM Wealth Management, Inc.

12.00K

Jun 30, 26

0.02%

Capital Investment Advisors, LLC

11.39K

Jun 30, 26

+11.39K

0.02%

Cambridge Investment Research Advisors, Inc.

10.20K

Jun 30, 26

+10.20K

0.02%

Pinnacle Wealth Planning Services, Inc.

9.66K

Jun 30, 26

+547

0.02%

Clear Street Group Inc.

8.45K

Jun 30, 26

+8.45K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

6.92K

Jun 30, 26

0.01%

Hara Capital LLC

6.77K

Jun 30, 26

0.01%

Thomas J. Herzfeld Advisors, Inc.

6.55K

Jun 30, 26

0.01%

WPG Advisers, LLC

6.03K

Jun 30, 26

+329

0.01%

SRS Capital Advisors, Inc.

5.86K

Jun 30, 26

+5.86K

0.01%

North Star Investment Management Corp.

5.24K

Jun 30, 26

+67

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.74K

Jun 30, 26

+4.74K

0.01%

Integrated Wealth Concepts LLC

4.62K

Jun 30, 26

+4.62K

0.01%

HARBOUR INVESTMENTS, INC.

4.50K

Jun 30, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.00K

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

2.36K

Jun 30, 26

0.00%

NewEdge Advisors, LLC

2.06K

Jun 30, 26

+45

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.89K

Jun 30, 26

0.00%

Allworth Financial LP

1.60K

Jun 30, 26

+300

0.00%

Federation des caisses Desjardins du Quebec

1.00K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.00K

Jun 30, 26

+500

0.00%

Key FInancial Inc

708

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

681

Jun 30, 26

-1.41M

0.00%

Rockefeller Capital Management L.P.

632

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

500

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

250

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

200

Jun 30, 26

0.00%

BFSG, LLC

Jun 30, 26

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-8.42K

BlackDiamond Wealth Management Inc.

Jun 30, 26

-26.07K

MAI Capital Management

Jun 30, 26

-1.67K

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Jun 30, 26

-12.57K

Mezzasalma Advisors, LLC

Jun 30, 26

-11.82K

Sowell Financial Services LLC

Jun 30, 26

-16.63K

Concorde Asset Management, LLC

Jun 30, 26

-68.05K

CWM, LLC

1.74K

Mar 31, 26

0.00%

COMERICA BANK

52.81K

Dec 31, 25

+2.56K

0.09%

GRIES FINANCIAL LLC

16.13K

Sep 30, 25

0.03%

Sandy Spring Bank

200

Mar 31, 25

0.00%

RAYMOND JAMES & ASSOCIATES

151.56K

Sep 30, 24

+7.83K

0.25%

Carmichael Hill & Associates, Inc.

1.67K

Sep 30, 24

0.00%

Cetera Advisor Networks LLC

16.21K

Mar 31, 24

+515

0.03%

Crestone Asset Management LLC

Mar 31, 24

-30.02K

Bartlett & Co. LLC

3.00K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

507

Dec 31, 23

+507

0.00%

Hightower 6M Holding, LLC

64.49K

Sep 30, 22

-16.01K

0.11%

Lloyd Park, LLC

36.10K

Sep 30, 22

0.06%

FourThought Financial, LLC

1.59K

Sep 30, 22

+93

0.00%

American Portfolios Advisors

469

Sep 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.64M

Mar 31, 22

+219.56K

2.68%

Lenox Wealth Advisors, LLC

1.13K

Mar 31, 22

+1.13K

0.00%

6 Meridian

89.84K

Dec 31, 21

+4.59K

0.15%

Windsor Creek Advisors, LLC

87.41K

Dec 31, 21

-53.44K

0.14%

USCA RIA LLC

145.12K

Jun 30, 21

0.24%

Point View Wealth Management, Inc.

190.67K

Dec 31, 20

-4.25K

0.31%

Wealthspire Advisors, L.P.

Sep 30, 20

-23.00K

LADENBURG THALMANN FINANCIAL SERVICES INC.

24.49K

Dec 31, 19

-2.85K

0.04%

Advisor Group, Inc.

18.61K

Dec 31, 19

-303

0.03%

Stevens First Principles Investment Advisors

852.70K

Jun 30, 19

-40.91K

1.39%

HL FINANCIAL SERVICES LLC

305.21K

Mar 31, 19

+315

0.50%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

706.20K

Dec 31, 18

+706.20K

1.15%

Horizon Kinetics LLC

35.88K

Dec 31, 18

-3.54K

0.06%

Threshold Group LLC

23.00K

Sep 30, 17

0.04%

WFG Advisors, LP

5.74K

Jun 30, 17

+5.74K

0.01%

MSI Financial Services Inc

46.84K

Dec 31, 16

+46.53K

0.08%

WESTPORT RESOURCES MANAGEMENT INC

2.26K

Sep 30, 16

-13.68K

0.00%

Lebenthal Holdings,LLC

63.18K

Jun 30, 16

+63.18K

0.10%

SMITH HAYES Advisers, Inc

40.10K

Dec 31, 15

+400

0.07%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-5

BAIRD ROBERT W & CO INC /WI/

402.44K

Mar 31, 15

-8.92K

0.66%

UBS AG

161.51K

Sep 30, 14

-6.93K

0.26%

KMS FINANCIAL SERVICES, INC

88.02K

Jun 30, 14

-40.01K

0.14%

Jane Street Holding, LLC

17.75K

Dec 31, 13

+17.75K

0.03%

KNIGHT CAPITAL GROUP LLC

19.51K

Jun 30, 13

+19.51K

0.03%

First Allied Securities, Inc.

7.51K

Jun 30, 12

-220

0.01%

CASCADE INVESTMENT, L.L.C.

5.14M

Mar 31, 09

+425.13K

8.41%