WESTERN ASSET INFLT LNK INC (WIA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
53
Reporting holders
$100.1M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $70.3M | 8,648,798 | 2.02% | 31q | +3.6%+$2.5M |
| Baird Financial Group, Inc. | $4.0M | 489,169 | 0.01% | 29q | +0.7%+$29.3K |
| Atlas Wealth LLC | $3.7M | 460,160 | 0.53% | new | NEW |
| Private Advisor Group, LLC | $2.0M | 246,350 | 0.01% | 4q | +4.5%+$85.9K |
| RHS Financial, LLC | $1.9M | 231,357 | 0.76% | 12q | +15.1%+$246.3K |
| STIFEL FINANCIAL CORP | $1.4M | 175,858 | 0.00% | 31q | +7.3%+$96.7K |
| Integrated Wealth Concepts LLC | $1.3M | 165,070 | 0.01% | 17q | -4.7%-$66.0K |
| Wakefield Asset Management LLLP | $1.3M | 157,757 | 0.29% | 31q | -56.5%-$1.7M |
| GUGGENHEIM CAPITAL LLC | $1.2M | 145,633 | 0.01% | 19q | -40.7%-$812.1K |
| Focus Partners Wealth | $1.1M | 133,147 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $918.1K | 112,932 | 0.00% | 31q | -49.5%-$899.5K |
| PenderFund Capital Management Ltd. | $842.9K | 103,800 | 0.11% | 18q | HELD |
| Dakota Wealth Management | $839.7K | 103,289 | 0.02% | 28q | HELD |
| BANK OF AMERICA CORP /DE/ | $800.4K | 98,455 | 0.00% | 31q | +2.9%+$22.8K |
| ROBERTS GLORE & CO INC /IL/ | $787.2K | 96,824 | 0.19% | 31q | -1.8%-$14.1K |
| MORGAN STANLEY | $746.4K | 91,804 | 0.00% | 35q | HELD |
| PFG Investments, LLC | $595.9K | 73,300 | 0.02% | new | NEW |
| Aviance Capital Partners, LLC | $579.3K | 71,252 | 0.06% | 12q | +3.6%+$20.0K |
| Rock Point Advisors, LLC | $525.4K | 64,627 | 0.13% | 31q | HELD |
| Almitas Capital LLC | $461.2K | 56,732 | 0.11% | 9q | HELD |
| Matisse Capital | $433.0K | 53,254 | 0.17% | 10q | HELD |
| LPL Financial LLC | $362.2K | 44,555 | 0.00% | 6q | +33.3%+$90.6K |
| GRACE & WHITE INC /NY | $334.2K | 41,110 | 0.05% | 31q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $313.6K | 38,573 | 0.01% | 14q | HELD |
| UBS Group AG | $305.0K | 37,521 | 0.00% | 31q | -14.0%-$49.8K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $272.7K | 33,548 | 0.00% | 8q | HELD |
| Mezzasalma Advisors, LLC | $266.6K | 32,791 | 0.05% | 7q | -4.0%-$11.2K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $252.9K | 31,111 | 0.11% | 4q | HELD |
| Quadcap Wealth Management, LLC | $221.5K | 27,245 | 0.02% | 11q | -5.0%-$11.6K |
| ENVESTNET ASSET MANAGEMENT INC | $206.3K | 25,370 | 0.00% | 3q | +54.2%+$72.5K |
| &PARTNERS | $206.3K | 25,370 | 0.00% | 3q | +54.2%+$72.5K |
| Vestmark Advisory Solutions, Inc. | $168.7K | 20,750 | 0.00% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $168.7K | 20,750 | 0.00% | 4q | HELD |
| RAYMOND JAMES FINANCIAL INC | $149.8K | 18,429 | 0.00% | 7q | -48.7%-$142.3K |
| OPPENHEIMER & CO INC | $147.3K | 18,121 | 0.00% | 30q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $144.6K | 17,779 | 0.01% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $126.5K | 15,557 | 0.00% | 26q | -46.8%-$111.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $111.3K | 13,693 | 0.01% | 8q | -10.1%-$12.5K |
| WOLVERINE ASSET MANAGEMENT LLC | $105.4K | 12,962 | 0.00% | 2q | -67.8%-$221.7K |
| MELFA WEALTH MANAGEMENT, INC. | $100.0K | 12,298 | 0.05% | 15q | HELD |
| SMITH, MOORE & CO. | $92.5K | 11,372 | 0.01% | 26q | HELD |
| HighTower Advisors, LLC | $84.8K | 10,434 | 0.00% | 15q | -9.1%-$8.5K |
| Equitable Holdings, Inc. | $83.2K | 10,234 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $42.3K | 5,200 | 0.00% | 14q | HELD |
| ROYAL BANK OF CANADA | $25.0K | 3,023 | 0.00% | 31q | -21.8%-$7.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $21.9K | 2,695 | 0.00% | 18q | HELD |
| ROTHSCHILD INVESTMENT LLC | $16.3K | 2,000 | 0.00% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $16.2K | 1,987 | 0.00% | new | NEW |
| Fortis Group Advisors, LLC | $7.0K | 866 | 0.00% | 12q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.3K | 400 | 0.00% | 4q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.2K | 147 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $878 | 108 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $577 | 71 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 53 | $100.1M | 12,315,638 | 5 | 10 | 14 | 0.0% |
| Q1 2026 | 52 | $95.1M | 11,767,356 | 8 | 14 | 15 | 0.0% |
| Q4 2025 | 50 | $95.8M | 11,590,521 | 5 | 14 | 15 | 0.0% |
| Q3 2025 | 48 | $97.3M | 11,552,819 | 6 | 15 | 16 | 0.0% |
| Q2 2025 | 44 | $98.3M | 11,702,172 | 2 | 12 | 16 | 0.0% |
| Q1 2025 | 47 | $94.8M | 11,363,364 | 5 | 14 | 11 | 0.0% |
| Q4 2024 | 48 | $91.3M | 11,388,290 | 2 | 10 | 16 | 0.0% |
| Q3 2024 | 47 | $95.5M | 11,151,299 | 3 | 12 | 16 | 0.0% |
| Q2 2024 | 47 | $87.6M | 10,914,592 | 2 | 17 | 13 | 0.0% |
| Q1 2024 | 46 | $92.5M | 11,341,116 | 3 | 17 | 10 | 0.0% |
| Q4 2023 | 51 | $88.0M | 10,825,857 | 5 | 17 | 13 | 0.0% |
| Q3 2023 | 43 | $78.7M | 10,064,731 | 7 | 12 | 11 | 0.0% |
| Q2 2023 | 43 | $81.6M | 9,875,870 | 5 | 13 | 12 | 0.0% |
| Q1 2023 | 41 | $80.6M | 9,324,008 | 3 | 15 | 14 | 0.0% |
| Q4 2022 | 46 | $77.3M | 8,975,133 | 12 | 12 | 12 | 0.0% |
| Q3 2022 | 46 | $90.7M | 10,122,073 | 2 | 19 | 11 | 0.0% |
| Q2 2022 | 53 | $97.9M | 10,003,171 | 8 | 16 | 16 | 0.0% |
| Q1 2022 | 48 | $122.2M | 10,438,700 | 7 | 17 | 11 | 0.0% |
| Q4 2021 | 45 | $137.8M | 10,397,368 | 2 | 13 | 10 | 0.0% |
| Q3 2021 | 48 | $146.6M | 10,639,440 | 2 | 13 | 16 | 0.0% |
| Q2 2021 | 49 | $151.3M | 10,809,744 | 5 | 15 | 11 | 0.0% |
| Q1 2021 | 52 | $141.5M | 11,062,437 | 7 | 12 | 14 | 0.0% |
| Q4 2020 | 57 | $153.4M | 11,251,818 | 12 | 10 | 22 | 0.0% |
| Q3 2020 | 53 | $177.0M | 14,532,618 | 7 | 11 | 15 | 0.0% |
| Q2 2020 | 49 | $172.6M | 14,651,094 | 4 | 15 | 13 | 0.0% |
| Q1 2020 | 49 | $145.6M | 13,848,511 | 6 | 11 | 17 | 0.0% |
| Q4 2019 | 48 | $164.7M | 13,554,131 | 3 | 17 | 13 | 0.0% |
| Q3 2019 | 57 | $151.2M | 13,048,081 | 3 | 15 | 15 | 0.0% |
| Q2 2019 | 59 | $150.2M | 12,890,901 | 6 | 13 | 19 | 0.0% |
| Q1 2019 | 58 | $138.2M | 12,331,703 | 7 | 15 | 13 | 0.0% |
| Q4 2018 | 53 | $122.7M | 11,583,676 | 0 | 0 | 2 | 0.0% |