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 |
|---|---|---|---|---|---|
| Karpus Investment Management | 7.3M | $59M | 5% | Mar 2024 |
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| Baird Financial | 433k | $3.5M | 3% | Dec 2023 |
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| Bank of America Corporation | 382k | $3.1M | -2% | Mar 2024 |
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| Morgan Stanley | 311k | $3.1M | -18% | Mar 2024 |
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| Integrated Wealth Concepts | 243k | $2.0M | -2% | Mar 2024 |
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| Roberts Glore & Co | 218k | $1.8M | 8% | Mar 2024 |
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| Stifel Financial | 216k | $1.8M | 12% | Mar 2024 |
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| Fiera Capital Corporation | 188k | $1.5M | 4% | Mar 2024 |
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| 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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| Wolverine Asset Management | 125k | $1.0M | 95% | Mar 2024 |
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| Oakmont Partners | 105k | $857k | 0% | Mar 2024 |
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| Wakefield Asset Management L | 95k | $774k | 2% | Mar 2024 |
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| Wells Fargo & Company | 80k | $648k | 65% | Mar 2024 |
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| Rock Point Advisors | 76k | $619k | 0% | Mar 2024 |
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| UBS Group | 61k | $492k | 43% | Mar 2024 |
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| Coastal Investment Advisors | 58k | $470k | -14% | Mar 2024 |
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| Janney Montgomery Scott | 56k | $456k | -1% | Mar 2024 |
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| Landscape Capital Management | 55k | $449k | 11% | Mar 2024 |
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| PenderFund Capital Management | 52k | $569k | 0% | Mar 2024 |
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| Concorde Asset Management | 47k | $407k | 100% | Mar 2024 |
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| Quadcap Wealth Management | 44k | $361k | -4% | Mar 2024 |
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| Creative Financial Designs | 41k | $329k | 0% | Mar 2024 |
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| Grace & White | 39k | $314k | 0% | Mar 2024 |
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| Aviance Capital Partners | 38k | $310k | -2% | Mar 2024 |
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| Deschutes Portfolio Strategy | 38k | $309k | 100% | Mar 2024 |
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| Elequin Capital | 36k | $290k | 2345% | Dec 2023 |
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| CSS | 33k | $272k | -3% | Mar 2024 |
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| HighTower Advisors | 26k | $205k | 26% | Mar 2024 |
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| Thomas J. Herzfeld Advisors | 21k | $170k | 0% | Mar 2024 |
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| Oppenheimer & Co | 21k | $168k | 0% | Mar 2024 |
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| Transcend Wealth Collective | 18k | $146k | 15% | Mar 2024 |
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| Advisor Group Holdings | 18k | $142k | 25% | Mar 2024 |
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| Royal Bank of Canada | 13k | $106k | -2% | Mar 2024 |
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| Arnhold | 13k | $103k | 1% | Mar 2024 |
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| Melfa Wealth Management | 12k | $100k | 0% | Mar 2024 |
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| Smith, Moore & Co. | 11k | $93k | 0% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 11k | $89k | -35% | Mar 2024 |
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| Raymond James & Associates | 10k | $83k | 0% | Mar 2024 |
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| Sit Investment Associates | 8.8k | $71k | -23% | Mar 2024 |
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| Steward Partners Investment Advisory | 3.7k | $30k | 0% | Mar 2024 |
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| Blue Bell Private Wealth Management | 2.9k | $23k | -9% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 2.8k | $23k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 2.0k | $17k | 6% | Dec 2023 |
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| Fortis Group Advisors | 866.00 | $7.0k | -50% | Mar 2024 |
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| Bessemer | 524.00 | $4.0k | 2% | 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% | Mar 2024 |
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| Goss Wealth Management | 420.00 | $3.4k | 100% | Mar 2024 |
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| Brian McDonald | 364.00 | $3.0k | -3% | Mar 2024 |
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| PFS Partners | 314.00 | $2.6k | 0% | Mar 2024 |
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Who sold out of Western Ast Clymr Infl Lkd Sc & Incm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Qube Research & Technologies | Sep 2023 | 21k | $168k |
| Nomura Holdings | Dec 2023 | 19k | $153k |
| Twin Focus Capital Partners | Dec 2023 | 12k | $93k |
| Almitas Capital | Dec 2023 | 10k | $84k |
| Jpmorgan Chase & Co | Dec 2023 | 1.8k | $14k |
| Washington Trust Advisors | Dec 2023 | 500.00 | $4.1k |