WESTERN AST INFL LKD OPP & I shareholder history

Current and past WESTERN AST INFL LKD OPP & I shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
1607 Capital Partners, LLC 42421.28%2.06%3.23%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
GRACE & WHITE INC /NY 42420.03%0.42%0.66%Q2 2013Q3 202342
Thomas J. Herzfeld Advisors, Inc. 42420.02%0.53%2.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.03%Q2 2013Q3 202342
HighTower Advisors, LLC 30110.00%0.03%0.07%Q2 2013Q3 202341
Bartlett & Co. LLC 2410.00%0.01%0.13%Q2 2013Q4 202340
Janney Montgomery Scott LLC 29110.01%0.08%0.23%Q3 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3910.00%0.00%0.01%Q2 2013Q3 202340
LPL Financial LLC 27120.00%0.00%0.01%Q2 2013Q3 202339
RIVERNORTH CAPITAL MANAGEMENT, LLC 3440.32%1.30%3.22%Q2 2013Q3 202338
Karpus Management, Inc. 27110.00%0.61%1.57%Q2 2013Q3 202338
CSS LLC/IL 3250.01%0.01%0.07%Q4 2013Q3 202337
North Star Investment Management Corp. 36360.00%0.10%0.19%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
GUGGENHEIM CAPITAL LLC 20160.00%0.00%0.01%Q2 2013Q3 202336
Ancora Advisors LLC 35350.00%0.10%0.21%Q2 2013Q4 202135
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.02%0.08%Q3 2013Q3 202235
FIFTH THIRD BANCORP 34340.00%0.00%0.00%Q4 2013Q1 202234
SIT INVESTMENT ASSOCIATES INC 3130.01%0.80%2.10%Q3 2013Q3 202334
LEVIN CAPITAL STRATEGIES, L.P. 34340.00%0.01%0.09%Q2 2013Q3 202134
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2510.03%0.20%1.02%Q4 2013Q3 202332
ROBERTS GLORE & CO INC /IL/ 32320.82%1.79%3.69%Q4 2015Q3 202332
CITIGROUP INC 2480.00%0.00%0.00%Q2 2013Q3 202132
Advisors Asset Management, Inc. 31310.01%0.04%0.07%Q1 2015Q3 202231
Private Advisor Group, LLC 30300.00%0.01%0.03%Q2 2016Q3 202330
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 16140.03%0.35%0.94%Q2 2015Q1 202330
WEDBUSH SECURITIES INC 30300.01%0.04%0.07%Q2 2013Q3 202030
Fiera Capital Corp 29290.00%0.00%0.01%Q3 2016Q3 202329
Point View Wealth Management, Inc. 29290.96%1.44%1.82%Q4 2013Q4 202029
D.A. DAVIDSON & CO. 27270.00%0.01%0.01%Q1 2016Q3 202227
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
Dynamic Advisor Solutions LLC 27270.03%0.08%0.15%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Winslow, Evans & Crocker, Inc. 26260.00%0.00%0.00%Q4 2013Q1 202026
USCA RIA LLC 26260.05%0.13%0.18%Q1 2015Q2 202126
DOLIVER ADVISORS, LP 1220.05%0.49%1.29%Q1 2013Q1 202026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1250.01%0.02%0.05%Q4 2013Q3 202324
WOLVERINE ASSET MANAGEMENT LLC 720.00%0.01%0.02%Q4 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24240.07%0.15%0.26%Q1 2014Q4 201924
HL FINANCIAL SERVICES LLC 23230.04%0.05%0.07%Q3 2013Q1 201923
STIFEL FINANCIAL CORP 23230.00%0.00%0.01%Q1 2018Q3 202323
MARINER INVESTMENT GROUP LLC 1530.21%1.44%6.07%Q1 2014Q4 202223
Carmichael Hill & Associates, Inc. 1840.01%0.07%0.13%Q4 2017Q3 202322
Aviance Capital Partners, LLC 22220.12%0.18%0.22%Q1 2018Q2 202322
GLENMEDE TRUST CO NA 1210.00%0.00%0.00%Q2 2013Q3 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Horizon Kinetics 21210.01%0.04%0.08%Q4 2013Q4 201821
Geneos Wealth Management Inc. 21210.00%0.00%0.00%Q4 2016Q4 202121
Wakefield Asset Management LLLP 21210.96%1.51%1.91%Q3 2018Q3 202321
Baird Financial Group, Inc. 1830.01%0.02%0.04%Q2 2015Q3 202321
HOLLENCREST CAPITAL MANAGEMENT 21210.05%0.07%0.10%Q3 2018Q3 202321
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 1911.00%9.68%15.74%Q2 2013Q4 201820
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q3 202319
Matisse Capital 1630.04%0.50%1.51%Q3 2017Q3 202319
PNC FINANCIAL SERVICES GROUP, INC. 1810.00%0.00%0.00%Q2 2013Q3 202219
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
OPPENHEIMER & CO INC 19190.00%0.00%0.01%Q1 2019Q3 202319
Gradient Investments LLC 19190.00%0.00%0.00%Q4 2017Q2 202219
TWIN FOCUS CAPITAL PARTNERS, LLC 18180.03%0.23%0.54%Q2 2019Q3 202318
WHITTIER TRUST CO 1530.00%0.00%0.00%Q1 2017Q3 202318
Tower Research Capital LLC (TRC) 510.00%0.00%0.02%Q2 2013Q4 202117
BFSG, LLC 17170.68%1.92%4.43%Q3 2019Q3 202317
Westside Investment Management, Inc. 910.00%0.00%0.00%Q4 2016Q3 202117
FIRST TRUST ADVISORS LP 17170.00%0.00%0.00%Q3 2019Q3 202317
Arnhold LLC 1410.01%0.22%0.30%Q1 2018Q3 202317
FIRST FOUNDATION ADVISORS 1510.01%0.07%0.18%Q2 2014Q2 202016
PAYDEN & RYGEL 16160.02%0.04%0.09%Q2 2013Q1 201716
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
Steward Partners Investment Advisory, LLC 880.00%0.00%0.01%Q4 2016Q3 202316
PenderFund Capital Management Ltd. 810.19%0.83%1.47%Q1 2018Q3 202316
Proficio Capital Partners LLC 15150.02%0.35%1.48%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.07%0.37%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BANK OF MONTREAL /CAN/ 14140.00%0.00%0.00%Q1 2015Q2 201814
Congress Park Capital LLC 14140.08%0.48%1.67%Q1 2020Q2 202314
Carroll Financial Associates, Inc. 14140.00%0.00%0.00%Q1 2016Q2 201914
Atlas Private Wealth Advisors 13130.37%0.64%1.01%Q2 2020Q2 202313
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
Stevens First Principles Investment Advisors 1033.36%4.61%6.14%Q1 2016Q2 201913
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1030.00%0.00%0.01%Q2 2013Q1 202213
ENVESTNET ASSET MANAGEMENT INC 1010.00%0.00%0.00%Q1 2017Q3 202313
WFG Advisors, LP 1210.00%0.02%0.10%Q2 2013Q2 201713
Stolper Co 1210.23%0.29%0.34%Q1 2020Q2 202313
First PREMIER Bank 13130.00%0.00%0.01%Q2 2019Q2 202213
RMB Capital Management, LLC 910.01%0.03%0.06%Q3 2015Q4 202013
Cordasco Financial Network 13130.01%0.69%1.50%Q4 2013Q4 201613
Cambridge Investment Research Advisors, Inc. 410.00%0.01%0.02%Q3 2015Q4 202213
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
GEODE CAPITAL MANAGEMENT, LLC 510.00%0.00%0.00%Q2 2013Q4 201712
Sandy Spring Bank 12120.00%0.00%0.00%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.03%0.04%Q4 2018Q3 202112
Walleye Capital LLC 12120.01%0.03%0.07%Q2 2019Q1 202212
6 Meridian 610.08%0.10%0.13%Q4 2017Q4 202112
SMITH HAYES Advisers, Inc 12120.08%0.11%0.17%Q2 2013Q1 201612
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12120.02%0.13%0.32%Q4 2020Q3 202312
Advisory Services Network, LLC 650.00%0.00%0.00%Q2 2015Q1 201811
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11110.06%0.25%0.43%Q1 2014Q3 201611
PEAPACK GLADSTONE FINANCIAL CORP 11110.02%0.04%0.06%Q1 2021Q3 202311
Clean Yield Group 920.01%0.02%0.03%Q3 2020Q2 202311
Realta Investment Advisors 740.01%0.03%0.06%Q1 2019Q3 202311
Wealthspire Advisors, L.P. 11110.02%0.02%0.03%Q4 2017Q2 202011
TRANSCEND CAPITAL ADVISORS, LLC 920.01%0.04%0.05%Q4 2020Q3 202311
Commonwealth Equity Services, Inc 1010.00%0.00%0.01%Q2 2013Q3 201711
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Hilltop Holdings Inc. 810.03%0.03%0.04%Q1 2015Q4 201710
Torch Wealth Management LLC 420.09%0.15%0.22%Q4 2013Q4 201610
Cetera Advisor Networks LLC 610.00%0.01%0.03%Q4 2017Q3 202310
Diversified Investment Strategies, LLC 10100.13%0.17%0.30%Q1 2016Q2 201810
Kestra Advisory Services, LLC 550.00%0.00%0.00%Q4 2020Q2 202310
U.S. Capital Wealth Advisors, LLC 990.06%0.07%0.08%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.06%0.10%0.22%Q4 2019Q3 20239
RAYMOND JAMES TRUST N.A. 990.01%0.01%0.01%Q4 2019Q4 20219
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q2 2020Q2 20229
Sheaff Brock Investment Advisors, LLC 990.01%0.02%0.02%Q3 2020Q3 20229
Berman Capital Advisors, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
IMA Wealth, Inc. 990.30%0.32%0.35%Q2 2013Q2 20159
Veritable, L.P. 990.01%0.01%0.01%Q4 2012Q4 20149
SG Americas Securities, LLC 610.00%0.00%0.01%Q4 2013Q2 20189
Sharkey, Howes & Javer 990.01%0.03%0.03%Q1 2015Q1 20179
W.G. Shaheen & Associates DBA Whitney & Co 990.02%0.03%0.04%Q1 2018Q1 20209
NORTHERN CAPITAL MANAGEMENT LLC 990.84%2.16%2.54%Q3 2015Q3 20179
B. Riley Wealth Advisors, Inc. 410.00%0.04%0.16%Q2 2013Q3 20189
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q1 2014Q1 20209
Quadrant Private Wealth Management, LLC 880.07%0.09%0.13%Q3 2019Q2 20218
D'Orazio & Associates, Inc. 880.01%0.01%0.01%Q4 2013Q3 20158
CORNERSTONE ADVISORS INC 410.05%0.30%1.30%Q2 2013Q4 20178
Allspring Global Investments Holdings, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Pekin Hardy Strauss, Inc. 880.09%0.12%0.15%Q4 2020Q3 20228
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.05%0.09%0.14%Q2 2013Q1 20158
Windsor Creek Advisors, LLC 770.34%0.47%0.55%Q2 2020Q4 20217
NEXT Financial Group, Inc 520.00%0.00%0.01%Q3 2014Q4 20167
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q4 2012Q3 20177
TFS CAPITAL LLC 410.02%0.04%0.07%Q2 2013Q3 20167
Qube Research & Technologies Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.01%Q4 2017Q3 20197
Accel Wealth Management 770.00%0.00%0.01%Q3 2021Q1 20237
Triad Investment Management 770.26%0.31%0.39%Q4 2021Q2 20237
Capital Advisors, Ltd. LLC 770.02%0.02%0.02%Q4 2013Q2 20157
Sowell Financial Services LLC 610.00%0.00%0.01%Q4 2019Q1 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2013Q2 20227
First Allied Advisory Services, Inc. 320.01%0.01%0.01%Q4 2016Q4 20187
Walleye Trading LLC 410.00%0.00%0.00%Q4 2017Q3 20217
Cetera Advisors LLC 770.01%0.02%0.04%Q2 2015Q4 20167
Threshold Group LLC 770.21%0.25%0.35%Q1 2016Q3 20177
Cutter & CO Brokerage, Inc. 770.08%0.12%0.15%Q3 2013Q1 20157
Peachtree Investment Advisors, Inc. 770.15%0.81%1.44%Q4 2013Q2 20157
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q3 20197
NATIONAL PLANNING CORP 660.01%0.01%0.01%Q3 2013Q4 20146
SEI INVESTMENTS CO 310.00%0.00%0.00%Q3 2016Q2 20186
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.00%0.01%Q4 2021Q1 20236
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2013Q1 20206
Almitas Capital LLC 510.00%0.59%1.24%Q1 2019Q3 20236
Dakota Wealth Management 660.08%0.09%0.10%Q3 2018Q4 20196
Spire Wealth Management 660.00%0.00%0.01%Q1 2021Q2 20226
Concorde Asset Management, LLC 660.15%0.25%0.32%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.04%0.11%0.16%Q2 2013Q3 20146
AVANTAX ADVISORY SERVICES, INC. 660.00%0.00%0.00%Q1 2022Q2 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Tarbox Family Office, Inc. 660.03%0.03%0.03%Q4 2013Q1 20156
Assured Investment Management LLC 660.02%0.06%0.12%Q2 2013Q3 20146
First Eagle Investment Management, LLC 660.00%0.00%0.00%Q3 2016Q4 20176
Integrated Wealth Concepts LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Tortoise Investment Management, LLC 660.00%0.14%0.36%Q2 2022Q3 20236
ARGI Investment Services, LLC 420.02%0.07%0.13%Q2 2013Q4 20146
Ionic Capital Management LLC 420.02%0.09%0.14%Q3 2015Q2 20216
Pinnacle Wealth Planning Services, Inc. 410.01%0.02%0.02%Q4 2020Q3 20235
Omnia Family Wealth, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
WealthPLAN Partners, LLC 410.07%0.12%0.18%Q4 2017Q4 20235
Chicago Partners Investment Group LLC 550.01%0.01%0.02%Q1 2022Q1 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Oxbow Advisors, LLC 550.16%0.17%0.18%Q4 2020Q4 20215
Parallel Advisors, LLC 320.00%0.00%0.00%Q2 2018Q3 20205
Arkadios Wealth Advisors 410.00%0.00%0.01%Q4 2019Q3 20215
Virtu KCG Holdings LLC 210.00%0.00%0.01%Q4 2013Q3 20165
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q2 2013Q2 20155
WESTPORT RESOURCES MANAGEMENT INC 440.02%0.04%0.06%Q4 2015Q3 20164
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Pinnacle Bancorp, Inc. 310.01%0.01%0.02%Q1 2017Q2 20194
Full Value Advisors, LLC 310.58%0.86%1.26%Q1 2007Q1 20084
ICON ADVISERS INC/CO 440.06%0.08%0.12%Q1 2015Q4 20154
Penserra Capital Management LLC 310.00%0.11%0.20%Q3 2017Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
COHEN & STEERS, INC. 440.01%0.01%0.01%Q3 2016Q2 20174
FNY Investment Advisers, LLC 310.04%0.07%0.10%Q2 2019Q2 20214
FinTrust Capital Advisors, LLC 310.00%0.00%0.00%Q4 2018Q4 20194
Elequin Capital, LP 440.01%0.06%0.12%Q4 2022Q3 20234
FMR LLC 310.00%0.00%0.00%Q3 2018Q1 20234
Mirador Capital Partners LP 440.03%0.06%0.10%Q4 2021Q3 20224
Advisors Preferred, LLC 330.05%0.08%0.09%Q4 2013Q2 20143
Cerity Partners LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Lloyd Park, LLC 210.40%0.44%0.52%Q4 2021Q3 20223
Visium Asset Management, LP 330.01%0.01%0.01%Q2 2013Q4 20133
MGO ONE SEVEN LLC 210.00%0.00%0.01%Q4 2017Q3 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q2 2016Q4 20163
CWM, LLC 110.00%0.00%0.00%Q3 2016Q4 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Capital Investment Advisors, LLC 210.00%0.00%0.00%Q1 2023Q4 20233
STANSBERRY ASSET MANAGEMENT, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
American Portfolios Advisors 330.00%0.00%0.00%Q1 2022Q3 20223
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Laurion Capital Management LP 110.00%0.00%0.00%Q3 2016Q1 20183
MONROE BANK & TRUST/MI 330.00%0.00%0.00%Q3 2015Q1 20163
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
Coombe, Bender & Co LLC 210.07%0.08%0.09%Q2 2022Q1 20233
Hightower 6M Holding, LLC 330.05%0.07%0.08%Q1 2022Q3 20223
Weiss Asset Management LP 110.02%0.04%0.08%Q4 2015Q4 20223
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q1 2018Q3 20183
Logan Stone Capital, LLC 330.09%0.34%0.69%Q3 2022Q1 20233
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Dynasty Wealth Management, LLC 330.14%0.51%0.89%Q4 2017Q2 20183
PITTENGER & ANDERSON INC 330.01%0.01%0.01%Q2 2014Q4 20143
First Horizon Advisors, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
CLOUGH CAPITAL PARTNERS L P 210.06%0.06%0.06%Q4 2021Q4 20223
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2020Q3 20233
SIGNATUREFD, LLC 220.00%0.00%0.01%Q1 2015Q2 20152
IHT Wealth Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
BlackRock Inc. 110.00%0.00%0.00%Q4 2017Q2 20202
WASHINGTON TRUST Co 220.00%0.00%0.00%Q2 2021Q3 20212
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20232
Ameritas Investment Company, LLC 110.01%0.01%0.02%Q4 2018Q3 20192
Eos Management, L.P. 220.38%0.58%0.77%Q2 2014Q3 20142
Paloma Partners Management Co 110.00%0.01%0.02%Q4 2013Q3 20162
Hennion & Walsh Asset Management, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Sigma Planning Corp 220.02%0.02%0.02%Q4 2014Q1 20152
Stegent Equity Advisors, Inc. 220.23%0.58%0.93%Q4 2021Q1 20222
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2022Q3 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2018Q3 20222
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2018Q3 20192
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2015Q4 20152
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q4 2016Q1 20172
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Waldron Private Wealth LLC 220.04%0.06%0.07%Q3 2016Q4 20162
CGN Advisors LLC 220.04%0.05%0.05%Q4 2021Q1 20222
Independent Portfolio Consultants, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
Avior Wealth Management, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Crosspoint Capital Strategies, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2015Q2 20152
Kistler-Tiffany Companies, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SENTINEL TRUST CO LBA 220.14%0.15%0.16%Q3 2013Q4 20132
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GFS Advisors, LLC 110.51%0.51%0.51%Q1 2016Q1 20161
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2016Q2 20161
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q3 2013Q3 20131
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
CX Institutional 110.00%0.00%0.00%Q4 2020Q4 20201
Rafferty Asset Management, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
IEQ CAPITAL, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q2 2021Q2 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2019Q3 20191
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Crestone Asset Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lebenthal Holdings,LLC 110.09%0.09%0.09%Q2 2016Q2 20161
Lebenthal Asset Management, LLC 110.09%0.09%0.09%Q2 2016Q2 20161
O'Brien Wealth Partners LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2013Q4 20131
Legacy Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
GenTrust, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2020Q3 20201
EVERGREEN CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q3 2017Q3 20171
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
STEEL GROVE CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
First Command Bank 110.00%0.00%0.00%Q4 2019Q4 20191
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Merriman Wealth Management, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Coe Capital Management, LLC 110.17%0.17%0.17%Q2 2013Q2 20131
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Hunter Perkins Capital Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Shaker Financial Services, LLC 110.11%0.11%0.11%Q3 2022Q3 20221
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
Squarepoint Ops LLC 110.05%0.05%0.05%Q4 2015Q4 20151
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Alexandria Capital, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Wealthcare Advisory Partners LLC 110.04%0.04%0.04%Q2 2022Q2 20221
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
MAGNOLIA CAPITAL ADVISORS LLC 112.03%2.03%2.03%Q1 2022Q1 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2010Q1 20101
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
Aquire Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Moors & Cabot, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
External links

This page lists all the filers that currently own WESTERN AST INFL LKD OPP & I or have owned WESTERN AST INFL LKD OPP & I in the past.