Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Western Asset Claymore Us Treasury Inflation Pro Secu Fund (WIA)  
$8.40 0.00 (0.00%) as of 4:30 Thu 6/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    3
Total shares held : 
 11,403,873  
% of shares held : 
 39.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 211,526  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.99  
Last Quarter's Ending Price : 
 $8.35  
Last Quarter's Average Price : 
 $8.19  
Change from last quarter's     
avg. price to the last closing  : 
0.21 (2.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 32,735
 0.29%
 
Increased Positions :
16
 299,259
 2.62%
 
Unchanged Positions :
17
 760,400
 6.67%
 
Decreased Positions :
13
-73,693
-0.65%
 
Closed Positions :
6
-46,775
-0.41%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KARPUS MANAGEMENT INC 9 - 2025-03-31 7,805,355 $65,136,000 62,285
   Baird Financial Group Inc. 768 - 2025-03-31 454,390 $3,792,000 9,076
   GUGGENHEIM CAPITAL LLC 499 - 2025-03-31 427,825 $3,572,000 146,644
   FIERA SCEPTRE INC. 299 - 2025-03-31 241,044 $2,012,000 0
   CF Capital LLC 17 - 2025-03-31 238,928 $1,975,000 18,928
   MORGAN STANLEY 4541 - 2025-03-31 214,689 $1,792,000 -19,731
   Integrated Wealth Concepts LLC 623 - 2025-03-31 196,419 $1,639,000 -3,257
   STIFEL FINANCIAL CORP 1955 - 2025-03-31 179,091 $1,495,000 1,464
   RHS Financial LLC 36 - 2025-03-31 178,140 $1,487,000 1,979
   Almitas Capital LLC 41 - 2025-03-31 159,057 $1,327,000 0
   ROBERTS GLORE & CO INC /IL/ 70 - 2025-03-31 135,973 $1,135,000 -4,700
   Wakefield Asset Management LLLP 125 - 2025-03-31 107,145 $894,000 -323
   Oakmont Partners LLC 390 - 2025-03-31 106,468 $888,000 0
   BANK OF AMERICA CORP /DE/ 4247 - 2025-03-31 105,772 $883,000 -17,666
   WELLS FARGO & CO/MN 3264 - 2025-03-31 90,810 $758,000 5,997
   PenderFund Capital Management Ltd. 32 - 2025-03-31 59,332 $713,000 -2,334
   UBS Group AG 4482 - 2025-03-31 74,524 $622,000 633
   ROCK POINT ADVISORS LLC 73 - 2025-03-31 59,359 $495,000 -1,000
   AVIANCE CAPITAL PARTNERS, LLC 224 - 2025-03-31 54,764 $457,000 8,368
   Deschutes Portfolio Strategy LLC 114 - 2025-03-31 53,254 $444,000 0
   GRACE & WHITE INC /NY 89 - 2025-03-31 46,694 $390,000 0
   Quadcap Wealth Management LLC 279 - 2025-03-31 44,345 $370,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 348 - 2025-03-31 38,573 $322,000 0
   RAYMOND JAMES FINANCIAL INC 4138 - 2025-03-31 36,432 $304,000 5,952
   CAPSTONE INVESTMENT ADVISORS LLC 368 - 2025-03-31 33,548 $280,000 0
   Mezzasalma Advisors LLC 125 - 2025-03-31 31,895 $266,000 581
   LPL FINANCIAL CORP 4498 *New 2025-03-31 30,761 $257,000 30,761
   Advisor Group Holdings Inc. 3517 - 2025-03-31 25,342 $212,000 10,077
   OPPENHEIMER & CO INC 1449 - 2025-03-31 23,773 $198,000 3,173
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 553 - 2025-03-31 21,985 $183,000 -6,296
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 631 - 2025-03-31 20,235 $169,000 -4,916
   TRANSCEND WEALTH COLLECTIVE LLC 572 - 2025-03-31 19,150 $160,000 19,150
   HIGHTOWER ADVISORS, LLC 3177 - 2025-03-31 17,141 $143,000 -5,924
   ROYAL BANK OF CANADA 4487 - 2025-03-31 15,636 $130,000 1,756
   CSS LLC/IL 443 - 2025-03-31 13,072 $109,000 -7,500
   MELFA WEALTH MANAGEMENT LLC 194 - 2025-03-31 12,298 $103,000 0
   SMITH MOORE & CO. 470 - 2025-03-31 11,372 $95,000 0
   Steward Partners Investment Advisory LLC 2424 - 2025-03-31 5,200 $43,000 0
   WOLVERINE ASSET MANAGEMENT LLC 682 - 2025-03-31 3,196 $27,000 3,196
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2402 - 2025-03-31 2,949 $25,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 450 - 2025-03-31 2,695 $22,000 0
   ROTHSCHILD INVESTMENT LLC 1044 - 2025-03-31 2,000 $17,000 0
   ELEQUIN CAPITAL LP 222 *New 2025-03-31 1,907 $16,000 1,907
   Fortis Group Advisors LLC 319 - 2025-03-31 866 $7,000 0
   COMERICA BANK 3353 - 2025-03-31 336 $3,000 -23
   Geneos Wealth Management Inc. 2964 *New 2025-03-31 67 $1,000 67
   Coppell Advisory Solutions LLC 501 *Closed 2025-03-31 0 $0 -55
   PFS Partners LLC 416 *Closed 2025-03-31 0 $0 -314
   MCCORMACK ADVISORS INTERNATIONAL 3124 *Closed 2025-03-31 0 $0 -1,182
   JANNEY MONTGOMERY SCOTT LLC 2680 *Closed 2025-03-31 0 $0 -31,781
   CWM LLC 5035 - 2025-03-31 37 $0 0
   Arnhold LLC 120 *Closed 2025-03-31 0 $0 -12,654
   BESSEMER GROUP INC 2550 *Closed 2025-03-31 0 $0 -789
   PROEQUITIES INC. 8103 - 2025-03-31 0 $0 0
   WPG Advisers LLC 1492 - 2025-03-31 29 $0 -23
  55 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2025 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us