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Disclosery

XWIAX WESTERN ASSET INFLT LNK INC

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COM SH BEN INT (fund)

51 managers (51 13F filers) reported a position in XWIAX shares at 2024-12-31, 11,220,897 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
51
13F filers
51
New
2
Added
10
Reduced
18
Sold out
4
Shares held by filers
11,220,897

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Karpus Management, Inc.7,743,070$61.9M1.83%+93,72213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.445,314$3.56M0.01%-2,71913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC281,181$2.25M0.02%+142,23113F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp241,044$1.93M0.01%-1,36813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY234,420$1.88M<0.01%-43,96713F-HR/ATimelineGroup
North Ground Capital220,000$1.76M1.9%13F-HRTimeline
Integrated Wealth Concepts LLC199,676$1.6M0.02%-25,47313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP177,627$1.42M<0.01%-29,69513F-HRTimelineGroup
RHS Financial, LLC176,161$1.41M0.73%+9,48913F-HRTimeline
Almitas Capital LLC159,057$1.27M0.28%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/140,673$1.13M0.33%-8,58413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/123,438$988K<0.01%-199,67513F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…107,468$860K0.29%+5,26913F-HRTimelineGroup
Dakota Wealth Management106,468$852K0.02%013F-HRTimeline
PenderFund Capital Management Ltd.61,666$709K0.15%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,813$679K<0.01%+11,41913F-HRTimelineGroup
UBS Group AGin group UBS Group AG73,891$591K<0.01%-1,06813F-HRTimelineGroup
Rock Point Advisors, LLC60,359$483K0.14%-12,76713F-HRTimeline
Matisse Capital53,254$426K0.22%013F-HRTimeline
GRACE & WHITE INC /NY46,694$374K0.07%+8,10513F-HRTimeline
Aviance Capital Partners, LLC46,396$371K0.05%+14,37413F-HRTimeline
Quadcap Wealth Management, LLC44,345$355K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,573$309K0.03%-97113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…33,548$268K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC31,781$254K<0.01%-7,00013F-HRTimeline
Mezzasalma Advisors, LLC31,314$251K0.08%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,480$244K<0.01%13F-HR/ATimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…28,281$226K0.02%-25,00313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,362$203K<0.01%-1,68613F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,151$201K0.01%-9,50813F-HRTimeline
HighTower Advisors, LLC23,065$185K<0.01%-3,57913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,600$165K<0.01%013F-HRTimelineGroup
CSS LLC/IL20,572$165K0.01%-4,56913F-HRTimeline
UHLMANN PRICE SECURITIES, LLC18,453$148K0.11%-7,50513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,880$111K<0.01%+7,33213F-HRTimelineGroup
Arnhold LLC12,654$101K0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.12,298$98.4K0.07%013F-HRTimeline
SMITH, MOORE & CO.11,372$91K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,200$41.6K<0.01%+1,24313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,949$23.6K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,695$21.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$16K<0.01%013F-HRTimeline
MAI Capital Management1,182$9.46K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC866$6.93K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC789$6K<0.01%+513F-HRTimelineGroup
COMERICA BANK359$2.87K<0.01%-113F-HR/ATimeline
PFS Partners, LLC314$2.51K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC55$438<0.01%013F-HRTimeline
WPG Advisers, LLC52$416<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC37$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Karpus Management, Inc. reported 8,894,690 XWIAX shares, 38.14% of the class, as of 2026-09-29, in a 13D/A filed 2026-10-01. 0001072613-26-000808

    Accepted , ingested