Stock Transactions — WESTERN AST INFL LKD OPP & I

Total Bought
3,788,564
39 transactions
Total Sold
3,474,600
44 transactions
Net
+313,964
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
WELLS FARGO & COMPANY/MN01,288,567+1,288,5670.000.00+0.00buy
1607 Capital Partners, LLC1,060,4602,112,328+1,051,8680.861.40+0.55buy
LPL Financial LLC52,933444,565+391,6320.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC0305,290+305,2900.000.02+0.02buy
Private Advisor Group, LLC510,837665,792+154,9550.030.03+0.00buy
GUGGENHEIM CAPITAL LLC505,325655,550+150,2250.030.04+0.01buy
FIRST TRUST ADVISORS LP37,36692,947+55,5810.000.00+0.00buy
PFG Investments, LLC23,12573,128+50,0030.010.04+0.02buy
Ionic Capital Management LLC84,421129,740+45,3190.451.06+0.61buy
OSAIC HOLDINGS, INC.176,380213,260+36,8800.000.00+0.00buy
KINGSWOOD WEALTH ADVISORS, LLC035,139+35,1390.000.02+0.02buy
READYSTATE ASSET MANAGEMENT LP030,375+30,3750.000.01+0.01buy
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC109,219135,761+26,5420.290.33+0.03buy
ENVESTNET ASSET MANAGEMENT INC178,819204,704+25,8850.000.00+0.00buy
Elequin Capital, LP016,370+16,3700.000.02+0.02buy
Janney Montgomery Scott LLC150,730165,863+15,1330.000.00+0.00buy
HRT FINANCIAL LP012,795+12,7950.000.00+0.00buy
Cetera Investment Advisers21,70834,054+12,3460.000.00+0.00buy
Mezzasalma Advisors, LLC010,626+10,6260.000.03+0.03buy
MGO ONE SEVEN LLC010,565+10,5650.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.010,357+10,3570.000.01+0.01buy
StoneX Group Inc.010,353+10,3530.000.00+0.00buy
PARK AVENUE SECURITIES LLC165,498173,622+8,1240.020.01-0.00buy
Cutler Capital Management, LLC82,07088,765+6,6950.260.26-0.00buy
Wakefield Asset Management LLLP296,635301,872+5,2370.850.84-0.01buy
OPPENHEIMER & CO INC43,40047,400+4,0000.010.01-0.00buy
STANSBERRY ASSET MANAGEMENT, LLC69,76673,316+3,5500.080.08+0.00buy
MAI Capital Management02,801+2,8010.000.00+0.00buy
CSS LLC/IL48,21550,627+2,4120.020.02+0.00buy
INTEGRATED CAPITAL MANAGEMENT, INC.30,29532,338+2,0430.210.21+0.00buy
ROYAL BANK OF CANADA83,95485,805+1,8510.000.00-0.00buy
Mariner, LLC18,97320,785+1,8120.000.00-0.00buy
MML INVESTORS SERVICES, LLC26,39627,556+1,1600.000.00-0.00buy
Steward Partners Investment Advisory, LLC16,81217,931+1,1190.000.00-0.00buy
TWIN FOCUS CAPITAL PARTNERS, LLC59,70860,163+4550.080.07-0.01buy
Plante Moran Financial Advisors, LLC0230+2300.000.00+0.00buy
VERUS CAPITAL PARTNERS, LLC19,65219,827+1750.020.02-0.00buy
North Star Investment Management Corp.4,8184,874+560.000.00-0.00buy
NewEdge Advisors, LLC1,7691,807+380.000.00-0.00buy
HOLLENCREST CAPITAL MANAGEMENT53,84253,84200.020.02-0.00hold
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,8977,89700.010.01-0.00hold
RIVERNORTH CAPITAL MANAGEMENT, LLC2,045,2752,045,27500.870.81-0.06hold
CWM, LLC1,7371,73700.000.00-0.00hold
Allworth Financial LP85085000.000.00-0.00hold
Moors & Cabot, Inc.15,00015,00000.010.01-0.00hold
IFP Advisors, Inc50050000.000.00-0.00hold
PenderFund Capital Management Ltd.953,094953,09402.622.43-0.19hold
BFSG, LLC757500.000.00-0.00hold
Arnhold LLC17,50017,50000.020.01-0.00hold
GABLES CAPITAL MANAGEMENT INC.2,3642,36400.010.01-0.00hold
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors10,90010,90000.010.01-0.00hold
Geneos Wealth Management Inc.848400.000.00-0.00hold
Clear Creek Financial Management, LLC28,90028,90000.030.03-0.00hold
Key FInancial Inc70870800.000.00-0.00hold
Glass Jacobson Investment Advisors llc1,5001,50000.000.00-0.00hold
Hara Capital LLC10,77410,77400.060.06-0.00hold
BARTLETT & CO. WEALTH MANAGEMENT LLC3,0003,00000.000.00-0.00hold
ASSETMARK, INC440-440.000.00-0.00sell
Fiera Capital Corp264,110263,946-1640.010.01-0.00sell
Hennion & Walsh Asset Management, Inc.35,81835,610-2080.010.01-0.00sell
RPO LLC21,42721,006-4210.280.23-0.05sell
Matisse Capital231,033230,533-5000.990.97-0.02sell
BlackDiamond Wealth Management, LLC36,93335,577-1,3560.200.17-0.03sell
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,50313,828-3,6750.010.01-0.00sell
Invesco Ltd.980,638976,939-3,6990.000.00-0.00sell
HighTower Advisors, LLC516,428511,381-5,0470.010.01-0.00sell
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5,3040-5,3040.000.00-0.00sell
Virtu Financial LLC15,91610,315-5,6010.010.00-0.00sell
ROBERTS GLORE & CO INC /IL/178,926173,324-5,6020.460.43-0.03sell
Thomas J. Herzfeld Advisors, Inc.6,1650-6,1650.020.00-0.02sell
US BANCORP \DE\15,7438,997-6,7460.000.00-0.00sell
COMERICA BANK53,60645,599-8,0070.000.00-0.00sell
UHLMANN PRICE SECURITIES, LLC41,84233,113-8,7290.290.21-0.09sell
BESSEMER GROUP INC11,0602,061-8,9990.000.00-0.00sell
Capital Investment Advisors, LLC10,1410-10,1410.000.00-0.00sell
Bank of New York Mellon Corp10,1780-10,1780.000.00-0.00sell
HORIZON KINETICS ASSET MANAGEMENT LLC12,0360-12,0360.000.00-0.00sell
Karpus Management, Inc.12,5000-12,5000.000.00-0.00sell
CITADEL ADVISORS LLC14,1400-14,1400.000.00-0.00sell
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,7460-15,7460.000.00-0.00sell
Kestra Advisory Services, LLC16,5920-16,5920.000.00-0.00sell
ORLEANS CAPITAL MANAGEMENT CORP/LA20,8000-20,8000.100.00-0.10sell
Baird Financial Group, Inc.528,960507,662-21,2980.010.01-0.00sell
PEAPACK GLADSTONE FINANCIAL CORP71,93047,903-24,0270.010.01-0.00sell
Catalina Capital Group, LLC24,5610-24,5610.070.00-0.07sell
UBS Group AG131,419106,467-24,9520.000.00-0.00sell
SIT INVESTMENT ASSOCIATES INC191,249166,249-25,0000.040.03-0.01sell
Tortoise Investment Management, LLC74,73542,420-32,3150.070.04-0.03sell
Almitas Capital LLC63,13325,454-37,6790.200.05-0.15sell
STIFEL FINANCIAL CORP311,978266,737-45,2410.000.00-0.00sell
U.S. Capital Wealth Advisors, LLC144,09796,550-47,5470.040.02-0.02sell
Logan Stone Capital, LLC48,5820-48,5820.110.00-0.11sell
GRACE & WHITE INC /NY182,218124,620-57,5980.290.19-0.10sell
MILLENNIUM MANAGEMENT LLC116,89952,028-64,8710.000.00-0.00sell
Dynamic Advisor Solutions LLC65,2970-65,2970.020.00-0.02sell
WOLVERINE ASSET MANAGEMENT LLC159,6109,464-150,1460.030.00-0.02sell
NWF Advisory Services Inc.153,5500-153,5500.200.00-0.20sell
BANK OF AMERICA CORP /DE/781,753616,147-165,6060.000.00-0.00sell
Allspring Global Investments Holdings, LLC2,569,7242,389,523-180,2010.040.03-0.00sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.536,503112,950-423,5530.480.10-0.38sell
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