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Western Asset Core CL I

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Encompass Wealth Advisors, LLC
INCREASED
Shares141,365 from 140,107
Change+1,258 (+1%)
Value$1.5M (+$76.8K)
Filed 2024-11-05
Grey Fox Wealth Advisors, LLC
NEW
Shares14,512
Change+14,512
Value$17.9K
Filed 2024-10-22
ORG Partners LLC
CLOSED
Shares0 from 2,983
Change-2,983 (-100%)
Value$0 (-$31.0K)
Filed 2024-10-11
Status
Encompass Wealth Advisors, LLC
INCREASED141,365140,107+1,258+1%$1.5M$1.5M+$76.8K2024-11-05
Grey Fox Wealth Advisors, LLC
NEW14,512—+14,512——$17.9K—2024-10-22
ORG Partners LLC
CLOSED02,983-2,983-100%$31.0K$0-$31.0K2024-10-11
Showing 3 of 3 institutions