Filing Research | WESTERN ASSET INVT GRADE OPP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

5 / 5 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	108.4KSH	$1.7M
2	UHLMANN PRICE SECURITIES, LLC	Shares	12.1KSH	$195.4K
3	MELFA WEALTH MANAGEMENT, INC.	Shares	10.4KSH	$167.9K
4	Noble Wealth Management PBC	Shares	1.0KSH	$16.1K
5	AdvisorNet Financial, Inc	Shares	708SH	$11.4K

Manager changes2026-06-30 vs 2026-03-31

6 / 6 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+75.2K	+$1.2M	$1.7M
2	UHLMANN PRICE SECURITIES, LLC new	Shares	+12.1K	+$195.4K	$195.4K
3	MELFA WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$209	$167.9K
4	Noble Wealth Management PBC unchanged	Shares	0	+$20	$16.1K
5	AdvisorNet Financial, Inc unchanged	Shares	0	+$14	$11.4K
6	Olistico Wealth, LLC exited	Shares	-1.1K	-$17.0K	$0

Filing Research | WESTERN ASSET INVT GRADE OPP Institutional Holdings