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Western Asset High Income Opportunity Fund (HIO) Institutional Ownership

Western Asset High Income Opportunity Fund logo
$3.94 -0.01 (-0.13%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Asset High Income Opportunity Fund (NYSE:HIO)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$22.01M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$24.41M
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HIO Institutional Buying and Selling by Quarter

Western Asset High Income Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC23,219$91K0.0%-18.3%0.000%
1/14/2025 Park Avenue Securities LLC16,247$64K0.0%+32.1%0.000%
1/13/2025 Capital Investment Advisors LLC3,516,137$13.82M0.3%+3.1%0.000%
12/3/2024Rivernorth Capital Management LLC1,710,662$6.93M0.3%-49.8%0.000%
11/15/2024MML Investors Services LLC24,654$100K0.0%-33.9%0.000%
11/15/2024Stifel Financial Corp187,609$760K0.0%-3.5%0.000%
11/15/2024Rivernorth Capital Management LLC1,710,662$6.93M0.3%-49.8%0.000%
11/14/2024 Encompass More Asset Management15,332$62K0.0%N/A0.000%
11/14/2024Pin Oak Investment Advisors Inc.256,468$1.04M0.9%+12.3%0.000%
11/13/2024Horizon Kinetics Asset Management LLC10,072$41K0.0%N/A0.000%
11/12/2024Pekin Hardy Strauss Inc.27,747$112K0.0%-10.7%0.000%
11/12/2024Penserra Capital Management LLC1,199,738$4.86M0.1%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.73,444$297K0.0%-85.2%0.000%
11/8/2024 Avior Wealth Management LLC28,404$115K0.0%+25.7%0.000%
11/7/2024Pathstone Holdings LLC2,965,491$12.01M0.1%+32.2%0.000%
11/7/2024Thrivent Financial for Lutherans531,334$2.15M0.0%+1.1%0.000%
11/1/2024Fiera Capital Corp491,789$1.99M0.0%+8.4%0.000%
11/1/2024Quantum Private Wealth LLC11,741$48K0.0%-32.7%0.000%
10/31/2024Shaker Financial Services LLC25,310$103K0.0%N/A0.000%
10/29/2024Chicago Partners Investment Group LLC551,872$2.20M0.1%+8.1%0.000%
10/25/2024Pathway Financial Advisers LLC268,509$1.09M0.0%+2.3%0.000%
10/24/2024Pathway Financial Advisers LLC268,509$1.09M0.0%+2.3%0.000%
10/22/2024Litman Gregory Wealth Management LLC14,000$57K0.0%N/A0.000%
10/22/2024Sequoia Financial Advisors LLC10,000$40K0.0%N/A0.000%
10/19/2024Allspring Global Investments Holdings LLC1,108,675$4.49M0.0%-38.9%0.000%
10/18/2024 Capital Investment Advisors LLC3,410,702$13.81M0.3%+4.2%0.000%
10/3/2024 Park Avenue Securities LLC12,296$50K0.0%-95.4%0.000%
9/5/2024Sanctuary Advisors LLC15,649$59K0.0%N/A0.000%
8/20/2024Pathway Financial Advisers LLC262,557$1M0.4%+2.2%0.000%
8/14/2024Evergreen Capital Management LLC541,972$2.08M0.1%+5.9%0.000%
8/9/2024City of London Investment Management Co. Ltd.422,874$1.61M0.1%-58.8%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC201,748$769K0.3%+24.3%0.000%
8/6/2024Strategic Financial Concepts LLC20,670$79K0.0%N/A0.000%
8/2/2024Wolverine Asset Management LLC48,446$185K0.0%N/A0.000%
7/29/2024 Kelleher Financial Advisors25,338$97K0.0%N/A0.000%
7/26/2024Allspring Global Investments Holdings LLC1,815,381$6.92M0.0%+65.6%0.000%
7/25/2024Raymond James Trust N.A.18,003$69K0.0%+23.0%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.33,672$128K0.0%-84.0%0.000%
7/19/2024Raymond James & Associates617,407$2.35M0.0%+170.4%0.000%
7/15/2024 RFG Advisory LLC492,947$1.88M0.1%+1.1%0.000%
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7/15/2024 Melfa Wealth Management Inc.78,950$301K0.2%+316.6%0.000%
7/12/2024 Integrated Capital Management Inc.57,601$219K0.2%+33.8%0.000%
7/12/2024 Gilman Hill Asset Management LLC54,250$207K0.0%-24.4%0.000%
7/12/2024 Capital Investment Advisors LLC3,274,283$12.48M0.3%+3.5%0.000%
7/9/2024 Park Avenue Securities LLC269,510$1.03M0.0%+6.1%0.000%
5/29/2024Pathway Financial Advisers LLC256,875$1.00M0.4%N/A0.000%
5/24/2024Cetera Advisors LLC16,141$63K0.0%N/A0.000%
5/20/2024Virtu Financial LLC10,600$41K0.0%-43.0%0.000%
5/15/2024Quadrature Capital Ltd12,694$50K0.0%-50.5%0.000%
5/10/2024City of London Investment Management Co. Ltd.1,025,343$4.00M0.3%+44.4%0.000%
5/10/2024Prevail Innovative Wealth Advisors LLC162,361$633K0.2%+35.2%0.000%
5/7/2024Oppenheimer & Co. Inc.68,344$267K0.0%+79.0%0.000%
4/30/2024Hartline Investment Corp35,768$139K0.0%N/A0.000%
4/30/2024Fortis Group Advisors LLC35,660$139K0.0%N/A0.000%
4/19/2024 Uncommon Cents Investing LLC25,827$101K0.0%-10.1%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.210,670$822K0.0%-5.3%0.000%
4/16/2024 Harbour Capital Advisors LLC14,630$57K0.0%-25.5%0.000%
4/11/2024 RFG Advisory LLC487,772$1.90M0.1%+63.0%0.000%
3/25/2024Quadrature Capital Ltd25,656$99K0.0%N/A0.000%
2/29/2024Tortoise Investment Management LLC130,224$503K0.1%-21.8%0.000%
2/23/2024Chicago Partners Investment Group LLC498,992$1.96M0.1%+5.9%0.000%
2/14/2024Pin Oak Investment Advisors Inc.220,227$850K0.9%+3.3%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC120,104$464K0.2%N/A0.000%
2/13/20241607 Capital Partners LLC1,361,175$5.25M0.4%-0.7%0.000%
2/12/2024Catalytic Wealth RIA LLC66,267$256K0.1%N/A0.000%
2/12/2024Weiss Asset Management LP12,834$50K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC101,423$391K0.0%+814.3%0.000%
2/9/2024City of London Investment Management Co. Ltd.710,130$2.74M0.2%+76.0%0.000%
2/8/2024Tortoise Investment Management LLC45,674$182K0.0%-72.6%0.000%
2/8/2024FCA Corp TX945,443$3.65M1.3%-4.1%0.000%
2/7/2024Shaker Financial Services LLC148,970$575K0.2%+8.2%0.000%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC40,362$156K0.0%+12.3%0.000%
2/5/2024Pekin Hardy Strauss Inc.31,087$120K0.0%-8.8%0.000%
2/1/2024Wolverine Asset Management LLC7,505$29K0.0%-82.9%0.000%
1/30/2024CTC Alternative Strategies Ltd.23,240$90K0.2%N/A0.000%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,990$112K0.0%+15.9%0.000%
1/25/2024Allspring Global Investments Holdings LLC1,095,947$4.23M0.0%+10.0%0.000%
1/25/2024 RFG Advisory LLC299,262$1.16M0.0%-39.4%0.000%
1/22/2024 Melfa Wealth Management LLC18,950$73K0.1%-31.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.194,237$750K0.0%+2.8%0.000%
1/16/2024Raymond James & Associates221,923$857K0.0%-11.7%0.000%
1/5/2024 Capital Investment Advisors LLC3,063,534$11.83M0.3%+0.9%0.000%
11/15/2023Evergreen Capital Management LLC1,025,915$3.77M0.2%-1.8%0.000%
11/15/2023Axxcess Wealth Management LLC45,381$165K0.0%N/A0.000%
11/14/2023Reuter James Wealth Management LLC15,466$56K0.0%N/A0.000%
11/13/2023Glenview Trust co50,000$182K0.0%N/A0.000%
11/13/2023Bramshill Investments LLC6,053,194$22.03M2.6%-34.4%0.000%
11/13/2023Wolverine Asset Management LLC43,813$159K0.0%+105.6%0.000%
11/13/2023FCA Corp TX985,723$3.59M1.2%+3.4%0.000%
11/9/2023City of London Investment Management Co. Ltd.403,530$1.47M0.1%+29.9%0.000%
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11/9/2023UBS Group AG634,351$2.31M0.0%-19.9%0.000%
11/8/2023D.A. Davidson & CO.12,994$47K0.0%-27.8%0.000%
11/8/2023Landscape Capital Management L.L.C.29,149$106K0.0%+44.4%0.000%
11/7/2023Jump Financial LLC13,400$49K0.0%N/A0.000%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC35,949$131K0.0%-11.3%0.000%
11/2/2023Shaker Financial Services LLC137,650$506K0.2%+24.9%0.000%
10/27/2023Allspring Global Investments Holdings LLC995,947$3.63M0.0%+54.8%0.000%
10/26/2023 Park Avenue Securities LLC238,836$869K0.0%+2.6%0.000%
10/26/2023Advisor Partners II LLC444,693$1.62M0.1%N/A0.000%
10/26/2023Chicago Partners Investment Group LLC471,217$1.70M0.1%-9.0%0.000%
(Data available from 1/1/2016 forward)

HIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIO shares?

During the previous two years, 85 institutional investors and hedge funds held shares of Western Asset High Income Opportunity Fund. The most heavily invested institutionals were Bramshill Investments LLC ($22.03M), Capital Investment Advisors LLC ($13.82M), Pathstone Holdings LLC ($12.01M), Rivernorth Capital Management LLC ($6.93M), 1607 Capital Partners LLC ($5.25M), Penserra Capital Management LLC ($4.86M), and Allspring Global Investments Holdings LLC ($4.49M).Learn more on HIO's institutional investors.

Which institutional investors have been buying Western Asset High Income Opportunity Fund stock?

Of the 67 institutional investors that purchased Western Asset High Income Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($2.15M), Penserra Capital Management LLC ($1.20M), Capital Investment Advisors LLC ($877.84K), City of London Investment Management Co. Ltd. ($821.27K), Pathstone Holdings LLC ($722.48K), Raymond James & Associates ($501.06K), and Advisor Partners II LLC ($444.69K).

How much institutional buying is happening at Western Asset High Income Opportunity Fund?

Institutional investors have bought a total of 9,509,776 shares in the last 24 months. This purchase volume represents approximately $36.73M in transactions.

Which Western Asset High Income Opportunity Fund major shareholders have been selling company stock?

Of the 42 institutional investors that sold Western Asset High Income Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($3.39M), Bramshill Investments LLC ($3.18M), Allspring Global Investments Holdings LLC ($706.71K), City of London Investment Management Co. Ltd. ($602.47K), Landscape Capital Management L.L.C. ($449.32K), Sit Investment Associates Inc. ($389.41K), and Guggenheim Capital LLC ($356.35K).

How much institutional selling is happening at Western Asset High Income Opportunity Fund?

Institutional investors have sold a total of 11,196,730 shares in the last 24 months. This volume of shares sold represents approximately $43.30M in transactions.


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This page (NYSE:HIO) was last updated on 1/22/2025 by MarketBeat.com Staff
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