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Western Asset High Income Opportunity Fund (HIO) Institutional Ownership

Western Asset High Income Opportunity Fund logo
$3.84 -0.11 (-2.66%)
Closing price 03:59 PM Eastern
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$3.84 -0.01 (-0.13%)
As of 06:30 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)
55
Total
Institutional Inflows
(last 12 months)
$27.92M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$28.73M
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HIO Institutional Buying and Selling by Quarter

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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
2/17/2025Pathstone Holdings LLC2,811,967$11.06M0.0%-5.2%0.000%
2/17/2025Bank of America Corp DE457,048$1.80M0.0%-11.0%0.000%
2/14/2025Comerica Bank33,031$130K0.0%-31.6%0.000%
2/14/2025Stifel Financial Corp144,082$566K0.0%-23.2%0.000%
2/14/2025First Trust Advisors LP249,631$981K0.0%+5.4%0.000%
2/13/2025NewEdge Advisors LLC74,835$294K0.0%-6.8%0.000%
2/13/2025Evergreen Capital Management LLC545,219$2.14M0.1%+3.1%0.000%
2/13/2025XTX Topco Ltd17,570$69K0.0%N/A0.000%
2/13/2025Mariner LLC13,580$53K0.0%-75.6%0.000%
2/13/2025Raymond James Financial Inc.701,991$2.76M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,204,731$4.74M0.0%+1.3%0.000%
2/13/2025Envestnet Asset Management Inc.110,083$433K0.0%+4.7%0.000%
2/13/2025Wedbush Securities Inc.11,843$47K0.0%-32.0%0.000%
2/13/2025Sit Investment Associates Inc.1,255,712$4.94M0.1%+9.5%0.000%
2/13/2025Wells Fargo & Company MN666,124$2.62M0.0%+7.3%0.000%
2/12/2025Landscape Capital Management L.L.C.32,562$128K0.0%-55.7%0.000%
2/12/2025Everstar Asset Management LLC54,627$215K0.2%-11.5%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC308,778$1.21M0.4%+19.0%0.000%
2/11/2025FCA Corp TX1,089,059$4.28M1.3%+8.0%0.000%
2/11/2025LPL Financial LLC277,938$1.09M0.0%+256.1%0.000%
2/11/2025Samalin Investment Counsel LLC19,432$76K0.0%N/A0.000%
2/11/2025Virtu Financial LLC16,353$64K0.0%N/A0.000%
2/10/2025Thrivent Financial for Lutherans524,334$2.06M0.0%-1.3%0.000%
2/10/2025Rareview Capital LLC685,970$2.78M2.1%+9.7%0.000%
2/10/2025Atala Financial Inc21,500$84K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC19,794$78K0.0%N/A0.000%
2/10/2025Avantax Advisory Services Inc.11,046$43K0.0%N/A0.000%
2/7/2025Independent Advisor Alliance11,257$44K0.0%N/A0.000%
2/7/2025Jackson Hole Capital Partners LLC13,700$54K0.0%N/A0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors42,757$168K0.0%+13.7%0.000%
2/6/2025Raymond James Financial Inc.701,991$2.76M0.0%N/A0.000%
2/6/2025Jones Financial Companies Lllp168,876$664K0.0%+49.1%0.000%
2/3/2025Corps Capital Advisors LLC25,000$98K0.1%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.106,700$419K0.0%+3.5%0.000%
1/30/2025Strategic Financial Concepts LLC20,829$82K0.0%N/A0.000%
1/29/2025Allspring Global Investments Holdings LLC52,319$206K0.0%-95.3%0.000%
1/28/2025Strategic Financial Concepts LLC20,829$82K0.0%N/A0.000%
1/27/2025Choreo LLC14,855$58K0.0%N/A0.000%
1/24/2025Fourpath Capital Management LLC15,466$61K0.0%N/A0.000%
1/24/2025Chicago Partners Investment Group LLC445,227$1.76M0.1%-19.3%0.000%
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1/17/2025Avior Wealth Management LLC23,219$91K0.0%-18.3%0.000%
1/14/2025Park Avenue Securities LLC16,247$64K0.0%+32.1%0.000%
1/13/2025Capital 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%
11/14/2024Encompass 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%
11/8/2024Avior 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%
10/18/2024Capital Investment Advisors LLC3,410,702$13.81M0.3%+4.2%0.000%
10/3/2024Park 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%
7/29/2024Kelleher 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%
7/20/2024Hennion & 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%
7/15/2024RFG Advisory LLC492,947$1.88M0.1%+1.1%0.000%
7/15/2024Melfa Wealth Management Inc.78,950$301K0.2%+316.6%0.000%
7/12/2024Integrated Capital Management Inc.57,601$219K0.2%+33.8%0.000%
7/12/2024Gilman Hill Asset Management LLC54,250$207K0.0%-24.4%0.000%
7/12/2024Capital Investment Advisors LLC3,274,283$12.48M0.3%+3.5%0.000%
7/9/2024Park 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%
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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%
4/19/2024Uncommon Cents Investing LLC25,827$101K0.0%-10.1%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.210,670$822K0.0%-5.3%0.000%
4/16/2024Harbour Capital Advisors LLC14,630$57K0.0%-25.5%0.000%
4/11/2024RFG 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%
(Data available from 1/1/2016 forward)

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HIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIO shares?

During the previous two years, 101 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 ($11.06M), Rivernorth Capital Management LLC ($6.93M), 1607 Capital Partners LLC ($5.25M), Sit Investment Associates Inc. ($4.94M), and Penserra Capital Management LLC ($4.86M).Learn more on HIO's institutional investors.

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

Of the 80 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 ($2.06M), Raymond James Financial Inc. ($1.40M), Penserra Capital Management LLC ($1.20M), Capital Investment Advisors LLC ($877.84K), Pathstone Holdings LLC ($722.48K), City of London Investment Management Co. Ltd. ($714.77K), and Raymond James & Associates ($474.03K).

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

Institutional investors have bought a total of 11,276,289 shares in the last 24 months. This purchase volume represents approximately $43.66M in transactions.

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

Of the 47 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 ($1.76M), City of London Investment Management Co. Ltd. ($602.47K), Landscape Capital Management L.L.C. ($462.40K), Guggenheim Capital LLC ($356.35K), and Shaker Financial Services LLC ($352.98K).

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

Institutional investors have sold a total of 12,378,457 shares in the last 24 months. This volume of shares sold represents approximately $47.93M in transactions.


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This page (NYSE:HIO) was last updated on 4/3/2025 by MarketBeat.com Staff
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