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Western Asset High Income Fund II (HIX) Institutional Ownership

Western Asset High Income Fund II logo
$4.23 0.00 (0.00%)
As of 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Asset High Income Fund II (NYSE:HIX)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$31.85M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.68M
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HIX Institutional Buying and Selling by Quarter

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Western Asset High Income Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC12,941$54K0.0%N/A0.000%
2/28/2025 Total Wealth Planning & Management Inc.19,709$83K0.1%N/A0.000%
2/18/2025 Mosaic Family Wealth Partners LLC37,881$159K0.0%+82.8%0.000%
2/17/2025 Cetera Investment Advisers61,230$258K0.0%-22.3%0.000%
2/17/2025 Bank of America Corp DE20,187$85K0.0%-39.3%0.000%
2/17/2025 Ameriprise Financial Inc.781,455$3.29M0.0%+85.7%0.000%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.8,422$35K0.0%N/A0.000%
2/14/2025 Quarry LP212,900$896K0.1%N/A0.000%
2/14/2025 Two Sigma Securities LLC39,336$166K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC268,264$1.13M0.4%+2.3%0.000%
2/13/2025 NewEdge Advisors LLC546,717$2.30M0.0%-11.8%0.000%
2/13/2025 XTX Topco Ltd11,218$47K0.0%-71.5%0.000%
2/13/2025 Rockefeller Capital Management L.P.189,699$799K0.0%+21.0%0.000%
2/13/2025 Raymond James Financial Inc.196,490$827K0.0%N/A0.000%
2/13/2025 Invesco Ltd.968,678$4.08M0.0%+12.2%0.000%
2/13/2025 Envestnet Asset Management Inc.92,532$390K0.0%N/A0.000%
2/13/2025 Wedbush Securities Inc.14,937$63K0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN1,668,693$7.03M0.0%+4,343.7%0.000%
2/12/2025 Landscape Capital Management L.L.C.178,484$751K0.1%-79.1%0.000%
2/12/2025 Arete Wealth Advisors LLC36,196$152K0.0%+8.1%0.000%
2/11/2025 LPL Financial LLC100,657$424K0.0%-2.4%0.000%
2/10/2025 Rareview Capital LLC198,353$895K0.7%+10.7%0.000%
2/10/2025 Commonwealth Equity Services LLC43,139$182K0.0%-26.4%0.000%
2/6/2025 Raymond James Financial Inc.196,490$827K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.192,971$812K0.0%+22.9%0.000%
2/3/2025 Wolverine Asset Management LLC17,057$72K0.0%-61.2%0.000%
1/31/2025 Robinson Capital Management LLC133,050$560K0.2%+51.2%0.000%
1/28/2025 Apollon Wealth Management LLC15,645$66K0.0%N/A0.000%
1/24/2025 Calamos Advisors LLC83,491$351K0.0%+23.8%0.000%
1/24/2025 Absolute Investment Advisers LLC367,100$1.55M0.2%N/A0.000%
1/24/2025 Chicago Partners Investment Group LLC81,497$346K0.0%+39.8%0.000%
1/17/2025 Melfa Wealth Management Inc.118,946$501K0.3%+40.9%0.000%
1/10/2025 Sage Capital Advisors llc79,779$336K0.1%-11.9%0.000%
11/18/2024 Arete Wealth Advisors LLC33,499$150K0.0%+97.5%0.000%
11/15/2024 XTX Topco Ltd39,402$178K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp18,764$85K0.0%-16.1%0.000%
11/14/2024 Rockefeller Capital Management L.P.156,751$707K0.0%+5.4%0.000%
11/13/2024 D.A. Davidson & CO.17,946$81K0.0%N/A0.000%
11/12/2024 Penserra Capital Management LLC2,554,526$11.52M0.2%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.853,854$3.85M0.4%+87.5%0.000%
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11/6/2024 Oppenheimer & Co. Inc.156,979$708K0.0%+481.4%0.000%
11/4/2024 Wolverine Asset Management LLC43,912$198K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC262,159$1.20M0.5%+992.3%0.000%
10/29/2024 Chicago Partners Investment Group LLC58,291$260K0.0%+63.2%0.000%
10/8/2024 Sage Capital Advisors llc90,541$408K0.1%+5.1%0.000%
8/16/2024 Quarry LP106,321$462K0.1%+57.4%0.000%
8/14/2024 Insigneo Advisory Services LLC28,459$123K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC24,000$104K0.0%N/A0.000%
8/2/2024 Larson Financial Group LLC6,265$27K0.0%N/A0.000%
7/31/2024 Commonwealth Equity Services LLC81,146$353K0.0%-7.2%0.000%
7/25/2024 Calamos Advisors LLC51,678$225K0.0%+46.4%0.000%
7/9/2024 Sage Capital Advisors llc86,137$375K0.1%+20.7%0.000%
5/14/2024 Robinson Capital Management LLC87,967$385K0.1%N/A0.000%
5/7/2024 Oppenheimer & Co. Inc.28,884$129K0.0%N/A0.000%
5/3/2024 MRA Advisory Group23,816$106K0.1%+25.7%0.000%
4/30/2024 Hartline Investment Corp10,698$48K0.0%N/A0.000%
4/22/2024 PFG Investments LLC34,341$154K0.0%N/A0.000%
3/27/2024 Nomura Holdings Inc.22,625$112K0.0%N/A0.000%
2/9/2024 UBS Group AG2,455,062$12.18M0.0%-2.5%0.000%
2/1/2024 Significant Wealth Partners LLC143,415$711K0.5%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.19,249$95K0.0%-40.1%0.000%
1/16/2024Raymond James & Associates260,974$1.29M0.0%+4.8%0.000%
1/9/2024 Sage Capital Advisors llc69,803$346K0.1%-12.1%0.000%
11/14/2023 Samalin Investment Counsel LLC12,048$54K0.0%-46.9%0.000%
11/13/2023 Wolverine Asset Management LLC49,190$219K0.0%N/A0.000%
11/9/2023 UBS Group AG2,516,846$11.23M0.0%+1.9%0.000%
11/8/2023 Landscape Capital Management L.L.C.13,083$58K0.0%N/A0.000%
11/7/2023 Jump Financial LLC10,300$46K0.0%N/A0.000%
11/2/2023 Sonora Investment Management Group LLC18,330$82K0.0%-61.8%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.32,137$143K0.0%-27.3%0.000%
10/24/2023Raymond James & Associates249,027$1.11M0.0%+4.5%0.000%
10/23/2023 Commonwealth Equity Services LLC294,116$1.31M0.0%-25.7%0.000%
10/12/2023 Sage Capital Advisors llc79,430$354K0.1%+6.0%0.000%
8/14/2023 Glenview Trust Co47,703$233K0.0%+59.9%0.000%
8/11/2023 Regal Investment Advisors LLC11,892$58K0.0%-45.7%0.000%
8/11/2023 Guggenheim Capital LLC504,907$2.46M0.0%-12.2%0.000%
8/10/2023 Commonwealth Equity Services LLC395,879$1.93M0.0%-1.3%0.000%
8/3/2023 Samalin Investment Counsel LLC22,705$111K0.1%-29.0%0.000%
7/27/2023 Virtu Financial LLC12,658$62K0.0%N/A0.000%
7/25/2023Raymond James & Associates238,201$1.16M0.0%+16.8%0.000%
7/20/2023 Cornerstone Advisory LLC24,184$118K0.0%-10.7%0.000%
7/17/2023 MRA Advisory Group17,839$87K0.1%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.43,765$214K0.0%-9.9%0.000%
5/11/2023 Guggenheim Capital LLC575,234$2.80M0.0%-14.1%0.000%
5/9/2023 Samalin Investment Counsel LLC31,997$156K0.1%-44.1%0.000%
5/9/2023 Glenview Trust co29,840$145K0.0%N/A0.000%
5/3/2023 AlphaStar Capital Management LLC20,386$99K0.0%+100.0%0.000%
4/21/2023 Kovack Advisors Inc.13,389$65K0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.43,822$213K0.0%-9.1%0.000%
4/14/2023Raymond James & Associates203,958$991K0.0%+18.4%0.000%
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4/11/2023 Sage Capital Advisors llc73,850$359K0.1%+21.5%0.000%
2/10/2023 Creative Planning366,777$1.78M0.0%+835.3%0.000%
2/10/2023 CoreCap Advisors LLC8,320$40K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.48,225$233K0.0%-4.1%0.000%
2/8/2023Raymond James & Associates172,261$834K0.0%+46.4%0.000%
2/8/2023 UBS Group AG2,161,782$10.46M0.0%-0.9%0.000%
2/7/2023 Commonwealth Equity Services LLC418,328$2.02M0.0%+5.1%0.000%
2/1/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,075$58K0.0%-33.5%0.000%
1/27/2023 Destiny Wealth Partners LLC9,305$45K0.0%N/A0.000%
1/20/2023 AEGON USA Investment Management LLC42,209$204K0.1%-18.6%0.000%
(Data available from 1/1/2016 forward)

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HIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIX shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Western Asset High Income Fund II. The most heavily invested institutionals were UBS Group AG ($12.18M), Penserra Capital Management LLC ($11.52M), Wells Fargo & Company MN ($7.03M), Invesco Ltd. ($4.08M), Ameriprise Financial Inc. ($3.29M), Guggenheim Capital LLC ($2.46M), and NewEdge Advisors LLC ($2.30M).Learn more on HIX's institutional investors.

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

Of the 43 institutional investors that purchased Western Asset High Income Fund II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($2.55M), Wells Fargo & Company MN ($1.63M), Landscape Capital Management L.L.C. ($411.50K), Raymond James Financial Inc. ($392.98K), Absolute Investment Advisers LLC ($367.10K), Ameriprise Financial Inc. ($360.55K), and Shaker Financial Services LLC ($268.26K).

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

Institutional investors have bought a total of 7,770,461 shares in the last 24 months. This purchase volume represents approximately $34.10M in transactions.

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

Of the 18 institutional investors that sold Western Asset High Income Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($675.37K), Guggenheim Capital LLC ($164.74K), Commonwealth Equity Services LLC ($128.70K), NewEdge Advisors LLC ($73.19K), UBS Group AG ($61.78K), Samalin Investment Counsel LLC ($45.22K), and Sonora Investment Management Group LLC ($29.60K).

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

Institutional investors have sold a total of 1,337,751 shares in the last 24 months. This volume of shares sold represents approximately $5.88M in transactions.


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This page (NYSE:HIX) was last updated on 3/25/2025 by MarketBeat.com Staff
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