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Western Asset High Income Fund II (HIX) Institutional Ownership

Western Asset High Income Fund II logo
$3.97 -0.02 (-0.50%)
As of 03:59 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)
34
Total
Institutional Inflows
(last 12 months)
$31.73M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.71M
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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
4/4/2025 Sage Capital Advisors llc71,496$299K0.1%-10.4%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC12,941$54K0.0%N/A0.000%
2/28/2025Total Wealth Planning & Management Inc.19,709$83K0.1%N/A0.000%
2/18/2025Mosaic Family Wealth Partners LLC37,881$159K0.0%+82.8%0.000%
2/17/2025Cetera Investment Advisers61,230$258K0.0%-22.3%0.000%
2/17/2025Bank of America Corp DE20,187$85K0.0%-39.3%0.000%
2/17/2025Ameriprise Financial Inc.781,455$3.29M0.0%+85.7%0.000%
2/14/2025Marshall & Sterling Wealth Advisors Inc.8,422$35K0.0%N/A0.000%
2/14/2025Quarry LP212,900$896K0.1%N/A0.000%
2/14/2025Two Sigma Securities LLC39,336$166K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC268,264$1.13M0.4%+2.3%0.000%
2/13/2025NewEdge Advisors LLC546,717$2.30M0.0%-11.8%0.000%
2/13/2025XTX Topco Ltd11,218$47K0.0%-71.5%0.000%
2/13/2025Rockefeller Capital Management L.P.189,699$799K0.0%+21.0%0.000%
2/13/2025Raymond James Financial Inc.196,490$827K0.0%N/A0.000%
2/13/2025Invesco Ltd.968,678$4.08M0.0%+12.2%0.000%
2/13/2025Envestnet Asset Management Inc.92,532$390K0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.14,937$63K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN1,668,693$7.03M0.0%+4,343.7%0.000%
2/12/2025Landscape Capital Management L.L.C.178,484$751K0.1%-79.1%0.000%
2/12/2025Arete Wealth Advisors LLC36,196$152K0.0%+8.1%0.000%
2/11/2025LPL Financial LLC100,657$424K0.0%-2.4%0.000%
2/10/2025Rareview Capital LLC198,353$895K0.7%+10.7%0.000%
2/10/2025Commonwealth Equity Services LLC43,139$182K0.0%-26.4%0.000%
2/6/2025Raymond James Financial Inc.196,490$827K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.192,971$812K0.0%+22.9%0.000%
2/3/2025Wolverine Asset Management LLC17,057$72K0.0%-61.2%0.000%
1/31/2025Robinson Capital Management LLC133,050$560K0.2%+51.2%0.000%
1/28/2025Apollon Wealth Management LLC15,645$66K0.0%N/A0.000%
1/24/2025Calamos Advisors LLC83,491$351K0.0%+23.8%0.000%
1/24/2025Absolute Investment Advisers LLC367,100$1.55M0.2%N/A0.000%
1/24/2025Chicago Partners Investment Group LLC81,497$346K0.0%+39.8%0.000%
1/17/2025Melfa 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%
11/18/2024Arete Wealth Advisors LLC33,499$150K0.0%+97.5%0.000%
11/15/2024XTX Topco Ltd39,402$178K0.0%N/A0.000%
11/15/2024Stifel Financial Corp18,764$85K0.0%-16.1%0.000%
11/14/2024Rockefeller Capital Management L.P.156,751$707K0.0%+5.4%0.000%
11/13/2024D.A. Davidson & CO.17,946$81K0.0%N/A0.000%
11/12/2024Penserra Capital Management LLC2,554,526$11.52M0.2%N/A0.000%
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11/9/2024Landscape Capital Management L.L.C.853,854$3.85M0.4%+87.5%0.000%
11/6/2024Oppenheimer & Co. Inc.156,979$708K0.0%+481.4%0.000%
11/4/2024Wolverine Asset Management LLC43,912$198K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC262,159$1.20M0.5%+992.3%0.000%
10/29/2024Chicago 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%
8/16/2024Quarry LP106,321$462K0.1%+57.4%0.000%
8/14/2024Insigneo Advisory Services LLC28,459$123K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC24,000$104K0.0%N/A0.000%
8/2/2024Larson Financial Group LLC6,265$27K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC81,146$353K0.0%-7.2%0.000%
7/25/2024Calamos Advisors LLC51,678$225K0.0%+46.4%0.000%
7/9/2024 Sage Capital Advisors llc86,137$375K0.1%+20.7%0.000%
5/14/2024Robinson Capital Management LLC87,967$385K0.1%N/A0.000%
5/7/2024Oppenheimer & Co. Inc.28,884$129K0.0%N/A0.000%
5/3/2024 MRA Advisory Group23,816$106K0.1%+25.7%0.000%
4/30/2024Hartline Investment Corp10,698$48K0.0%N/A0.000%
4/22/2024PFG Investments LLC34,341$154K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.22,625$112K0.0%N/A0.000%
2/9/2024UBS Group AG2,455,062$12.18M0.0%-2.5%0.000%
2/1/2024Significant 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%
11/14/2023Samalin Investment Counsel LLC12,048$54K0.0%-46.9%0.000%
11/13/2023Wolverine Asset Management LLC49,190$219K0.0%N/A0.000%
11/9/2023UBS Group AG2,516,846$11.23M0.0%+1.9%0.000%
11/8/2023Landscape Capital Management L.L.C.13,083$58K0.0%N/A0.000%
11/7/2023Jump 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%
10/23/2023Commonwealth 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%
8/14/2023Glenview Trust Co47,703$233K0.0%+59.9%0.000%
8/11/2023Regal Investment Advisors LLC11,892$58K0.0%-45.7%0.000%
8/11/2023Guggenheim Capital LLC504,907$2.46M0.0%-12.2%0.000%
8/10/2023Commonwealth Equity Services LLC395,879$1.93M0.0%-1.3%0.000%
8/3/2023Samalin Investment Counsel LLC22,705$111K0.1%-29.0%0.000%
7/27/2023Virtu Financial LLC12,658$62K0.0%N/A0.000%
7/25/2023Raymond James & Associates238,201$1.16M0.0%+16.8%0.000%
7/20/2023Cornerstone Advisory LLC24,184$118K0.0%-10.7%0.000%
7/17/2023 MRA Advisory Group17,839$87K0.1%N/A0.000%
7/13/2023Cambridge Investment Research Advisors Inc.43,765$214K0.0%-9.9%0.000%
5/11/2023Guggenheim Capital LLC575,234$2.80M0.0%-14.1%0.000%
5/9/2023Samalin Investment Counsel LLC31,997$156K0.1%-44.1%0.000%
5/9/2023Glenview Trust co29,840$145K0.0%N/A0.000%
5/3/2023AlphaStar Capital Management LLC20,386$99K0.0%+100.0%0.000%
4/21/2023Kovack 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%
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4/14/2023Raymond James & Associates203,958$991K0.0%+18.4%0.000%
4/11/2023 Sage Capital Advisors llc73,850$359K0.1%+21.5%0.000%
2/10/2023Creative Planning366,777$1.78M0.0%+835.3%0.000%
2/10/2023CoreCap 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%
2/8/2023UBS Group AG2,161,782$10.46M0.0%-0.9%0.000%
2/7/2023Commonwealth Equity Services LLC418,328$2.02M0.0%+5.1%0.000%
2/1/2023Bay 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%
(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 7,725,690 shares in the last 24 months. This purchase volume represents approximately $33.89M 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 1,341,631 shares in the last 24 months. This volume of shares sold represents approximately $5.90M in transactions.


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This page (NYSE:HIX) was last updated on 4/16/2025 by MarketBeat.com Staff
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