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Western Asset High Yield Defined Opportunity Fund (HYI) Institutional Ownership

Western Asset High Yield Defined Opportunity Fund logo
$12.10 +0.02 (+0.17%)
(As of 02:15 PM ET)
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Institutional Ownership Changes (13F Filings) for Western Asset High Yield Defined Opportunity Fund (NYSE:HYI)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$9.17M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.32M
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HYI Institutional Buying and Selling by Quarter

Western Asset High Yield Defined Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Kovitz Investment Group Partners LLC59,023$707K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp47,350$586K0.0%-9.2%0.000%
10/31/2024 Hara Capital LLC126,797$1.57M1.0%-29.8%0.000%
10/31/2024 Shaker Financial Services LLC144,578$1.81M0.7%+31.9%0.000%
10/24/2024 Consolidated Portfolio Review Corp72,636$899K0.2%+1.2%0.000%
10/22/2024 International Assets Investment Management LLC143,026$1.77M0.0%+1,138.0%0.000%
10/18/2024Capital Investment Advisors LLC132,533$1.64M0.0%-2.8%0.000%
10/10/2024 Gilman Hill Asset Management LLC24,800$307K0.1%+20.0%0.000%
10/8/2024 Future Financial Wealth Managment LLC6,400$79K0.1%N/A0.000%
10/4/2024 MRA Advisory Group10,998$136K0.1%N/A0.000%
9/5/2024Sanctuary Advisors LLC15,604$180K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.10,945$128K0.0%N/A0.000%
8/9/2024 City of London Investment Management Co. Ltd.14,544$169K0.0%-91.9%0.000%
8/6/2024 Private Management Group Inc.136,644$1.59M0.1%-1.6%0.000%
8/3/2024 Shaker Financial Services LLC109,635$1.29M0.5%+163.2%0.000%
8/2/2024 Wolverine Asset Management LLC8,158$95K0.0%N/A0.000%
8/1/2024 Consolidated Portfolio Review Corp71,800$833K0.2%+103.6%0.000%
7/31/2024 Concurrent Investment Advisors LLC12,619$146K0.0%-12.4%0.000%
7/29/2024 Hara Capital LLC180,743$2.10M1.3%+17.4%0.000%
7/19/2024Raymond James & Associates138,342$1.61M0.0%+7.2%0.000%
7/19/2024E&G Advisors LP86,002$998K0.3%-1.4%0.000%
7/12/2024 Gilman Hill Asset Management LLC20,675$240K0.0%-37.7%0.000%
7/12/2024Capital Investment Advisors LLC136,322$1.58M0.0%-1.4%0.000%
5/11/2024 Catalytic Wealth RIA LLC15,695$188K0.0%+27.6%0.000%
5/10/2024 City of London Investment Management Co. Ltd.178,462$2.13M0.2%-21.6%0.000%
5/10/2024 Prevail Innovative Wealth Advisors LLC20,637$247K0.1%+6.8%0.000%
5/9/2024 Private Management Group Inc.138,838$1.66M0.1%-2.4%0.000%
5/9/2024 Camelot Portfolios LLC57,417$687K0.7%-37.6%0.000%
5/7/2024 Concurrent Investment Advisors LLC14,405$172K0.0%-17.3%0.000%
5/7/2024 Stonebrook Private Inc.10,828$130K0.0%-15.1%0.000%
4/30/2024 Consolidated Portfolio Review Corp35,273$422K0.1%-6.2%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.498,754$5.97M0.0%+0.4%0.000%
4/22/2024 PFG Investments LLC35,273$422K0.0%N/A0.000%
4/19/2024Uncommon Cents Investing LLC304,855$3.65M1.1%-0.4%0.000%
4/15/2024 Future Financial Wealth Managment LLC6,900$83K0.1%N/A0.000%
4/12/2024 Gilman Hill Asset Management LLC33,175$397K0.1%+8.1%0.000%
2/13/2024 Prevail Innovative Wealth Advisors LLC19,316$234K0.1%N/A0.000%
2/12/2024Relative Value Partners Group LLC53,862$651K0.0%N/A0.000%
2/12/2024 Catalytic Wealth RIA LLC12,302$149K0.1%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC66,894$809K0.0%+3.3%0.000%
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2/7/2024 Shaker Financial Services LLC81,934$991K0.4%-10.2%0.000%
2/5/2024 Stonebrook Private Inc.12,759$154K0.1%N/A0.000%
1/30/2024 SFI Advisors LLC24,535$297K0.3%N/A0.000%
1/29/2024 Consolidated Portfolio Review Corp37,593$454K0.1%-2.8%0.000%
1/25/2024E&G Advisors LP87,552$1.06M0.4%-27.7%0.000%
1/24/2024 International Assets Investment Management LLC139,676$1.69M0.0%+976.0%0.000%
1/23/2024 Camelot Portfolios LLC92,036$1.11M0.7%+60.2%0.000%
1/18/2024 TFB Advisors LLC93,707$1.13M0.6%-12.8%0.000%
1/18/2024Uncommon Cents Investing LLC306,155$3.70M1.2%-1.5%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.496,782$6.01M0.0%-3.2%0.000%
1/16/2024Raymond James & Associates117,468$1.42M0.0%-5.6%0.000%
1/5/2024Capital Investment Advisors LLC146,730$1.77M0.0%-11.8%0.000%
11/15/2023 Evergreen Capital Management LLC11,375$132K0.0%-25.0%0.000%
11/15/2023 1607 Capital Partners LLC135,571$1.56M0.1%+3.3%0.000%
11/13/2023 TFB Advisors LLC107,454$1.24M1.5%-5.3%0.000%
11/13/2023 Bramshill Investments LLC945,510$10.86M1.3%-58.3%0.000%
11/9/2023 City of London Investment Management Co. Ltd.227,736$2.62M0.2%+124.1%0.000%
11/2/2023 Shaker Financial Services LLC91,261$1.06M0.5%N/A0.000%
10/30/2023 Private Management Group Inc.142,843$1.64M0.1%-1.6%0.000%
10/26/2023 Punch & Associates Investment Management Inc.911,743$10.48M0.7%+3.9%0.000%
10/25/2023E&G Advisors LP121,022$1.39M0.5%-2.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.513,203$5.90M0.0%-1.2%0.000%
10/24/2023Raymond James & Associates124,464$1.43M0.0%-9.5%0.000%
10/23/2023Commonwealth Equity Services LLC14,473$166K0.0%-7.3%0.000%
10/20/2023 Camelot Portfolios LLC57,462$660K0.6%-22.8%0.000%
10/16/2023Capital Investment Advisors LLC166,305$1.91M0.1%-3.6%0.000%
8/11/2023 City of London Investment Management Co. Ltd.101,625$1.19M0.1%N/A0.000%
8/11/2023 Weiss Asset Management LP20,829$245K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC267,080$3.14M0.0%+7.4%0.000%
8/10/2023 Sit Investment Associates Inc.487,566$5.73M0.1%+34.6%0.000%
7/31/2023 LPL Financial LLC46,847$550K0.0%+11.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.519,220$6.10M0.0%-1.8%0.000%
7/25/2023Raymond James & Associates137,469$1.62M0.0%-1.4%0.000%
7/25/2023 Camelot Portfolios LLC74,405$874K0.5%+11.9%0.000%
7/21/2023E&G Advisors LP123,922$1.46M0.5%-1.1%0.000%
7/20/2023 International Assets Investment Management LLC12,981$153K0.0%+11.8%0.000%
7/20/2023 Csenge Advisory Group13,220$155K0.0%-9.0%0.000%
7/20/2023Uncommon Cents Investing LLC310,780$3.65M1.3%-0.6%0.000%
7/18/2023 TFB Advisors LLC113,503$1.33M0.6%+4.5%0.000%
7/11/2023Capital Investment Advisors LLC172,583$2.03M0.1%-3.0%0.000%
5/11/2023 Consolidated Portfolio Review Corp37,514$449K0.1%N/A0.000%
5/11/2023 Bramshill Investments LLC2,255,665$27.02M3.2%-0.3%0.000%
5/11/2023 Guggenheim Capital LLC248,584$2.98M0.0%+29.0%0.000%
5/8/2023 Private Management Group Inc.148,676$1.78M0.1%-1.2%0.000%
4/20/2023 Camelot Portfolios LLC66,483$796K0.6%+12.2%0.000%
4/17/2023E&G Advisors LP125,322$1.50M0.5%-2.8%0.000%
4/14/2023Uncommon Cents Investing LLC312,530$3.74M1.4%-1.2%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.528,584$6.33M0.0%+22.9%0.000%
4/11/2023 RVW Wealth LLC19,500$234K0.0%N/A0.000%
4/10/2023 TFB Advisors LLC108,630$1.30M1.0%+7.1%0.000%
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4/10/2023Capital Investment Advisors LLC177,973$2.13M0.1%-6.0%0.000%
2/10/2023 City of London Investment Management Co. Ltd.103,324$1.29M0.1%+18.6%0.000%
2/10/2023 Sit Investment Associates Inc.125,955$1.57M0.0%N/A0.000%
2/9/2023 Chicago Partners Investment Group LLC11,641$146K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.430,218$5.37M0.0%-3.9%0.000%
2/8/2023Raymond James & Associates138,573$1.73M0.0%-10.6%0.000%
2/7/2023Commonwealth Equity Services LLC16,581$206K0.0%-5.6%0.000%
2/3/2023 Private Management Group Inc.150,506$1.88M0.1%+49.4%0.000%
1/31/2023 AE Wealth Management LLC12,964$162K0.0%-39.6%0.000%
1/30/2023 International Assets Investment Management LLC11,626$145K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

HYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYI shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Western Asset High Yield Defined Opportunity Fund. The most heavily invested institutionals were Bramshill Investments LLC ($10.86M), Punch & Associates Investment Management Inc. ($10.48M), Raymond James Financial Services Advisors Inc. ($5.97M), Sit Investment Associates Inc. ($5.73M), Uncommon Cents Investing LLC ($3.65M), Guggenheim Capital LLC ($3.14M), and GraniteShares Advisors LLC ($2.34M).Learn more on HYI's institutional investors.

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

Of the 33 institutional investors that purchased Western Asset High Yield Defined Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($271.16K), Sit Investment Associates Inc. ($251.26K), City of London Investment Management Co. Ltd. ($243.90K), Shaker Financial Services LLC ($194.18K), Raymond James Financial Services Advisors Inc. ($100.34K), Consolidated Portfolio Review Corp ($74.88K), and Guggenheim Capital LLC ($74.36K).

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

Institutional investors have bought a total of 1,783,389 shares in the last 24 months. This purchase volume represents approximately $21.37M in transactions.

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

Of the 23 institutional investors that sold Western Asset High Yield Defined Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($1.33M), City of London Investment Management Co. Ltd. ($213.19K), Capital Investment Advisors LLC ($58.07K), Hara Capital LLC ($53.95K), Camelot Portfolios LLC ($51.56K), Raymond James Financial Services Advisors Inc. ($49.30K), and E&G Advisors LP ($46.97K).

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

Institutional investors have sold a total of 1,935,590 shares in the last 24 months. This volume of shares sold represents approximately $22.50M in transactions.


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This page (NYSE:HYI) was last updated on 11/21/2024 by MarketBeat.com Staff
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