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Western Asset High Income Opportunity Fund (HIO) Institutional Ownership

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$3.72
-0.03 (-0.80%)
(As of 04/30/2024 ET)
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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)
41
Total
Institutional Inflows
(last 12 months)
$14.83M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$19.18M
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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
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%
2/23/2024 Chicago 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%
1/25/2024 Allspring 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%
1/16/2024 Raymond James Financial Services Advisors Inc.194,237$750K0.0%+2.8%0.000%
1/16/2024 Raymond 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%
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%
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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%
10/27/2023 Allspring 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%
10/26/2023 Chicago Partners Investment Group LLC471,217$1.70M0.1%-9.0%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.188,984$688K0.0%-11.6%0.000%
10/24/2023 Raymond James & Associates251,383$915K0.0%+2.2%0.000%
10/16/2023 Capital Investment Advisors LLC3,035,493$11.05M0.3%+5.2%0.000%
10/11/2023 Hyperion Partners LLC10,060$37K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC5,448,375$20.60M1.0%+4.3%0.000%
8/15/2023Ironsides Asset Advisors LLC10,673$40K0.0%N/A0.000%
8/14/2023Bison Wealth LLC34,365$130K0.0%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.20,183$76K0.0%N/A0.000%
8/10/2023Wilson & Boucher Capital Management LLC40,500$153K0.1%-12.9%0.000%
8/10/2023Sit Investment Associates Inc.345,803$1.31M0.0%-39.5%0.000%
8/8/2023Sheaff Brock Investment Advisors LLC21,384$81K0.0%-15.8%0.000%
8/8/2023 Chicago Partners Investment Group LLC517,952$1.99M0.1%-11.9%0.000%
8/7/2023Wolverine Asset Management LLC21,315$81K0.0%N/A0.000%
8/7/2023Tortoise Investment Management LLC198,713$751K0.1%-9.4%0.000%
8/7/2023Shaker Financial Services LLC110,200$418K0.2%+71.2%0.000%
8/4/2023Atlas Private Wealth Advisors13,830$52K0.0%N/A0.000%
8/3/2023 RFG Advisory LLC495,234$1.87M0.1%-3.5%0.000%
8/3/2023Oppenheimer & Co. Inc.38,508$146K0.0%+17.7%0.000%
7/31/2023 Integrated Capital Management Inc.42,106$159K0.1%+30.6%0.000%
7/26/2023Janney Montgomery Scott LLC11,067$42K0.0%N/A0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.213,773$808K0.0%+2.5%0.000%
7/25/2023 Raymond James & Associates246,016$930K0.0%+13.1%0.000%
7/24/2023 Allspring Global Investments Holdings LLC643,556$2.43M0.0%+110.9%0.000%
7/18/2023 Melfa Wealth Management LLC27,593$104K0.1%N/A0.000%
7/18/2023 Allspring Global Investments Holdings LLC643,556$2.43M0.0%+110.9%0.000%
7/14/2023 Park Avenue Securities LLC232,897$880K0.0%+1.2%0.000%
7/14/2023 Gilman Hill Asset Management LLC72,000$272K0.1%-17.2%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.60,794$230K0.0%-7.7%0.000%
7/11/2023 Capital Investment Advisors LLC2,884,639$10.90M0.3%+6.6%0.000%
7/11/2023 Triad Investment Management51,128$193K0.3%-4.9%0.000%
6/14/2023Atria Wealth Solutions Inc.31,174$119K0.0%N/A0.000%
5/12/2023FCA Corp TX969,921$3.70M1.4%+5.3%0.000%
5/11/2023Bramshill Investments LLC8,259,015$31.47M3.8%+1.8%0.000%
5/11/2023Guggenheim Capital LLC991,037$3.78M0.0%-26.4%0.000%
5/10/2023Grey Street Capital LLC11,648$44K0.0%N/A0.000%
5/9/2023Tortoise Investment Management LLC219,323$836K0.1%-41.7%0.000%
5/9/2023 RFG Advisory LLC513,238$1.96M0.1%-2.4%0.000%
5/8/2023Shaker Financial Services LLC64,380$247K0.1%-84.6%0.000%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC39,277$150K0.0%+9.6%0.000%
5/3/2023Integrated Wealth Concepts LLC12,900$49K0.0%N/A0.000%
4/27/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,604$48K0.0%N/A0.000%
4/26/2023 Chicago Partners Investment Group LLC587,764$2.25M0.1%+0.8%0.000%
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4/26/2023 Integrated Capital Management Inc.32,248$164K0.1%-17.2%0.000%
4/26/2023Fiera Capital Corp452,710$1.73M0.0%-1.9%0.000%
4/25/2023D.A. Davidson & CO.17,994$69K0.0%+38.5%0.000%
4/19/2023 Harbour Capital Advisors LLC19,230$74K0.0%N/A0.000%
4/18/2023 Park Avenue Securities LLC230,222$877K0.0%-4.6%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.208,501$794K0.0%+21.3%0.000%
4/14/2023 Raymond James & Associates217,527$829K0.0%+30.7%0.000%
4/13/2023 Allspring Global Investments Holdings LLC305,077$1.16M0.0%+217.9%0.000%
4/10/2023 Capital Investment Advisors LLC2,706,750$10.31M0.3%+6.6%0.000%
3/15/2023B. Riley Wealth Advisors Inc.10,509$42K0.0%N/A0.000%
(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, 83 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), Rivernorth Capital Management LLC ($20.60M), Capital Investment Advisors LLC ($11.83M), 1607 Capital Partners LLC ($5.25M), Allspring Global Investments Holdings LLC ($4.23M), Guggenheim Capital LLC ($3.78M), and Evergreen Capital Management LLC ($3.77M).Learn more on HIO's institutional investors.

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

Of the 66 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: Bramshill Investments LLC ($8.35M), Allspring Global Investments Holdings LLC ($1.43M), Capital Investment Advisors LLC ($1.00M), Rivernorth Capital Management LLC ($827.89K), City of London Investment Management Co. Ltd. ($762.23K), Advisor Partners II LLC ($444.69K), and Shaker Financial Services LLC ($409.29K).

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

Institutional investors have bought a total of 16,955,438 shares in the last 24 months. This purchase volume represents approximately $66.88M in transactions.

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

Of the 43 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: Bramshill Investments LLC ($3.18M), RFG Advisory LLC ($494.97K), UBS Group AG ($465.64K), Shaker Financial Services LLC ($450.03K), Sit Investment Associates Inc. ($389.41K), Tortoise Investment Management LLC ($368.51K), 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 6,741,427 shares in the last 24 months. This volume of shares sold represents approximately $25.15M in transactions.


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This page (NYSE:HIO) was last updated on 5/1/2024 by MarketBeat.com Staff

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