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Western Asset High Income Fund II (HIX) Institutional Ownership

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(As of 04/26/2024 08:52 PM ET)
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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)
13
Total
Institutional Inflows
(last 12 months)
$2.24M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.19M
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HIX Institutional Buying and Selling by Quarter

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
4/22/2024 PFG 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%
1/16/2024 Raymond James Financial Services Advisors Inc.19,249$95K0.0%-40.1%0.000%
1/16/2024 Raymond 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%
11/2/2023Sonora Investment Management Group LLC18,330$82K0.0%-61.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.32,137$143K0.0%-27.3%0.000%
10/24/2023 Raymond 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%
7/25/2023 Raymond James & Associates238,201$1.16M0.0%+16.8%0.000%
7/20/2023Cornerstone Advisory LLC24,184$118K0.0%-10.7%0.000%
7/17/2023MRA Advisory Group17,839$87K0.1%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.43,765$214K0.0%-9.9%0.000%
5/11/2023Guggenheim 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%
4/21/2023 Kovack Advisors Inc.13,389$65K0.0%N/A0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.43,822$213K0.0%-9.1%0.000%
4/14/2023 Raymond 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%
2/8/2023 Raymond James Financial Services Advisors Inc.48,225$233K0.0%-4.1%0.000%
2/8/2023 Raymond James & Associates172,261$834K0.0%+46.4%0.000%
2/8/2023UBS Group AG2,161,782$10.46M0.0%-0.9%0.000%
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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%
1/20/2023AEGON USA Investment Management LLC42,209$204K0.1%-18.6%0.000%
1/19/2023 Sage Capital Advisors llc60,776$294K0.1%+5.5%0.000%
11/15/2022Clough Capital Partners L P224,885$980K0.1%-43.6%0.000%
11/14/2022Guggenheim Capital LLC625,437$2.73M0.0%+3.8%0.000%
11/10/2022Samalin Investment Counsel LLC55,669$243K0.2%-7.7%0.000%
11/10/2022Wolverine Asset Management LLC31,259$136K0.0%N/A0.000%
11/10/2022UBS Group AG2,181,395$9.51M0.0%+9.3%0.000%
11/7/2022Virtu Financial LLC15,359$67K0.0%N/A0.000%
11/7/2022Castle Wealth Management LLC10,515$46K0.0%N/A0.000%
11/3/2022Creative Planning39,217$171K0.0%-83.2%0.000%
10/25/2022 Raymond James & Associates117,646$513K0.0%+9.4%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.50,281$219K0.0%+17.7%0.000%
10/17/2022OTA Financial Group L.P.76,797$334K0.3%N/A0.000%
10/17/2022 Sage Capital Advisors llc57,622$251K0.1%+356.5%0.000%
10/17/2022AEGON USA Investment Management LLC51,880$226K0.1%-49.5%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.48,428$211K0.0%-7.9%0.000%
10/14/2022 GraniteShares Advisors LLC420,366$1.83M1.5%-1.2%0.000%
8/16/2022Clough Capital Partners L P398,603$1.97M0.2%N/A0.000%
8/16/2022CSS LLC IL72,706$358K0.0%N/A0.000%
8/13/2022NewEdge Advisors LLC117,000$577K0.0%+5.3%0.000%
8/11/2022CoreCap Advisors LLC9,570$47K0.0%N/A0.000%
8/11/2022UBS Group AG1,995,055$9.84M0.0%+4.2%0.000%
8/8/2022Baird Financial Group Inc.169,100$834K0.0%-7.8%0.000%
8/5/2022Landscape Capital Management L.L.C.37,211$183K0.0%+250.1%0.000%
8/5/2022Cowen AND Company LLC53,166$262K0.0%N/A0.000%
8/4/2022Northwestern Mutual Wealth Management Co.31,088$153K0.0%+893.9%0.000%
7/26/2022Trustcore Financial Services LLC37,379$184K0.0%-21.1%0.000%
7/22/2022 GraniteShares Advisors LLC425,380$2.10M1.5%+3.0%0.000%
7/20/2022AEGON USA Investment Management LLC102,779$507K0.3%+138.9%0.000%
7/19/2022Commonwealth Equity Services LLC399,374$1.97M0.0%+4.7%0.000%
7/14/2022 Windsor Capital Management LLC10,291$50K0.0%-26.3%0.000%
5/16/2022Samalin Investment Counsel LLC43,483$262K0.1%+22.3%0.000%
5/12/2022Yakira Capital Management Inc.59,600$359K0.1%N/A0.000%
5/11/2022Landscape Capital Management L.L.C.10,629$64K0.0%-17.5%0.000%
5/9/2022Trustcore Financial Services LLC47,378$285K0.0%+296,012.5%0.000%
5/6/2022Shaker Financial Services LLC114,984$692K0.3%-50.3%0.000%
5/6/2022 GraniteShares Advisors LLC413,120$2.49M1.3%+9.7%0.000%
5/4/2022Advisor Group Holdings Inc.82,349$476K0.0%-11.5%0.000%
5/4/2022Commonwealth Equity Services LLC381,444$2.30M0.0%+8.0%0.000%
4/26/2022AEGON USA Investment Management LLC43,022$259K0.1%N/A0.000%
4/21/2022 CWM LLC9,305$56K0.0%+232,525.0%0.000%
4/19/2022OTA Financial Group L.P.69,503$418K0.3%N/A0.000%
4/11/2022 Sage Capital Advisors llc12,426$71K0.0%+19.1%0.000%
2/15/2022Samalin Investment Counsel LLC35,568$255K0.1%+6.1%0.000%
2/14/2022Bluefin Capital Management LLC11,793$84K0.0%N/A0.000%
2/14/2022Kerntke Otto McGlone Wealth Management Group20,632$148K0.2%N/A0.000%
2/14/2022Guggenheim Capital LLC521,704$3.74M0.0%-1.9%0.000%
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2/9/2022Lazard Asset Management LLC35,000$250K0.0%N/A0.000%
2/9/2022Baird Financial Group Inc.179,562$1.29M0.0%+4.3%0.000%
2/8/2022 Raymond James Financial Services Advisors Inc.42,035$301K0.0%+9.6%0.000%
2/8/2022 Raymond James & Associates98,862$708K0.0%+11.4%0.000%
2/8/2022 GraniteShares Advisors LLC376,478$2.70M1.2%N/A0.000%
2/7/2022 Whitener Capital Management Inc.14,670$105K0.0%N/A0.000%
2/7/2022Shaker Financial Services LLC231,361$1.66M0.6%N/A0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.53,658$384K0.0%+8.2%0.000%
2/3/2022Advisor Group Holdings Inc.93,101$666K0.0%-11.9%0.000%
2/1/2022Landscape Capital Management L.L.C.12,890$92K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

HIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIX shares?

During the previous two years, 41 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), Guggenheim Capital LLC ($2.46M), GraniteShares Advisors LLC ($1.83M), Creative Planning ($1.78M), Commonwealth Equity Services LLC ($1.31M), Raymond James & Associates ($1.29M), and Clough Capital Partners L P ($980K).Learn more on HIX's institutional investors.

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

Of the 32 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: Clough Capital Partners L P ($398.60K), Creative Planning ($327.56K), UBS Group AG ($314.26K), Raymond James & Associates ($153.45K), Significant Wealth Partners LLC ($143.42K), Wolverine Asset Management LLC ($80.45K), and OTA Financial Group L.P. ($76.80K).

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

Institutional investors have bought a total of 2,302,008 shares in the last 24 months. This purchase volume represents approximately $11.19M in transactions.

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

Of the 21 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: Creative Planning ($194.26K), Clough Capital Partners L P ($173.72K), Guggenheim Capital LLC ($164.74K), Shaker Financial Services LLC ($116.38K), Commonwealth Equity Services LLC ($106.98K), UBS Group AG ($81.40K), and AEGON USA Investment Management LLC ($60.57K).

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

Institutional investors have sold a total of 1,092,579 shares in the last 24 months. This volume of shares sold represents approximately $5.19M in transactions.


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This page (NYSE:HIX) was last updated on 4/29/2024 by MarketBeat.com Staff

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