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

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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)
22
Total
Institutional Inflows
(last 12 months)
$11.43M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$17.51M
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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
4/30/2024 Consolidated Portfolio Review Corp35,273$422K0.1%-6.2%0.000%
4/23/2024 Raymond 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%
4/19/2024 Uncommon 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%
2/13/2024Prevail Innovative Wealth Advisors LLC19,316$234K0.1%N/A0.000%
2/12/2024Relative Value Partners Group LLC53,862$651K0.0%N/A0.000%
2/12/2024Catalytic Wealth RIA LLC12,302$149K0.1%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC66,894$809K0.0%+3.3%0.000%
2/7/2024Shaker Financial Services LLC81,934$991K0.4%-10.2%0.000%
2/5/2024Stonebrook Private Inc.12,759$154K0.1%N/A0.000%
1/30/2024SFI Advisors LLC24,535$297K0.3%N/A0.000%
1/29/2024 Consolidated Portfolio Review Corp37,593$454K0.1%-2.8%0.000%
1/25/2024 E&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%
1/23/2024Camelot Portfolios LLC92,036$1.11M0.7%+60.2%0.000%
1/18/2024TFB Advisors LLC93,707$1.13M0.6%-12.8%0.000%
1/18/2024 Uncommon Cents Investing LLC306,155$3.70M1.2%-1.5%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.496,782$6.01M0.0%-3.2%0.000%
1/16/2024 Raymond James & Associates117,468$1.42M0.0%-5.6%0.000%
1/5/2024 Capital Investment Advisors LLC146,730$1.77M0.0%-11.8%0.000%
11/15/2023Evergreen Capital Management LLC11,375$132K0.0%-25.0%0.000%
11/15/20231607 Capital Partners LLC135,571$1.56M0.1%+3.3%0.000%
11/13/2023TFB Advisors LLC107,454$1.24M1.5%-5.3%0.000%
11/13/2023Bramshill Investments LLC945,510$10.86M1.3%-58.3%0.000%
11/9/2023City of London Investment Management Co. Ltd.227,736$2.62M0.2%+124.1%0.000%
11/2/2023Shaker Financial Services LLC91,261$1.06M0.5%N/A0.000%
10/30/2023Private Management Group Inc.142,843$1.64M0.1%-1.6%0.000%
10/26/2023Punch & Associates Investment Management Inc.911,743$10.48M0.7%+3.9%0.000%
10/25/2023 E&G Advisors LP121,022$1.39M0.5%-2.3%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.513,203$5.90M0.0%-1.2%0.000%
10/24/2023 Raymond James & Associates124,464$1.43M0.0%-9.5%0.000%
10/23/2023Commonwealth Equity Services LLC14,473$166K0.0%-7.3%0.000%
10/20/2023Camelot Portfolios LLC57,462$660K0.6%-22.8%0.000%
10/16/2023 Capital Investment Advisors LLC166,305$1.91M0.1%-3.6%0.000%
8/11/2023City of London Investment Management Co. Ltd.101,625$1.19M0.1%N/A0.000%
8/11/2023Weiss Asset Management LP20,829$245K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC267,080$3.14M0.0%+7.4%0.000%
8/10/2023Sit Investment Associates Inc.487,566$5.73M0.1%+34.6%0.000%
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7/31/2023LPL Financial LLC46,847$550K0.0%+11.2%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.519,220$6.10M0.0%-1.8%0.000%
7/25/2023 Raymond James & Associates137,469$1.62M0.0%-1.4%0.000%
7/25/2023Camelot Portfolios LLC74,405$874K0.5%+11.9%0.000%
7/21/2023 E&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%
7/20/2023Csenge Advisory Group13,220$155K0.0%-9.0%0.000%
7/20/2023 Uncommon Cents Investing LLC310,780$3.65M1.3%-0.6%0.000%
7/18/2023TFB Advisors LLC113,503$1.33M0.6%+4.5%0.000%
7/11/2023 Capital Investment Advisors LLC172,583$2.03M0.1%-3.0%0.000%
5/11/2023 Consolidated Portfolio Review Corp37,514$449K0.1%N/A0.000%
5/11/2023Bramshill Investments LLC2,255,665$27.02M3.2%-0.3%0.000%
5/11/2023Guggenheim Capital LLC248,584$2.98M0.0%+29.0%0.000%
5/8/2023Private Management Group Inc.148,676$1.78M0.1%-1.2%0.000%
4/20/2023Camelot Portfolios LLC66,483$796K0.6%+12.2%0.000%
4/17/2023 E&G Advisors LP125,322$1.50M0.5%-2.8%0.000%
4/14/2023 Uncommon Cents Investing LLC312,530$3.74M1.4%-1.2%0.000%
4/14/2023 Raymond 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%
4/10/2023TFB Advisors LLC108,630$1.30M1.0%+7.1%0.000%
4/10/2023 Capital Investment Advisors LLC177,973$2.13M0.1%-6.0%0.000%
2/10/2023City of London Investment Management Co. Ltd.103,324$1.29M0.1%+18.6%0.000%
2/10/2023Sit 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%
2/8/2023 Raymond James Financial Services Advisors Inc.430,218$5.37M0.0%-3.9%0.000%
2/8/2023 Raymond James & Associates138,573$1.73M0.0%-10.6%0.000%
2/7/2023Commonwealth Equity Services LLC16,581$206K0.0%-5.6%0.000%
2/3/2023Private Management Group Inc.150,506$1.88M0.1%+49.4%0.000%
1/31/2023AE Wealth Management LLC12,964$162K0.0%-39.6%0.000%
1/30/2023 International Assets Investment Management LLC11,626$145K0.0%N/A0.000%
1/26/2023 GraniteShares Advisors LLC187,516$2.34M1.9%-0.6%0.000%
1/25/2023Camelot Portfolios LLC59,261$740K0.5%+14.9%0.000%
1/23/2023 Allspring Global Investments Holdings LLC147,994$1.85M0.0%+29.1%0.000%
1/20/2023Clear Harbor Asset Management LLC16,201$202K0.0%-14.0%0.000%
1/13/2023 E&G Advisors LP128,972$1.61M0.6%-3.2%0.000%
1/5/2023 Capital Investment Advisors LLC189,375$2.36M0.1%-4.9%0.000%
11/15/20221607 Capital Partners LLC118,071$1.32M0.1%+18.2%0.000%
11/14/2022Ameritas Advisory Services LLC168,955$1.89M0.1%-16.5%0.000%
11/14/2022Guggenheim Capital LLC146,414$1.64M0.0%+2.3%0.000%
11/10/2022City of London Investment Management Co. Ltd.87,156$982K0.1%N/A0.000%
11/8/2022Private Management Group Inc.100,713$1.13M0.1%N/A0.000%
10/31/2022Camelot Portfolios LLC51,567$578K0.5%-28.4%0.000%
10/25/2022 Raymond James & Associates155,031$1.74M0.0%-7.7%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.447,714$5.02M0.0%+5.2%0.000%
10/21/2022 Gilman Hill Asset Management LLC30,700$344K0.1%-7.7%0.000%
10/18/2022 Uncommon Cents Investing LLC316,860$3.55M1.5%-0.4%0.000%
10/18/2022 Triad Investment Management16,047$180K0.3%-40.5%0.000%
10/14/2022 GraniteShares Advisors LLC188,583$2.11M1.7%-1.2%0.000%
10/11/2022 E&G Advisors LP133,272$1.49M0.6%-1.2%0.000%
10/5/2022 Capital Investment Advisors LLC199,128$2.23M0.1%-6.0%0.000%
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10/4/2022Csenge Advisory Group10,935$123K0.0%N/A0.000%
9/16/2022 Private Trust Co. NA2,600$32K0.0%N/A0.000%
9/9/2022B. Riley Wealth Management Inc.20,360$248K0.0%-13.8%0.000%
8/15/2022Bramshill Investments LLC2,381,133$29.00M3.5%N/A0.000%
8/11/2022Sit Investment Associates Inc.7,200$88K0.0%N/A0.000%
8/4/2022Steward Partners Investment Advisory LLC80,036$975K0.0%+3.1%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.6,643$81K0.0%+44.4%0.000%
8/3/2022Janney Montgomery Scott LLC10,350$124K0.0%-19.3%0.000%
7/25/2022 Allspring Global Investments Holdings LLC114,630$1.40M0.0%+5.7%0.000%
7/22/2022 GraniteShares Advisors LLC190,833$2.32M1.7%+3.0%0.000%
(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 City of London Investment Management Co. Ltd. ($2.62M).Learn more on HYI's institutional investors.

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

Of the 34 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: Bramshill Investments LLC ($2.38M), City of London Investment Management Co. Ltd. ($331.06K), Sit Investment Associates Inc. ($258.46K), Raymond James Financial Services Advisors Inc. ($202.18K), Private Management Group Inc. ($150.51K), International Assets Investment Management LLC ($139.69K), and Shaker Financial Services LLC ($139.15K).

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

Institutional investors have bought a total of 4,247,822 shares in the last 24 months. This purchase volume represents approximately $51.54M 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), Capital Investment Advisors LLC ($89.84K), Raymond James & Associates ($51.23K), Raymond James Financial Services Advisors Inc. ($49.30K), E&G Advisors LP ($47.32K), Camelot Portfolios LLC ($37.44K), and Ameritas Advisory Services LLC ($33.47K).

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

Institutional investors have sold a total of 1,773,080 shares in the last 24 months. This volume of shares sold represents approximately $20.61M in transactions.


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This page (NYSE:HYI) was last updated on 5/2/2024 by MarketBeat.com Staff

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