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Western Asset High Income Opportunity Fund (HIO) Institutional Ownership

Western Asset High Income Opportunity Fund logo
$3.94 -0.01 (-0.13%)
Closing price 08/28/2025 03:59 PM Eastern
Extended Trading
$3.94 +0.00 (+0.13%)
As of 08/28/2025 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
60
Total
Institutional Inflows
(last 12 months)
$23.88M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$31.76M
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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
8/18/2025 Geneos Wealth Management Inc.23,202$92K0.0%+98.0%0.000%
8/16/2025 Evergreen Capital Management LLC20,239$81K0.0%-96.5%0.000%
8/15/2025 Bank of America Corp DE412,009$1.64M0.0%-9.4%0.000%
8/14/2025 Jane Street Group LLC40,270$160K0.0%+15.7%0.000%
8/14/2025 Raymond James Financial Inc.686,164$2.73M0.0%-10.7%0.000%
8/14/2025 NewEdge Advisors LLC53,217$212K0.0%-18.2%0.000%
8/13/2025 First Trust Advisors LP274,670$1.09M0.0%+13.6%0.000%
8/13/2025 Invesco Ltd.1,006,497$4.01M0.0%+1.0%0.000%
8/13/2025 Choreo LLC44,124$176K0.0%+126.9%0.000%
8/12/2025 Steward Partners Investment Advisory LLC93,767$373K0.0%-7.7%0.000%
8/12/2025 MAI Capital Management24,967$99K0.0%+14.6%0.000%
8/8/2025 Cetera Investment Advisers77,992$310K0.0%+8.2%0.000%
8/8/2025 Fiera Capital Corp476,070$1.90M0.0%-2.1%0.000%
8/8/2025 Good Life Advisors LLC56,646$225K0.0%+35.5%0.000%
8/8/2025 Kelleher Financial Advisors31,364$125K0.0%N/A0.000%
8/6/2025 Penserra Capital Management LLC1,228,551$4.89M0.1%+3.0%0.000%
8/5/2025 Shaker Financial Services LLC199,744$802K0.3%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.126,879$505K0.0%+17.1%0.000%
7/29/2025 Chicago Partners Investment Group LLC398,477$1.60M0.0%-1.5%0.000%
7/29/2025 Stratos Wealth Partners LTD.59,675$238K0.0%+72.1%0.000%
7/28/2025 RFG Advisory LLC481,959$1.92M0.0%-2.7%0.000%
7/25/2025 Concurrent Investment Advisors LLC48,856$194K0.0%N/A0.000%
7/24/2025 Accredited Investor Services LLC17,269$69K0.1%+55.1%0.000%
7/18/2025 QTR Family Wealth LLC18,504$74K0.0%-45.0%0.000%
7/17/2025 Capital Investment Advisors LLC3,361,984$13.38M0.2%-4.8%0.000%
7/15/2025 Evanson Asset Management LLC61,000$243K0.0%N/A0.000%
7/15/2025 Kanen Wealth Management LLC392,918$1.56M0.6%+8.0%0.000%
7/14/2025 Occidental Asset Management LLC18,564$74K0.0%N/A0.000%
7/14/2025 Chapin Davis Inc.34,141$136K0.0%-10.2%0.000%
7/14/2025 Park Avenue Securities LLC22,662$90K0.0%+37.2%0.000%
7/11/2025 Pinnacle Bancorp Inc.7,000$28K0.0%N/A0.000%
5/21/2025 Geneos Wealth Management Inc.11,721$47K0.0%+807.2%0.000%
5/19/2025 Jane Street Group LLC34,808$139K0.0%N/A0.000%
5/16/2025 Cape Investment Advisory Inc.24,600$98K0.0%N/A0.000%
5/16/2025 NewEdge Advisors LLC65,035$259K0.0%-13.1%0.000%
5/15/2025 Royal Bank of Canada131,742$524K0.0%-3.6%0.000%
5/15/2025 Evergreen Capital Management LLC571,166$2.29M0.1%+4.8%0.000%
5/14/2025 Comerica Bank29,655$118K0.0%-10.2%0.000%
5/13/2025 Elequin Capital LP12,209$49K0.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.768,627$3.06M0.0%+9.5%0.000%
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5/13/2025 FCA Corp TX1,116,032$4.44M1.4%+2.5%0.000%
5/13/2025 Sit Investment Associates Inc.1,013,258$4.03M0.1%-19.3%0.000%
5/13/2025 HighTower Advisors LLC21,071$84K0.0%+14.1%0.000%
5/12/2025 Virtu Financial LLC95,003$378K0.0%+481.0%0.000%
5/12/2025 Invesco Ltd.996,303$3.97M0.0%-17.3%0.000%
5/9/2025 Chicago Partners Investment Group LLC404,646$1.55M0.1%-9.1%0.000%
5/9/2025 Atria Wealth Solutions Inc.121,700$488K0.0%+14.1%0.000%
5/7/2025 Pin Oak Investment Advisors Inc.232,328$932K0.7%-9.4%0.000%
5/6/2025 Choreo LLC19,448$77K0.0%+30.9%0.000%
5/2/2025 Accredited Investor Services LLC11,132$44K0.0%N/A0.000%
5/2/2025 Sigma Planning Corp17,226$69K0.0%N/A0.000%
4/30/2025 Stratos Wealth Partners LTD.34,667$138K0.0%-25.0%0.000%
4/29/2025 Penserra Capital Management LLC1,192,243$4.75M0.1%-7.3%0.000%
4/23/2025 Oppenheimer & Co. Inc.74,042$295K0.0%+8.4%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.153,864$612K0.0%-8.2%0.000%
4/15/2025 Kanen Wealth Management LLC363,718$1.45M0.6%N/A0.000%
4/14/2025 Capital Investment Advisors LLC3,530,186$14.05M0.3%+0.4%0.000%
2/17/2025 Pathstone Holdings LLC2,811,967$11.06M0.0%-5.2%0.000%
2/17/2025 Bank of America Corp DE457,048$1.80M0.0%-11.0%0.000%
2/14/2025 Comerica Bank33,031$130K0.0%-31.6%0.000%
2/14/2025 Stifel Financial Corp144,082$566K0.0%-23.2%0.000%
2/14/2025 First Trust Advisors LP249,631$981K0.0%+5.4%0.000%
2/13/2025 NewEdge Advisors LLC74,835$294K0.0%-6.8%0.000%
2/13/2025 Evergreen Capital Management LLC545,219$2.14M0.1%+3.1%0.000%
2/13/2025 XTX Topco Ltd17,570$69K0.0%N/A0.000%
2/13/2025 Mariner LLC13,580$53K0.0%-75.6%0.000%
2/13/2025 Raymond James Financial Inc.701,991$2.76M0.0%N/A0.000%
2/13/2025 Invesco Ltd.1,204,731$4.74M0.0%+1.3%0.000%
2/13/2025 Envestnet Asset Management Inc.110,083$433K0.0%+4.7%0.000%
2/13/2025 Wedbush Securities Inc.11,843$47K0.0%-32.0%0.000%
2/13/2025 Sit Investment Associates Inc.1,255,712$4.94M0.1%+9.5%0.000%
2/13/2025 Wells Fargo & Company MN666,124$2.62M0.0%+7.3%0.000%
2/12/2025 Landscape Capital Management L.L.C.32,562$128K0.0%-55.7%0.000%
2/12/2025 Everstar Asset Management LLC54,627$215K0.2%-11.5%0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC308,778$1.21M0.4%+19.0%0.000%
2/11/2025 FCA Corp TX1,089,059$4.28M1.3%+8.0%0.000%
2/11/2025 LPL Financial LLC277,938$1.09M0.0%+256.1%0.000%
2/11/2025 Samalin Investment Counsel LLC19,432$76K0.0%N/A0.000%
2/11/2025 Virtu Financial LLC16,353$64K0.0%N/A0.000%
2/10/2025 Thrivent Financial for Lutherans524,334$2.06M0.0%-1.3%0.000%
2/10/2025 Rareview Capital LLC685,970$2.78M2.1%+9.7%0.000%
2/10/2025 Atala Financial Inc21,500$84K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC19,794$78K0.0%N/A0.000%
2/10/2025 Avantax Advisory Services Inc.11,046$43K0.0%N/A0.000%
2/7/2025 Independent Advisor Alliance11,257$44K0.0%N/A0.000%
2/7/2025 Jackson Hole Capital Partners LLC13,700$54K0.0%N/A0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors42,757$168K0.0%+13.7%0.000%
2/6/2025 Raymond James Financial Inc.701,991$2.76M0.0%N/A0.000%
2/6/2025 Jones Financial Companies Lllp168,876$664K0.0%+49.1%0.000%
2/3/2025 Corps Capital Advisors LLC25,000$98K0.1%N/A0.000%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
1/31/2025 Atria Wealth Solutions Inc.106,700$419K0.0%+3.5%0.000%
1/30/2025 Strategic Financial Concepts LLC20,829$82K0.0%N/A0.000%
1/29/2025 Allspring Global Investments Holdings LLC52,319$206K0.0%-95.3%0.000%
1/28/2025 Strategic Financial Concepts LLC20,829$82K0.0%N/A0.000%
1/27/2025 Choreo LLC14,855$58K0.0%N/A0.000%
1/24/2025 Fourpath Capital Management LLC15,466$61K0.0%N/A0.000%
1/24/2025 Chicago Partners Investment Group LLC445,227$1.76M0.1%-19.3%0.000%
1/17/2025 Avior Wealth Management LLC23,219$91K0.0%-18.3%0.000%
1/14/2025 Park Avenue Securities LLC16,247$64K0.0%+32.1%0.000%
1/13/2025 Capital Investment Advisors LLC3,516,137$13.82M0.3%+3.1%0.000%
(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, 110 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), Capital Investment Advisors LLC ($13.38M), Pathstone Holdings LLC ($11.06M), Rivernorth Capital Management LLC ($6.93M), 1607 Capital Partners LLC ($5.25M), Penserra Capital Management LLC ($4.89M), and FCA Corp TX ($4.44M).Learn more on Western Asset High Income Opportunity Fund's institutional investors.

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

Of the 85 institutional investors that purchased Western Asset High Income Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.47M), Penserra Capital Management LLC ($1.24M), Allspring Global Investments Holdings LLC ($1.17M), Pathstone Holdings LLC ($722.48K), City of London Investment Management Co. Ltd. ($714.77K), Capital Investment Advisors LLC ($546.94K), and Advisor Partners II LLC ($444.69K).

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

Institutional investors have bought a total of 5,990,366 shares in the last 24 months. This purchase volume represents approximately $23.88M in transactions.

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

Of the 33 institutional investors that sold Western Asset High Income Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($3.39M), Allspring Global Investments Holdings LLC ($1.76M), Evergreen Capital Management LLC ($550.93K), Landscape Capital Management L.L.C. ($462.40K), Park Avenue Securities LLC ($257.21K), Sit Investment Associates Inc. ($242.45K), and Invesco Ltd. ($208.43K).

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

Institutional investors have sold a total of 7,916,824 shares in the last 24 months. This volume of shares sold represents approximately $31.76M in transactions.


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This page (NYSE:HIO) was last updated on 8/29/2025 by MarketBeat.com Staff
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