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Western Asset High Income Opportunity Fund (HIO) Institutional Ownership

Western Asset High Income Opportunity Fund logo
$3.96 -0.02 (-0.38%)
As of 12:53 PM Eastern
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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)
58
Total
Institutional Inflows
(last 12 months)
$23.64M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$31.26M
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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
8/8/2025Good Life Advisors LLC56,646$225K0.0%+35.5%0.000%
8/8/2025Kelleher 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%
5/21/2025Geneos Wealth Management Inc.11,721$47K0.0%+807.2%0.000%
5/19/2025Jane Street Group LLC34,808$139K0.0%N/A0.000%
5/16/2025Cape Investment Advisory Inc.24,600$98K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC65,035$259K0.0%-13.1%0.000%
5/15/2025Royal Bank of Canada131,742$524K0.0%-3.6%0.000%
5/15/2025Evergreen Capital Management LLC571,166$2.29M0.1%+4.8%0.000%
5/14/2025Comerica Bank29,655$118K0.0%-10.2%0.000%
5/13/2025Elequin Capital LP12,209$49K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.768,627$3.06M0.0%+9.5%0.000%
5/13/2025FCA Corp TX1,116,032$4.44M1.4%+2.5%0.000%
5/13/2025Sit Investment Associates Inc.1,013,258$4.03M0.1%-19.3%0.000%
5/13/2025HighTower Advisors LLC21,071$84K0.0%+14.1%0.000%
5/12/2025Virtu Financial LLC95,003$378K0.0%+481.0%0.000%
5/12/2025Invesco 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%
5/7/2025Pin Oak Investment Advisors Inc.232,328$932K0.7%-9.4%0.000%
5/6/2025Choreo 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%
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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%
2/17/2025Pathstone Holdings LLC2,811,967$11.06M0.0%-5.2%0.000%
2/17/2025Bank of America Corp DE457,048$1.80M0.0%-11.0%0.000%
2/14/2025Comerica Bank33,031$130K0.0%-31.6%0.000%
2/14/2025Stifel Financial Corp144,082$566K0.0%-23.2%0.000%
2/14/2025First Trust Advisors LP249,631$981K0.0%+5.4%0.000%
2/13/2025NewEdge Advisors LLC74,835$294K0.0%-6.8%0.000%
2/13/2025Evergreen Capital Management LLC545,219$2.14M0.1%+3.1%0.000%
2/13/2025XTX Topco Ltd17,570$69K0.0%N/A0.000%
2/13/2025Mariner LLC13,580$53K0.0%-75.6%0.000%
2/13/2025Raymond James Financial Inc.701,991$2.76M0.0%N/A0.000%
2/13/2025Invesco 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%
2/13/2025Sit Investment Associates Inc.1,255,712$4.94M0.1%+9.5%0.000%
2/13/2025Wells Fargo & Company MN666,124$2.62M0.0%+7.3%0.000%
2/12/2025Landscape Capital Management L.L.C.32,562$128K0.0%-55.7%0.000%
2/12/2025Everstar Asset Management LLC54,627$215K0.2%-11.5%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC308,778$1.21M0.4%+19.0%0.000%
2/11/2025FCA Corp TX1,089,059$4.28M1.3%+8.0%0.000%
2/11/2025LPL Financial LLC277,938$1.09M0.0%+256.1%0.000%
2/11/2025Samalin Investment Counsel LLC19,432$76K0.0%N/A0.000%
2/11/2025Virtu Financial LLC16,353$64K0.0%N/A0.000%
2/10/2025Thrivent 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%
2/10/2025Atala Financial Inc21,500$84K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC19,794$78K0.0%N/A0.000%
2/10/2025Avantax Advisory Services Inc.11,046$43K0.0%N/A0.000%
2/7/2025Independent 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%
2/6/2025Raymond James Financial Inc.701,991$2.76M0.0%N/A0.000%
2/6/2025Jones Financial Companies Lllp168,876$664K0.0%+49.1%0.000%
2/3/2025 Corps Capital Advisors LLC25,000$98K0.1%N/A0.000%
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%
1/27/2025Choreo 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%
12/3/2024Rivernorth Capital Management LLC1,710,662$6.93M0.3%-49.8%0.000%
11/15/2024MML Investors Services LLC24,654$100K0.0%-33.9%0.000%
11/15/2024Stifel Financial Corp187,609$760K0.0%-3.5%0.000%
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11/15/2024Rivernorth Capital Management LLC1,710,662$6.93M0.3%-49.8%0.000%
11/14/2024Encompass More Asset Management15,332$62K0.0%N/A0.000%
11/14/2024Pin Oak Investment Advisors Inc.256,468$1.04M0.9%+12.3%0.000%
11/13/2024Horizon Kinetics Asset Management LLC10,072$41K0.0%N/A0.000%
11/12/2024 Pekin Hardy Strauss Inc.27,747$112K0.0%-10.7%0.000%
11/12/2024 Penserra Capital Management LLC1,199,738$4.86M0.1%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.73,444$297K0.0%-85.2%0.000%
11/8/2024 Avior Wealth Management LLC28,404$115K0.0%+25.7%0.000%
11/7/2024Pathstone Holdings LLC2,965,491$12.01M0.1%+32.2%0.000%
11/7/2024Thrivent Financial for Lutherans531,334$2.15M0.0%+1.1%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, 112 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 86 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 5,932,282 shares in the last 24 months. This purchase volume represents approximately $23.64M in transactions.

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

Of the 30 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), City of London Investment Management Co. Ltd. ($602.47K), 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 7,813,344 shares in the last 24 months. This volume of shares sold represents approximately $31.26M in transactions.


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