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Western Asset High Income Opportunity Fund (HIO) Institutional Ownership

Western Asset High Income Opportunity Fund logo
$4.00 0.00 (0.00%)
Closing price 03:59 PM Eastern
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$4.00 0.00 (-0.12%)
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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)
59
Total
Institutional Inflows
(last 12 months)
$26.87M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$31.85M
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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
7/18/2025QTR 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%
5/9/2025Chicago Partners Investment Group LLC404,646$1.55M0.1%-9.1%0.000%
5/9/2025Atria 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%
5/2/2025Accredited Investor Services LLC11,132$44K0.0%N/A0.000%
5/2/2025Sigma Planning Corp17,226$69K0.0%N/A0.000%
4/30/2025Stratos Wealth Partners LTD.34,667$138K0.0%-25.0%0.000%
4/29/2025Penserra Capital Management LLC1,192,243$4.75M0.1%-7.3%0.000%
4/23/2025Oppenheimer & Co. Inc.74,042$295K0.0%+8.4%0.000%
4/22/2025Cambridge 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%
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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%
2/13/2025Envestnet Asset Management Inc.110,083$433K0.0%+4.7%0.000%
2/13/2025Wedbush 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%
2/10/2025Rareview Capital LLC685,970$2.78M2.1%+9.7%0.000%
2/10/2025Atala Financial Inc21,500$84K0.1%N/A0.000%
2/10/2025Commonwealth 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%
2/7/2025Jackson Hole Capital Partners LLC13,700$54K0.0%N/A0.000%
2/7/2025Bay 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%
2/3/2025Corps Capital Advisors LLC25,000$98K0.1%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.106,700$419K0.0%+3.5%0.000%
1/30/2025Strategic Financial Concepts LLC20,829$82K0.0%N/A0.000%
1/29/2025Allspring Global Investments Holdings LLC52,319$206K0.0%-95.3%0.000%
1/28/2025Strategic Financial Concepts LLC20,829$82K0.0%N/A0.000%
1/27/2025Choreo LLC14,855$58K0.0%N/A0.000%
1/24/2025Fourpath Capital Management LLC15,466$61K0.0%N/A0.000%
1/24/2025Chicago 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%
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%
11/12/2024Pekin Hardy Strauss Inc.27,747$112K0.0%-10.7%0.000%
11/12/2024Penserra 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%
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11/1/2024Fiera Capital Corp491,789$1.99M0.0%+8.4%0.000%
11/1/2024Quantum Private Wealth LLC11,741$48K0.0%-32.7%0.000%
10/31/2024Shaker Financial Services LLC25,310$103K0.0%N/A0.000%
10/29/2024Chicago Partners Investment Group LLC551,872$2.20M0.1%+8.1%0.000%
10/25/2024Pathway Financial Advisers LLC268,509$1.09M0.0%+2.3%0.000%
10/24/2024Pathway Financial Advisers LLC268,509$1.09M0.0%+2.3%0.000%
10/22/2024Litman Gregory Wealth Management LLC14,000$57K0.0%N/A0.000%
10/22/2024Sequoia Financial Advisors LLC10,000$40K0.0%N/A0.000%
10/19/2024Allspring Global Investments Holdings LLC1,108,675$4.49M0.0%-38.9%0.000%
10/18/2024 Capital Investment Advisors LLC3,410,702$13.81M0.3%+4.2%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 ($4.75M), 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: Allspring Global Investments Holdings LLC ($1.85M), Raymond James Financial Inc. ($1.47M), Penserra Capital Management LLC ($1.20M), 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 6,797,181 shares in the last 24 months. This purchase volume represents approximately $26.87M 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 7,970,688 shares in the last 24 months. This volume of shares sold represents approximately $31.85M in transactions.


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This page (NYSE:HIO) was last updated on 7/18/2025 by MarketBeat.com Staff
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