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Western Asset High Income Fund II (HIX) Institutional Ownership

Western Asset High Income Fund II logo
$4.36 -0.02 (-0.34%)
Closing price 03:57 PM Eastern
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$4.42 +0.05 (+1.15%)
As of 07:59 PM Eastern
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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)
48
Total
Institutional Inflows
(last 12 months)
$37.22M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.71M
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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
9/9/2025 NWF Advisory Services Inc.246,300$1.06M0.1%+30.9%0.000%
9/4/2025 Osaic Holdings Inc.277,266$1.19M0.0%+11.6%0.000%
8/18/2025 Tactive Advisors LLC33,638$144K0.0%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.11,531$49K0.0%+288.4%0.000%
8/15/2025 Bank of America Corp DE14,688$63K0.0%-26.9%0.000%
8/15/2025 Ameriprise Financial Inc.632,369$2.71M0.0%-25.1%0.000%
8/14/2025 Raymond James Financial Inc.167,928$720K0.0%-7.6%0.000%
8/14/2025 NewEdge Advisors LLC192,913$828K0.0%-37.0%0.000%
8/13/2025 Invesco Ltd.950,063$4.08M0.0%-3.5%0.000%
8/13/2025 Choreo LLC23,168$99K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.218,352$937K0.0%+1.7%0.000%
8/8/2025 Cetera Investment Advisers67,237$288K0.0%+4.9%0.000%
8/8/2025 Calamos Advisors LLC73,858$317K0.0%-8.0%0.000%
8/6/2025 Penserra Capital Management LLC2,469,498$10.59M0.1%+3.0%0.000%
8/5/2025 Rareview Capital LLC381,889$1.64M1.0%+8.5%0.000%
8/5/2025 Shaker Financial Services LLC454,438$1.97M0.7%-25.5%0.000%
8/4/2025 Kovack Advisors Inc.24,228$104K0.0%+39.6%0.000%
8/1/2025 Envestnet Asset Management Inc.123,080$528K0.0%+31.4%0.000%
7/29/2025 Chicago Partners Investment Group LLC56,418$243K0.0%-35.4%0.000%
7/24/2025 Accredited Investor Services LLC13,976$60K0.0%N/A0.000%
7/24/2025 Total Wealth Planning & Management Inc.69,215$297K0.2%+5.9%0.000%
7/17/2025 Melfa Wealth Management Inc.126,446$542K0.3%-7.0%0.000%
7/17/2025 Janney Montgomery Scott LLC16,500$71K0.0%N/A0.000%
7/15/2025 Absolute Investment Advisers LLC625,944$2.69M0.3%+24.0%0.000%
7/9/2025 Sunpointe LLC36,411$158K0.1%N/A0.000%
7/3/2025 Sage Capital Advisors llc66,244$284K0.1%-7.3%0.000%
5/19/2025Jane Street Group LLC15,275$64K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC306,086$1.28M0.0%-44.0%0.000%
5/15/2025Quarry LP316,544$1.32M0.3%+48.7%0.000%
5/15/2025Landscape Capital Management L.L.C.113,398$474K0.0%-36.5%0.000%
5/14/2025North Ground Capital110,900$452K0.4%N/A0.000%
5/14/2025Comerica Bank9,369$39K0.0%+134.1%0.000%
5/13/2025SFI Advisors LLC107,830$451K0.3%+25.1%0.000%
5/13/2025Summit Securities Group LLC10,882$45K0.0%N/A0.000%
5/13/2025HighTower Advisors LLC17,636$74K0.0%N/A0.000%
5/12/2025Invesco Ltd.984,945$4.12M0.0%+1.7%0.000%
5/12/2025Benjamin Edwards Inc.17,522$73K0.0%N/A0.000%
5/12/2025Wolverine Asset Management LLC12,996$54K0.0%-23.8%0.000%
5/12/2025AlphaCore Capital LLC54,092$226K0.0%N/A0.000%
5/9/2025Chicago Partners Investment Group LLC87,389$357K0.0%+7.2%0.000%
5/9/2025Shaker Financial Services LLC609,954$2.57M1.0%+127.4%0.000%
5/7/2025Rareview Capital LLC351,897$1.47M0.9%+77.4%0.000%
5/6/2025Cetera Investment Advisers64,125$268K0.0%+4.7%0.000%
5/6/2025Readystate Asset Management LP143,359$599K0.0%-5.9%0.000%
5/5/2025Gries Financial LLC22,639$95K0.0%N/A0.000%
5/2/2025Melfa Wealth Management Inc.135,946$568K0.4%+14.3%0.000%
4/29/2025Penserra Capital Management LLC2,396,505$10.02M0.2%-10.0%0.000%
4/29/2025Absolute Investment Advisers LLC504,744$2.11M0.3%+37.5%0.000%
4/29/2025Calamos Advisors LLC80,280$336K0.0%-3.8%0.000%
4/24/2025Total Wealth Planning & Management Inc.65,345$273K0.3%+231.5%0.000%
4/23/2025Oppenheimer & Co. Inc.210,655$881K0.0%+9.2%0.000%
4/22/2025PFG Investments LLC22,066$92K0.0%-35.7%0.000%
4/4/2025Sage Capital Advisors llc71,496$299K0.1%-10.4%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC12,941$54K0.0%N/A0.000%
2/28/2025Total Wealth Planning & Management Inc.19,709$83K0.1%N/A0.000%
2/18/2025Mosaic Family Wealth Partners LLC37,881$159K0.0%+82.8%0.000%
2/17/2025Cetera Investment Advisers61,230$258K0.0%-22.3%0.000%
2/17/2025Bank of America Corp DE20,187$85K0.0%-39.3%0.000%
2/17/2025Ameriprise Financial Inc.781,455$3.29M0.0%+85.7%0.000%
2/14/2025Marshall & Sterling Wealth Advisors Inc.8,422$35K0.0%N/A0.000%
2/14/2025Quarry LP212,900$896K0.1%N/A0.000%
2/14/2025Two Sigma Securities LLC39,336$166K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC268,264$1.13M0.4%+2.3%0.000%
2/13/2025NewEdge Advisors LLC546,717$2.30M0.0%-11.8%0.000%
2/13/2025XTX Topco Ltd11,218$47K0.0%-71.5%0.000%
2/13/2025Rockefeller Capital Management L.P.189,699$799K0.0%+21.0%0.000%
2/13/2025Raymond James Financial Inc.196,490$827K0.0%N/A0.000%
2/13/2025Invesco Ltd.968,678$4.08M0.0%+12.2%0.000%
2/13/2025Envestnet Asset Management Inc.92,532$390K0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.14,937$63K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN1,668,693$7.03M0.0%+4,343.7%0.000%
2/12/2025Landscape Capital Management L.L.C.178,484$751K0.1%-79.1%0.000%
2/12/2025Arete Wealth Advisors LLC36,196$152K0.0%+8.1%0.000%
2/11/2025LPL Financial LLC100,657$424K0.0%-2.4%0.000%
2/10/2025Rareview Capital LLC198,353$895K0.7%+10.7%0.000%
2/10/2025Commonwealth Equity Services LLC43,139$182K0.0%-26.4%0.000%
2/6/2025Raymond James Financial Inc.196,490$827K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.192,971$812K0.0%+22.9%0.000%
2/3/2025Wolverine Asset Management LLC17,057$72K0.0%-61.2%0.000%
1/31/2025Robinson Capital Management LLC133,050$560K0.2%+51.2%0.000%
1/28/2025Apollon Wealth Management LLC15,645$66K0.0%N/A0.000%
1/24/2025Calamos Advisors LLC83,491$351K0.0%+23.8%0.000%
1/24/2025Absolute Investment Advisers LLC367,100$1.55M0.2%N/A0.000%
1/24/2025Chicago Partners Investment Group LLC81,497$346K0.0%+39.8%0.000%
1/17/2025Melfa Wealth Management Inc.118,946$501K0.3%+40.9%0.000%
1/10/2025Sage Capital Advisors llc79,779$336K0.1%-11.9%0.000%
11/18/2024Arete Wealth Advisors LLC33,499$150K0.0%+97.5%0.000%
11/15/2024XTX Topco Ltd39,402$178K0.0%N/A0.000%
11/15/2024Stifel Financial Corp18,764$85K0.0%-16.1%0.000%
11/14/2024Rockefeller Capital Management L.P.156,751$707K0.0%+5.4%0.000%
11/13/2024D.A. Davidson & CO.17,946$81K0.0%N/A0.000%
11/12/2024Penserra Capital Management LLC2,554,526$11.52M0.2%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.853,854$3.85M0.4%+87.5%0.000%
11/6/2024Oppenheimer & Co. Inc.156,979$708K0.0%+481.4%0.000%
11/4/2024Wolverine Asset Management LLC43,912$198K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC262,159$1.20M0.5%+992.3%0.000%
10/29/2024Chicago Partners Investment Group LLC58,291$260K0.0%+63.2%0.000%
10/8/2024Sage Capital Advisors llc90,541$408K0.1%+5.1%0.000%
8/16/2024Quarry LP106,321$462K0.1%+57.4%0.000%
8/14/2024Insigneo Advisory Services LLC28,459$123K0.0%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, 67 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), Penserra Capital Management LLC ($10.59M), Wells Fargo & Company MN ($7.03M), Invesco Ltd. ($4.08M), Ameriprise Financial Inc. ($2.71M), Absolute Investment Advisers LLC ($2.69M), and Shaker Financial Services LLC ($1.97M).Learn more on Western Asset High Income Fund II's institutional investors.

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

Of the 58 institutional investors that purchased Western Asset High Income Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($2.63M), Wells Fargo & Company MN ($1.63M), Absolute Investment Advisers LLC ($625.94K), Shaker Financial Services LLC ($609.95K), Landscape Capital Management L.L.C. ($411.50K), Raymond James Financial Inc. ($392.98K), and Ameriprise Financial Inc. ($360.55K).

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

Institutional investors have bought a total of 8,588,718 shares in the last 24 months. This purchase volume represents approximately $37.22M in transactions.

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

Of the 20 institutional investors that sold Western Asset High Income Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($740.46K), NewEdge Advisors LLC ($427.00K), Penserra Capital Management LLC ($264.94K), Ameriprise Financial Inc. ($211.68K), Shaker Financial Services LLC ($155.52K), Invesco Ltd. ($34.88K), and Chicago Partners Investment Group LLC ($30.97K).

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

Institutional investors have sold a total of 2,060,504 shares in the last 24 months. This volume of shares sold represents approximately $8.71M in transactions.


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This page (NYSE:HIX) was last updated on 9/18/2025 by MarketBeat.com Staff
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