Free Trial
→ Musk’s Project Colossus could mint millionaires (From Brownstone Research) (Ad) Free HIX Stock Alerts

Western Asset High Income Fund II (HIX) Institutional Ownership

Western Asset High Income Fund II logo
$4.28 +0.01 (+0.12%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$4.26 -0.01 (-0.23%)
As of 08/8/2025 04:10 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.
Compare

Institutional Ownership Changes (13F Filings) for Western Asset High Income Fund II (NYSE:HIX)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$36.85M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.08M
Get HIX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset High Income Fund II stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HIX Institutional Buying and Selling by Quarter

Western Asset High Income Fund II Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Rockefeller Capital Management L.P.218,352$937K0.0%+1.7%0.000%
8/8/2025Cetera Investment Advisers67,237$288K0.0%+4.9%0.000%
8/8/2025Calamos 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%
5/12/2025 Wolverine Asset Management LLC12,996$54K0.0%-23.8%0.000%
5/12/2025AlphaCore Capital LLC54,092$226K0.0%N/A0.000%
5/9/2025 Chicago Partners Investment Group LLC87,389$357K0.0%+7.2%0.000%
5/9/2025 Shaker Financial Services LLC609,954$2.57M1.0%+127.4%0.000%
5/7/2025 Rareview Capital LLC351,897$1.47M0.9%+77.4%0.000%
5/6/2025Cetera Investment Advisers64,125$268K0.0%+4.7%0.000%
5/6/2025 Readystate Asset Management LP143,359$599K0.0%-5.9%0.000%
5/5/2025 Gries Financial LLC22,639$95K0.0%N/A0.000%
5/2/2025 Melfa Wealth Management Inc.135,946$568K0.4%+14.3%0.000%
4/29/2025 Penserra Capital Management LLC2,396,505$10.02M0.2%-10.0%0.000%
4/29/2025 Absolute Investment Advisers LLC504,744$2.11M0.3%+37.5%0.000%
4/29/2025Calamos Advisors LLC80,280$336K0.0%-3.8%0.000%
4/24/2025 Total Wealth Planning & Management Inc.65,345$273K0.3%+231.5%0.000%
Why AMZN, GOOG, MSFT might destroy NVDA (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
4/23/2025 Oppenheimer & Co. Inc.210,655$881K0.0%+9.2%0.000%
4/22/2025 PFG Investments LLC22,066$92K0.0%-35.7%0.000%
4/4/2025 Sage Capital Advisors llc71,496$299K0.1%-10.4%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC12,941$54K0.0%N/A0.000%
2/28/2025 Total 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%
2/14/2025 Shaker 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%
2/13/2025 Envestnet Asset Management Inc.92,532$390K0.0%N/A0.000%
2/13/2025 Wedbush 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%
2/10/2025 Rareview Capital LLC198,353$895K0.7%+10.7%0.000%
2/10/2025 Commonwealth Equity Services LLC43,139$182K0.0%-26.4%0.000%
2/6/2025Raymond James Financial Inc.196,490$827K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.192,971$812K0.0%+22.9%0.000%
2/3/2025 Wolverine Asset Management LLC17,057$72K0.0%-61.2%0.000%
1/31/2025Robinson Capital Management LLC133,050$560K0.2%+51.2%0.000%
1/28/2025 Apollon Wealth Management LLC15,645$66K0.0%N/A0.000%
1/24/2025Calamos Advisors LLC83,491$351K0.0%+23.8%0.000%
1/24/2025 Absolute Investment Advisers LLC367,100$1.55M0.2%N/A0.000%
1/24/2025 Chicago Partners Investment Group LLC81,497$346K0.0%+39.8%0.000%
1/17/2025 Melfa Wealth Management Inc.118,946$501K0.3%+40.9%0.000%
1/10/2025 Sage 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%
11/13/2024 D.A. Davidson & CO.17,946$81K0.0%N/A0.000%
11/12/2024 Penserra 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%
11/6/2024 Oppenheimer & Co. Inc.156,979$708K0.0%+481.4%0.000%
11/4/2024 Wolverine Asset Management LLC43,912$198K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC262,159$1.20M0.5%+992.3%0.000%
10/29/2024 Chicago Partners Investment Group LLC58,291$260K0.0%+63.2%0.000%
10/8/2024 Sage 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%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
8/3/2024 Shaker Financial Services LLC24,000$104K0.0%N/A0.000%
8/2/2024Larson Financial Group LLC6,265$27K0.0%N/A0.000%
7/31/2024 Commonwealth Equity Services LLC81,146$353K0.0%-7.2%0.000%
7/25/2024Calamos Advisors LLC51,678$225K0.0%+46.4%0.000%
7/9/2024 Sage Capital Advisors llc86,137$375K0.1%+20.7%0.000%
5/14/2024Robinson Capital Management LLC87,967$385K0.1%N/A0.000%
5/7/2024 Oppenheimer & Co. Inc.28,884$129K0.0%N/A0.000%
5/3/2024 MRA Advisory Group23,816$106K0.1%+25.7%0.000%
4/30/2024 Hartline Investment Corp10,698$48K0.0%N/A0.000%
4/22/2024 PFG Investments LLC34,341$154K0.0%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, 65 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. ($4.12M), Ameriprise Financial Inc. ($3.29M), Absolute Investment Advisers LLC ($2.69M), and Guggenheim Capital LLC ($2.46M).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 54 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 8,503,497 shares in the last 24 months. This purchase volume represents approximately $36.85M in transactions.

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

Of the 17 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 ($313.82K), Penserra Capital Management LLC ($264.94K), Shaker Financial Services LLC ($155.52K), Chicago Partners Investment Group LLC ($30.97K), Wolverine Asset Management LLC ($30.92K), and XTX Topco Ltd ($28.18K).

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

Institutional investors have sold a total of 1,681,580 shares in the last 24 months. This volume of shares sold represents approximately $7.08M in transactions.


Related Companies

This page (NYSE:HIX) was last updated on 8/9/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
One stock to replace Nvidia
I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce compet...
InvestorPlace | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Crypto bros: Meet your replacement
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
Utah’s New Oil Find
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored