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Western Asset High Income Fund II (HIX) Institutional Ownership

Western Asset High Income Fund II logo
$3.50 -0.04 (-0.99%)
Closing price 10/5/2026 03:58 PM Eastern
Extended Trading
$3.51 +0.00 (+0.14%)
As of 07:39 AM 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 Massive. Learn more.
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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)
50
Total
Institutional Inflows
(last 12 months)
$16.27M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.64M
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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
9/9/2026NewEdge Advisors LLC38,802$154K0.0%-16.0%0.000%
8/26/2026HighTower Advisors LLC10,726$42K0.0%N/A0.000%
8/22/2026NWF Advisory Services Inc.420,600$1.67M0.2%-7.9%0.000%
8/20/2026Susquehanna International Group LLP42,791$169K0.0%+88.9%0.000%
8/18/2026Pin Oak Investment Advisors Inc.233,058$848K0.4%N/A0.000%
8/18/2026Equitable Holdings Inc.11,618$42K0.0%N/A0.000%
8/17/2026Bank of America Corp DE58,201$230K0.0%N/A0.000%
8/17/2026Bank of America Corp DE305,060$1.11M0.0%N/A0.000%
8/11/2026Keating Financial Advisory Services Inc.27,500$109K0.0%N/A0.000%
8/7/2026Argyle Capital Partners LLC47,933$190K0.1%N/A0.000%
8/7/2026Occidental Asset Management LLC13,786$50K0.0%N/A0.000%
8/6/2026IMC Chicago LLC24,666$90K0.0%N/A0.000%
8/6/2026Global Retirement Partners LLC13,281$53K0.0%N/A0.000%
8/6/2026Global Retirement Partners LLC37,877$138K0.0%N/A0.000%
8/6/2026Kelleher Financial Advisors35,004$127K0.0%N/A0.000%
6/3/2026NewEdge Advisors LLC46,202$184K0.0%-68.1%0.000%
5/19/2026Ashton Thomas Securities LLC16,000$64K0.0%+45.5%0.000%
5/4/2026NWF Advisory Services Inc.456,440$1.82M0.2%-1.6%0.000%
4/23/2026GraniteShares Advisors LLC595,740$2.37M1.7%-10.3%0.000%
4/22/2026Absolute Investment Advisers LLC52,624$209K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.187,188$779K0.0%-1.9%0.000%
3/13/2026World Investment Advisors100,512$418K0.0%N/A0.000%
3/3/2026NWF Advisory Services Inc.463,940$1.93M0.2%+11.0%0.000%
2/23/2026Virtu Financial LLC47,062$196K0.0%N/A0.000%
2/19/2026Invesco Ltd.924,065$3.84M0.0%-4.0%0.000%
2/18/2026NewEdge Advisors LLC144,800$602K0.0%-7.2%0.000%
2/18/2026Argyle Capital Partners LLC38,548$160K0.1%-10.4%0.000%
2/17/2026Guggenheim Capital LLC544,204$2.26M0.0%+124.7%0.000%
2/17/2026Cetera Investment Advisers68,424$285K0.0%-4.7%0.000%
2/17/2026Osaic Holdings Inc.573,337$2.39M0.0%+23.2%0.000%
2/17/2026Royal Bank of Canada54,059$225K0.0%+30.9%0.000%
2/16/2026Mariner LLC17,345$72K0.0%-34.7%0.000%
2/16/2026Landscape Capital Management L.L.C.44,146$184K0.0%N/A0.000%
2/16/2026Arax Advisory Partners8,927$37K0.0%N/A0.000%
2/13/2026Williams Jones Wealth Management LLC.10,213$42K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN1,877,718$7.81M0.0%-18.0%0.000%
2/12/2026Jane Street Group LLC87,527$364K0.0%+128.9%0.000%
2/12/2026HRT Financial LP66,037$274K0.0%N/A0.000%
2/12/2026Commonwealth Equity Services LLC27,986$116K0.0%+10.4%0.000%
2/12/2026Wedbush Securities Inc.13,662$57K0.0%-26.9%0.000%
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2/12/2026Great Valley Advisor Group Inc.10,536$44K0.0%-22.1%0.000%
2/11/2026LPL Financial LLC104,521$435K0.0%+29.8%0.000%
2/11/2026Closed End Fund Advisors Inc.12,020$50K0.0%N/A0.000%
2/11/2026Total Wealth Planning & Management Inc.72,274$301K0.2%N/A0.000%
2/10/2026One Capital Management LLC10,338$43K0.0%N/A0.000%
2/9/2026Integrity Advisory Solutions LLC20,850$87K0.0%+19.7%0.000%
2/9/2026Clearstead Advisors LLC39,054$162K0.0%+26.3%0.000%
2/9/2026Accredited Investor Services LLC12,631$53K0.0%-18.8%0.000%
2/6/2026Global Retirement Partners LLC14,441$60K0.0%+187.1%0.000%
2/5/2026AlphaCore Capital LLC60,686$252K0.0%+4.7%0.000%
2/4/2026World Investment Advisors100,512$418K0.0%N/A0.000%
2/2/2026Benjamin Edwards Inc.24,087$100K0.0%+28.3%0.000%
2/2/2026Ashton Thomas Securities LLC11,000$46K0.0%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.222,723$927K0.0%-31.2%0.000%
1/29/2026UBS Group AG3,906,673$16.25M0.0%+7.6%0.000%
1/28/2026United Asset Strategies Inc.16,836$70K0.0%N/A0.000%
1/27/2026GraniteShares Advisors LLC663,931$2.76M1.7%N/A0.000%
1/26/2026Shaker Financial Services LLC403,653$1.68M0.5%-26.7%0.000%
1/22/2026Apollon Wealth Management LLC33,031$137K0.0%-16.4%0.000%
1/12/2026SeaCrest Wealth Management LLC17,203$72K0.0%+34.4%0.000%
1/7/2026Aventura Private Wealth LLC27,246$113K0.0%N/A0.000%
1/6/2026Sage Capital Advisors llc69,918$291K0.1%+5.5%0.000%
11/17/2025NewEdge Advisors LLC156,025$679K0.0%-19.1%0.000%
11/17/2025Bank of America Corp DE24,713$108K0.0%+68.3%0.000%
11/17/2025Ameriprise Financial Inc.516,701$2.25M0.0%-18.3%0.000%
11/14/2025Raymond James Financial Inc.190,642$829K0.0%+13.5%0.000%
11/13/2025SeaCrest Wealth Management LLC12,801$56K0.0%N/A0.000%
11/13/2025Invesco Ltd.962,436$4.19M0.0%+1.3%0.000%
11/13/2025UBS Group AG3,630,393$15.79M0.0%+13.1%0.000%
11/12/2025Integrity Advisory Solutions LLC17,412$76K0.0%N/A0.000%
11/6/2025Wedbush Securities Inc.18,691$81K0.0%+18.5%0.000%
11/6/2025Oppenheimer & Co. Inc.323,689$1.41M0.0%+12.3%0.000%
11/5/2025Envestnet Asset Management Inc.209,123$910K0.0%+69.9%0.000%
11/4/2025Penserra Capital Management LLC2,476,447$10.77M0.1%+0.3%0.000%
10/31/2025NWF Advisory Services Inc.417,800$1.82M0.2%+69.6%0.000%
10/23/2025Steinberganna Wealth Management20,011$87K0.0%N/A0.000%
10/22/2025Shaker Financial Services LLC550,959$2.42M0.8%+21.2%0.000%
10/20/2025Merit Financial Group LLC10,375$45K0.0%N/A0.000%
10/20/2025Calamos Advisors LLC89,913$391K0.0%+21.7%0.000%
10/17/2025Apollon Wealth Management LLC39,532$172K0.0%+151.8%0.000%
9/9/2025NWF Advisory Services Inc.246,300$1.06M0.1%+30.9%0.000%
9/4/2025Osaic Holdings Inc.277,266$1.19M0.0%+11.6%0.000%
8/18/2025Tactive Advisors LLC33,638$144K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.11,531$49K0.0%+288.4%0.000%
8/15/2025Bank of America Corp DE14,688$63K0.0%-26.9%0.000%
8/15/2025Ameriprise Financial Inc.632,369$2.71M0.0%-25.1%0.000%
8/14/2025Raymond James Financial Inc.167,928$720K0.0%-7.6%0.000%
8/14/2025NewEdge Advisors LLC192,913$828K0.0%-37.0%0.000%
8/13/2025Invesco Ltd.950,063$4.08M0.0%-3.5%0.000%
8/13/2025Choreo LLC23,168$99K0.0%N/A0.000%
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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%
8/6/2025Penserra Capital Management LLC2,469,498$10.59M0.1%+3.0%0.000%
8/5/2025Rareview Capital LLC381,889$1.64M1.0%+8.5%0.000%
8/5/2025Shaker Financial Services LLC454,438$1.97M0.7%-25.5%0.000%
8/4/2025Kovack Advisors Inc.24,228$104K0.0%+39.6%0.000%
8/1/2025Envestnet Asset Management Inc.123,080$528K0.0%+31.4%0.000%
7/29/2025Chicago Partners Investment Group LLC56,418$243K0.0%-35.4%0.000%
7/24/2025Accredited Investor Services LLC13,976$60K0.0%N/A0.000%


HIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of Western Asset High Income Fund II. The most heavily invested institutionals were UBS Group AG ($16.25M), Penserra Capital Management LLC ($10.77M), Wells Fargo & Company MN ($7.81M), Invesco Ltd. ($3.84M), Osaic Holdings Inc. ($2.39M), GraniteShares Advisors LLC ($2.37M), and Guggenheim Capital LLC ($2.26M).Learn more on Western Asset High Income Fund II's institutional investors.

Of the 79 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), UBS Group AG ($697.13K), Shaker Financial Services LLC ($682.48K), Absolute Investment Advisers LLC ($678.57K), GraniteShares Advisors LLC ($663.93K), and Landscape Capital Management L.L.C. ($442.56K).

Institutional investors have bought a total of 3,911,544 shares in the last 24 months. This purchase volume represents approximately $16.27M in transactions.

Of the 16 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: Wells Fargo & Company MN ($411.67K), NewEdge Advisors LLC ($154.11K), Shaker Financial Services LLC ($147.31K), Ameriprise Financial Inc. ($115.67K), Oppenheimer & Co. Inc. ($100.97K), GraniteShares Advisors LLC ($68.19K), and NWF Advisory Services Inc. ($43.34K).

Institutional investors have sold a total of 1,117,794 shares in the last 24 months. This volume of shares sold represents approximately $4.64M in transactions.


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Institutional ownership data for NYSE:HIX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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