Go Pro
→ A $5 stock inside Kennedy Space Center? (From Freedom Financial) (Ad)tc pixel Free HIX Stock Alerts

Western Asset High Income Fund II (HIX) Institutional Ownership

Western Asset High Income Fund II logo
$3.93 +0.04 (+1.05%)
Closing price 03:59 PM Eastern
Extended Trading
$3.92 -0.02 (-0.41%)
As of 04:15 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 Massive. Learn more.
Compare

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)
$14.08M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.79M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC46,202$184K0.0%-68.1%0.000%
5/19/2026 Ashton Thomas Securities LLC16,000$64K0.0%+45.5%0.000%
5/4/2026 NWF 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%
4/22/2026 Absolute 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%
3/3/2026 NWF 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%
2/12/2026 Commonwealth Equity Services LLC27,986$116K0.0%+10.4%0.000%
2/12/2026 Wedbush Securities Inc.13,662$57K0.0%-26.9%0.000%
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%
2/11/2026 Closed End Fund Advisors Inc.12,020$50K0.0%N/A0.000%
2/11/2026 Total Wealth Planning & Management Inc.72,274$301K0.2%N/A0.000%
2/10/2026One Capital Management LLC10,338$43K0.0%N/A0.000%
2/9/2026 Integrity 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%
2/2/2026 Benjamin Edwards Inc.24,087$100K0.0%+28.3%0.000%
2/2/2026 Ashton Thomas Securities LLC11,000$46K0.0%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.222,723$927K0.0%-31.2%0.000%
1/29/2026UBS Group AG3,906,673$16.25M0.0%+7.6%0.000%
"Second Wave” Hitting Iran Soon? Wall Street Issues Warning (Ad)

Analysts at Goldman Sachs and Morgan Stanley are warning that a quiet domestic threat - unrelated to overseas conflict - could be the worst thing to hit American investors in 50 years, potentially keeping portfolios in the red for a decade or more. TradeSmith CEO Keith Kaplan is responding with an AI-driven trading tool built by a former U.S. Air Force nuclear missile coder, designed to sidestep sudden market crashes while still growing your money - regardless of whether markets rise, fall, or stay flat. No options, gold, crypto, or penny stocks involved.tc pixel

Try the AI free - no signup, email, or credit card required
1/28/2026 United Asset Strategies Inc.16,836$70K0.0%N/A0.000%
1/27/2026GraniteShares Advisors LLC663,931$2.76M1.7%N/A0.000%
1/26/2026 Shaker Financial Services LLC403,653$1.68M0.5%-26.7%0.000%
1/22/2026 Apollon Wealth Management LLC33,031$137K0.0%-16.4%0.000%
1/12/2026 SeaCrest Wealth Management LLC17,203$72K0.0%+34.4%0.000%
1/7/2026 Aventura Private Wealth LLC27,246$113K0.0%N/A0.000%
1/6/2026 Sage 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%
11/13/2025 SeaCrest 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%
11/12/2025 Integrity Advisory Solutions LLC17,412$76K0.0%N/A0.000%
11/6/2025 Wedbush Securities Inc.18,691$81K0.0%+18.5%0.000%
11/6/2025 Oppenheimer & Co. Inc.323,689$1.41M0.0%+12.3%0.000%
11/5/2025 Envestnet 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%
10/31/2025 NWF Advisory Services Inc.417,800$1.82M0.2%+69.6%0.000%
10/23/2025Steinberganna Wealth Management20,011$87K0.0%N/A0.000%
10/22/2025 Shaker Financial Services LLC550,959$2.42M0.8%+21.2%0.000%
10/20/2025 Merit Financial Group LLC10,375$45K0.0%N/A0.000%
10/20/2025 Calamos Advisors LLC89,913$391K0.0%+21.7%0.000%
10/17/2025 Apollon Wealth Management LLC39,532$172K0.0%+151.8%0.000%
9/9/2025 NWF 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%
8/18/2025 Tactive 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%
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%
8/8/2025 Calamos Advisors LLC73,858$317K0.0%-8.0%0.000%
8/6/2025Penserra Capital Management LLC2,469,498$10.59M0.1%+3.0%0.000%
8/5/2025 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%
7/24/2025Accredited 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%
7/17/2025Janney 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%
He bet half his $9 billion on ONE stock (Ad)

One of the most successful fund managers of the past 50 years put more than $4.5 billion - over half his fund - into a single, little-known company. His firm then bought more shares for 61 straight trading days, and the former CEO of Google soon struck a nine-figure partnership with the same company. This company controls nearly a million acres of scarce, irreplaceable minerals now protected by a White House executive order signed January 14, 2026. It has already outperformed Apple, Amazon, and the S-P 500 combined - and Whitney Tilson believes the biggest gains are still ahead.tc pixel

Watch the free presentation and get the name and ticker now
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%


HIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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 72 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 3,334,881 shares in the last 24 months. This purchase volume represents approximately $14.08M in transactions.

Of the 19 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), Ameriprise Financial Inc. ($327.35K), Shaker Financial Services LLC ($302.82K), NewEdge Advisors LLC ($259.88K), Oppenheimer & Co. Inc. ($100.97K), Invesco Ltd. ($73.25K), and GraniteShares Advisors LLC ($68.19K).

Institutional investors have sold a total of 1,615,416 shares in the last 24 months. This volume of shares sold represents approximately $6.79M in transactions.


Related Companies

This page (NYSE:HIX) was last updated on 8/4/2026 by MarketBeat.com Staff.
From Our Partners
"Second Wave” Hitting Iran Soon? Wall Street Issues Warning
Analysts at Goldman Sachs and Morgan Stanley are warning that a quiet domestic threat - unrelated to overseas ...
TradeSmith | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
1 Stock to Own by July 31st
A scheduled announcement on July 31st could reshuffle the stock market's winners and losers - and one lesser-k...
Chaikin Analytics | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Now that SpaceX is public, buy this ticker (no, not SpaceX or Tesla)
The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was...
Brownstone Research | Sponsoredtc pixel