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Western Asset High Income Fund II (HIX) Institutional Ownership

Western Asset High Income Fund II logo
$4.00 +0.02 (+0.38%)
Closing price 05/5/2026 03:59 PM Eastern
Extended Trading
$4.00 0.00 (0.00%)
As of 07:07 AM 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)
58
Total
Institutional Inflows
(last 12 months)
$18.70M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$7.89M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 NWF Advisory Services Inc.456,440$1.82M0.2%-1.6%0.000%
4/23/2026 GraniteShares 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%
3/13/2026 World 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%
2/11/2026Closed 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%
2/9/2026 Accredited 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%
2/4/2026 World 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%
2/2/2026 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%
1/28/2026 United Asset Strategies Inc.16,836$70K0.0%N/A0.000%
1/27/2026 GraniteShares Advisors LLC663,931$2.76M1.7%N/A0.000%
1/26/2026Shaker Financial Services LLC403,653$1.68M0.5%-26.7%0.000%
1/22/2026 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%
1/7/2026Aventura 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%
11/12/2025Integrity 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%
10/23/2025 Steinberganna Wealth Management20,011$87K0.0%N/A0.000%
10/22/2025Shaker 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%
8/5/2025Shaker Financial Services LLC454,438$1.97M0.7%-25.5%0.000%
8/4/2025Kovack Advisors Inc.24,228$104K0.0%+39.6%0.000%
8/1/2025 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%
7/24/2025Total 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%


HIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIX shares?

During the previous two years, 80 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.

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

Of the 73 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), Shaker Financial Services LLC ($706.48K), UBS Group AG ($697.13K), Absolute Investment Advisers LLC ($678.57K), GraniteShares Advisors LLC ($663.93K), and Landscape Capital Management L.L.C. ($442.56K).

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

Institutional investors have bought a total of 4,432,485 shares in the last 24 months. This purchase volume represents approximately $18.70M in transactions.

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

Of the 24 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 ($401.92K), Ameriprise Financial Inc. ($327.35K), Shaker Financial Services LLC ($302.82K), Oppenheimer & Co. Inc. ($100.97K), Invesco Ltd. ($73.25K), and GraniteShares Advisors LLC ($68.19K).

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

Institutional investors have sold a total of 1,872,319 shares in the last 24 months. This volume of shares sold represents approximately $7.89M in transactions.


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This page (NYSE:HIX) was last updated on 5/6/2026 by MarketBeat.com Staff.
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