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Western Asset High Yield Defined Opportunity Fund (HYI) Institutional Ownership

Western Asset High Yield Defined Opportunity Fund logo
$11.73 0.00 (0.00%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$11.76 +0.04 (+0.30%)
As of 05/2/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Asset High Yield Defined Opportunity Fund (NYSE:HYI)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$32.02M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.40M
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HYI Institutional Buying and Selling by Quarter

Western Asset High Yield Defined Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Hara Capital LLC101,403$1.20M0.8%-5.6%0.000%
4/29/2025 Concurrent Investment Advisors LLC16,529$196K0.0%+9.2%0.000%
4/29/2025 Huntleigh Advisors Inc.361,460$4.28M0.8%+5.7%0.000%
4/23/2025 E&G Advisors LP77,110$913K0.3%-1.5%0.000%
4/23/2025 Consolidated Portfolio Review Corp69,673$825K0.1%-5.7%0.000%
4/23/2025 Uncommon Cents Investing LLC293,450$3.47M1.0%-1.8%0.000%
4/18/2025 Huntleigh Advisors Inc.625,000$7.39M4.5%N/A0.000%
3/14/2025 Hara Capital LLC107,463$1.27M0.8%-15.2%0.000%
2/18/2025Elequin Capital LP4,475$53K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers14,167$167K0.0%+9.3%0.000%
2/17/2025Almitas Capital LLC64,498$762K0.2%N/A0.000%
2/14/2025Kovitz Investment Group Partners LLC44,285$523K0.0%-25.0%0.000%
2/14/2025Stifel Financial Corp40,850$483K0.0%-13.7%0.000%
2/14/2025Shaker Financial Services LLC161,521$1.91M0.7%+11.7%0.000%
2/13/20251607 Capital Partners LLC70,828$837K0.1%-24.3%0.000%
2/13/2025Guggenheim Capital LLC446,425$5.28M0.0%+17.3%0.000%
2/13/2025Raymond James Financial Inc.709,971$8.39M0.0%N/A0.000%
2/13/2025Invesco Ltd.69,646$823K0.0%+57.1%0.000%
2/13/2025Wells Fargo & Company MN310,279$3.67M0.0%-10.8%0.000%
2/12/2025Everstar Asset Management LLC51,405$608K0.4%-5.7%0.000%
2/11/2025LPL Financial LLC26,441$313K0.0%-10.3%0.000%
2/6/2025Raymond James Financial Inc.709,971$8.39M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC73,596$870K0.0%+3.2%0.000%
2/6/2025Jones Financial Companies Lllp12,580$149K0.0%+151.3%0.000%
2/3/2025Camelot Portfolios LLC47,227$558K0.6%-6.6%0.000%
2/3/2025 Concurrent Investment Advisors LLC15,138$179K0.0%+25.7%0.000%
1/31/2025 Hara Capital LLC123,446$1.46M0.9%-2.6%0.000%
1/27/2025 Consolidated Portfolio Review Corp73,857$873K0.1%+1.7%0.000%
1/24/2025 E&G Advisors LP78,310$926K0.3%-8.8%0.000%
1/23/2025RVW Wealth LLC27,623$327K0.0%+41.7%0.000%
1/17/2025 Avior Wealth Management LLC5,500$65K0.0%N/A0.000%
1/16/2025 Uncommon Cents Investing LLC298,700$3.53M1.1%-0.9%0.000%
1/16/2025 Gilman Hill Asset Management LLC18,375$217K0.0%-25.9%0.000%
1/13/2025 Capital Investment Advisors LLC125,949$1.49M0.0%-5.0%0.000%
1/8/2025 International Assets Investment Management LLC11,553$137K0.0%-91.9%0.000%
11/25/2024Sanctuary Advisors LLC13,202$161K0.0%-15.4%0.000%
11/15/2024Kovitz Investment Group Partners LLC59,023$707K0.0%N/A0.000%
11/15/2024Stifel Financial Corp47,350$586K0.0%-9.2%0.000%
10/31/2024 Hara Capital LLC126,797$1.57M1.0%-29.8%0.000%
10/31/2024Shaker Financial Services LLC144,578$1.81M0.7%+31.9%0.000%
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10/24/2024 Consolidated Portfolio Review Corp72,636$899K0.2%+1.2%0.000%
10/22/2024 International Assets Investment Management LLC143,026$1.77M0.0%+1,138.0%0.000%
10/18/2024 Capital Investment Advisors LLC132,533$1.64M0.0%-2.8%0.000%
10/10/2024 Gilman Hill Asset Management LLC24,800$307K0.1%+20.0%0.000%
10/8/2024 Future Financial Wealth Managment LLC6,400$79K0.1%N/A0.000%
10/4/2024 MRA Advisory Group10,998$136K0.1%N/A0.000%
9/5/2024Sanctuary Advisors LLC15,604$180K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.10,945$128K0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.14,544$169K0.0%-91.9%0.000%
8/6/2024Private Management Group Inc.136,644$1.59M0.1%-1.6%0.000%
8/3/2024Shaker Financial Services LLC109,635$1.29M0.5%+163.2%0.000%
8/2/2024Wolverine Asset Management LLC8,158$95K0.0%N/A0.000%
8/1/2024 Consolidated Portfolio Review Corp71,800$833K0.2%+103.6%0.000%
7/31/2024 Concurrent Investment Advisors LLC12,619$146K0.0%-12.4%0.000%
7/29/2024 Hara Capital LLC180,743$2.10M1.3%+17.4%0.000%
7/19/2024Raymond James & Associates138,342$1.61M0.0%+7.2%0.000%
7/19/2024 E&G Advisors LP86,002$998K0.3%-1.4%0.000%
7/12/2024 Gilman Hill Asset Management LLC20,675$240K0.0%-37.7%0.000%
7/12/2024 Capital Investment Advisors LLC136,322$1.58M0.0%-1.4%0.000%
5/11/2024Catalytic Wealth RIA LLC15,695$188K0.0%+27.6%0.000%
5/10/2024City of London Investment Management Co. Ltd.178,462$2.13M0.2%-21.6%0.000%
5/10/2024Prevail Innovative Wealth Advisors LLC20,637$247K0.1%+6.8%0.000%
5/9/2024Private Management Group Inc.138,838$1.66M0.1%-2.4%0.000%
5/9/2024Camelot Portfolios LLC57,417$687K0.7%-37.6%0.000%
5/7/2024 Concurrent Investment Advisors LLC14,405$172K0.0%-17.3%0.000%
5/7/2024 Stonebrook Private Inc.10,828$130K0.0%-15.1%0.000%
4/30/2024 Consolidated Portfolio Review Corp35,273$422K0.1%-6.2%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.498,754$5.97M0.0%+0.4%0.000%
4/22/2024 PFG Investments LLC35,273$422K0.0%N/A0.000%
4/19/2024 Uncommon Cents Investing LLC304,855$3.65M1.1%-0.4%0.000%
4/15/2024 Future Financial Wealth Managment LLC6,900$83K0.1%N/A0.000%
4/12/2024 Gilman Hill Asset Management LLC33,175$397K0.1%+8.1%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC19,316$234K0.1%N/A0.000%
2/12/2024Relative Value Partners Group LLC53,862$651K0.0%N/A0.000%
2/12/2024Catalytic Wealth RIA LLC12,302$149K0.1%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC66,894$809K0.0%+3.3%0.000%
2/7/2024Shaker Financial Services LLC81,934$991K0.4%-10.2%0.000%
2/5/2024 Stonebrook Private Inc.12,759$154K0.1%N/A0.000%
1/30/2024SFI Advisors LLC24,535$297K0.3%N/A0.000%
1/29/2024 Consolidated Portfolio Review Corp37,593$454K0.1%-2.8%0.000%
1/25/2024 E&G Advisors LP87,552$1.06M0.4%-27.7%0.000%
1/24/2024 International Assets Investment Management LLC139,676$1.69M0.0%+976.0%0.000%
1/23/2024Camelot Portfolios LLC92,036$1.11M0.7%+60.2%0.000%
1/18/2024TFB Advisors LLC93,707$1.13M0.6%-12.8%0.000%
1/18/2024 Uncommon Cents Investing LLC306,155$3.70M1.2%-1.5%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.496,782$6.01M0.0%-3.2%0.000%
1/16/2024Raymond James & Associates117,468$1.42M0.0%-5.6%0.000%
1/5/2024 Capital Investment Advisors LLC146,730$1.77M0.0%-11.8%0.000%
11/15/2023Evergreen Capital Management LLC11,375$132K0.0%-25.0%0.000%
11/15/20231607 Capital Partners LLC135,571$1.56M0.1%+3.3%0.000%
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11/13/2023TFB Advisors LLC107,454$1.24M1.5%-5.3%0.000%
11/13/2023Bramshill Investments LLC945,510$10.86M1.3%-58.3%0.000%
11/9/2023City of London Investment Management Co. Ltd.227,736$2.62M0.2%+124.1%0.000%
11/2/2023Shaker Financial Services LLC91,261$1.06M0.5%N/A0.000%
10/30/2023Private Management Group Inc.142,843$1.64M0.1%-1.6%0.000%
10/26/2023Punch & Associates Investment Management Inc.911,743$10.48M0.7%+3.9%0.000%
10/25/2023 E&G Advisors LP121,022$1.39M0.5%-2.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.513,203$5.90M0.0%-1.2%0.000%
10/24/2023Raymond James & Associates124,464$1.43M0.0%-9.5%0.000%
10/23/2023Commonwealth Equity Services LLC14,473$166K0.0%-7.3%0.000%
(Data available from 1/1/2016 forward)

HYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYI shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Western Asset High Yield Defined Opportunity Fund. The most heavily invested institutionals were Bramshill Investments LLC ($10.86M), Punch & Associates Investment Management Inc. ($10.48M), Raymond James Financial Inc. ($8.39M), Raymond James Financial Services Advisors Inc. ($5.97M), Sit Investment Associates Inc. ($5.73M), Guggenheim Capital LLC ($5.28M), and Huntleigh Advisors Inc. ($4.28M).Learn more on HYI's institutional investors.

Which institutional investors have been buying Western Asset High Yield Defined Opportunity Fund stock?

Of the 39 institutional investors that purchased Western Asset High Yield Defined Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.42M), Huntleigh Advisors Inc. ($644.57K), International Assets Investment Management LLC ($259.53K), City of London Investment Management Co. Ltd. ($227.74K), Shaker Financial Services LLC ($211.12K), Guggenheim Capital LLC ($140.28K), and Sit Investment Associates Inc. ($125.30K).

How much institutional buying is happening at Western Asset High Yield Defined Opportunity Fund?

Institutional investors have bought a total of 3,666,873 shares in the last 24 months. This purchase volume represents approximately $43.45M in transactions.

Which Western Asset High Yield Defined Opportunity Fund major shareholders have been selling company stock?

Of the 27 institutional investors that sold Western Asset High Yield Defined Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($1.33M), City of London Investment Management Co. Ltd. ($213.19K), International Assets Investment Management LLC ($131.47K), Hara Capital LLC ($82.69K), Camelot Portfolios LLC ($54.88K), E&G Advisors LP ($47.81K), and Capital Investment Advisors LLC ($43.50K).

How much institutional selling is happening at Western Asset High Yield Defined Opportunity Fund?

Institutional investors have sold a total of 2,142,701 shares in the last 24 months. This volume of shares sold represents approximately $24.91M in transactions.


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This page (NYSE:HYI) was last updated on 5/3/2025 by MarketBeat.com Staff
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