Avantax Advisory Services, Inc. Western Asset High Income Opportunity Fund Inc. Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$3.54 - $3.89 $1,408 - $1,548	398 Added 3.33%	12,343 $47,000
Q3 2023 Nov 07, 2023	BUY	$3.64 - $3.88 $698 - $744	192 Added 1.63%	11,945 $43,000
Q2 2023 Aug 11, 2023	BUY	$3.65 - $3.92 $693 - $744	190 Added 1.64%	11,753 $44,000
Q1 2023 Apr 28, 2023	BUY	$3.74 - $4.16 $430 - $478	115 Added 1.0%	11,563 $44,000
Q4 2022 Feb 13, 2023	BUY	$3.62 - $4.1 $872 - $988	241 Added 2.15%	11,448 $45,000
Q3 2022 Nov 01, 2022	SELL	$3.68 - $4.31 $3,300 - $3,866	-897 Reduced 7.41%	11,207 $41,000
Q2 2022 Aug 02, 2022	BUY	$3.82 - $4.63 $660 - $800	173 Added 1.45%	12,104 $48,000
Q1 2022 Apr 27, 2022	BUY	$4.37 - $5.17 $454 - $537	104 Added 0.88%	11,931 $54,000
Q4 2021 Jan 24, 2022	BUY	$5.01 - $5.28 $721 - $760	144 Added 1.23%	11,827 $61,000
Q3 2021 Oct 21, 2021	BUY	$5.11 - $5.35 $5,529 - $5,788	1,082 Added 10.21%	11,683 $60,000
Q2 2021 Jul 29, 2021	BUY	$5.05 - $5.31 $388 - $408	77 Added 0.73%	10,601 $56,000
Q1 2021 May 13, 2021	BUY	$4.89 - $5.08 $51,462 - $53,461	10,524 New	10,524 $53,000

Others Institutions Holding HIO

# of Institutions

105

Shares Held

29.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.95M
Shares

$19.5 Million
0.0% of portfolio
Capital Investment Advisors, LLC

3.41M
Shares

$13.4 Million
0.29% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.97M
Shares

$11.7 Million
0.05% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.71M
Shares

$6.74 Million
0.38% of portfolio
Penserra Capital Management LLC Orinda, CA

1.2M
Shares

$4.73 Million
0.11% of portfolio

About WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.

Ticker HIO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset High Income Opportunity Fund Inc. is a closed ended fixed-income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company and Western Asset Management Company Limited. The fund invests in the fixed income markets of the United States. It seeks to invest in high-...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.