Liberty Wealth Management LLC Western Asset High Income Opportunity Fund Inc. Transaction History

Liberty Wealth Management LLC

$512 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$5.05 - $5.31 $4,802 - $5,049	-951 Closed	0 $0
Q2 2020 Aug 04, 2020	SELL	$3.88 - $4.8 $3,298 - $4,080	-850 Reduced 47.2%	951 $4,000
Q1 2020 Apr 27, 2020	BUY	$3.12 - $5.27 $2,652 - $4,479	850 Added 89.38%	1,801 $8,000
Q4 2018 Mar 26, 2019	BUY	$4.16 - $4.8 $3,956 - $4,564	951 New	951 $4,000

Others Institutions Holding HIO

# of Institutions

106

Shares Held

34M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.47M
Shares

$17 Million
0.0% of portfolio
Bramshill Investments, LLC Naples, FL

4.21M
Shares

$16.1 Million
1.96% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

3.96M
Shares

$15.1 Million
0.8% of portfolio
Capital Investment Advisors, LLC

3.16M
Shares

$12 Million
0.29% of portfolio
Pathstone Holdings, LLC Englewood, NJ

1.8M
Shares

$6.86 Million
0.03% 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-...

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