Wr Wealth Planners, LLC Western Asset High Yield Defined Opportunity Fund Inc. Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 01, 2024	SELL	$11.33 - $11.96 $2,424 - $2,559	-214 Closed	0 $0
Q2 2023 Aug 01, 2024	BUY	$11.2 - $12.02 $2,396 - $2,572	214 New	214 $2.52 Million
Q1 2023 Aug 01, 2024	BUY	$11.55 - $12.77 $2,471 - $2,732	214 New	214 $2.56 Million

Others Institutions Holding HYI

# of Institutions

50

Shares Held

6.41M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.46M
Shares

$17.8 Million
0.39% of portfolio
Punch & Associates Investment Management, Inc. Edina, MN

892K
Shares

$10.9 Million
0.64% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

498K
Shares

$6.09 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

410K
Shares

$5.01 Million
0.52% of portfolio
Guggenheim Capital LLC Chicago, IL

404K
Shares

$4.94 Million
0.03% of portfolio

About Western Asset High Yield Defined Opportunity Fund Inc.

Ticker HYI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset High Yield Defined Opportunity Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is co-managed by Western Asset Management Company, Western Asset Management Company Pte. Ltd., Western Asset Management Company Ltd and Western Asset Management Company Limited....

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