Latest Institutional Transactions on Western Asset High Income Opportunity Fund Inc. (HIO)
This table provides information on the latest institutional transactions involving Western Asset High Income Opportunity Fund Inc. (HIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.82KNew |
$6.9K - $7.35K
|
1.82K
$7.26K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
922New |
$3.5K - $3.73K
|
922
$3.69K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-5.7K- 32.67% |
$21.7K - $23.1K
|
11.7K
$47K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
14KNew |
$53.2K - $56.7K
|
14K
$56K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10KNew |
$38K - $40.5K
|
10K
$40K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-350K- 56.72% |
$1.33M - $1.42M
|
267K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.3K- 16.37% |
$111K - $119K
|
150K
$599K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28.4KNew |
$108K - $115K
|
28.4K
$114K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-750- 1.38% |
$2.85K - $3.04K
|
53.5K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
300+ 2.74% |
$1.14K - $1.22K
|
11.2K
$44.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
201New |
$764 - $814
|
201
$804
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.3KNew |
$90K - $95.6K
|
24.3K
$97K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$148K - $158K
|
40K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.14M- 98.29% |
$15.4M - $16.3M
|
72.1K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.5K- 6.17% |
$9.28K - $9.85K
|
38K
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.4KNew |
$128K - $135K
|
34.4K
$138K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
190New |
$705 - $749
|
190
$760
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32K- 100.0% |
$119K - $126K
|
1
$4
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.19KNew |
$8.12K - $8.62K
|
2.19K
$8.75K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$41.6K - $44.1K
|
11.2K
$44.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-681- 6.06% |
$2.53K - $2.68K
|
10.5K
$42.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.4KNew |
$180K - $191K
|
48.4K
$194K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$11.1 - $11.8
|
3
$12
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.36K+ 22.95% |
$12.5K - $13.2K
|
18K
$72K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
404+ 2.01% |
$1.5K - $1.59K
|
20.5K
$82.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
103+ 2.84% |
$382 - $406
|
3.73K
$14.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-177K- 84.02% |
$657K - $697K
|
33.7K
$135K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
500+ 1.94% |
$1.86K - $1.97K
|
26.3K
$105K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
60K+ 316.62% |
$223K - $236K
|
79K
$316K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
14.6K+ 33.82% |
$54K - $57.4K
|
57.6K
$230K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 10.97% |
$5.82K - $6.03K
|
15.2K
$60.7K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4KNew |
$5.45K - $5.64K
|
1.4K
$5.62K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.3KClosed |
$257K - $267K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20KNew |
$77.6K - $80.4K
|
20K
$80K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1KNew |
$62.6K - $64.9K
|
16.1K
$64.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 20.1% |
$46.4K - $48K
|
71.4K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.7KNew |
$49.3K - $51K
|
12.7K
$50.8K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
51KNew |
$198K - $205K
|
51K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.54K+ 12.92% |
$5.98K - $6.19K
|
13.5K
$53.9K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.28K+ 1.94% |
$4.98K - $5.16K
|
67.6K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
253+ 0.63% |
$982 - $1.02K
|
40.6K
$162K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
326New |
$1.26K - $1.31K
|
326
$1.3K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 11.94% |
$4.79K - $4.96K
|
11.6K
$46.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
35.8KNew |
$139K - $144K
|
35.8K
$143K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
35.7KNew |
$138K - $143K
|
35.7K
$143K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
84.6K+ 185.12% |
$299K - $329K
|
130K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
621KNew |
$2.2M - $2.41M
|
621K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.8KNew |
$45.4K - $49.9K
|
12.8K
$51.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-2K- 6.04% |
$7.08K - $7.78K
|
31.1K
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
221New |
$782 - $860
|
221
$884
|
|