Latest Institutional Purchases of Western Asset High Income Opportunity Fund Inc. (HIO)
This list provides information on the latest institutional transactions involving Western Asset High Income Opportunity Fund Inc. (HIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
21.5KNew |
$83K - $86.9K
|
21.5K
$86K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.8KNew |
$80.4K - $84.1K
|
20.8K
$83.3K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.6KNew |
$67.8K - $71K
|
17.6K
$70.3K
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
15.5KNew |
$59.7K - $62.5K
|
15.5K
$61.9K
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
13.7KNew |
$52.9K - $55.3K
|
13.7K
$54.8K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.3KNew |
$43.5K - $45.5K
|
11.3K
$45K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.47KNew |
$9.52K - $9.97K
|
2.47K
$9.87K
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
2.03K+ 8.03% |
$7.85K - $8.21K
|
27.3K
$109K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
804New |
$3.1K - $3.25K
|
804
$3.22K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
150+ 0.45% |
$579 - $606
|
33.5K
$134K
|
|
Q3 2024 | |||||||
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28.4KNew |
$108K - $115K
|
28.4K
$114K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.6KNew |
$59.5K - $63.4K
|
15.6K
$62.6K
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
14KNew |
$53.2K - $56.7K
|
14K
$56K
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
12KNew |
$45.6K - $48.6K
|
12K
$48K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.1KNew |
$38.3K - $40.8K
|
10.1K
$40.3K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10KNew |
$38K - $40.5K
|
10K
$40K
|
|
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
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
695+ 2.74% |
$2.64K - $2.81K
|
26K
$104K
|
|
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 | |||||||
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
60K+ 316.62% |
$223K - $236K
|
79K
$316K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.4KNew |
$180K - $191K
|
48.4K
$194K
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$148K - $158K
|
40K
$160K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.4KNew |
$128K - $135K
|
34.4K
$138K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.3KNew |
$90K - $95.6K
|
24.3K
$97K
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
14.6K+ 33.82% |
$54K - $57.4K
|
57.6K
$230K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$41.6K - $44.1K
|
11.2K
$44.8K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.36K+ 22.95% |
$12.5K - $13.2K
|
18K
$72K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.19KNew |
$8.12K - $8.62K
|
2.19K
$8.75K
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
500+ 1.94% |
$1.86K - $1.97K
|
26.3K
$105K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
404+ 2.01% |
$1.5K - $1.59K
|
20.5K
$82.2K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
190New |
$705 - $749
|
190
$760
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
103+ 2.84% |
$382 - $406
|
3.73K
$14.9K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$11.1 - $11.8
|
3
$12
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
51KNew |
$198K - $205K
|
51K
$204K
|
|
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
|
|
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
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.7KNew |
$49.3K - $51K
|
12.7K
$50.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 20.1% |
$46.4K - $48K
|
71.4K
$286K
|
|
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 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 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.28K+ 1.94% |
$4.98K - $5.16K
|
67.6K
$270K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 11.94% |
$4.79K - $4.96K
|
11.6K
$46.3K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
326New |
$1.26K - $1.31K
|
326
$1.3K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
253+ 0.63% |
$982 - $1.02K
|
40.6K
$162K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
621KNew |
$2.2M - $2.41M
|
621K
$2.48M
|