Institutional Ownership Western Asset High Income Opportunity Fund Inc. (HIO)
This table provides information about the institutional ownership of Western Asset High Income Opportunity Fund Inc. (HIO). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
50,112
shares
|
$189,924
0.0% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
48,941
shares
|
$185,486
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
45,800
shares
|
$173,582
0.0% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
44,251
shares
|
$167,711
0.02% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
40,615
shares
|
$153,930
0.0% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,251
shares
|
$141,181
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
36,100
shares
|
$136,819
0.09% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
33,537
shares
|
$127,105
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
33,380
shares
|
$126,510
0.03% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,123
shares
|
$125,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
32,321
shares
|
$122,496
0.0% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
31,100
shares
|
$117,869
0.05% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
28,255
shares
|
$107,086
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
26,327
shares
|
$99,779
0.03% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
25,847
shares
|
$97,960
0.0% of portfolio
|
Q4 2025
Added 8.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
25,241
shares
|
$95,663
0.0% of portfolio
|
Q3 2025
Added 15.83%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$94,750
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
22,353
shares
|
$84,717
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
21,952
shares
|
$83,198
0.0% of portfolio
|
Q3 2025
Reduced 25.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,865
shares
|
$82,868
0.01% of portfolio
|
Q3 2025
Added 63.07%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
20,843
shares
|
$78,994
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
20,281
shares
|
$76,864
0.0% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
20,034
shares
|
$75,928
0.0% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,396
shares
|
$73,510
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
18,300
shares
|
$69,357
0.07% of portfolio
|
Q3 2025
Reduced 25.61%
|
|