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 104 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
14,000
shares
|
$55,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
12,296
shares
|
$48,569
0.0% of portfolio
|
Q3 2024
Reduced 95.44%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
11,989
shares
|
$47,356
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
11,741
shares
|
$46,376
0.02% of portfolio
|
Q3 2024
Reduced 32.67%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
11,233
shares
|
$44,370
0.03% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,200
shares
|
$44,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,409
shares
|
$41,115
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
10,072
shares
|
$39,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,000
shares
|
$39,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,533
shares
|
$33,705
0.0% of portfolio
|
Q2 2024
Reduced 16.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,929
shares
|
$23,419
0.0% of portfolio
|
Q2 2024
Added 48.23%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,838
shares
|
$23,060
0.0% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,789
shares
|
$22,866
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$11,040
0.0% of portfolio
|
Q1 2024
Added 11.8%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,500
shares
|
$9,875
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,815
shares
|
$7,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,260
shares
|
$4,977
0.0% of portfolio
|
Q3 2019
Added 52.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
964
shares
|
$3,807
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
922
shares
|
$3,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
814
shares
|
$3,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
626
shares
|
$2,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
594
shares
|
$2,346
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
584
shares
|
$2,306
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
531
shares
|
$2,097
0.0% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
326
shares
|
$1,287
0.0% of portfolio
|
Q1 2024
New holding
|