Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-561- 1.31% |
$2.2K - $2.32K
|
42.2K
$169K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-964Closed |
$3.78K - $3.98K
|
0
$0
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 12.57% |
$6.61K - $6.96K
|
11.7K
$46.9K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.75K- 1.59% |
$6.86K - $7.23K
|
108K
$433K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.37K- 0.52% |
$9.29K - $9.79K
|
455K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.38K- 10.22% |
$13.2K - $13.9K
|
29.7K
$119K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 3.57% |
$19.1K - $20.2K
|
132K
$527K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.81K- 3.13% |
$30.6K - $32.2K
|
242K
$967K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.8K- 13.1% |
$38.4K - $40.5K
|
65K
$260K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.6K- 25.04% |
$45.4K - $47.8K
|
34.7K
$139K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 8.22% |
$54K - $56.9K
|
154K
$615K
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-24.1K- 9.41% |
$94.6K - $99.7K
|
232K
$929K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-40.6K- 9.11% |
$159K - $168K
|
405K
$1.62M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-94.2K- 7.32% |
$369K - $389K
|
1.19M
$4.77M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 50.71% |
$553K - $582K
|
137K
$548K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-144K- 21.56% |
$563K - $593K
|
522K
$2.09M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-169K- 99.88% |
$661K - $697K
|
200
$800
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-208K- 17.3% |
$817K - $861K
|
996K
$3.99M
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-242K- 19.31% |
$950K - $1M
|
1.01M
$4.05M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.42M- 85.99% |
$9.48M - $9.99M
|
394K
$1.58M
|