Institutional Ownership Western Asset High Income Fund Ii Inc. (HIX)
This table provides information about the institutional ownership of Western Asset High Income Fund Ii Inc. (HIX). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $73 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
87,389
shares
|
$379,268
0.01% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
80,280
shares
|
$348,415
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
73,591
shares
|
$319,384
0.0% of portfolio
|
Q1 2025
Reduced 26.89%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
66,244
shares
|
$287,498
0.07% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
65,345
shares
|
$283,597
0.26% of portfolio
|
Q1 2025
Added 231.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
64,125
shares
|
$278,302
0.0% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Aegon Usa Investment Management, LLC
|
May 01, 2025 Q1 2025 |
60,614
shares
|
$263,064
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
54,092
shares
|
$234,759
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
46,782
shares
|
$203,033
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
40,435
shares
|
$175,487
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
38,258
shares
|
$166,039
0.02% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
37,380
shares
|
$162,229
0.02% of portfolio
|
Q4 2022
Added 0.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
37,176
shares
|
$161,343
0.01% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
36,411
shares
|
$158,023
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,527
shares
|
$132,487
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
29,727
shares
|
$129,015
0.0% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,180
shares
|
$122,301
0.0% of portfolio
|
Q3 2024
Added 32.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
26,026
shares
|
$112,952
0.05% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
22,800
shares
|
$98,952
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,066
shares
|
$95,766
0.01% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
20,080
shares
|
$87,147
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,814
shares
|
$81,652
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
18,486
shares
|
$80,229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,787
shares
|
$77,195
0.0% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
17,636
shares
|
$76,540
0.0% of portfolio
|
Q1 2025
New holding
|