Western Asset High Income Opportunity Fund Inc.
HIO- Exchange
- NYSE
- SEC CIK
- 0000910068
No open-market purchases or sales by Western Asset High Income Opportunity Fund Inc. insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $121.0M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 95
- −5 vs. Q1 2021
- Shares held
- 36.0M
- +259.3K (+0.7%) vs. Q1 2021
- Total value
- $190.6M
- +$8.92M (+4.9%) vs. Q1 2021
- New holders
- 6
- 38 more added
- Sold out
- 11
- 19 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 112 | $121.0M |
| Q1 2026 | 119 | $117.8M |
| Q4 2025 | 116 | $112.0M |
| Q3 2025 | 104 | $106.7M |
| Q2 2025 | 98 | $102.0M |
| Q1 2025 | 98 | $100.7M |
| Q4 2024 | 102 | $113.4M |
| Q3 2024 | 99 | $119.6M |
| Q2 2024 | 98 | $118.0M |
| Q1 2024 | 103 | $130.8M |
| Q4 2023 | 108 | $141.2M |
| Q3 2023 | 114 | $134.7M |
| Q2 2023 | 107 | $144.9M |
| Q1 2023 | 101 | $142.5M |
| Q4 2022 | 108 | $152.1M |
| Q3 2022 | 98 | $137.6M |
| Q2 2022 | 108 | $150.6M |
| Q1 2022 | 96 | $128.1M |
| Q4 2021 | 100 | $141.6M |
| Q3 2021 | 93 | $178.7M |
| Q2 2021 | 95 | $190.6M |
| Q1 2021 | 100 | $181.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Harbour Investments, Inc. | 223 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 287 | $2.00K | 0.00% | +5+1.8% | Added |
| US Bancorp | 533 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,260 | $6.65K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,280 | $7.00K | 0.00% | +1,280 | New |
| Center for Financial Planning, Inc. | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,876 | $15.0K | 0.00% | +5+0.2% | Added |
| Proequities, Inc. | 3,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,875 | $20.0K | 0.00% | −3,995−50.8% | Reduced |
| FourThought Financial, LLC | 4,748 | $25.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,296 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5,789 | $31.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 6,000 | $32.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,847 | $36.0K | 0.00% | +27+0.4% | Added |
| American National Bank | 7,500 | $40.0K | 0.01% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,500 | $55.0K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,601 | $56.0K | 0.00% | +77+0.7% | Added |
| Eudaimonia Partners, LLC | 11,600 | $61.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12,751 | $67.0K | 0.01% | −93,391−88.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,024 | $69.0K | 0.00% | −51−0.4% | Reduced |
| HighTower Advisors, LLC | 14,108 | $75.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 14,172 | $75.0K | 0.01% | +695+5.2% | Added |
| FNY Investment Advisers, LLC | 15,000 | $79.0K | 0.03% | +17+0.1% | Added |
| Green Square Capital Advisors LLC | 15,230 | $80.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,640 | $83.0K | 0.00% | −2,105−11.9% | Reduced |
| Ramiah Investment Group | 17,294 | $91.3K | 0.07% | +9+0.1% | Added |
| Raymond James Trust N.A. | 17,681 | $93.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,523 | $98.0K | 0.00% | −11,445−38.2% | Reduced |
| Wedbush Securities Inc | 18,860 | $100.0K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 19,296 | $102.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,487 | $103.0K | 0.01% | +229+1.2% | Added |
| CIBC World Markets Inc. | 20,000 | $106.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 20,031 | $106.0K | 0.03% | +100+0.5% | Added |
| Capital Wealth Alliance, LLC | 21,967 | $112.0K | 0.07% | +423+2.0% | Added |
| Cetera Advisor Networks LLC | 22,644 | $120.0K | 0.00% | +5,249+30.2% | Added |
| Walleye Trading LLC | 26,923 | $142.0K | 0.00% | −26,253−49.4% | Reduced |
| Bank of New York Mellon Corp | 27,152 | $143.0K | 0.00% | +27,152 | New |
| Uncommon Cents Investing LLC | 27,252 | $144.0K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 29,456 | $156.0K | 0.02% | −299−1.0% | Reduced |
| Ahrens Investment Partners LLC | 30,594 | $162.0K | 0.07% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,942 | $163.0K | 0.03% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 31,229 | $164.0K | 0.13% | +3,235+11.6% | Added |
| Oppenheimer & Co Inc | 32,131 | $169.0K | 0.00% | +90.0% | Added |
| Venture Visionary Partners LLC | 34,159 | $180.0K | 0.01% | +34,159 | New |
| Commerce Bank | 34,529 | $182.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 35,000 | $185.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 35,584 | $188.0K | 0.05% | +35,584 | New |
| Sheaff Brock Investment Advisors, LLC | 37,830 | $200.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 44,174 | $235.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 45,231 | $239.0K | 0.00% | +13,470+42.4% | Added |
| Northwestern Mutual Wealth Management Co | 62,150 | $328.0K | 0.00% | −26,203−29.7% | Reduced |
| Regal Investment Advisors LLC | 63,722 | $336.0K | 0.03% | +63,722 | New |
| Commonwealth Equity Services, LLC | 69,871 | $368.0K | 0.00% | +11,583+19.9% | Added |
| Mid Atlantic Financial Management Inc | 70,800 | $374.0K | 0.03% | +9,700+15.9% | Added |
| Mercer Global Advisors Inc | 83,636 | $442.0K | 0.00% | +636+0.8% | Added |
| Lazard Asset Management LLC | – | $448.0K | 0.00% | – | New |
| Truist Financial Corp | 86,662 | $458.0K | 0.00% | +5,323+6.5% | Added |
| Raymond James & Associates | 87,450 | $462.0K | 0.00% | +390.0% | Added |
| Sit Investment Associates Inc | 98,471 | $520.0K | 0.01% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 108,639 | $573.0K | 0.31% | +22,500+26.1% | Added |
| Advisor Group Holdings, Inc. | 113,818 | $600.0K | 0.00% | −646−0.6% | Reduced |
| Walleye Capital LLC | 125,511 | $663.0K | 0.02% | −11,519−8.4% | Reduced |
| Gilman Hill Asset Management, LLC | 145,500 | $768.0K | 0.20% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 150,611 | $795.0K | 0.00% | −7,482−4.7% | Reduced |
| Shaker Financial Services, LLC | 166,543 | $879.0K | 0.33% | +61,418+58.4% | Added |
| Park Avenue Securities LLC | 167,821 | $886.0K | 0.02% | +9,729+6.2% | Added |
| Royal Bank of Canada | 172,856 | $912.0K | 0.00% | −17,918−9.4% | Reduced |
| Envestnet Asset Management Inc | 174,019 | $919.0K | 0.00% | +10,227+6.2% | Added |
| Wela Strategies, Inc. | 205,064 | $1.08M | 0.57% | +5,038+2.5% | Added |
| Pin Oak Investment Advisors Inc | 217,009 | $1.15M | 1.17% | +7,439+3.5% | Added |
| Mackay Shields LLC | 241,565 | $1.27M | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 258,926 | $1.37M | 0.00% | +66,315+34.4% | Added |
| Stifel Financial Corp | 270,261 | $1.43M | 0.00% | +18,005+7.1% | Added |
| Thrivent Financial for Lutherans | 281,251 | $1.49M | 0.00% | +26,562+10.4% | Added |
| Wells Fargo & Company | 315,661 | $1.67M | 0.00% | −117,497−27.1% | Reduced |
| First Trust Advisors LP | 321,456 | $1.70M | 0.00% | +10,169+3.3% | Added |
| 1607 Capital Partners, LLC | 371,361 | $1.96M | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 444,310 | $2.35M | 0.21% | +8,294+1.9% | Added |
| Chicago Partners Investment Group LLC | 475,691 | $2.49M | 0.19% | +51,101+12.0% | Added |
| Guggenheim Capital LLC | 494,277 | $2.61M | 0.02% | +8,613+1.8% | Added |
| Parametric Portfolio Associates LLC | 536,747 | $2.83M | 0.00% | −207,313−27.9% | Reduced |
| Eaton Vance Management | 768,744 | $4.06M | 0.01% | 00.0% | Unchanged |
| Fca Corp | 993,797 | $5.25M | 1.49% | −2,768−0.3% | Reduced |
| Bank of America Corp | 1,101,507 | $5.82M | 0.00% | −12,056−1.1% | Reduced |
| Invesco Ltd. | 1,430,905 | $7.55M | 0.00% | +107,390+8.1% | Added |
| UBS Group AG | 1,624,710 | $8.58M | 0.00% | −101,939−5.9% | Reduced |
| Capital Investment Advisors, LLC | 1,660,241 | $8.77M | 0.30% | +60,690+3.8% | Added |
| Evergreen Capital Management LLC | 1,806,387 | $9.54M | 0.46% | +35,784+2.0% | Added |
| Penserra Capital Management LLC | 2,462,114 | $13.0M | 0.24% | +538,106+28.0% | Added |
| Morgan Stanley | 4,375,214 | $23.1M | 0.00% | +397,827+10.0% | Added |
| Rivernorth Capital Management, LLC | 4,493,026 | $23.7M | 1.35% | −1,119,825−20.0% | Reduced |
| Bramshill Investments, LLC | 8,029,189 | $42.4M | 3.25% | +685,338+9.3% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −145,439−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −57,594−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −56,041−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |