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 2023
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 2023. 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
- 107
- +8 vs. Q1 2023
- Shares held
- 38.3M
- +1.18M (+3.2%) vs. Q1 2023
- Total value
- $144.9M
- +$3.20M (+2.3%) vs. Q1 2023
- New holders
- 17
- 31 more added
- Sold out
- 9
- 28 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 74 | $280 | 0.00% | +74 | New |
| Robinson Capital Management, LLC | 275 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $1.51K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 464 | $1.75K | 0.00% | +11+2.4% | Added |
| Harbour Investments, Inc. | 566 | $2.14K | 0.00% | +13+2.4% | Added |
| Kistler-Tiffany Companies, LLC | 584 | $2.21K | 0.00% | +584 | New |
| McIlrath & Eck, LLC | 1,447 | $5.47K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,710 | $6.46K | 0.00% | +1,710 | New |
| Proequities, Inc. | 1,928 | $7.34K | 0.00% | −3,000−60.9% | Reduced |
| Farmers & Merchants Investments Inc | 2,315 | $8.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,500 | $9.45K | 0.00% | +2,500 | New |
| Private Trust Co NA | 2,650 | $10.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,713 | $10.3K | 0.00% | +2,713 | New |
| Elequin Capital LP | 3,457 | $13.1K | 0.01% | +3,457 | New |
| The PNC Financial Services Group, Inc. | 4,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $37.8K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,434 | $39.4K | 0.01% | +10,434 | New |
| Future Financial Wealth Managment LLC | 10,500 | $39.7K | 0.04% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 10,673 | $40.2K | 0.02% | +10,673 | New |
| Steward Partners Investment Advisory, LLC | 11,085 | $41.9K | 0.00% | +9+0.1% | Added |
| Janney Montgomery Scott LLC | 11,067 | $42.0K | 0.00% | +11,067 | New |
| Meridian Wealth Management, LLC | 11,200 | $42.3K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 11,600 | $43.8K | 0.01% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 11,648 | $44.4K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,753 | $44.4K | 0.00% | +190+1.6% | Added |
| StoneX Group Inc. | 13,200 | $49.9K | 0.01% | +13,200 | New |
| Dynamic Advisor Solutions LLC | 13,279 | $50.2K | 0.00% | −377−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 13,675 | $51.7K | 0.00% | +775+6.0% | Added |
| Atlas Private Wealth Advisors | 13,830 | $52.3K | 0.01% | +13,830 | New |
| Green Square Capital Advisors LLC | 14,508 | $54.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,642 | $55.0K | 0.00% | +14,642 | New |
| MML Investors Services, LLC | 15,468 | $58.0K | 0.00% | +2,404+18.4% | Added |
| Quantum Private Wealth, LLC | 17,439 | $65.9K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,994 | $68.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,304 | $69.0K | 0.00% | +5,238+40.1% | Added |
| Procyon Private Wealth Partners, LLC | 18,601 | $70.3K | 0.01% | +431+2.4% | Added |
| Cetera Investment Advisers | 18,853 | $71.3K | 0.00% | −2,444−11.5% | Reduced |
| Capital Wealth Alliance, LLC | 19,015 | $71.9K | 0.05% | +348+1.9% | Added |
| HRT Financial LP | 19,181 | $72.0K | 0.00% | −1,266−6.2% | Reduced |
| Aries Wealth Management | 19,296 | $72.9K | 0.03% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,630 | $74.6K | 0.02% | +400+2.1% | Added |
| CIBC World Markets Inc. | 20,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 20,183 | $76.3K | 0.01% | +20,183 | New |
| Wedbush Securities Inc | 20,543 | $78.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 21,315 | $80.6K | 0.00% | +21,315 | New |
| Sheaff Brock Investment Advisors, LLC | 21,384 | $80.8K | 0.01% | −4,000−15.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,391 | $84.6K | 0.02% | +9,787+77.6% | Added |
| US Bancorp | 25,533 | $96.5K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 27,183 | $102.8K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,593 | $104.3K | 0.11% | +27,593 | New |
| Uncommon Cents Investing LLC | 27,727 | $104.8K | 0.04% | 00.0% | Unchanged |
| Suncoast Equity Management | 30,134 | $113.9K | 0.02% | +30,134 | New |
| Good Life Advisors, LLC | 30,942 | $117.0K | 0.01% | +10.0% | Added |
| Atria Wealth Solutions, Inc. | 31,416 | $119.4K | 0.00% | +242+0.8% | Added |
| Huntington National Bank | – | $121.0K | 0.00% | – | – |
| Dudley Capital Management, LLC | 33,100 | $125.1K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 34,087 | $128.8K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 34,365 | $129.9K | 0.02% | +34,365 | New |
| NWF Advisory Services Inc. | 38,369 | $145.0K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 38,504 | $145.5K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 38,508 | $145.6K | 0.00% | +5,792+17.7% | Added |
| Wilson & Boucher Capital Management, LLC | 40,500 | $153.1K | 0.14% | −6,000−12.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 40,539 | $153.2K | 0.01% | +1,262+3.2% | Added |
| Integrated Capital Management, Inc. | 42,106 | $159.2K | 0.14% | +9,858+30.6% | Added |
| Commonwealth Equity Services, LLC | 45,030 | $170.0K | 0.00% | −2,281−4.8% | Reduced |
| Cetera Advisor Networks LLC | 47,847 | $180.9K | 0.00% | +952+2.0% | Added |
| Triad Investment Management | 51,128 | $193.3K | 0.27% | −2,659−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 60,794 | $230.0K | 0.00% | −5,069−7.7% | Reduced |
| Susquehanna International Group, LLP | 67,562 | $255.4K | 0.00% | +54,989+437.4% | Added |
| LPL Financial LLC | 68,649 | $259.5K | 0.00% | −16,733−19.6% | Reduced |
| Gilman Hill Asset Management, LLC | 72,000 | $272.2K | 0.05% | −15,000−17.2% | Reduced |
| Truist Financial Corp | 73,359 | $277.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 84,541 | $319.6K | 0.00% | +200.0% | Added |
| Advisor Group Holdings, Inc. | 89,889 | $339.8K | 0.00% | −9,572−9.6% | Reduced |
| Shaker Financial Services, LLC | 110,200 | $418.1K | 0.18% | +45,820+71.2% | Added |
| Pin Oak Investment Advisors Inc | 137,892 | $525.0K | 0.58% | −2,069−1.5% | Reduced |
| Tortoise Investment Management, LLC | 198,713 | $751.1K | 0.11% | −20,610−9.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 213,773 | $808.1K | 0.00% | +5,272+2.5% | Added |
| First Trust Advisors LP | 215,807 | $815.8K | 0.00% | −11,771−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 230,640 | $872.0K | 0.05% | −100.0% | Reduced |
| Park Avenue Securities LLC | 232,897 | $880.0K | 0.01% | +2,675+1.2% | Added |
| Wela Strategies, Inc. | 241,162 | $911.6K | 0.70% | −5,833−2.4% | Reduced |
| Stifel Financial Corp | 245,256 | $927.1K | 0.00% | −6,271−2.5% | Reduced |
| Raymond James & Associates | 246,016 | $929.9K | 0.00% | +28,489+13.1% | Added |
| Envestnet Asset Management Inc | 282,997 | $1.07M | 0.00% | +8,322+3.0% | Added |
| City of London Investment Management Co Ltd | 310,578 | $1.18M | 0.10% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 345,803 | $1.31M | 0.03% | −226,227−39.5% | Reduced |
| Royal Bank of Canada | 358,039 | $1.35M | 0.00% | +1,597+0.4% | Added |
| Fiera Capital Corp | 452,710 | $1.71M | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 495,234 | $1.87M | 0.08% | −18,004−3.5% | Reduced |
| Thrivent Financial for Lutherans | 508,334 | $1.92M | 0.00% | +7,000+1.4% | Added |
| Chicago Partners Investment Group LLC | 517,952 | $1.99M | 0.10% | −69,812−11.9% | Reduced |
| Bank of America Corp | 632,139 | $2.39M | 0.00% | −23,385−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 643,556 | $2.43M | 0.00% | +338,479+110.9% | Added |
| Wells Fargo & Company | 687,516 | $2.60M | 0.00% | −36,423−5.0% | Reduced |
| UBS Group AG | 791,846 | $2.99M | 0.00% | −78,485−9.0% | Reduced |
| Fca Corp | 953,049 | $3.60M | 1.34% | −16,872−1.7% | Reduced |
| Guggenheim Capital LLC | 990,605 | $3.74M | 0.03% | −4320.0% | Reduced |