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, Q3 2023
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Sep 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
- 114
- +8 vs. Q2 2023
- Shares held
- 37.0M
- −1.30M (−3.4%) vs. Q2 2023
- Total value
- $134.7M
- −$10.1M (−7.0%) vs. Q2 2023
- New holders
- 16
- 29 more added
- Sold out
- 8
- 33 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 275 | $987 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $1.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 580 | $2.11K | 0.00% | +14+2.5% | Added |
| Tower Research Capital LLC (TRC) | 651 | $2.37K | 0.00% | −1,059−61.9% | Reduced |
| CWM, LLC | 1,044 | $4.00K | 0.00% | +1,044 | New |
| McIlrath & Eck, LLC | 1,447 | $5.27K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,571 | $5.72K | 0.00% | +1,107+238.6% | Added |
| Proequities, Inc. | 1,928 | $7.09K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,000 | $7.28K | 0.00% | −1,457−42.1% | Reduced |
| Farmers & Merchants Investments Inc | 2,315 | $8.43K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,500 | $9.10K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,650 | $9.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,462 | $12.4K | 0.00% | +3,462 | New |
| The PNC Financial Services Group, Inc. | 4,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 5,296 | $19.3K | 0.00% | +5,296 | New |
| Oxbow Advisors, LLC | 10,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 10,060 | $36.6K | 0.03% | +10,060 | New |
| Future Financial Wealth Managment LLC | 10,500 | $38.2K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 10,745 | $39.1K | 0.00% | +10,745 | New |
| Creative Planning | 10,844 | $39.5K | 0.00% | +10,844 | New |
| Steward Partners Investment Advisory, LLC | 11,093 | $40.4K | 0.00% | +8+0.1% | Added |
| Meridian Wealth Management, LLC | 11,200 | $40.8K | 0.00% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 11,452 | $41.7K | 0.02% | +779+7.3% | Added |
| Eudaimonia Partners, LLC | 11,600 | $42.2K | 0.01% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 11,648 | $42.8K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,945 | $43.5K | 0.00% | +192+1.6% | Added |
| CI Private Wealth, LLC | 12,500 | $45.5K | 0.00% | +12,500 | New |
| D.A. Davidson & Co. | 12,994 | $47.3K | 0.00% | −5,000−27.8% | Reduced |
| Jump Financial, LLC | 13,400 | $48.8K | 0.00% | +13,400 | New |
| Integrated Wealth Concepts LLC | 13,675 | $49.8K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 14,156 | $51.5K | 0.01% | +326+2.4% | Added |
| US Bancorp | 14,200 | $51.7K | 0.00% | −11,333−44.4% | Reduced |
| Green Square Capital Advisors LLC | 14,508 | $52.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,642 | $53.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,118 | $55.0K | 0.00% | −3,186−17.4% | Reduced |
| Citadel Advisors LLC | 15,414 | $56.1K | 0.00% | +15,414 | New |
| Reuter James Wealth Management, LLC | 15,466 | $56.3K | 0.04% | +15,466 | New |
| Quantum Private Wealth, LLC | 17,439 | $63.5K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,609 | $64.1K | 0.00% | −1,244−6.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,040 | $65.7K | 0.01% | −561−3.0% | Reduced |
| Wedbush Securities Inc | 18,738 | $68.0K | 0.00% | −1,805−8.8% | Reduced |
| MML Investors Services, LLC | 19,139 | $70.0K | 0.00% | +3,671+23.7% | Added |
| Capital Wealth Alliance, LLC | 19,370 | $70.5K | 0.05% | +355+1.9% | Added |
| Aries Wealth Management | 19,296 | $70.6K | 0.03% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,630 | $71.5K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,023 | $91.1K | 0.02% | +2,632+11.8% | Added |
| Venture Visionary Partners LLC | 27,183 | $98.9K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,593 | $100.4K | 0.11% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 27,727 | $100.9K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 29,149 | $106.1K | 0.01% | +8,966+44.4% | Added |
| Suncoast Equity Management | 30,134 | $109.7K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,941 | $112.6K | 0.01% | −10.0% | Reduced |
| Atria Wealth Solutions, Inc. | 31,416 | $115.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $116.5K | 0.00% | – | – |
| Comerica Bank | 32,363 | $117.8K | 0.00% | +32,363 | New |
| Dudley Capital Management, LLC | 33,100 | $120.5K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 34,087 | $124.1K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 35,949 | $130.9K | 0.00% | −4,590−11.3% | Reduced |
| Lakeview Capital Partners, LLC | 36,250 | $131.9K | 0.03% | +1,885+5.5% | Added |
| Oppenheimer & Co Inc | 38,013 | $138.4K | 0.00% | −495−1.3% | Reduced |
| Chapin Davis, Inc. | 38,126 | $138.8K | 0.07% | −378−1.0% | Reduced |
| NWF Advisory Services Inc. | 38,369 | $139.7K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 40,484 | $147.4K | 0.00% | −27,078−40.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 40,500 | $147.4K | 0.14% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 41,337 | $150.5K | 0.13% | −769−1.8% | Reduced |
| HRT Financial LP | 41,799 | $152.0K | 0.00% | +22,618+117.9% | Added |
| Commonwealth Equity Services, LLC | 42,974 | $156.0K | 0.00% | −2,056−4.6% | Reduced |
| Wolverine Asset Management LLC | 43,813 | $159.5K | 0.00% | +22,498+105.6% | Added |
| Axxcess Wealth Management, LLC | 45,381 | $165.2K | 0.01% | +45,381 | New |
| Cetera Advisor Networks LLC | 49,557 | $180.4K | 0.00% | +1,710+3.6% | Added |
| Glenview Trust Co | 50,000 | $182.0K | 0.01% | +50,000 | New |
| Mariner, LLC | 54,800 | $199.5K | 0.00% | +54,800 | New |
| Cambridge Investment Research Advisors, Inc. | 60,013 | $218.0K | 0.00% | −781−1.3% | Reduced |
| GWM Advisors LLC | 62,441 | $227.3K | 0.00% | −22,100−26.1% | Reduced |
| Gilman Hill Asset Management, LLC | 72,000 | $262.1K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 72,159 | $262.7K | 0.00% | −1,200−1.6% | Reduced |
| LPL Financial LLC | 78,214 | $284.7K | 0.00% | +9,565+13.9% | Added |
| Shaker Financial Services, LLC | 137,650 | $505.9K | 0.24% | +27,450+24.9% | Added |
| Advisor Group Holdings, Inc. | 154,591 | $562.7K | 0.00% | +64,702+72.0% | Added |
| Tortoise Investment Management, LLC | 166,512 | $606.1K | 0.09% | −32,201−16.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 188,984 | $687.9K | 0.00% | −24,789−11.6% | Reduced |
| First Trust Advisors LP | 213,237 | $776.2K | 0.00% | −2,570−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 213,232 | $784.0K | 0.88% | +75,340+54.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 228,466 | $831.6K | 0.05% | −2,174−0.9% | Reduced |
| Pathway Financial Advisers, LLC | 231,429 | $842.4K | 0.35% | +231,429 | New |
| Park Avenue Securities LLC | 238,836 | $869.0K | 0.01% | +5,939+2.6% | Added |
| Stifel Financial Corp | 242,245 | $881.8K | 0.00% | −3,011−1.2% | Reduced |
| Wela Strategies, Inc. | 250,121 | $910.4K | 0.54% | +8,959+3.7% | Added |
| Raymond James & Associates | 251,383 | $915.0K | 0.00% | +5,367+2.2% | Added |
| Envestnet Asset Management Inc | 287,918 | $1.05M | 0.00% | +4,921+1.7% | Added |
| Royal Bank of Canada | 357,324 | $1.30M | 0.00% | −715−0.2% | Reduced |
| City of London Investment Management Co Ltd | 403,530 | $1.47M | 0.13% | +92,952+29.9% | Added |
| Advisor Partners II, LLC | 444,693 | $1.62M | 0.06% | +444,693 | New |
| Fiera Capital Corp | 451,684 | $1.64M | 0.01% | −1,026−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 471,217 | $1.70M | 0.09% | −46,735−9.0% | Reduced |
| RFG Advisory, LLC | 493,730 | $1.80M | 0.08% | −1,504−0.3% | Reduced |
| Thrivent Financial for Lutherans | 508,334 | $1.85M | 0.00% | 00.0% | Unchanged |