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, Q4 2023
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Dec 31, 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
- 108
- −5 vs. Q3 2023
- Shares held
- 36.5M
- +10.1K (0.0%) vs. Q3 2023
- Total value
- $141.2M
- +$8.09M (+6.1%) vs. Q3 2023
- New holders
- 15
- 36 more added
- Sold out
- 20
- 29 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 3 | $12 | 0.00% | +3 | New |
| Assetmark, Inc | 221 | $853 | 0.00% | +221 | New |
| Northwestern Mutual Wealth Management Co | 494 | $1.91K | 0.00% | −1,077−68.6% | Reduced |
| Baystate Wealth Management LLC | 814 | $3.15K | 0.00% | +814 | New |
| McIlrath & Eck, LLC | 1,447 | $5.58K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,928 | $7.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,500 | $9.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,000 | $11.6K | 0.01% | +3,000 | New |
| Global Retirement Partners, LLC | 3,560 | $14.0K | 0.00% | +98+2.8% | Added |
| The PNC Financial Services Group, Inc. | 4,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 5,296 | $20.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,505 | $29.0K | 0.00% | −36,308−82.9% | Reduced |
| Oxbow Advisors, LLC | 10,000 | $38.6K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,030 | $38.7K | 0.00% | +10,030 | New |
| US Bancorp | 10,200 | $39.4K | 0.00% | −4,000−28.2% | Reduced |
| Hyperion Partners, LLC | 10,349 | $39.9K | 0.03% | +289+2.9% | Added |
| Janney Montgomery Scott LLC | 10,333 | $40.0K | 0.00% | +10,333 | New |
| Old National Bancorp | 10,745 | $41.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,844 | $41.9K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,200 | $43.2K | 0.00% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 11,929 | $46.0K | 0.02% | +477+4.2% | Added |
| Avantax Advisory Services, Inc. | 12,343 | $47.6K | 0.00% | +398+3.3% | Added |
| CI Private Wealth, LLC | 12,500 | $48.3K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 12,834 | $49.5K | 0.00% | +12,834 | New |
| Integrated Wealth Concepts LLC | 13,675 | $52.8K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,508 | $56.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,642 | $56.5K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,465 | $59.7K | 0.04% | −10.0% | Reduced |
| HighTower Advisors, LLC | 15,618 | $60.0K | 0.00% | +500+3.3% | Added |
| Procyon Private Wealth Partners, LLC | 15,555 | $60.0K | 0.01% | −2,485−13.8% | Reduced |
| Cetera Investment Advisers | 16,860 | $65.1K | 0.00% | −749−4.3% | Reduced |
| Quantum Private Wealth, LLC | 17,439 | $67.3K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 17,634 | $68.1K | 0.02% | +15,634+781.7% | Added |
| Wedbush Securities Inc | 18,738 | $72.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,582 | $72.0K | 0.01% | +18,582 | New |
| Melfa Wealth Management, LLC | 18,950 | $73.1K | 0.07% | −8,643−31.3% | Reduced |
| Capital Wealth Alliance, LLC | 19,889 | $76.8K | 0.05% | +519+2.7% | Added |
| CIBC World Markets Inc. | 20,000 | $77.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,630 | $77.5K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,213 | $78.0K | 0.00% | −22,761−53.0% | Reduced |
| CTC Alternative Strategies, Ltd. | 23,240 | $89.7K | 0.19% | +23,240 | New |
| Quadrature Capital Ltd | 25,656 | $99.4K | 0.00% | +25,656 | New |
| Venture Visionary Partners LLC | 27,183 | $104.9K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 28,727 | $110.9K | 0.04% | +1,000+3.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,990 | $111.9K | 0.02% | +3,967+15.9% | Added |
| Suncoast Equity Management | 30,134 | $116.3K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,941 | $119.4K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 31,087 | $120.0K | 0.02% | −3,000−8.8% | Reduced |
| Dudley Capital Management, LLC | 31,100 | $120.0K | 0.08% | −2,000−6.0% | Reduced |
| Atria Wealth Solutions, Inc. | 31,416 | $121.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $123.5K | 0.00% | – | – |
| MML Investors Services, LLC | 35,301 | $136.0K | 0.00% | +16,162+84.4% | Added |
| Lakeview Capital Partners, LLC | 37,682 | $145.5K | 0.03% | +1,432+4.0% | Added |
| Chapin Davis, Inc. | 37,999 | $146.7K | 0.06% | −127−0.3% | Reduced |
| Oppenheimer & Co Inc | 38,181 | $147.4K | 0.00% | +168+0.4% | Added |
| NWF Advisory Services Inc. | 38,369 | $148.1K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 39,667 | $153.1K | 0.00% | +7,304+22.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 40,362 | $155.8K | 0.00% | +4,413+12.3% | Added |
| Wilson & Boucher Capital Management, LLC | 40,500 | $156.3K | 0.13% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 42,060 | $162.3K | 0.14% | +723+1.7% | Added |
| Mariner, LLC | 55,037 | $212.4K | 0.00% | +237+0.4% | Added |
| Cetera Advisor Networks LLC | 59,437 | $229.4K | 0.00% | +9,880+19.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 63,113 | $244.0K | 0.00% | +3,100+5.2% | Added |
| Catalytic Wealth RIA, LLC | 66,267 | $255.8K | 0.12% | +66,267 | New |
| GeoWealth Management, LLC | 66,267 | $256.0K | 0.02% | +66,267 | New |
| Gilman Hill Asset Management, LLC | 72,000 | $277.9K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 72,159 | $278.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 76,359 | $294.7K | 0.00% | −1,855−2.4% | Reduced |
| GWM Advisors LLC | 85,835 | $333.2K | 0.00% | +23,394+37.5% | Added |
| Steward Partners Investment Advisory, LLC | 101,423 | $391.5K | 0.01% | +90,330+814.3% | Added |
| Advisor Group Holdings, Inc. | 105,119 | $405.8K | 0.00% | −49,472−32.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 120,104 | $463.6K | 0.22% | +120,104 | New |
| Tortoise Investment Management, LLC | 130,224 | $502.7K | 0.07% | −36,288−21.8% | Reduced |
| Shaker Financial Services, LLC | 148,970 | $575.0K | 0.24% | +11,320+8.2% | Added |
| Landscape Capital Management, L.L.C. | 175,903 | $679.0K | 0.06% | +146,754+503.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 194,237 | $749.8K | 0.00% | +5,253+2.8% | Added |
| First Trust Advisors LP | 210,053 | $810.8K | 0.00% | −3,184−1.5% | Reduced |
| Pin Oak Investment Advisors Inc | 220,227 | $850.0K | 0.86% | +6,995+3.3% | Added |
| Raymond James & Associates | 221,923 | $856.6K | 0.00% | −29,460−11.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 222,385 | $858.4K | 0.05% | −6,081−2.7% | Reduced |
| Pathway Financial Advisers, LLC | 242,497 | $936.0K | 0.36% | +11,068+4.8% | Added |
| Wela Strategies, Inc. | 250,232 | $965.9K | 0.52% | +1110.0% | Added |
| Park Avenue Securities LLC | 255,925 | $988.0K | 0.01% | +17,089+7.2% | Added |
| Stifel Financial Corp | 268,790 | $1.04M | 0.00% | +26,545+11.0% | Added |
| RFG Advisory, LLC | 299,262 | $1.16M | 0.05% | −194,468−39.4% | Reduced |
| Envestnet Asset Management Inc | 314,028 | $1.21M | 0.00% | +26,110+9.1% | Added |
| Royal Bank of Canada | 345,722 | $1.33M | 0.00% | −11,602−3.2% | Reduced |
| Fiera Capital Corp | 451,684 | $1.74M | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 489,007 | $1.89M | 0.08% | −536,908−52.3% | Reduced |
| Chicago Partners Investment Group LLC | 498,992 | $1.96M | 0.09% | +27,775+5.9% | Added |
| Thrivent Financial for Lutherans | 525,334 | $2.03M | 0.00% | +17,000+3.3% | Added |
| UBS Group AG | 551,417 | $2.13M | 0.00% | −82,934−13.1% | Reduced |
| Bank of America Corp | 569,213 | $2.20M | 0.00% | −47,697−7.7% | Reduced |
| Ionic Capital Management LLC | 620,683 | $2.40M | 1.14% | +620,683 | New |
| Wells Fargo & Company | 661,947 | $2.56M | 0.00% | −72,374−9.9% | Reduced |
| City of London Investment Management Co Ltd | 710,130 | $2.74M | 0.22% | +306,600+76.0% | Added |
| Guggenheim Capital LLC | 927,308 | $3.58M | 0.03% | −63,733−6.4% | Reduced |
| Fca Corp | 945,443 | $3.65M | 1.25% | −40,280−4.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,095,947 | $4.23M | 0.01% | +100,000+10.0% | Added |