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, Q1 2024
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Mar 31, 2024. 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
- 103
- −4 vs. Q4 2023
- Shares held
- 33.5M
- −3.01M (−8.2%) vs. Q4 2023
- Total value
- $130.8M
- −$10.4M (−7.4%) vs. Q4 2023
- New holders
- 10
- 39 more added
- Sold out
- 14
- 31 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 326 | $1.27K | 0.00% | +326 | New |
| Northwestern Mutual Wealth Management Co | 502 | $1.96K | 0.00% | +8+1.6% | Added |
| Tower Research Capital LLC (TRC) | 1,404 | $5.48K | 0.00% | +1,404 | New |
| McIlrath & Eck, LLC | 1,447 | $5.64K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,610 | $6.28K | 0.00% | +1,610 | New |
| Proequities, Inc. | 1,928 | $7.59K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,188 | $8.53K | 0.00% | +2,188 | New |
| AdvisorNet Financial, Inc | 2,500 | $9.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,795 | $10.9K | 0.00% | +295+11.8% | Added |
| Fortitude Family Office, LLC | 3,000 | $11.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,624 | $14.1K | 0.00% | +64+1.8% | Added |
| The PNC Financial Services Group, Inc. | 4,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,120 | $39.5K | 0.00% | +90+0.9% | Added |
| US Bancorp | 10,200 | $39.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,600 | $41.0K | 0.00% | −7,982−43.0% | Reduced |
| Hyperion Partners, LLC | 10,634 | $41.5K | 0.03% | +285+2.8% | Added |
| Old National Bancorp | 10,745 | $41.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,844 | $42.3K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 11,229 | $43.8K | 0.00% | −4,326−27.8% | Reduced |
| Janney Montgomery Scott LLC | 11,567 | $45.0K | 0.00% | +1,234+11.9% | Added |
| CI Private Wealth, LLC | 12,500 | $48.8K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,694 | $49.8K | 0.00% | −12,962−50.5% | Reduced |
| Ironsides Asset Advisors, LLC | 13,470 | $52.5K | 0.02% | +1,541+12.9% | Added |
| Commonwealth Equity Services, LLC | 13,697 | $53.0K | 0.00% | −6,516−32.2% | Reduced |
| Green Square Capital Advisors LLC | 13,956 | $54.4K | 0.01% | −552−3.8% | Reduced |
| Raymond James Trust N.A. | 14,642 | $57.1K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 14,630 | $57.5K | 0.01% | −5,000−25.5% | Reduced |
| Integrated Wealth Concepts LLC | 15,175 | $59.2K | 0.00% | +1,500+11.0% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $60.3K | 0.04% | +10.0% | Added |
| HighTower Advisors, LLC | 15,608 | $61.0K | 0.00% | −10−0.1% | Reduced |
| HRT Financial LP | 16,204 | $63.0K | 0.00% | +16,204 | New |
| Wedbush Securities Inc | 17,414 | $68.0K | 0.00% | −1,324−7.1% | Reduced |
| Quantum Private Wealth, LLC | 17,439 | $68.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,475 | $68.2K | 0.00% | +17,475 | New |
| Melfa Wealth Management, LLC | 18,950 | $73.9K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 20,000 | $78.0K | 0.00% | +20,000 | New |
| Capital Wealth Alliance, LLC | 20,143 | $78.6K | 0.05% | +254+1.3% | Added |
| Uncommon Cents Investing LLC | 25,827 | $100.7K | 0.03% | −2,900−10.1% | Reduced |
| Venture Visionary Partners LLC | 27,183 | $106.0K | 0.01% | 00.0% | Unchanged |
| Suncoast Equity Management | 30,681 | $119.7K | 0.01% | +547+1.8% | Added |
| Good Life Advisors, LLC | 30,942 | $120.7K | 0.01% | +10.0% | Added |
| Pekin Hardy Strauss, Inc. | 31,087 | $121.2K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 31,100 | $122.5K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | – | $124.8K | 0.00% | – | – |
| MML Investors Services, LLC | 35,271 | $138.0K | 0.00% | −30−0.1% | Reduced |
| Fortis Group Advisors, LLC | 35,660 | $139.1K | 0.03% | +35,660 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,768 | $139.5K | 0.02% | +6,778+23.4% | Added |
| Hartline Investment Corp | 35,768 | $139.5K | 0.02% | +35,768 | New |
| Lakeview Capital Partners, LLC | 37,764 | $147.3K | 0.02% | +82+0.2% | Added |
| Chapin Davis, Inc. | 37,999 | $148.2K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 38,369 | $149.6K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 39,418 | $153.7K | 0.00% | −249−0.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 40,500 | $157.9K | 0.12% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 40,615 | $158.4K | 0.00% | +253+0.6% | Added |
| Integrated Capital Management, Inc. | 43,043 | $167.9K | 0.14% | +983+2.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $198.8K | 0.08% | +50,985 | New |
| Mariner, LLC | 54,800 | $213.7K | 0.00% | −237−0.4% | Reduced |
| LPL Financial LLC | 56,215 | $219.2K | 0.00% | −20,144−26.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 61,726 | $241.0K | 0.00% | −1,387−2.2% | Reduced |
| GeoWealth Management, LLC | 66,304 | $258.6K | 0.01% | +37+0.1% | Added |
| Catalytic Wealth RIA, LLC | 67,551 | $263.4K | 0.05% | +1,284+1.9% | Added |
| Oppenheimer & Co Inc | 68,344 | $266.5K | 0.00% | +30,163+79.0% | Added |
| Gilman Hill Asset Management, LLC | 71,750 | $279.8K | 0.05% | −250−0.3% | Reduced |
| Truist Financial Corp | 72,159 | $281.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 83,513 | $325.7K | 0.00% | −2,322−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 84,905 | $331.1K | 0.00% | −20,214−19.2% | Reduced |
| Cetera Investment Advisers | 90,772 | $354.0K | 0.00% | +73,912+438.4% | Added |
| Landscape Capital Management, L.L.C. | 100,967 | $393.8K | 0.03% | −74,936−42.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,430 | $395.6K | 0.00% | +70.0% | Added |
| Atria Wealth Solutions, Inc. | 104,716 | $411.6K | 0.00% | +73,300+233.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 162,361 | $633.2K | 0.24% | +42,257+35.2% | Added |
| Wela Strategies, Inc. | 169,453 | $660.9K | 0.31% | −80,779−32.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 171,936 | $670.5K | 0.00% | −22,301−11.5% | Reduced |
| Stifel Financial Corp | 205,200 | $800.3K | 0.00% | −63,590−23.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 210,670 | $821.6K | 0.04% | −11,715−5.3% | Reduced |
| Pin Oak Investment Advisors Inc | 222,904 | $869.0K | 0.84% | +2,677+1.2% | Added |
| Raymond James & Associates | 228,340 | $890.5K | 0.00% | +6,417+2.9% | Added |
| First Trust Advisors LP | 233,298 | $909.9K | 0.00% | +23,245+11.1% | Added |
| Park Avenue Securities LLC | 254,100 | $991.0K | 0.01% | −1,825−0.7% | Reduced |
| Pathway Financial Advisers, LLC | 256,875 | $1.00M | 0.36% | +14,378+5.9% | Added |
| Envestnet Asset Management Inc | 340,299 | $1.33M | 0.00% | +26,271+8.4% | Added |
| Royal Bank of Canada | 349,926 | $1.36M | 0.00% | +4,204+1.2% | Added |
| Fiera Capital Corp | 453,857 | $1.77M | 0.01% | +2,173+0.5% | Added |
| RFG Advisory, LLC | 487,772 | $1.90M | 0.06% | +188,510+63.0% | Added |
| Chicago Partners Investment Group LLC | 519,313 | $1.94M | 0.08% | +20,321+4.1% | Added |
| Evergreen Capital Management LLC | 511,967 | $2.01M | 0.08% | +22,960+4.7% | Added |
| Thrivent Financial for Lutherans | 525,334 | $2.05M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 532,304 | $2.08M | 0.00% | −19,113−3.5% | Reduced |
| Bank of America Corp | 548,407 | $2.14M | 0.00% | −20,806−3.7% | Reduced |
| Wells Fargo & Company | 560,462 | $2.19M | 0.00% | −101,485−15.3% | Reduced |
| 1607 Capital Partners, LLC | 797,975 | $3.11M | 0.25% | −563,200−41.4% | Reduced |
| Sit Investment Associates Inc | 890,137 | $3.47M | 0.08% | −881,014−49.7% | Reduced |
| Guggenheim Capital LLC | 927,611 | $3.62M | 0.03% | +3030.0% | Added |
| Fca Corp | 1,001,596 | $3.91M | 1.26% | +56,153+5.9% | Added |
| City of London Investment Management Co Ltd | 1,025,343 | $4.00M | 0.33% | +315,213+44.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,095,947 | $4.27M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 1,122,353 | $4.38M | 0.00% | −62,374−5.3% | Reduced |
| Pathstone Holdings, LLC | 1,800,795 | $7.02M | 0.03% | +170,587+10.5% | Added |
| Capital Investment Advisors, LLC | 3,162,143 | $12.3M | 0.29% | +98,609+3.2% | Added |