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 2024
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 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
- 98
- −4 vs. Q1 2024
- Shares held
- 31.0M
- −2.52M (−7.5%) vs. Q1 2024
- Total value
- $118.0M
- −$12.7M (−9.7%) vs. Q1 2024
- New holders
- 11
- 40 more added
- Sold out
- 15
- 22 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Rothschild Investment LLC | 3 | $11 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $724 | 0.00% | +190 | New |
| South State Corp. | 326 | $1.24K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 516 | $1.97K | 0.00% | +14+2.8% | Added |
| Proequities, Inc. | 1,928 | $7.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,188 | $8.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,795 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,727 | $14.2K | 0.00% | +103+2.8% | Added |
| The PNC Financial Services Group, Inc. | 5,929 | $22.6K | 0.00% | +1,929+48.2% | Added |
| US Bancorp | 8,533 | $32.5K | 0.00% | −1,667−16.3% | Reduced |
| Equitable Holdings, Inc. | 10,265 | $39.1K | 0.00% | +145+1.4% | Added |
| Procyon Private Wealth Partners, LLC | 10,548 | $40.2K | 0.00% | −681−6.1% | Reduced |
| Hyperion Partners, LLC | 10,933 | $41.7K | 0.03% | +299+2.8% | Added |
| Meridian Wealth Management, LLC | 11,200 | $42.7K | 0.01% | +11,200 | New |
| Jones Financial Companies LLLP | 12,300 | $46.9K | 0.00% | +12,300 | New |
| CI Private Wealth, LLC | 12,500 | $47.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,967 | $49.4K | 0.00% | +12,967 | New |
| Commonwealth Equity Services, LLC | 13,603 | $52.0K | 0.00% | −94−0.7% | Reduced |
| Harbour Capital Advisors, LLC | 14,630 | $56.2K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,175 | $57.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,649 | $58.8K | 0.00% | +15,649 | New |
| Reuter James Wealth Management, LLC | 15,466 | $58.9K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 15,769 | $60.0K | 0.00% | −435−2.7% | Reduced |
| Suncoast Equity Management | 15,914 | $60.6K | 0.01% | −14,767−48.1% | Reduced |
| Quantum Private Wealth, LLC | 17,439 | $66.4K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,003 | $68.6K | 0.00% | +3,361+23.0% | Added |
| Wedbush Securities Inc | 18,738 | $71.0K | 0.00% | +1,324+7.6% | Added |
| HighTower Advisors, LLC | 18,950 | $71.0K | 0.00% | +3,342+21.4% | Added |
| Capital Wealth Alliance, LLC | 20,547 | $78.3K | 0.04% | +404+2.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,602 | $86.1K | 0.00% | +5,127+29.3% | Added |
| Cresset Asset Management, LLC | 24,258 | $93.3K | 0.00% | +24,258 | New |
| Wall Street Access Asset Management, LLC | 25,338 | $96.5K | 0.04% | +25,338 | New |
| Uncommon Cents Investing LLC | 26,327 | $100.3K | 0.03% | +500+1.9% | Added |
| Venture Visionary Partners LLC | 27,183 | $103.6K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,942 | $117.9K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 31,087 | $118.4K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 31,100 | $118.5K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 33,672 | $128.3K | 0.01% | −176,998−84.0% | Reduced |
| Clearstead Advisors, LLC | 34,375 | $131.0K | 0.00% | +34,375 | New |
| Fortis Group Advisors, LLC | 35,660 | $135.9K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,691 | $139.8K | 0.02% | +923+2.6% | Added |
| MML Investors Services, LLC | 37,301 | $142.0K | 0.00% | +2,030+5.8% | Added |
| Chapin Davis, Inc. | 37,999 | $144.8K | 0.05% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 38,000 | $144.8K | 0.11% | −2,500−6.2% | Reduced |
| NWF Advisory Services Inc. | 38,369 | $146.2K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 37,764 | $147.3K | 0.02% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 40,000 | $152.4K | 0.03% | +40,000 | New |
| Comerica Bank | 41,300 | $157.4K | 0.00% | +1,882+4.8% | Added |
| Wolverine Asset Management LLC | 48,446 | $184.6K | 0.00% | +48,446 | New |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $194.3K | 0.08% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 54,250 | $206.7K | 0.04% | −17,500−24.4% | Reduced |
| LPL Financial LLC | 55,439 | $211.2K | 0.00% | −776−1.4% | Reduced |
| Integrated Capital Management, Inc. | 57,601 | $219.5K | 0.18% | +14,558+33.8% | Added |
| Advisor Group Holdings, Inc. | 61,083 | $232.7K | 0.00% | −23,822−28.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 64,853 | $247.0K | 0.00% | +3,127+5.1% | Added |
| Mariner, LLC | 67,212 | $256.1K | 0.00% | +12,412+22.6% | Added |
| Oppenheimer & Co Inc | 67,945 | $258.9K | 0.00% | −399−0.6% | Reduced |
| Bramshill Investments, LLC | 72,088 | $274.7K | 0.03% | −4,142,308−98.3% | Reduced |
| Truist Financial Corp | 72,159 | $274.9K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 78,950 | $300.8K | 0.21% | +60,000+316.6% | Added |
| GWM Advisors LLC | 80,335 | $306.1K | 0.00% | −3,178−3.8% | Reduced |
| Cetera Investment Advisers | 80,782 | $307.8K | 0.00% | −9,990−11.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 93,587 | $356.6K | 0.00% | −7,843−7.7% | Reduced |
| Atria Wealth Solutions, Inc. | 104,716 | $402.1K | 0.00% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 176,091 | $670.9K | 0.31% | +6,638+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 179,082 | $682.3K | 0.00% | +7,146+4.2% | Added |
| Stifel Financial Corp | 194,408 | $740.7K | 0.00% | −10,792−5.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 201,748 | $768.7K | 0.27% | +39,387+24.3% | Added |
| Pin Oak Investment Advisors Inc | 228,408 | $870.0K | 0.83% | +5,504+2.5% | Added |
| Royal Bank of Canada | 232,667 | $886.0K | 0.00% | −117,259−33.5% | Reduced |
| First Trust Advisors LP | 242,800 | $925.1K | 0.00% | +9,502+4.1% | Added |
| Pathway Financial Advisers, LLC | 262,557 | $1.00M | 0.36% | +5,682+2.2% | Added |
| Park Avenue Securities LLC | 269,510 | $1.03M | 0.01% | +15,410+6.1% | Added |
| Envestnet Asset Management Inc | 384,447 | $1.46M | 0.00% | +44,148+13.0% | Added |
| City of London Investment Management Co Ltd | 422,874 | $1.61M | 0.14% | −602,469−58.8% | Reduced |
| Fiera Capital Corp | 453,857 | $1.73M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 489,357 | $1.86M | 0.00% | −42,947−8.1% | Reduced |
| RFG Advisory, LLC | 492,947 | $1.88M | 0.06% | +5,175+1.1% | Added |
| Landscape Capital Management, L.L.C. | 494,961 | $1.89M | 0.16% | +393,994+390.2% | Added |
| Chicago Partners Investment Group LLC | 510,452 | $1.99M | 0.08% | −8,861−1.7% | Reduced |
| Thrivent Financial for Lutherans | 525,334 | $2.00M | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 541,972 | $2.08M | 0.08% | +30,005+5.9% | Added |
| Bank of America Corp | 549,299 | $2.09M | 0.00% | +892+0.2% | Added |
| Raymond James & Associates | 617,407 | $2.35M | 0.00% | +389,067+170.4% | Added |
| Wells Fargo & Company | 661,489 | $2.52M | 0.00% | +101,027+18.0% | Added |
| 1607 Capital Partners, LLC | 695,175 | $2.65M | 0.24% | −102,800−12.9% | Reduced |
| Guggenheim Capital LLC | 927,755 | $3.53M | 0.03% | +1440.0% | Added |
| Fca Corp | 1,019,072 | $3.88M | 1.24% | +17,476+1.7% | Added |
| Sit Investment Associates Inc | 1,126,835 | $4.29M | 0.10% | +236,698+26.6% | Added |
| Invesco Ltd. | 1,160,210 | $4.42M | 0.00% | +37,857+3.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,815,381 | $6.92M | 0.01% | +719,434+65.6% | Added |
| Pathstone Holdings, LLC | 2,243,008 | $8.55M | 0.04% | +442,213+24.6% | Added |
| Capital Investment Advisors, LLC | 3,274,283 | $12.5M | 0.28% | +112,140+3.5% | Added |
| Rivernorth Capital Management, LLC | 3,406,468 | $13.0M | 0.61% | −552,435−14.0% | Reduced |
| Morgan Stanley | 5,098,536 | $19.4M | 0.00% | +625,604+14.0% | Added |
| Strategic Financial Concepts, LLC | 20,670 | – | – | +20,670 | New |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −67,551−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −66,304−100.0% | Sold out |