Western Asset High Income Opportunity Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 9.31 M | $35.76 M | 4.46% | 9.79% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 3.12 M | $11.97 M | -7.32% | 3.28% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 1.68 M | $6.45 M | 60.23% | 1.76% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 1.43 M | $5.49 M | 16.33% | 1.50% |
| FCA CORP /TX | 11/14/2025 | 1.19 M | $4.56 M | 1.33% | 1.25% |
| INVESCO LTD. | 11/13/2025 | 1.02 M | $3.92 M | 1.30% | 1.07% |
| UBS GROUP AG | 11/13/2025 | 753.19 K | $2.89 M | 59.72% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 707.83 K | $2.72 M | 3.16% | 0.74% |
| KANEN WEALTH MANAGEMENT LLC | 11/14/2025 | 697.02 K | $2.68 M | 77.40% | 0.73% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 684.19 K | $2.63 M | 4.10% | 0.72% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 524.33 K | $2.01 M | 0.00% | 0.55% |
| FIERA CAPITAL CORP | 11/07/2025 | 482.32 K | $1.85 M | 1.31% | 0.51% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 394.38 K | $1.53 M | -1.03% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 389.28 K | $1.49 M | -5.52% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 319.73 K | $1.22 M | 23.78% | 0.34% |
| RFG ADVISORY, LLC | 11/06/2025 | 309.59 K | $1.19 M | -35.76% | 0.33% |
| LPL FINANCIAL LLC | 11/12/2025 | 279.32 K | $1.07 M | 14.24% | 0.29% |
| PATHWAY FINANCIAL ADVISERS, LLC | 11/13/2025 | 272.33 K | $1.05 M | 0.20% | 0.29% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 265.36 K | $1.02 M | 100.00% | 0.28% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 250.93 K | $963.56 K | -8.64% | 0.26% |
| PIN OAK INVESTMENT ADVISORS INC | 11/17/2025 | 232.63 K | $901.55 K | 0.13% | 0.24% |
| FORTIS GROUP ADVISORS, LLC | 11/07/2025 | 215.66 K | $832.44 K | 14.23% | 0.23% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 210.90 K | $817.35 K | 5.59% | 0.22% |
| HRT FINANCIAL LP | 11/14/2025 | 138.91 K | $533.00 K | 100.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 131.96 K | $506.72 K | 4.00% | 0.14% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 130.15 K | $499.77 K | 11.25% | 0.14% |
| ROYAL BANK OF CANADA | 11/14/2025 | 128.69 K | $494.00 K | 6.00% | 0.14% |
| WELA STRATEGIES, INC. | 10/24/2025 | 127.02 K | $487.75 K | 5.74% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 123.99 K | $485.83 K | 17.68% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 119.56 K | $459.00 K | -24.93% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 105.18 K | $403.88 K | 100.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 95.07 K | $365.08 K | 21.90% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 93.78 K | $360.11 K | 0.01% | 0.10% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 93.52 K | $359.11 K | 100.00% | 0.10% |
| JANE STREET GROUP, LLC | 11/14/2025 | 92.14 K | $353.82 K | 128.81% | 0.10% |
| MAREX GROUP PLC | 11/14/2025 | 89.87 K | $345.09 K | 100.00% | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 78.95 K | $303.17 K | 0.00% | 0.08% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 72.16 K | $277.09 K | 0.00% | 0.08% |
| OPPENHEIMER & CO INC | 11/06/2025 | 70.60 K | $271.11 K | -4.89% | 0.07% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 64.33 K | $247.04 K | 1.52% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 59.30 K | $227.71 K | -0.63% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 53.18 K | $204.21 K | -2.65% | 0.06% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 51.70 K | $198.52 K | -23.49% | 0.05% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 11/12/2025 | 50.99 K | $195.78 K | 0.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 50.85 K | $195.25 K | -4.46% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 50.11 K | $192.00 K | -5.99% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 48.94 K | $187.93 K | 0.17% | 0.05% |
| CHOREO, LLC | 11/12/2025 | 45.80 K | $175.87 K | 3.80% | 0.05% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 10/24/2025 | 44.25 K | $169.93 K | 2.33% | 0.05% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 37.25 K | $143.00 K | 100.00% | 0.04% |
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Western Asset High Income Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Western Asset High Income Opportunity Fund Inc. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 640,496
Rareview Capital LLC: 572,495
Chicago Partners Investment Group LLC: 398,939
Pathway Financial Advisers, LLC: 277,703
RFG Advisory, LLC: 180,783
MELFA WEALTH MANAGEMENT, LLC: 78,950
29.20% of Western Asset High Income Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 28.24 M shares in the last 24 months. This purchase volume represents approximately $106.76 M in transactions.