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 | 05/15/2026 | 11.39 M | $41.36 M | 18.27% | 11.98% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 2.81 M | $10.21 M | 25.81% | 2.96% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 2.54 M | $9.22 M | -12.14% | 2.67% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.60 M | $5.79 M | 1.34% | 1.68% |
| INVESCO LTD. | 05/12/2026 | 1.35 M | $4.92 M | 10.97% | 1.42% |
| FCA CORP /TX | 05/14/2026 | 1.21 M | $4.38 M | 5.80% | 1.27% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 799.15 K | $2.90 M | 2.94% | 0.84% |
| LPL FINANCIAL LLC | 05/06/2026 | 752.00 K | $2.73 M | 95.32% | 0.79% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 691.64 K | $2.75 M | 20.81% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 664.97 K | $2.41 M | -5.37% | 0.70% |
| UBS GROUP AG | 05/05/2026 | 601.87 K | $2.18 M | 12.60% | 0.63% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 548.93 K | $1.99 M | 4.69% | 0.58% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 512.97 K | $1.86 M | -16.42% | 0.54% |
| KANEN WEALTH MANAGEMENT LLC | 05/18/2026 | 490.45 K | $1.78 M | 2.08% | 0.52% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 473.86 K | $1.68 M | 13.61% | 0.50% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 470.95 K | $1.71 M | -26.47% | 0.50% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 469.16 K | $1.70 M | 43.37% | 0.49% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 368.31 K | $1.36 M | -7.68% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 316.61 K | $1.15 M | -11.76% | 0.33% |
| QUARRY LP | 05/15/2026 | 305.11 K | $1.11 M | 100.00% | 0.32% |
| RFG ADVISORY, LLC | 04/20/2026 | 287.06 K | $1.04 M | 58.79% | 0.30% |
| PATHWAY FINANCIAL ADVISERS, LLC | 04/23/2026 | 279.43 K | $1.01 M | 0.62% | 0.29% |
| PIN OAK INVESTMENT ADVISORS INC | 05/15/2026 | 233.06 K | $846.00 K | -0.53% | 0.25% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 230.38 K | $836.29 K | -4.25% | 0.24% |
| FORTIS GROUP ADVISORS, LLC | 05/08/2026 | 210.57 K | $777.01 K | -1.36% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 169.74 K | $616.15 K | 27.50% | 0.18% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 163.80 K | $594.58 K | 13.51% | 0.17% |
| ROYAL BANK OF CANADA | 05/15/2026 | 146.11 K | $530.00 K | -3.79% | 0.15% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 109.68 K | $398.14 K | 11.45% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 98.32 K | $356.91 K | 71.16% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 93.81 K | $340.53 K | 0.01% | 0.10% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 91.90 K | $333.61 K | 1.99% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 89.58 K | $325.17 K | -18.20% | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 78.95 K | $286.59 K | 0.00% | 0.08% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 72.16 K | $261.94 K | 0.00% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 59.42 K | $215.68 K | 0.09% | 0.06% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 56.92 K | $206.62 K | -11.52% | 0.06% |
| CHOREO, LLC | 05/13/2026 | 55.12 K | $200.07 K | 19.23% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 53.18 K | $193.04 K | 0.00% | 0.06% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 04/30/2026 | 50.99 K | $185.08 K | 0.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 49.49 K | $179.64 K | 0.23% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 46.40 K | $168.00 K | 0.00% | 0.05% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 41.21 K | $149.60 K | -2.35% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 40.80 K | $148.09 K | -79.09% | 0.04% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 05/05/2026 | 40.75 K | $147.91 K | 2.47% | 0.04% |
| NOMURA HOLDINGS INC | 05/15/2026 | 37.50 K | $136.13 K | 100.00% | 0.04% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 36.87 K | $133.85 K | 100.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 36.33 K | $131.86 K | 1.40% | 0.04% |
| XTX TOPCO LTD | 05/15/2026 | 35.27 K | $128.02 K | -52.70% | 0.04% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 34.38 K | $124.78 K | 0.00% | 0.04% |
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Western Asset High Income Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of Western Asset High Income Opportunity Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 11.39 M
SIT INVESTMENT ASSOCIATES INC: 2.81 M
Capital Investment Advisors, LLC: 2.54 M
Penserra Capital Management LLC: 1.6 M
Invesco Ltd.: 1.35 M
FCA CORP /TX: 1.21 M
34.06% of Western Asset High Income Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 37.56 M shares in the last 24 months. This purchase volume represents approximately $137.84 M in transactions.