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 | 08/13/2026 | 11.78 M | $42.88 M | 3.39% | 12.39% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 2.82 M | $10.27 M | 0.29% | 2.97% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 2.33 M | $8.48 M | -8.25% | 2.45% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.66 M | $6.04 M | 3.97% | 1.75% |
| INVESCO LTD. | 08/14/2026 | 1.28 M | $4.67 M | -5.34% | 1.35% |
| FCA CORP /TX | 08/11/2026 | 1.28 M | $4.65 M | 5.75% | 1.34% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.01 M | $3.68 M | 26.41% | 1.06% |
| LPL FINANCIAL LLC | 08/07/2026 | 969.90 K | $3.53 M | 28.98% | 1.02% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 903.65 K | $3.60 M | 30.65% | 0.95% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 642.50 K | $2.34 M | 25.25% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 637.10 K | $2.32 M | -4.19% | 0.67% |
| UBS GROUP AG | 08/13/2026 | 561.03 K | $2.04 M | -6.79% | 0.59% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 548.93 K | $2.00 M | 0.00% | 0.58% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 531.24 K | $1.91 M | 12.11% | 0.56% |
| KANEN WEALTH MANAGEMENT LLC | 08/13/2026 | 490.45 K | $1.79 M | 0.00% | 0.52% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 378.12 K | $1.38 M | -19.71% | 0.40% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 372.46 K | $1.36 M | -20.61% | 0.39% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 333.69 K | $1.19 M | -9.40% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 305.06 K | $1.11 M | -3.65% | 0.32% |
| PATHWAY FINANCIAL ADVISERS, LLC | 07/30/2026 | 285.89 K | $1.04 M | 2.31% | 0.30% |
| RFG ADVISORY, LLC | 07/15/2026 | 273.83 K | $996.73 K | -4.61% | 0.29% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 263.31 K | $958.44 K | 14.29% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 239.45 K | $871.58 K | 41.07% | 0.25% |
| PIN OAK INVESTMENT ADVISORS INC | 08/18/2026 | 233.06 K | $848.00 K | 0.00% | 0.25% |
| FORTIS GROUP ADVISORS, LLC | 07/24/2026 | 206.29 K | $750.90 K | -2.03% | 0.22% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 175.50 K | $638.80 K | 7.14% | 0.18% |
| QUARRY LP | 08/14/2026 | 175.13 K | $637.46 K | -42.60% | 0.18% |
| ROYAL BANK OF CANADA | 08/14/2026 | 141.22 K | $514.00 K | -3.35% | 0.15% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 128.28 K | $466.95 K | 16.96% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 118.18 K | $430.15 K | 31.92% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 97.55 K | $355.09 K | -0.78% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 90.96 K | $331.09 K | -3.04% | 0.10% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 83.43 K | $303.68 K | -9.22% | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 78.95 K | $287.38 K | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 77.04 K | $280.41 K | 173.48% | 0.08% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 72.16 K | $262.66 K | 0.00% | 0.08% |
| KELLEHER FINANCIAL ADVISORS | 08/06/2026 | 70.01 K | $254.83 K | 104.06% | 0.07% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 64.33 K | $234.17 K | 13.02% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 60.93 K | $221.79 K | 72.76% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 59.24 K | $215.62 K | -0.30% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 53.18 K | $193.58 K | 0.00% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 52.50 K | $191.12 K | 100.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 52.35 K | $190.56 K | 5.79% | 0.06% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 07/20/2026 | 50.99 K | $185.59 K | 0.00% | 0.05% |
| CHOREO, LLC | 08/04/2026 | 50.19 K | $182.69 K | -8.94% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 44.68 K | $163.00 K | -3.72% | 0.05% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 43.42 K | $158.05 K | 100.00% | 0.05% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 41.77 K | $152.04 K | 2.52% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 37.88 K | $137.87 K | 100.00% | 0.04% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 34.86 K | $127.00 K | 37.98% | 0.04% |
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Western Asset High Income Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of Western Asset High Income Opportunity Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 11.78 M
SIT INVESTMENT ASSOCIATES INC: 2.82 M
Capital Investment Advisors, LLC: 2.33 M
Penserra Capital Management LLC: 1.66 M
Invesco Ltd.: 1.28 M
FCA CORP /TX: 1.28 M
34.88% of Western Asset High Income Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 38.40 M shares in the last 24 months. This purchase volume represents approximately $140.94 M in transactions.