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 | 02/13/2026 | 9.63 M | $35.74 M | 3.44% | 10.13% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 2.89 M | $10.72 M | -7.26% | 3.04% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 2.24 M | $8.29 M | 33.18% | 2.35% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.57 M | $5.84 M | 10.20% | 1.66% |
| INVESCO LTD. | 02/19/2026 | 1.22 M | $4.53 M | 19.75% | 1.28% |
| FCA CORP /TX | 02/11/2026 | 1.14 M | $4.23 M | -3.96% | 1.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 776.29 K | $2.88 M | 13.46% | 0.82% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 702.71 K | $2.61 M | -0.72% | 0.74% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 640.50 K | $2.38 M | 141.37% | 0.67% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 613.76 K | $2.28 M | 191.02% | 0.65% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 572.50 K | $2.28 M | 100.00% | 0.60% |
| UBS GROUP AG | 01/29/2026 | 534.54 K | $1.98 M | -29.03% | 0.56% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 524.33 K | $1.95 M | 0.00% | 0.55% |
| KANEN WEALTH MANAGEMENT LLC | 02/18/2026 | 480.45 K | $1.78 M | -31.07% | 0.51% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 477.05 K | $1.77 M | 410.13% | 0.50% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 417.11 K | $1.55 M | 30.46% | 0.44% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 398.94 K | $1.48 M | 1.16% | 0.42% |
| LPL FINANCIAL LLC | 02/11/2026 | 385.00 K | $1.43 M | 37.84% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 358.80 K | $1.33 M | -7.83% | 0.38% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 327.23 K | $1.23 M | 100.00% | 0.34% |
| PATHWAY FINANCIAL ADVISERS, LLC | 02/06/2026 | 277.70 K | $1.03 M | 1.97% | 0.29% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 240.62 K | $892.69 K | -4.11% | 0.25% |
| PIN OAK INVESTMENT ADVISORS INC | 02/13/2026 | 234.31 K | $886.00 K | 0.72% | 0.25% |
| FORTIS GROUP ADVISORS, LLC | 02/06/2026 | 213.48 K | $804.80 K | -1.01% | 0.22% |
| JANE STREET GROUP, LLC | 02/12/2026 | 195.06 K | $723.66 K | 111.69% | 0.21% |
| RFG ADVISORY, LLC | 02/03/2026 | 180.78 K | $670.71 K | -41.61% | 0.19% |
| ROYAL BANK OF CANADA | 02/17/2026 | 151.87 K | $564.00 K | 18.02% | 0.16% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 144.30 K | $535.33 K | 100.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 133.12 K | $493.89 K | 0.88% | 0.14% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 130.86 K | $485.50 K | 100.00% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 109.51 K | $406.28 K | -11.68% | 0.12% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 98.41 K | $365.11 K | 3.51% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 93.80 K | $347.99 K | 0.02% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 90.11 K | $334.32 K | -30.76% | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 78.95 K | $292.90 K | 0.00% | 0.08% |
| XTX TOPCO LTD | 02/17/2026 | 74.56 K | $276.61 K | 100.00% | 0.08% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 72.16 K | $267.71 K | 0.00% | 0.08% |
| MAREX GROUP PLC | 02/12/2026 | 67.14 K | $249.10 K | -25.29% | 0.07% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 64.33 K | $238.68 K | 0.00% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 59.37 K | $220.25 K | 0.11% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 57.44 K | $213.11 K | 14.63% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 53.18 K | $197.30 K | 0.00% | 0.06% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 02/12/2026 | 50.99 K | $189.15 K | 0.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 49.38 K | $183.19 K | 0.89% | 0.05% |
| SEGMENT WEALTH MANAGEMENT, LLC | 01/29/2026 | 49.33 K | $183.02 K | 100.00% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 46.40 K | $172.00 K | -61.19% | 0.05% |
| CHOREO, LLC | 01/23/2026 | 46.23 K | $172.68 K | 0.93% | 0.05% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 45.54 K | $168.93 K | -10.44% | 0.05% |
| FIERA CAPITAL CORP | 02/11/2026 | 42.97 K | $159.41 K | -91.09% | 0.05% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 42.42 K | $157.37 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, 179 institutional investors and hedge funds held shares of Western Asset High Income Opportunity Fund Inc. The most heavily invested institutionals were:
Capital Investment Advisors, LLC: 2.54 M
Rareview Capital LLC: 691,641
UBS Group AG: 601,872
THRIVENT FINANCIAL FOR LUTHERANS: 548,932
WOLVERINE ASSET MANAGEMENT LLC: 470,947
ABSOLUTE INVESTMENT ADVISERS, LLC: 469,158
31.68% of Western Asset High Income Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 35.85 M shares in the last 24 months. This purchase volume represents approximately $131.55 M in transactions.