Western Asset High Income Fund II Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 05/05/2026 | 4.04 M | $16.08 M | 3.44% | 4.49% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 2.46 M | $9.77 M | -7.64% | 2.73% |
| MORGAN STANLEY | 05/15/2026 | 1.64 M | $6.53 M | -17.22% | 1.82% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.16 M | $4.62 M | -38.12% | 1.29% |
| INVESCO LTD. | 05/12/2026 | 914.61 K | $3.64 M | -1.02% | 1.02% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 658.69 K | $2.62 M | 21.04% | 0.73% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 639.54 K | $2.55 M | 11.55% | 0.71% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 595.74 K | $2.37 M | -10.27% | 0.66% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 523.88 K | $2.08 M | 6.62% | 0.58% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 512.15 K | $2.04 M | 173.60% | 0.57% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 456.44 K | $1.82 M | -1.62% | 0.51% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 300.40 K | $1.20 M | -25.58% | 0.33% |
| OPPENHEIMER & CO INC | 04/24/2026 | 217.79 K | $866.80 K | -2.21% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 184.44 K | $734.06 K | -19.25% | 0.20% |
| CITADEL ADVISORS LLC | 05/15/2026 | 158.61 K | $631.28 K | 886.03% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 153.91 K | $612.58 K | -8.95% | 0.17% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 147.81 K | $594.18 K | 0.00% | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 126.45 K | $503.26 K | 0.00% | 0.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 116.37 K | $463.15 K | 11.33% | 0.13% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 100.51 K | $400.04 K | 0.00% | 0.11% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 79.97 K | $318.00 K | 39,882.50% | 0.09% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 05/05/2026 | 78.86 K | $313.87 K | 9.12% | 0.09% |
| SAGE CAPITAL ADVISORS,LLC | 04/07/2026 | 74.06 K | $294.74 K | 5.92% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 68.83 K | $273.95 K | 0.59% | 0.08% |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 04/21/2026 | 60.61 K | $241.24 K | 0.00% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 56.58 K | $225.19 K | 100.00% | 0.06% |
| ROYAL BANK OF CANADA | 05/15/2026 | 56.20 K | $223.00 K | 3.96% | 0.06% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 55.50 K | $220.89 K | -8.55% | 0.06% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 52.62 K | $209.44 K | 100.00% | 0.06% |
| NOMURA HOLDINGS INC | 05/15/2026 | 50.00 K | $199.00 K | 100.00% | 0.06% |
| ARGYLE CAPITAL PARTNERS, LLC | 05/07/2026 | 47.93 K | $190.77 K | 24.35% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 46.20 K | $183.88 K | -68.09% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 44.04 K | $178.82 K | 1.63% | 0.05% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 04/30/2026 | 41.02 K | $163.28 K | 1.73% | 0.05% |
| INTEGRATED ADVISORS NETWORK LLC | 04/28/2026 | 40.44 K | $160.93 K | 0.00% | 0.04% |
| SUNPOINTE, LLC | 04/21/2026 | 36.41 K | $144.92 K | 0.00% | 0.04% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 33.68 K | $134.03 K | 1.95% | 0.04% |
| 05/15/2026 | 27.50 K | $109.45 K | 0.00% | 0.03% | |
| MARINER, LLC | 05/13/2026 | 27.29 K | $102.89 K | 57.31% | 0.03% |
| MRA ADVISORY GROUP | 04/22/2026 | 27.10 K | $107.85 K | -0.27% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 27.00 K | $107.46 K | -3.53% | 0.03% |
| 05/11/2026 | 25.72 K | $102.38 K | 23.38% | 0.03% | |
| XTX TOPCO LTD | 05/15/2026 | 24.83 K | $98.84 K | 100.00% | 0.03% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 24.78 K | $98.61 K | 2.86% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 23.02 K | $91.62 K | -6.95% | 0.03% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 04/27/2026 | 22.80 K | $90.74 K | 0.00% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 22.65 K | $90.14 K | 44.40% | 0.03% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 22.07 K | $87.82 K | 0.00% | 0.02% |
| QUARRY LP | 05/15/2026 | 21.92 K | $87.25 K | 100.00% | 0.02% |
| 04/15/2026 | 21.01 K | $83.62 K | 2.18% | 0.02% |
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Western Asset High Income Fund II Inc institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Western Asset High Income Fund II Inc. The most heavily invested institutionals were:
UBS Group AG: 4.04 M
Penserra Capital Management LLC: 2.46 M
MORGAN STANLEY: 1.64 M
WELLS FARGO & COMPANY/MN: 1.16 M
Invesco Ltd.: 914,611
GUGGENHEIM CAPITAL LLC: 658,691
18.43% of Western Asset High Income Fund II Inc stock is owned by institutional investors.
Institutional investors have bought a total of 18.04 M shares in the last 24 months. This purchase volume represents approximately $72.00 M in transactions.