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 | 08/13/2026 | 3.60 M | $14.24 M | -11.00% | 3.99% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.55 M | $10.11 M | 3.97% | 2.83% |
| MORGAN STANLEY | 08/13/2026 | 1.50 M | $5.95 M | -8.38% | 1.67% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.37 M | $5.43 M | 18.11% | 1.52% |
| INVESCO LTD. | 08/14/2026 | 942.20 K | $3.73 M | 3.02% | 1.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 773.36 K | $3.06 M | 51.00% | 0.86% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 697.43 K | $2.76 M | 5.88% | 0.77% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 685.47 K | $2.71 M | 15.06% | 0.76% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 655.21 K | $2.59 M | 2.45% | 0.73% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 574.69 K | $2.28 M | 9.70% | 0.64% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 420.60 K | $1.67 M | -7.85% | 0.47% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 392.76 K | $1.56 M | 30.75% | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 190.07 K | $752.69 K | 23.49% | 0.21% |
| OPPENHEIMER & CO INC | 08/03/2026 | 173.67 K | $687.73 K | -20.26% | 0.19% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 147.81 K | $585.31 K | 0.00% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 129.05 K | $511.04 K | -30.03% | 0.14% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 126.45 K | $500.73 K | 0.00% | 0.14% |
| LPL FINANCIAL LLC | 08/07/2026 | 103.74 K | $410.80 K | -10.85% | 0.12% |
| SAGE CAPITAL ADVISORS,LLC | 07/09/2026 | 74.15 K | $293.62 K | 0.12% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 67.18 K | $266.03 K | -2.40% | 0.07% |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 07/17/2026 | 60.61 K | $240.03 K | 0.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 58.20 K | $230.48 K | 152.84% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2026 | 56.93 K | $225.00 K | 1.30% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 54.98 K | $217.71 K | 121.39% | 0.06% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 49.00 K | $194.04 K | -11.71% | 0.05% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 48.16 K | $190.69 K | 223.45% | 0.05% |
| ARGYLE CAPITAL PARTNERS, LLC | 08/07/2026 | 47.93 K | $189.82 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 42.79 K | $169.45 K | 88.95% | 0.05% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 08/05/2026 | 41.76 K | $165.39 K | 1.80% | 0.05% |
| INTEGRATED ADVISORS NETWORK LLC | 08/11/2026 | 40.44 K | $160.12 K | 0.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 38.80 K | $153.66 K | -16.02% | 0.04% |
| MARINER, LLC | 08/13/2026 | 38.79 K | $153.59 K | 42.15% | 0.04% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 38.01 K | $151.00 K | 100.00% | 0.04% |
| SUNPOINTE, LLC | 07/24/2026 | 36.41 K | $144.19 K | 0.00% | 0.04% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 34.65 K | $137.23 K | 2.91% | 0.04% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 28.39 K | $112.14 K | -35.54% | 0.03% |
| MRA ADVISORY GROUP | 07/08/2026 | 27.81 K | $110.12 K | 2.61% | 0.03% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 27.50 K | $108.90 K | 0.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 27.01 K | $106.97 K | 0.05% | 0.03% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 25.51 K | $101.00 K | 2.94% | 0.03% |
| CITADEL ADVISORS LLC | 09/02/2026 | 24.82 K | $98.30 K | -84.35% | 0.03% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 08/03/2026 | 22.80 K | $90.29 K | 0.00% | 0.03% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 22.07 K | $87.38 K | 0.00% | 0.02% |
| STEINBERGANNA WEALTH MANAGEMENT | 08/04/2026 | 20.97 K | $83.03 K | -0.21% | 0.02% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 18.90 K | $74.84 K | 2.12% | 0.02% |
| UNITED ASSET STRATEGIES, INC. | 07/13/2026 | 16.84 K | $66.67 K | 0.00% | 0.02% |
| COLONY GROUP, LLC | 08/12/2026 | 16.00 K | $63.37 K | 0.02% | 0.02% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 07/27/2026 | 16.00 K | $63.36 K | 0.00% | 0.02% |
| CHOREO, LLC | 08/04/2026 | 15.99 K | $63.32 K | -8.33% | 0.02% |
| STONEX GROUP INC. | 08/12/2026 | 13.51 K | $54.29 K | 100.00% | 0.02% |
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Western Asset High Income Fund II Inc institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of Western Asset High Income Fund II Inc. The most heavily invested institutionals were:
UBS Group AG: 3.6 M
Penserra Capital Management LLC: 2.55 M
MORGAN STANLEY: 1.5 M
WELLS FARGO & COMPANY/MN: 1.37 M
Invesco Ltd.: 942,197
Rockefeller Capital Management L.P.: 773,360
18.11% of Western Asset High Income Fund II Inc stock is owned by institutional investors.
Institutional investors have bought a total of 17.83 M shares in the last 24 months. This purchase volume represents approximately $71.12 M in transactions.