Sowell Financial Services LLC Western Asset High Yield Defined Opportunity Fund Inc. Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$10.31 - $16.36 $134 - $212	-13 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$14.91 - $15.7 $208 - $219	-14 Reduced 51.85%	13 $0
Q3 2019 Nov 14, 2019	BUY	$14.83 - $15.51 $400 - $418	27 New	27 $0

Others Institutions Holding HYI

# of Institutions

54

Shares Held

6.61M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.49M
Shares

$17.9 Million
0.41% of portfolio
Punch & Associates Investment Management, Inc. Edina, MN

882K
Shares

$10.6 Million
0.65% of portfolio
Raymond James Financial Inc St. Petersburg, FL

710K
Shares

$8.55 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

498K
Shares

$6 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

380K
Shares

$4.58 Million
0.03% of portfolio

About Western Asset High Yield Defined Opportunity Fund Inc.

Ticker HYI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset High Yield Defined Opportunity Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is co-managed by Western Asset Management Company, Western Asset Management Company Pte. Ltd., Western Asset Management Company Ltd and Western Asset Management Company Limited....

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