Purchases and Sales Made in Q1 2024 in Western Asset High Income Opportunity Fund Inc. (HIO)
This table provides information about the institutional ownership of Western Asset High Income Opportunity Fund Inc. (HIO) during Q1 2024. The information is specifically focused on institutions that hold shares of WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
340K+ 8.23% |
$1.32M - $1.37M
|
4.47M
$17.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
340K+ 8.23% |
$1.32M - $1.37M
|
4.47M
$17.6M
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
315K+ 44.39% |
$1.22M - $1.27M
|
1.03M
$4.03M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
257KNew |
$997K - $1.03M
|
257K
$1.01M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
189K+ 62.99% |
$731K - $758K
|
488K
$1.92M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
171K+ 10.46% |
$662K - $686K
|
1.8M
$7.08M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 50.4% |
$455K - $471K
|
350K
$1.38M
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
98.6K+ 3.22% |
$383K - $396K
|
3.16M
$12.4M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
90.8KNew |
$352K - $365K
|
90.8K
$357K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
73.3K+ 233.32% |
$284K - $295K
|
105K
$412K
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
56.2K+ 5.94% |
$218K - $226K
|
1M
$3.94M
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
51KNew |
$198K - $205K
|
51K
$200K
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
42.3K+ 35.18% |
$164K - $170K
|
162K
$638K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
35.8KNew |
$139K - $144K
|
35.8K
$141K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
35.7KNew |
$138K - $143K
|
35.7K
$140K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.2K+ 79.0% |
$117K - $121K
|
68.3K
$269K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.3K+ 8.37% |
$102K - $106K
|
340K
$1.34M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.2K+ 11.07% |
$90.2K - $93.4K
|
233K
$917K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23K+ 4.7% |
$89.1K - $92.3K
|
512K
$2.01M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.3K+ 4.07% |
$78.8K - $81.7K
|
519K
$2.04M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20KNew |
$77.6K - $80.4K
|
20K
$78.6K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.5KNew |
$67.8K - $70.2K
|
17.5K
$68.7K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.2KNew |
$62.9K - $65.1K
|
16.2K
$63.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1KNew |
$62.6K - $64.9K
|
16.1K
$63.4K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.7KNew |
$49.3K - $51K
|
12.7K
$49.9K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 20.1% |
$46.4K - $48K
|
71.4K
$281K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.78K+ 23.38% |
$26.3K - $27.2K
|
35.8K
$141K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.42K+ 2.89% |
$24.9K - $25.8K
|
228K
$897K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.2K+ 1.22% |
$16.3K - $16.9K
|
350K
$1.38M
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.68K+ 1.22% |
$10.4K - $10.8K
|
223K
$876K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.17K+ 0.48% |
$8.43K - $8.74K
|
454K
$1.78M
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.54K+ 12.92% |
$5.98K - $6.19K
|
13.5K
$52.9K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 10.97% |
$5.82K - $6.03K
|
15.2K
$59.6K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4KNew |
$5.45K - $5.64K
|
1.4K
$5.52K
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.28K+ 1.94% |
$4.98K - $5.16K
|
67.6K
$265K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 11.94% |
$4.79K - $4.96K
|
11.6K
$45.5K
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
983+ 2.34% |
$3.81K - $3.95K
|
43K
$169K
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
BUY
|
- |
547+ 1.82% |
$2.12K - $2.2K
|
30.7K
$121K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
326New |
$1.26K - $1.31K
|
326
$1.28K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
303+ 0.03% |
$1.18K - $1.22K
|
928K
$3.65M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
295+ 11.8% |
$1.14K - $1.19K
|
2.8K
$11K
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
285+ 2.75% |
$1.11K - $1.15K
|
10.6K
$41.8K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
254+ 1.28% |
$986 - $1.02K
|
20.1K
$79.2K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
253+ 0.63% |
$982 - $1.02K
|
40.6K
$160K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90+ 0.9% |
$349 - $362
|
10.1K
$39.8K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
82+ 0.22% |
$318 - $330
|
37.8K
$148K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
64+ 1.8% |
$248 - $257
|
3.62K
$14.2K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.06% |
$144 - $149
|
66.3K
$261K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 1.62% |
$31 - $32.2
|
502
$1.97K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.01% |
$27.2 - $28.1
|
101K
$399K
|