Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.63MNew |
$5.77M - $6.34M
|
1.63M
$6.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
727K+ 69.66% |
$2.57M - $2.83M
|
1.77M
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
621KNew |
$2.2M - $2.41M
|
621K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
307K+ 75.98% |
$1.09M - $1.19M
|
710K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
147K+ 503.46% |
$520K - $571K
|
176K
$700K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
120KNew |
$425K - $467K
|
120K
$478K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
100K+ 10.04% |
$354K - $389K
|
1.1M
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
90.3K+ 814.3% |
$320K - $351K
|
101K
$404K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
84.6K+ 185.12% |
$299K - $329K
|
130K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
66.3KNew |
$235K - $258K
|
66.3K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66.3KNew |
$235K - $258K
|
66.3K
$264K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28K+ 0.92% |
$99.3K - $109K
|
3.06M
$12.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.8K+ 5.89% |
$98.3K - $108K
|
499K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.5K+ 10.96% |
$94K - $103K
|
269K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1K+ 9.07% |
$92.4K - $102K
|
314K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.7KNew |
$90.8K - $99.8K
|
25.7K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.4K+ 37.47% |
$82.8K - $91K
|
85.8K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
23.2KNew |
$82.3K - $90.4K
|
23.2K
$92.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.2K+ 1.73% |
$71.4K - $78.4K
|
1.18M
$4.72M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.6KNew |
$65.8K - $72.3K
|
18.6K
$74K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.1K+ 7.16% |
$60.5K - $66.5K
|
256K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17K+ 3.34% |
$60.2K - $66.1K
|
525K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.2K+ 84.45% |
$57.2K - $62.9K
|
35.3K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15.6K+ 781.7% |
$55.3K - $60.8K
|
17.6K
$70.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.8KNew |
$45.4K - $49.9K
|
12.8K
$51.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
11.3K+ 8.22% |
$40.1K - $44K
|
149K
$593K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11.1K+ 4.78% |
$39.2K - $43.1K
|
242K
$965K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3KNew |
$36.6K - $40.2K
|
10.3K
$41.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10KNew |
$35.5K - $39K
|
10K
$39.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.88K+ 19.94% |
$35K - $38.4K
|
59.4K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.3K+ 22.57% |
$25.9K - $28.4K
|
39.7K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7K+ 3.28% |
$24.8K - $27.2K
|
220K
$877K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.25K+ 2.78% |
$18.6K - $20.4K
|
194K
$773K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.41K+ 12.28% |
$15.6K - $17.2K
|
40.4K
$161K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.97K+ 15.85% |
$14K - $15.4K
|
29K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.1K+ 5.17% |
$11K - $12.1K
|
63.1K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3KNew |
$10.6K - $11.7K
|
3K
$11.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.43K+ 3.95% |
$5.07K - $5.57K
|
37.7K
$150K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1K+ 3.61% |
$3.54K - $3.89K
|
28.7K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
814New |
$2.88K - $3.17K
|
814
$3.24K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
723+ 1.75% |
$2.56K - $2.81K
|
42.1K
$167K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
519+ 2.68% |
$1.84K - $2.02K
|
19.9K
$79.2K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 3.31% |
$1.77K - $1.95K
|
15.6K
$62.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
477+ 4.17% |
$1.69K - $1.86K
|
11.9K
$47.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
398+ 3.33% |
$1.41K - $1.55K
|
12.3K
$49.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
289+ 2.87% |
$1.02K - $1.12K
|
10.3K
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
237+ 0.43% |
$839 - $922
|
55K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
221New |
$782 - $860
|
221
$880
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
168+ 0.44% |
$595 - $654
|
38.2K
$152K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
111+ 0.04% |
$393 - $432
|
250K
$996K
|