Institutional Ownership Western Asset High Yield Defined Opportunity Fund Inc. (HYI)
This table provides information about the institutional ownership of Western Asset High Yield Defined Opportunity Fund Inc. (HYI). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 7.14 Million shares, which have been reported (via 13F filing form) to have a value of $83.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
42,419
shares
|
$495,029
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
38,187
shares
|
$445,642
0.0% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
34,407
shares
|
$401,529
0.04% of portfolio
|
Q3 2024
Added 136.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,162
shares
|
$340,320
0.0% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
27,623
shares
|
$322,360
0.03% of portfolio
|
Q4 2024
Added 41.66%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
18,390
shares
|
$214,611
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
18,375
shares
|
$214,436
0.04% of portfolio
|
Q4 2024
Reduced 25.91%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,521
shares
|
$204,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
17,500
shares
|
$204,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
16,750
shares
|
$195,472
0.0% of portfolio
|
Q1 2025
Reduced 59.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,654
shares
|
$194,352
0.0% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,529
shares
|
$192,893
0.0% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,622
shares
|
$147,298
0.0% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,603
shares
|
$147,077
0.0% of portfolio
|
Q1 2025
Reduced 60.86%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,580
shares
|
$146,808
0.0% of portfolio
|
Q4 2024
Added 151.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,553
shares
|
$134,823
0.01% of portfolio
|
Q4 2024
Reduced 91.92%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
11,509
shares
|
$134,310
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
11,375
shares
|
$132,746
0.0% of portfolio
|
Q3 2023
Reduced 25.04%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,360
shares
|
$132,571
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,000
shares
|
$128,370
0.01% of portfolio
|
Q2 2021
Reduced 9.84%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,563
shares
|
$76,590
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
6,400
shares
|
$74,688
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,007
shares
|
$46,761
0.0% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,959
shares
|
$34,531
0.0% of portfolio
|
Q2 2024
Added 51.05%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
2,695
shares
|
$31,450
0.01% of portfolio
|
Q1 2025
Reduced 39.78%
|