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 50 institutions that hold shares in the stock, with a total of 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $41.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
15,722
shares
|
$177,344
0.0% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
15,288
shares
|
$172,448
0.0% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,622
shares
|
$142,376
0.0% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
12,558
shares
|
$141,654
0.07% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,910
shares
|
$134,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,553
shares
|
$130,317
0.01% of portfolio
|
Q4 2024
Reduced 91.92%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
11,000
shares
|
$124,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,000
shares
|
$124,080
0.01% of portfolio
|
Q2 2021
Reduced 9.84%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,880
shares
|
$77,606
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
6,400
shares
|
$72,192
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,253
shares
|
$70,533
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,900
shares
|
$43,992
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,959
shares
|
$33,377
0.0% of portfolio
|
Q2 2024
Added 51.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2,761
shares
|
$31,144
0.03% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,403
shares
|
$27,105
0.0% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,045
shares
|
$23,067
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,000
shares
|
$22,560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,675
shares
|
$18,894
0.02% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,297
shares
|
$14,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,116
shares
|
$12,588
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
838
shares
|
$9,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
800
shares
|
$9,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
509
shares
|
$5,741
0.0% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
250
shares
|
$2,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|