Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of Western Asset High Yield Defined Opportunity Fund Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
710KNew |
$8.32M - $8.78M
|
710K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
65.9K+ 17.33% |
$773K - $815K
|
446K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
64.5KNew |
$756K - $797K
|
64.5K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.3K+ 57.07% |
$297K - $313K
|
69.6K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.9K+ 11.72% |
$199K - $209K
|
162K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
8.12K+ 41.66% |
$95.2K - $100K
|
27.6K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.57K+ 151.3% |
$88.8K - $93.6K
|
12.6K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.5KNew |
$64.5K - $68K
|
5.5K
$65.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.48KNew |
$52.4K - $55.3K
|
4.48K
$53.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.09K+ 25.66% |
$36.2K - $38.2K
|
15.1K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.59KNew |
$30.4K - $32K
|
2.59K
$31K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.27K+ 3.18% |
$26.6K - $28.1K
|
73.6K
$881K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.05KNew |
$24K - $25.3K
|
2.05K
$24.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.83KNew |
$21.4K - $22.6K
|
1.83K
$21.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.22K+ 1.68% |
$14.3K - $15.1K
|
73.9K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.2K+ 9.25% |
$14.1K - $14.8K
|
14.2K
$170K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
476+ 4.33% |
$5.58K - $5.88K
|
11.5K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
144+ 2.29% |
$1.69K - $1.78K
|
6.42K
$76.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89+ 0.28% |
$1.04K - $1.1K
|
32.2K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 2.28% |
$586 - $618
|
2.24K
$26.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 3.24% |
$176 - $185
|
478
$5.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$11.7 - $12.4
|
44.3K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58- 0.13% |
$680 - $717
|
44.4K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-377- 3.22% |
$4.42K - $4.66K
|
11.3K
$136K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-580- 4.39% |
$6.8K - $7.17K
|
12.6K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-887- 18.12% |
$10.4K - $11K
|
4.01K
$48K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2.58K- 0.86% |
$30.2K - $31.9K
|
299K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.62K- 8.51% |
$30.6K - $32.3K
|
28.1K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.04K- 10.31% |
$35.6K - $37.5K
|
26.4K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3.1K- 5.69% |
$36.3K - $38.3K
|
51.4K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.32K- 6.56% |
$38.9K - $41K
|
47.2K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-3.35K- 2.64% |
$39.3K - $41.4K
|
123K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-6.43K- 25.91% |
$75.3K - $79.4K
|
18.4K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.5K- 13.73% |
$76.2K - $80.3K
|
40.9K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.58K- 4.97% |
$77.2K - $81.4K
|
126K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-7.59K- 8.84% |
$89K - $93.8K
|
78.3K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-14.7K- 24.97% |
$173K - $182K
|
44.3K
$530K
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-16K- 12.95% |
$187K - $198K
|
107K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-22.8K- 24.32% |
$267K - $281K
|
70.8K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.4K- 10.76% |
$438K - $462K
|
310K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-53.4K- 6.06% |
$626K - $660K
|
828K
$9.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.3K- 26.0% |
$684K - $721K
|
166K
$1.99M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-131K- 91.92% |
$1.54M - $1.63M
|
11.6K
$138K
|