HIO
Western Asset High Income Opportunity Fund Inc
1W: +0.3%
1M: -5.2%
3M: -10.1%
YTD: -9.1%
1Y: -13.4%
3Y: +15.0%
5Y: -5.5%
$3.29
+0.02 (+0.61%)
Weekly Expected Move ±1.7%
$3
$3
$3
$3
$3
Institutional Ownership — HIO
129
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
119M
Total Invested
9
New Positions
35
Increased
47
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (139 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 11,779,270 | 39M | +386,523 | +3.4% | 60Q | SEC ↗ |
| 2 | SIT INVESTMENT ASSOCIATES INC | 2,820,378 | 9M | +8,100 | +0.3% | 15Q | SEC ↗ |
| 3 | Capital Investment Advisors, LLC | 2,329,618 | 8M | -209,394 | -8.2% | 51Q | SEC ↗ |
| 4 | Penserra Capital Management LLC | 1,659,450 | 5M | +63,330 | +4.0% | 8Q | SEC ↗ |
| 5 | Invesco Ltd. | 1,282,493 | 4M | -72,400 | -5.3% | 71Q | SEC ↗ |
| 6 | FCA CORP /TX | 1,276,114 | 4M | +69,375 | +5.7% | 43Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1,010,164 | 3M | +211,015 | +26.4% | 79Q | SEC ↗ |
| 8 | LPL Financial LLC | 969,899 | 3M | +217,895 | +29.0% | 23Q | SEC ↗ |
| 9 | Rareview Capital LLC | 903,653 | 3M | +212,012 | +30.7% | 3Q | SEC ↗ |
| 10 | Shaker Financial Services, LLC | 642,498 | 2M | +129,524 | +25.2% | 5Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 637,104 | 2M | -27,865 | -4.2% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 561,032 | 2M | -40,840 | -6.8% | 47Q | SEC ↗ |
| 13 | Thrivent Financial for Lutherans | 548,932 | 2M | — | +0.0% | 25Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 531,238 | 2M | +57,376 | +12.1% | 9Q | SEC ↗ |
| 15 | Kanen Wealth Management LLC | 490,454 | 2M | — | +0.0% | 6Q | SEC ↗ |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 378,116 | 1M | -92,831 | -19.7% | 4Q | SEC ↗ |
| 17 | ABSOLUTE INVESTMENT ADVISERS, LLC | 372,457 | 1M | -96,701 | -20.6% | 3Q | SEC ↗ |
| 18 | Chicago Partners Investment Group LLC | 333,688 | 1M | -34,618 | -9.4% | 24Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 305,060 | 1M | -11,545 | -3.6% | 15Q | SEC ↗ |
| 20 | Pathway Financial Advisers, LLC | 285,886 | 941K | +6,453 | +2.3% | 12Q | SEC ↗ |
| 21 | RFG Advisory, LLC | 273,827 | 901K | -13,236 | -4.6% | 26Q | SEC ↗ |
| 22 | FIRST TRUST ADVISORS LP | 263,308 | 866K | +32,925 | +14.3% | 29Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 239,445 | 788K | +69,707 | +41.1% | 32Q | SEC ↗ |
| 24 | PIN OAK INVESTMENT ADVISORS INC | 233,058 | 767K | — | +0.0% | 35Q | SEC ↗ |
| 25 | Fortis Group Advisors, LLC | 206,291 | 679K | -4,280 | -2.0% | 10Q | SEC ↗ |
| 26 | Calamos Advisors LLC | 175,495 | 577K | +11,700 | +7.1% | 3Q | SEC ↗ |
| 27 | Quarry LP | 175,126 | 576K | -129,985 | -42.6% | 2Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 141,224 | 465K | -4,889 | -3.3% | 67Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 128,283 | 422K | +18,602 | +17.0% | 23Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 118,176 | 389K | +28,597 | +31.9% | 26Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 97,551 | 321K | -771 | -0.8% | 7Q | SEC ↗ |
| 32 | Steward Partners Investment Advisory, | 90,960 | 299K | -2,851 | -3.0% | 29Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 83,427 | 274K | -8,475 | -9.2% | 49Q | SEC ↗ |
| 34 | MELFA WEALTH MANAGEMENT, INC. | 78,950 | 260K | — | +0.0% | 13Q | SEC ↗ |
| 35 | CITADEL ADVISORS LLC | 77,036 | 253K | +48,867 | +173.5% | 2Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 72,159 | 237K | — | +0.0% | 40Q | SEC ↗ |
| 37 | KELLEHER FINANCIAL ADVISORS | 70,008 | 230K | +35,700 | +104.1% | 3Q | SEC ↗ |
| 38 | NWF Advisory Services Inc. | 64,333 | 212K | +7,412 | +13.0% | 6Q | SEC ↗ |
| 39 | XTX Topco Ltd | 60,930 | 200K | +25,662 | +72.8% | 3Q | SEC ↗ |
| 40 | Stratos Wealth Partners, LTD. | 59,236 | 195K | -180 | -0.3% | 9Q | SEC ↗ |
| 41 | Everstar Asset Management, LLC | 53,180 | 175K | — | +0.0% | 8Q | SEC ↗ |
| 42 | READYSTATE ASSET MANAGEMENT LP NEW | 52,504 | 173K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Concurrent Investment Advisors, LLC | 52,351 | 172K | +2,863 | +5.8% | 5Q | SEC ↗ |
| 44 | WALLED LAKE PLANNING & WEALTH MANAGEME | 50,985 | 168K | — | +0.0% | 10Q | SEC ↗ |
| 45 | CHOREO, LLC | 50,189 | 165K | -4,926 | -8.9% | 7Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 44,676 | 147K | -1,728 | -3.7% | 63Q | SEC ↗ |
| 47 | Logan Stone Capital, LLC NEW | 43,421 | 143K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Bay Colony Advisory Group, Inc d/b/a B | 41,770 | 137K | +1,025 | +2.5% | 14Q | SEC ↗ |
| 49 | Global Retirement Partners, LLC NEW | 37,877 | 125K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Virtu Financial LLC | 34,860 | 115K | +9,595 | +38.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| READYSTATE ASSET MANAGEMENT LP | 52,504 | 173K |
| Logan Stone Capital, LLC | 43,421 | 143K |
| Global Retirement Partners, LLC | 37,877 | 125K |
| IMC-Chicago, LLC | 24,666 | 81K |
| CAPTRUST FINANCIAL ADVISORS | 22,063 | 73K |
| Lido Advisors, LLC | 14,688 | 48K |
| Alpine Global Management, LLC | 10,470 | 34K |
| SHP Wealth Management | 1,500 | 5K |
| Parallel Advisors, LLC | 2 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Marex Group plc | 67,142 | 221K |
| Segment Wealth Management, LLC | 49,332 | 162K |
| NOMURA HOLDINGS INC | 37,500 | 123K |
| Independent Advisor Alliance | 36,873 | 121K |
| HRT FINANCIAL LP | 30,093 | 99K |
| Integrity Advisory Solutions, LLC | 28,702 | 94K |
| CHAPIN DAVIS, INC. | 26,909 | 89K |
| Quadrature Capital Ltd | 23,257 | 77K |
| First Nebraska Trust Co | 22,060 | 73K |
| Suncoast Equity Management | 20,036 | 66K |
| Private Advisor Group, LLC | 16,525 | 54K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 14,827 | 49K |
| Pekin Hardy Strauss, Inc. | 13,973 | 46K |
| Sigma Planning Corp | 12,704 | 42K |
| Encompass More Asset Management | 12,006 | 39K |
| PCM Encore, LLC | 11,387 | 37K |
| Meridian Wealth Management, LLC | 11,200 | 37K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 10,913 | 36K |
| High Net Worth Advisory Group LLC | 10,355 | 34K |
| MAI Capital Management | 6,467 | 21K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +386,523 | +3.4% | 11,779,270 |
| LPL Financial LLC | +217,895 | +29.0% | 969,899 |
| Rareview Capital LLC | +212,012 | +30.7% | 903,653 |
| WELLS FARGO & COMPANY/MN | +211,015 | +26.4% | 1,010,164 |
| Shaker Financial Services, LLC | +129,524 | +25.2% | 642,498 |
| ENVESTNET ASSET MANAGEMENT INC | +69,707 | +41.1% | 239,445 |
| FCA CORP /TX | +69,375 | +5.7% | 1,276,114 |
| Penserra Capital Management LLC | +63,330 | +4.0% | 1,659,450 |
| JONES FINANCIAL COMPANIES LLLP | +57,376 | +12.1% | 531,238 |
| CITADEL ADVISORS LLC | +48,867 | +173.5% | 77,036 |
| KELLEHER FINANCIAL ADVISORS | +35,700 | +104.1% | 70,008 |
| FIRST TRUST ADVISORS LP | +32,925 | +14.3% | 263,308 |
| OSAIC HOLDINGS, INC. | +28,597 | +31.9% | 118,176 |
| XTX Topco Ltd | +25,662 | +72.8% | 60,930 |
| Cetera Investment Advisers | +18,602 | +17.0% | 128,283 |
| Calamos Advisors LLC | +11,700 | +7.1% | 175,495 |
| Virtu Financial LLC | +9,595 | +38.0% | 34,860 |
| SIT INVESTMENT ASSOCIATES INC | +8,100 | +0.3% | 2,820,378 |
| NWF Advisory Services Inc. | +7,412 | +13.0% | 64,333 |
| Pathway Financial Advisers, LLC | +6,453 | +2.3% | 285,886 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Investment Advisors, LLC | -209,394 | -8.2% | 2,329,618 |
| Quarry LP | -129,985 | -42.6% | 175,126 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | -96,701 | -20.6% | 372,457 |
| WOLVERINE ASSET MANAGEMENT LLC | -92,831 | -19.7% | 378,116 |
| Invesco Ltd. | -72,400 | -5.3% | 1,282,493 |
| UBS Group AG | -40,840 | -6.8% | 561,032 |
| Chicago Partners Investment Group L | -34,618 | -9.4% | 333,688 |
| JANE STREET GROUP, LLC | -27,970 | -68.6% | 12,826 |
| RAYMOND JAMES FINANCIAL INC | -27,865 | -4.2% | 637,104 |
| BOOTHBAY FUND MANAGEMENT, LLC | -18,605 | -45.1% | 22,607 |
| RFG Advisory, LLC | -13,236 | -4.6% | 273,827 |
| BANK OF AMERICA CORP /DE | -11,545 | -3.6% | 305,060 |
| STIFEL FINANCIAL CORP | -8,475 | -9.2% | 83,427 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -6,442 | -17.7% | 29,883 |
| CHOREO, LLC | -4,926 | -8.9% | 50,189 |
| ROYAL BANK OF CANADA | -4,889 | -3.3% | 141,224 |
| Fortis Group Advisors, LLC | -4,280 | -2.0% | 206,291 |
| Mariner, LLC | -4,013 | -14.4% | 23,824 |
| NewEdge Advisors, LLC | -3,000 | -10.4% | 25,835 |
| Steward Partners Investment Advisor | -2,851 | -3.0% | 90,960 |