Western Asset Hi Inc. OpportHIO
13F holders, Q1 2024 (March 31)102holders
$3.90avg. 13F price*
At the end of Q1 2024, 102 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings. The largest holders were Morgan Stanley ($17.4M), Bramshill Investments, LLC ($16.4M) and Rivernorth Capital Management, LLC ($15.4M).
- Company
- Western Asset Hi Inc. Opport
- CUSIP
- 95766K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $708K |
| Exits | 13 | $3.9M |
Ownership 102 holders
| Morgan Stanley | 0.00% | Add +8.2% | 4,472,932 | $17.4M |
| Bramshill Investments, LLC | 1.94% | Reduce -12.8% | 4,214,396 | $16.4M |
| Rivernorth Capital Management, LLC | 0.75% | Reduce -20.7% | 3,958,903 | $15.4M |
| Capital Investment Advisors, LLC | 0.29% | Add +3.2% | 3,162,143 | $12.3M |
| Pathstone Holdings, LLC | 0.03% | Add +10.5% | 1,800,795 | $7.0M |
| Invesco Ltd. | 0.00% | Reduce -5.3% | 1,122,353 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 1,095,947 | $4.3M |
| City of London Investment Management Co. Ltd. | 0.33% | Add +44.4% | 1,025,343 | $4.0M |
| Fca Corp. | 1.26% | Add +5.9% | 1,001,596 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Add +0.0% | 927,611 | $3.6M |
| Sit Investment Associates Inc. | 0.08% | Reduce -49.7% | 890,137 | $3.5M |
| 1607 Capital Partners, LLC | 0.25% | Reduce -41.4% | 797,975 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -15.3% | 560,462 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 548,407 | $2.1M |
| UBS Group AG | 0.00% | Reduce -3.5% | 532,304 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 525,334 | $2.0M |
| Evergreen Capital Management LLC | 0.08% | Add +4.7% | 511,967 | $2.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +4.1% | 519,313 | $1.9M |
| RFG Advisory, LLC | 0.06% | Add +63.0% | 487,772 | $1.9M |
| Fiera Capital Corp | 0.01% | Add +0.5% | 453,857 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 349,926 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 340,299 | $1.3M |
| Pathway Financial Advisers, LLC | 0.36% | Add +5.9% | 256,875 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.7% | 254,100 | $991K |
| First Trust Advisors LP | 0.00% | Add +11.1% | 233,298 | $910K |
| Raymond James & Associates | 0.00% | Add +2.9% | 228,340 | $891K |
| Pin Oak Investment Advisors Inc. | 0.84% | Add +1.2% | 222,904 | $869K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -5.3% | 210,670 | $822K |
| Stifel Financial Corp. | 0.00% | Reduce -23.7% | 205,200 | $800K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.5% | 171,936 | $671K |
| Wela Strategies, Inc. | 0.31% | Reduce -32.3% | 169,453 | $661K |
| Prevail Innovative Wealth Advisors, LLC | 0.24% | Add +35.2% | 162,361 | $633K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +233.3% | 104,716 | $412K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 101,430 | $396K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -42.6% | 100,967 | $394K |
| Cetera Investment Advisers | 0.00% | Add +438.4% | 90,772 | $354K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.2% | 84,905 | $331K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.7% | 83,513 | $326K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $281K |
| Gilman Hill Asset Management, LLC | 0.05% | Reduce -0.3% | 71,750 | $280K |
| Oppenheimer & Co. Inc. | 0.00% | Add +79.0% | 68,344 | $267K |
| GC Wealth Management RIA, LLC | 0.05% | Add +1.9% | 67,551 | $263K |
| GeoWealth Management, LLC | 0.01% | Add +0.1% | 66,304 | $259K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.2% | 61,726 | $241K |
| LPL Financial LLC | 0.00% | Reduce -26.4% | 56,215 | $219K |
| Mariner, LLC | 0.00% | Reduce -0.4% | 54,800 | $214K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | New | 50,985 | $199K |
| Integrated Capital Management, Inc. | 0.14% | Add +2.3% | 43,043 | $168K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.00% | Add +0.6% | 40,615 | $158K |
| Wilson & Boucher Capital Management, LLC | 0.12% | No change | 40,500 | $158K |
| Comerica Bank | 0.00% | Reduce -0.6% | 39,418 | $154K |
| NWF Advisory Services Inc. | 0.03% | No change | 38,369 | $150K |
| Chapin Davis, Inc. | 0.05% | No change | 37,999 | $148K |
| Bison Wealth, LLC | 0.02% | Add +0.2% | 37,764 | $147K |
| Hartline Investment Corp./ | 0.02% | New | 35,768 | $139K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +23.4% | 35,768 | $139K |
| Fortis Group Advisors, LLC | 0.03% | New | 35,660 | $139K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 35,271 | $138K |
| Dudley Capital Management, LLC | 0.07% | No change | 31,100 | $123K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 31,087 | $121K |
| Good Life Advisors, LLC | 0.01% | Add +0.0% | 30,942 | $121K |
| Suncoast Equity Management | 0.01% | Add +1.8% | 30,681 | $120K |
| Venture Visionary Partners LLC | 0.01% | No change | 27,183 | $106K |
| Uncommon Cents Investing LLC | 0.03% | Reduce -10.1% | 25,827 | $101K |
| Capital Wealth Alliance, LLC | 0.05% | Add +1.3% | 20,143 | $79K |
| Glenview Trust Co | 0.00% | New | 20,000 | $78K |
| Melfa Wealth Management, Inc. | 0.05% | No change | 18,950 | $74K |
| Avior Wealth Management, LLC | 0.00% | New | 17,475 | $68K |
| Quantum Private Wealth, LLC | 0.03% | No change | 17,439 | $68K |
| Wedbush Securities Inc. | 0.00% | Reduce -7.1% | 17,414 | $68K |
| HRT Financial LP | 0.00% | New | 16,204 | $63K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 15,608 | $61K |
| Fourpath Capital Management, LLC | 0.04% | Add +0.0% | 15,466 | $60K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.0% | 15,175 | $59K |
| Harbour Capital Advisors, LLC | 0.01% | Reduce -25.5% | 14,630 | $57K |
| Raymond James Trust N.A. | 0.00% | No change | 14,642 | $57K |
| Steel Grove Capital Advisors, LLC | 0.01% | Reduce -3.8% | 13,956 | $54K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -32.2% | 13,697 | $53K |
| Ironsides Asset Advisors, LLC | 0.02% | Add +12.9% | 13,470 | $53K |
| Quadrature Capital Ltd | 0.00% | Reduce -50.5% | 12,694 | $50K |
| Corient Private Wealth LP | 0.00% | No change | 12,500 | $49K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.9% | 11,567 | $45K |
| Procyon Advisors, LLC | 0.00% | Reduce -27.8% | 11,229 | $44K |
| Creative Planning | 0.00% | No change | 10,844 | $42K |
| Old National Bancorp | 0.00% | No change | 10,745 | $42K |
| Hyperion Partners, LLC | 0.03% | Add +2.8% | 10,634 | $41K |
| Virtu Financial LLC | 0.00% | Reduce -43.0% | 10,600 | $41K |
| US Bancorp \de | 0.00% | No change | 10,200 | $40K |
| Equitable Holdings, Inc. | 0.00% | Add +0.9% | 10,120 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,000 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +1.8% | 3,624 | $14K |
| Fortitude Family Office, LLC | 0.01% | No change | 3,000 | $12K |
| Larson Financial Group LLC | 0.00% | Add +11.8% | 2,795 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,500 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 2,188 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,928 | $8K |
| FMR LLC | 0.00% | New | 1,610 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,447 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,404 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 502 | $2K |
"% of holder's portfolio" is HIO's weight in each manager's 13F, not the share of Western Asset Hi Inc. Opport the manager owns.