Western Asset Hi Inc. OpportHIO
13F holders, Q4 2024 (December 31)101holders +3
13new positions
11sold out
$3.93avg. 13F price*
At the end of Q4 2024, 101 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings, up 3 from Q3 2024. 13 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($28.1M), Capital Investment Advisors, LLC ($13.8M) and Pathstone Holdings, LLC ($11.1M).
- Company
- Western Asset Hi Inc. Opport
- CUSIP
- 95766K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $646K |
| Exits | 11 | $9.6M |
All 13F filers, Q3 2024 → Q4 2024: 3,374,525 shares bought and 4,389,388 shares sold, net −1,014,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Morgan Stanley | 0.00% | Add +44.7% | 7,162,373 | $28.1M |
| Capital Investment Advisors, LLC | 0.28% | Add +3.1% | 3,516,137 | $13.8M |
| Pathstone Holdings, LLC | 0.05% | Reduce -5.2% | 2,811,967 | $11.1M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 1,286,395 | $5.1M |
| Sit Investment Associates Inc. | 0.11% | Add +9.5% | 1,255,712 | $4.9M |
| Invesco Ltd. | 0.00% | Add +1.3% | 1,204,731 | $4.7M |
| Fca Corp. | 1.34% | Add +8.0% | 1,089,059 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Reduce -0.1% | 925,514 | $3.6M |
| Rareview Capital LLC | 2.01% | Add +9.7% | 685,970 | $2.8M |
| Raymond James Financial Inc. | 0.00% | — | 701,991 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +7.3% | 666,124 | $2.6M |
| Evergreen Capital Management LLC | 0.07% | Add +3.1% | 545,219 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 524,334 | $2.1M |
| RFG Advisory, LLC | 0.06% | Add +0.3% | 495,388 | $1.9M |
| Fiera Capital Corp | 0.01% | Reduce -1.1% | 486,300 | $1.9M |
| UBS Group AG | 0.00% | Reduce -8.9% | 482,193 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -11.0% | 457,048 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -19.3% | 445,227 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.35% | Add +19.0% | 308,778 | $1.2M |
| LPL Financial LLC | 0.00% | Add +256.1% | 277,938 | $1.1M |
| Pathway Financial Advisers, LLC | 0.36% | Add +0.7% | 270,390 | $1.1M |
| Pin Oak Investment Advisors Inc. | 0.95% | No change | 256,468 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +5.4% | 249,631 | $981K |
| Jones Financial Companies LLLP | 0.00% | Add +49.1% | 168,876 | $664K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.6% | 167,652 | $659K |
| Stifel Financial Corp. | 0.00% | Reduce -23.2% | 144,082 | $566K |
| Royal Bank of Canada | 0.00% | Add +38.6% | 136,624 | $537K |
| Wela Strategies, Inc. | 0.20% | Add +1.9% | 120,196 | $472K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 110,083 | $433K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +3.5% | 106,700 | $419K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 93,647 | $368K |
| Osaic Holdings, Inc. | 0.00% | Add +53.3% | 85,948 | $338K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 78,950 | $310K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.8% | 74,835 | $294K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $284K |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 69,583 | $273K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.3% | 68,293 | $268K |
| Everstar Asset Management, LLC | 0.15% | Reduce -11.5% | 54,627 | $215K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -95.3% | 52,319 | $206K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 50,985 | $200K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.5% | 46,245 | $182K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +13.7% | 42,757 | $168K |
| Uhlmann Price Securities, LLC | 0.13% | Reduce -5.0% | 42,444 | $167K |
| Chapin Davis, Inc. | 0.05% | No change | 37,999 | $154K |
| Wilson & Boucher Capital Management, LLC | 0.11% | No change | 38,000 | $149K |
| Fortis Group Advisors, LLC | 0.03% | No change | 35,660 | $140K |
| Clearstead Advisors, LLC | 0.00% | No change | 34,375 | $135K |
| Bison Wealth, LLC | 0.03% | Add +0.5% | 33,537 | $132K |
| Comerica Bank | 0.00% | Reduce -31.6% | 33,031 | $130K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -55.7% | 32,562 | $128K |
| Dudley Capital Management, LLC | 0.06% | No change | 31,100 | $122K |
| Good Life Advisors, LLC | 0.01% | No change | 30,942 | $122K |
| City of London Investment Management Co. Ltd. | 0.01% | Reduce -92.7% | 30,932 | $122K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 28,386 | $112K |
| Shaker Financial Services, LLC | 0.04% | Add +8.0% | 27,343 | $107K |
| Venture Visionary Partners LLC | 0.00% | No change | 27,183 | $107K |
| MML Investors Services, LLC | 0.00% | Add +8.1% | 26,646 | $105K |
| Uncommon Cents Investing LLC | 0.03% | No change | 26,327 | $103K |
| Corps Capital Advisors, LLC | 0.10% | — | 25,000 | $98K |
| Avior Wealth Management, LLC | 0.00% | Reduce -18.3% | 23,219 | $91K |
| MAI Capital Management | 0.00% | New | 21,586 | $85K |
| Atala Financial Inc | 0.06% | — | 21,500 | $84K |
| Commonwealth Equity Services, LLC | 0.00% | New | 19,794 | $78K |
| Samalin Investment Counsel, LLC | 0.03% | New | 19,432 | $76K |
| HighTower Advisors, LLC | 0.00% | No change | 18,468 | $73K |
| XTX Topco Ltd | 0.01% | New | 17,570 | $69K |
| Suncoast Equity Management | 0.01% | Add +3.6% | 16,941 | $67K |
| Virtu Financial LLC | 0.00% | New | 16,353 | $64K |
| Park Avenue Securities LLC | 0.00% | Add +32.1% | 16,247 | $64K |
| Fourpath Capital Management, LLC | 0.01% | New | 15,466 | $61K |
| Encompass More Asset Management | 0.02% | Add +0.5% | 15,403 | $61K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,175 | $60K |
| Pekin Hardy Strauss, Inc. | 0.01% | Reduce -46.4% | 14,873 | $58K |
| Choreo, LLC | 0.00% | New | 14,855 | $58K |
| Jackson Hole Capital Partners, LLC | 0.01% | New | 13,700 | $54K |
| Mariner, LLC | 0.00% | Reduce -75.6% | 13,580 | $53K |
| Harbour Capital Advisors, LLC | 0.01% | Reduce -13.3% | 13,030 | $52K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,989 | $47K |
| Wedbush Securities Inc. | 0.00% | Reduce -32.0% | 11,843 | $47K |
| Quantum Private Wealth, LLC | 0.01% | No change | 11,741 | $46K |
| Independent Advisor Alliance | 0.00% | New | 11,257 | $44K |
| Meridian Wealth Management, LLC | 0.00% | No change | 11,200 | $44K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,046 | $43K |
| Equitable Holdings, Inc. | 0.00% | Add +1.4% | 10,554 | $41K |
| Nova Wealth Management, Inc. | 0.04% | — | 10,450 | $41K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,072 | $40K |
| US Bancorp \de | 0.00% | Reduce -6.3% | 8,000 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.3% | 7,429 | $29K |
| Larson Financial Group LLC | 0.00% | Add +77.1% | 4,950 | $19K |
| Synergy Asset Management, LLC | 0.00% | New | 2,467 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,500 | $10K |
| WPG Advisers, LLC | 0.01% | — | 2,099 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +106.4% | 1,292 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 964 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 804 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 550 | $2K |
| SouthState Bank Corp | 0.00% | No change | 326 | $1K |
| Cwm, LLC | 0.00% | No change | 201 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 190 | $747 |
| Harbour Investments, Inc. | 0.00% | New | 10 | $39 |
| Rothschild Investment LLC | 0.00% | No change | 3 | $12 |
"% 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.