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Disclosery

HIO WESTERN ASSET HIGH INCOME OP

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COM (fund), issuer CIK 910068

98 managers (98 13F filers) reported a position in HIO shares at 2025-03-31, 25,324,524 shares in all. 13 filers opened a position and 16 filers sold out during the quarter.

Managers
98
13F filers
98
New
13
Added
34
Reduced
20
Sold out
16
Shares held by filers
25,324,524

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY7,953,378$31.7M<0.01%+791,00513F-HRTimelineGroup
Capital Investment Advisors, LLC3,530,186$14.1M0.27%+14,04913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,192,243$4.75M0.08%-94,15213F-HRTimelineGroup
FCA CORP /TX1,116,032$4.44M1.42%+26,97313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,013,258$4.03M0.09%-242,45413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.996,303$3.97M<0.01%-208,42813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC768,627$3.06M<0.01%+66,63613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC571,166$2.29M0.08%+25,94713F-HRTimeline
UBS Group AGin group UBS Group AG534,579$2.13M<0.01%+52,38613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…524,334$2.09M<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN522,481$2.08M<0.01%-143,64313F-HRTimelineGroup
RFG Advisory, LLC495,444$1.97M0.05%+5613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp486,300$1.94M0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/454,678$1.81M<0.01%-2,37013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC393,816$1.6M0.01%-2,418,15113F-HRTimelineGroup
Chicago Partners Investment Group LLC404,646$1.55M0.05%-40,58113F-HRTimeline
Kanen Wealth Management LLC363,718$1.45M0.58%new13F-HR/ATimeline
Pathway Financial Advisers, LLC270,067$1.07M0.37%-32313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP241,824$962K<0.01%-7,80713F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC232,328$932K0.71%-24,14013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP217,388$872K<0.01%+48,51213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC156,475$623K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…153,864$612K<0.01%-13,78813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP144,097$574K<0.01%+1513F-HRTimelineGroup
LPL Financial LLC136,988$545K<0.01%-140,95013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,742$524K<0.01%-4,88213F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.121,700$488K0.01%+15,00013F-HRTimeline
Wela Strategies, Inc.120,053$478K0.2%-14313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC108,332$431K<0.01%-1,75113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,865$425K<0.01%+20,91713F-HRTimelineGroup
Steward Partners Investment Advisory, L…101,609$404K<0.01%+7,96213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC95,003$378K0.02%+78,65013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,950$314K0.21%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …74,042$295K<0.01%+5,74913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,159$287K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers72,055$287K<0.01%+2,47213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,219$272K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP67,956$270K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC65,035$259K<0.01%-9,80013F-HRTimeline
NWF Advisory Services Inc.63,369$252K0.04%new13F-HRTimeline
Everstar Asset Management, LLC54,627$217K0.14%013F-HR/ATimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…50,985$203K0.07%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…42,196$169K0.03%-56113F-HRTimeline
Good Life Advisors, LLC41,806$166K0.01%+10,86413F-HRTimeline
Wilson & Boucher Capital Management, LLC38,000$151K0.11%013F-HRTimeline
CHAPIN DAVIS, INC.37,999$151K0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,980$151K<0.01%+18,18613F-HRTimeline
Fortis Group Advisors, LLC35,660$142K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,808$139K<0.01%new13F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,667$138K<0.01%-11,57813F-HRTimelineGroup
Clearstead Advisors, LLC34,375$137K<0.01%013F-HRTimeline
QTR Family Wealth, LLC33,627$134K0.1%13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC31,100$124K0.07%013F-HRTimeline
COMERICA BANK29,655$118K<0.01%-3,37613F-HRTimeline
Venture Visionary Partners LLC27,183$108K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC27,031$108K<0.01%+38513F-HRTimeline
Uncommon Cents Investing LLC26,327$105K0.03%013F-HRTimeline
Geneos Wealth Management Inc.25,127$100K<0.01%+23,83513F-HRTimeline
Corps Capital Advisors, LLC25,000$99.5K0.1%013F-HRTimeline
Cape Investment Advisory, Inc.24,600$97.9K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC23,763$94.6K<0.01%new13F-HRTimeline
MAI Capital Management21,792$86.7K<0.01%+20613F-HRTimeline
Atala Financial Inc21,500$85.6K0.06%013F-HRTimeline
HighTower Advisors, LLC21,071$83.9K<0.01%+2,60313F-HRTimeline
Samalin Investment Counsel, LLC19,770$78.7K0.03%+33813F-HRTimeline
CHOREO, LLC19,448$77.4K<0.01%+4,59313F-HRTimeline
Suncoast Equity Management17,239$68.6K0.01%+29813F-HRTimeline
Sigma Planning Corp17,226$68.6K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,513$66K<0.01%+26613F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC15,466$61.6K0.01%013F-HRTimeline
Encompass More Asset Management15,451$61.5K0.02%+4813F-HRTimeline
Integrated Wealth Concepts LLC15,175$60.4K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,140$60.3K<0.01%+1,56013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.14,873$59.2K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC13,700$54.5K0.01%013F-HRTimeline
Harbour Capital Advisors, LLC13,030$50K0.01%013F-HRTimeline
Elequin Capital, LP12,209$48.6K0.01%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,989$47.7K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,843$47K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,287$44.9K<0.01%+24113F-HRTimeline
Meridian Wealth Management, LLC11,200$44.6K<0.01%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC11,132$44.3K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,703$42.6K<0.01%+14913F-HRTimelineGroup
Nova Wealth Management, Inc.10,450$41.6K0.04%013F-HR/ATimeline
HORIZON KINETICS ASSET MANAGEMENT LLC10,072$40.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,000$31.8K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,829$31.2K<0.01%+40013F-HRTimelineGroup
Larson Financial Group LLC5,850$23.3K<0.01%+90013F-HRTimeline
WPG Advisers, LLC2,628$10.5K0.01%+52913F-HRTimeline
Farther Finance Advisors, LLC1,254$5.02K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,000$3.98K<0.01%+99013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC579$2.31K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…560$2.23K<0.01%+1013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp326$1.3K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC201$1K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…190$756<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3$12<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-96413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.