Skip to content
Disclosery

HIO WESTERN ASSET HIGH INCOME OP

Follow

COM (fund), issuer CIK 910068

99 managers (99 13F filers) reported a position in HIO shares at 2025-06-30, 25,639,419 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
99
13F filers
99
New
14
Added
38
Reduced
19
Sold out
13
Shares held by filers
25,639,419

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY8,914,684$35.5M<0.01%+961,30613F-HRTimelineGroup
Capital Investment Advisors, LLC3,361,984$13.4M0.24%-168,20213F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,228,551$4.89M0.07%+36,30813F-HRTimelineGroup
FCA CORP /TX1,171,948$4.66M1.4%+55,91613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,047,524$4.17M0.09%+34,26613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,006,497$4.01M<0.01%+10,19413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC686,164$2.73M<0.01%-82,46313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN657,224$2.62M<0.01%+134,74313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…524,334$2.09M<0.01%013F-HR/ATimelineGroup
RFG Advisory, LLC481,959$1.92M0.05%-13,48513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp476,070$1.89M0.01%-10,23013F-HRTimelineGroup
UBS Group AGin group UBS Group AG471,575$1.88M<0.01%-63,00413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/412,009$1.64M<0.01%-42,66913F-HRTimelineGroup
Chicago Partners Investment Group LLC398,477$1.6M0.05%-6,16913F-HRTimeline
Kanen Wealth Management LLC392,918$1.56M0.6%+29,20013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP274,670$1.09M<0.01%+32,84613F-HRTimelineGroup
Pathway Financial Advisers, LLC271,778$1.08M0.35%+1,71113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP258,298$1.02M<0.01%+40,91013F-HRTimelineGroup
LPL Financial LLC244,506$973K<0.01%+107,51813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC232,328$924K0.78%013F-HRTimeline
Shaker Financial Services, LLC199,744$802K0.29%new13F-HRTimeline
Fortis Group Advisors, LLC188,787$748K0.14%+153,12713F-HRTimeline
Cambridge Investment Research Advisors,…159,267$634K<0.01%+5,40313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,879$505K<0.01%+18,54713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA121,401$483K<0.01%-10,34113F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.119,700$481K0.01%-2,00013F-HRTimeline
Wela Strategies, Inc.120,126$478K0.19%+7313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP116,982$466K<0.01%-27,11513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,365$419K<0.01%-1,50013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…93,767$373K<0.01%-7,84213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.78,950$314K0.2%013F-HRTimeline
Cetera Investment Advisers77,992$310K<0.01%+5,93713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …74,229$295K<0.01%+18713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,159$287K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC67,568$269K<0.01%+33,19313F-HRTimeline
NWF Advisory Services Inc.63,369$252K0.03%013F-HRTimeline
Evanson Asset Management, LLC61,000$243K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,675$238K<0.01%+25,00813F-HRTimelineGroup
Good Life Advisors, LLC56,646$225K0.01%+14,84013F-HRTimeline
Everstar Asset Management, LLC54,627$217K0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,304$212K<0.01%+15,32413F-HRTimeline
NewEdge Advisors, LLC53,217$212K<0.01%-11,81813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…50,985$203K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…48,856$194K<0.01%new13F-HRTimelineGroup
CHOREO, LLC44,124$176K<0.01%+24,67613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…43,243$172K0.02%+1,04713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,270$160K<0.01%+5,46213F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC38,000$151K0.11%013F-HRTimeline
CHAPIN DAVIS, INC.34,141$136K0.04%-3,85813F-HRTimeline
KELLEHER FINANCIAL ADVISORS31,364$125K0.04%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC31,100$124K0.06%013F-HRTimeline
COMERICA BANK30,261$120K<0.01%+60613F-HRTimeline
Mariner, LLCin group Mariner, LLC29,580$118K<0.01%+14,44013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC27,639$110K<0.01%+60813F-HRTimeline
Venture Visionary Partners LLC27,183$108K<0.01%013F-HRTimeline
Uncommon Cents Investing LLC26,327$105K0.03%013F-HRTimeline
Corps Capital Advisors, LLC25,000$99.5K0.16%013F-HRTimeline
MAI Capital Management24,967$99.4K<0.01%+3,17513F-HRTimeline
Cape Investment Advisory, Inc.24,600$97.9K0.04%013F-HRTimeline
Geneos Wealth Management Inc.23,202$92.3K<0.01%-1,92513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,662$90K<0.01%+6,14913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC20,239$81.2K<0.01%-550,92713F-HRTimeline
Occidental Asset Management, LLC18,564$73.9K0.01%new13F-HRTimeline
QTR Family Wealth, LLC18,504$73.6K0.05%-15,12313F-HRTimeline
Aptus Capital Advisors, LLC18,467$73.5K<0.01%-5,29613F-HRTimeline
Suncoast Equity Management17,713$70.5K0.01%+47413F-HR/ATimeline
Sigma Planning Corp17,428$69.4K<0.01%+20213F-HRTimeline
Advisory Services Network, LLC17,500$69.3K<0.01%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC17,269$68.7K0.05%+6,13713F-HRTimeline
Merit Financial Group, LLC16,007$63.7K<0.01%new13F-HRTimeline
Encompass More Asset Management15,527$61.8K0.01%+7613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,466$61.6K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC15,175$60.4K<0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.14,873$59.2K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC14,200$56.5K0.01%+50013F-HRTimeline
TWO SIGMA SECURITIES, LLC13,408$53.4K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,194$52.5K<0.01%+1,90713F-HRTimeline
Harbour Capital Advisors, LLC13,030$52.2K0.01%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,989$47.7K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,843$47K<0.01%013F-HRTimeline
Meridian Wealth Management, LLC11,200$44.6K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,860$43.2K<0.01%+15713F-HRTimelineGroup
Nova Wealth Management, Inc.10,450$41.6K0.03%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC10,072$40.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,013$31.9K<0.01%+1313F-HRTimelineGroup
Pinnacle Bancorp, Inc.7,000$27.9K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,900$23.5K<0.01%-1,92913F-HRTimelineGroup
Larson Financial Group LLC5,850$23.3K<0.01%013F-HRTimeline
WPG Advisers, LLC3,030$12.1K0.01%+40213F-HRTimeline
Farther Finance Advisors, LLC1,254$4.99K<0.01%013F-HRTimeline
NFSG Corp1,238$4.93K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,090$4.38K<0.01%new13F-HRTimeline
Allworth Financial LP486$1.94K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management260$1.03K<0.01%new13F-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
MTM Investment Management, LLC170$677<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3$12<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.