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Disclosery

HIX WESTERN ASSET HIGH INCOM FD

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COM (fund), issuer CIK 1058239

88 managers (88 13F filers) reported a position in HIX shares at 2025-03-31, 16,867,500 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
88
13F filers
88
New
16
Added
31
Reduced
18
Sold out
7
Shares held by filers
16,867,500

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
UBS Group AGin group UBS Group AG3,289,656$13.8M<0.01%+153,74713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,396,505$10M0.18%-264,94113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,195,124$9.18M<0.01%+526,43113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,432,268$5.99M<0.01%-89,05513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.984,945$4.12M<0.01%+16,26713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC844,047$3.53M<0.01%+62,59213F-HRTimelineGroup
Shaker Financial Services, LLC609,954$2.57M1%+341,69013F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC504,744$2.11M0.31%+137,64413F-HRTimeline
Rareview Capital LLC351,897$1.47M0.93%+153,54413F-HRTimeline
Quarry LP316,544$1.32M0.33%+103,64413F-HRTimeline
NewEdge Advisors, LLC306,086$1.28M0.01%-240,63113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.270,000$1.13M<0.01%-45,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.248,393$1.04M<0.01%+123,05113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…214,699$897K<0.01%+25,00013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …210,655$881K0.01%+17,68413F-HRTimelineGroup
NWF Advisory Services Inc.188,100$786K0.11%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,727$760K<0.01%-14,76313F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP143,359$599K0.03%-8,94413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.135,946$568K0.38%+17,00013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC133,050$556K0.23%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…113,398$474K0.04%-65,08613F-HRTimelineGroup
North Ground Capital110,900$452K0.46%new13F-HRTimeline
SFI Advisors, LLC107,830$451K0.33%+21,63113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC101,599$425K<0.01%+80,02813F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd97,477$407K0.01%+42,01013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,647$391K<0.01%+1,11513F-HRTimelineGroup
Chicago Partners Investment Group LLC87,389$357K0.01%+5,89213F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC80,280$336K<0.01%-3,21113F-HRTimelineGroup
LPL Financial LLC73,591$308K<0.01%-27,06613F-HRTimeline
Sage Capital Advisors,llc71,496$299K0.08%-8,28313F-HRTimeline
Total Wealth Planning & Management, Inc.65,345$273K0.28%+45,63613F-HRTimeline
Cetera Investment Advisers64,125$268K<0.01%+2,89513F-HRTimeline
AEGON USA Investment Management, LLC60,614$253K0.2%013F-HRTimeline
AlphaCore Capital LLC54,092$226K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,782$196K<0.01%-64713F-HR/ATimelineGroup
Argyle Capital Partners, LLC43,132$180K0.15%+11,68313F-HRTimeline
Integrated Advisors Network LLC40,435$169K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC38,258$160K0.02%+37713F-HRTimeline
Arete Wealth Advisors, LLC37,176$155K0.01%+98013F-HRTimeline
Cambridge Investment Research Advisors,…30,527$128K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,727$124K<0.01%-13,41213F-HRTimeline
Aventura Private Wealth, LLC27,246$114K0.06%013F-HRTimeline
MRA Advisory Group26,026$109K0.06%+21613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC22,800$95.3K0.01%013F-HRTimeline
GRIES FINANCIAL LLC22,639$94.6K0.02%new13F-HRTimeline
PFG Investments, LLC22,066$92.2K0.01%-12,27513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,080$83.9K<0.01%-10713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,814$78.6K<0.01%-66213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,486$77.3K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.17,787$74.4K<0.01%-85213F-HRTimeline
HighTower Advisors, LLC17,636$73.7K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,522$73.2K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.17,356$72.5K0.01%+38613F-HRTimeline
WEDBUSH SECURITIES INC16,342$68K<0.01%+1,40513F-HRTimeline
Sonora Investment Management Group, LLC16,000$66.9K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,665$65.5K<0.01%+2013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,275$63.9K<0.01%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,926$58.2K<0.01%+98513F-HRTimeline
Steward Partners Investment Advisory, L…13,832$57.8K<0.01%+6,40013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC12,996$54.3K<0.01%-4,06113F-HRTimelineGroup
Shulman DeMeo Asset Management LLC12,254$51.2K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,507$48.1K<0.01%new13F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC10,882$45.5K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,536$44K<0.01%new13F-HRTimelineGroup
COMERICA BANK9,369$39.2K<0.01%+5,36713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,422$35.2K0.02%013F-HRTimeline
CoreCap Advisors, LLC8,320$34.8K<0.01%013F-HRTimeline
Activest Wealth Management6,399$26.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,374$26.6K<0.01%+5,93813F-HRTimeline
Larson Financial Group LLC6,265$26.2K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,749$11.5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,250$9.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,056$8.59K<0.01%013F-HR/ATimeline
Parallel Advisors, LLC1,790$7.48K<0.01%-16013F-HRTimeline
Glassman Wealth Services1,648$6.89K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,286$5.38K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,250$5.22K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC1,400$5K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,007$4.21K<0.01%013F-HRTimeline
EASTERN BANK1,000$4.18K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…665$2.78K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC650$2.7K<0.01%013F-HRTimeline
WPG Advisers, LLC634$2.65K<0.01%+3613F-HRTimeline
HARBOUR INVESTMENTS, INC.500$2.09K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC145$607<0.01%new13F-HRTimeline
SVB WEALTH LLC79$330<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC50$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.