Who owns Western Asst High Incm Opprtnty Fnd?
- Ticker: HIO
- CUSIP Number: 95766K109
Tip: Access positions for across all investors
Analyze quarterly positions in Western Asst High Incm Opprtnty Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Western Asst High Incm Opprtnty Fnd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 5.1M | $19M | 14% | Jun 2024 |
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Capital Investment Advisors | 3.4M | $14M | 4% | Sep 2024 |
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Rivernorth Capital Management | 3.4M | $13M | -14% | Jun 2024 |
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Pathstone Holdings | 3.0M | $12M | 32% | Sep 2024 |
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Penserra Capital Management | 1.2M | $4.9M | 100% | Sep 2024 |
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Invesco | 1.2M | $4.4M | 3% | Jun 2024 |
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Allspring Global Investments Holdings | 1.1M | $4.5M | -39% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 928k | $3.5M | 0% | Jun 2024 |
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1607 Capital Partners | 695k | $2.6M | -13% | Jun 2024 |
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Wells Fargo & Company | 662k | $2.5M | 18% | Jun 2024 |
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Chicago Partners Investment | 552k | $2.2M | 8% | Sep 2024 |
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Bank of America Corporation | 549k | $2.1M | 0% | Jun 2024 |
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Thrivent Financial for Lutherans | 531k | $2.2M | 1% | Sep 2024 |
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RFG Advisory | 494k | $2.0M | 0% | Sep 2024 |
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Fiera Capital Corporation | 492k | $2.0M | 8% | Sep 2024 |
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City of London Investment Management Company | 423k | $1.6M | -59% | Jun 2024 |
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Pathway Financial Advisers | 269k | $1.1M | 2% | Sep 2024 |
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Raymond James & Associates | 267k | $1.1M | -57% | Sep 2024 |
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Royal Bank of Canada | 233k | $887k | -34% | Jun 2024 |
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Pin Oak Investment Advisors | 228k | $870k | 2% | Jun 2024 |
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Prevail Innovative Wealth Advisors | 202k | $769k | 24% | Jun 2024 |
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Stifel Financial | 194k | $741k | -5% | Jun 2024 |
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Raymond James Financial Services Advisors | 150k | $607k | -16% | Sep 2024 |
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Wela Strategies | 118k | $478k | -33% | Sep 2024 |
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Cambridge Investment Research Advisors | 107k | $434k | 65% | Sep 2024 |
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Envestnet Asset Management | 105k | $426k | -73% | Sep 2024 |
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Atria Wealth Solutions | 103k | $418k | -2% | Sep 2024 |
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Steward Partners Investment Advisory | 94k | $357k | -8% | Jun 2024 |
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Cetera Investment Advisers | 81k | $308k | -11% | Jun 2024 |
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Goss Wealth Management | 80k | $306k | -4% | Jun 2024 |
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Melfa Wealth Management | 79k | $320k | 0% | Sep 2024 |
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LPL Financial | 78k | $316k | 41% | Sep 2024 |
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Landscape Capital Management | 73k | $297k | -85% | Sep 2024 |
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Branch Banking & Trust Company | 72k | $275k | 0% | Jun 2024 |
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Bramshill Investments | 72k | $275k | -98% | Jun 2024 |
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Oppenheimer & Co | 68k | $276k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 67k | $256k | 23% | Jun 2024 |
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Gilman Hill Asset Management | 54k | $217k | -1% | Sep 2024 |
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Walled Lake Planning & Wealth Management | 51k | $194k | 0% | Jun 2024 |
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Stratos Wealth Partners | 46k | $185k | 251% | Sep 2024 |
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Brian McDonald | 41k | $157k | 5% | Jun 2024 |
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Alpine Partners VI | 40k | $152k | 100% | Jun 2024 |
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Wilson & Boucher Capital Management | 38k | $145k | -6% | Jun 2024 |
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Chapin Davis | 38k | $154k | 0% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 38k | $152k | 3% | Sep 2024 |
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Mml Investors Services | 37k | $142k | 6% | Jun 2024 |
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Fortis Group Advisors | 36k | $144k | 0% | Sep 2024 |
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Hartland & Co | 34k | $131k | 100% | Jun 2024 |
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Lakeview Capital Partners | 33k | $135k | -12% | Sep 2024 |
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Dudley Capital Management | 31k | $126k | 0% | Sep 2024 |
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Good Life Advisors | 31k | $125k | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 28k | $115k | 26% | Sep 2024 |
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Transcend Wealth Collective | 28k | $115k | 100% | Sep 2024 |
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Pekin, Singer Strauss Asset Management | 28k | $112k | -11% | Sep 2024 |
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Venture Visionary Partners | 27k | $110k | 0% | Sep 2024 |
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Uncommon Cents Investing | 26k | $107k | 0% | Sep 2024 |
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Wall Street Access Asset Management | 26k | $105k | 3% | Sep 2024 |
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Shaker Financial Services | 25k | $103k | 100% | Sep 2024 |
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Strategic Financial Concepts | 21k | $5.3M | 100% | Jun 2024 |
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HighTower Advisors | 19k | $71k | 21% | Jun 2024 |
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Raymond James Trust | 18k | $73k | 0% | Sep 2024 |
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Wedbush Morgan Securities | 17k | $71k | -7% | Sep 2024 |
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Suncoast Equity Management | 16k | $66k | 3% | Sep 2024 |
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Hrt Financial | 16k | $60k | -3% | Jun 2024 |
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Sanctuary Advisors | 16k | $59k | 100% | Jun 2024 |
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Integrated Wealth Concepts | 15k | $58k | 0% | Jun 2024 |
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Harbour Capital Advisors | 15k | $60k | 3% | Sep 2024 |
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Litman Gregory Asset Management | 14k | $57k | 100% | Sep 2024 |
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Park Avenue Securities | 12k | $50k | -95% | Sep 2024 |
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Green Square Capital | 12k | $48k | -14% | Sep 2024 |
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Quantum Private Wealth | 12k | $48k | -33% | Sep 2024 |
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Hyperion Partners | 11k | $46k | 3% | Sep 2024 |
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Meridian Wealth Management | 11k | $43k | 100% | Jun 2024 |
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Equitable Holdings | 10k | $39k | 1% | Jun 2024 |
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Sequoia Financial Advisors | 10k | $41k | 100% | Sep 2024 |
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Us Bancorp | 8.5k | $35k | 0% | Sep 2024 |
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Pnc Financial Services | 5.9k | $24k | 0% | Sep 2024 |
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Larson Financial Group | 2.8k | $11k | 0% | Sep 2024 |
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AdvisorNet Financial | 2.5k | $10k | 0% | Sep 2024 |
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A. Montag and Associates | 1.8k | $7.4k | 100% | Sep 2024 |
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Proequities | 964.00 | $3.9M | -50% | Sep 2024 |
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Abound Wealth Management | 922.00 | $3.7k | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 531.00 | $2.2k | 3% | Sep 2024 |
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SCBT Financial Corporation | 326.00 | $1.3k | 0% | Sep 2024 |
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CWM | 201.00 | $999.995100 | 100% | Sep 2024 |
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Russell Investments | 190.00 | $723.995000 | 100% | Jun 2024 |
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Rothschild Investment | 3.00 | $12.000000 | 0% | Sep 2024 |
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Huntington National Bank | 1.00 | $4.000000 | 0% | Sep 2024 |
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Who sold out of Western Asst High Incm Opprtnty Fnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Integrated Capital Management | Jun 2024 | 58k | $220k |
Wolverine Asset Management | Jun 2024 | 48k | $185k |
Hennion & Walsh Asset Management | Jun 2024 | 34k | $128k |
Capital Wealth Alliance | Jun 2024 | 21k | $78k |
Glenview Trust | Mar 2024 | 20k | $78k |
Reuter James Wealth Management | Jun 2024 | 16k | $59k |
Commonwealth Equity Services | Jun 2024 | 14k | $52k |
CI Private Wealth | Jun 2024 | 13k | $48k |
Virtu Financial | Mar 2024 | 11k | $41k |
Procyon Private Wealth Partners | Jun 2024 | 11k | $40k |
Global Retirement Partners | Jun 2024 | 3.7k | $14k |
CoreCap Advisors | Jun 2024 | 2.2k | $8.3k |
Tower Research Capital | Mar 2024 | 1.4k | $5.5k |