Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Western Asset High Income Opportunity Fund Inc. incluem Quarry LP, Blue Barn Wealth, LLC, Savvy Advisors, Inc., RPg Family Wealth Advisory, LLC, PCM Encore, LLC, Stonebrook Private Inc., Sound Income Strategies, LLC, Whittier Trust Co Of Nevada Inc, e Western Wealth Management, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | UBS Group AG | 601,872 | 12.60 | 2,185 | 10.14 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 528 | 2 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 163,795 | 13.51 | 595 | 11.03 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 19,613 | 0.42 | 72 | -6.49 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 15,175 | 55 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 10,355 | 2.91 | 38 | 0.00 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 25,265 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 28,169 | 102 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 799,149 | 2.94 | 2,901 | 0.69 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 2,812,278 | 25.81 | 10 | 25.00 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 11,667 | 42 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 16,525 | 60 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 93,811 | 0.01 | 341 | -2.02 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 1,206,739 | 5.80 | 4,380 | 3.52 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 16,446 | 61 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2,405 | 9 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 57,443 | 14.63 | 213 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 109,681 | 11.45 | 398 | 9.04 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 27,837 | 25.71 | 99 | 19.51 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 49,376 | 0.89 | 183 | -2.14 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 548,932 | 4.69 | 2 | 0.00 | ||||
| 2026-05-16 | 13F | Kanen Wealth Management LLC | 490,454 | 2.08 | 1,780 | 177,900.00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 691,641 | 20.81 | 2,753 | 20.81 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 59,416 | 0.09 | 216 | -2.27 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36,325 | 1.40 | 132 | -0.76 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 169,738 | 27.50 | 616 | 24.95 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,745 | 2.47 | 148 | 0.00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 20,565 | 2.59 | 75 | 0.00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 287,063 | 58.79 | 1,042 | 55.52 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 36,873 | 134 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 752,004 | 95.32 | 2,730 | 91.11 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 34,308 | 2.61 | 125 | 0.00 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 10,168 | 37 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 22,235 | 2.86 | 81 | 0.00 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 12,895 | 10.31 | 47 | 6.98 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 11,387 | 41 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 816 | 3 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 27,152 | 101 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1,596,120 | 1.34 | 6 | 0.00 | ||||
| 2026-05-15 | 13F | Quarry LP | 305,111 | 1,108 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21 | 0 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 91,902 | 1.99 | 334 | -0.30 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19,500 | 11.43 | 71 | 9.38 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 13,786 | 19.83 | 50 | 19.05 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 22,861 | 83 | ||||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 31,422 | 30.54 | 114 | 28.09 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 55,115 | 19.23 | 200 | 16.28 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 5,634 | 34.40 | 20 | 33.33 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 279,433 | 0.62 | 1,014 | -1.55 | ||||
| 2026-05-08 | 13F | Suncoast Equity Management | 20,036 | 6.11 | 73 | 2.86 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 473,862 | 13.61 | 1,677 | 8.40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 11,392,747 | 18.27 | 41,356 | 15.72 | ||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 469,158 | 43.37 | 1,703 | 39.02 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 25,484 | 25.57 | 93 | 22.67 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 16,634 | 3.75 | 60 | 1.69 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16,446 | 60 | ||||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 37,500 | 87.50 | 136 | 72.15 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 587 | 2 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 28,702 | 31.75 | 104 | 30.00 | ||||
| 2026-05-12 | 13F | Creative Planning | 22,147 | 80 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 3,021 | 31.92 | 11 | 25.00 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 13,405 | 22.85 | 49 | 20.00 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 1,354,893 | 10.97 | 4,918 | 8.59 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11,429 | 2.15 | 42 | 2.44 |
