Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Western Asset High Income Opportunity Fund Inc. inkluderar Evanson Asset Management, LLC, Concurrent Investment Advisors, LLC, Occidental Asset Management, LLC, Merit Financial Group, LLC, StoneX Group Inc., Pinnacle Bancorp, Inc., Annis Gardner Whiting Capital Advisors, LLC, Spire Wealth Management, och MTM Investment Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Good Life Advisors, LLC | 56 646 | 35,50 | 225 | 35,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 860 | 1,47 | 43 | 2,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 258 298 | 18,82 | 1 018 | 16,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 18 564 | 74 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 006 497 | 1,02 | 4 006 | 1,01 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 14 200 | 3,65 | 57 | 3,70 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 67 568 | 96,56 | 269 | 97,06 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44 124 | 126,88 | 176 | 127,27 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 238 | 5 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 48 856 | 194 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 657 224 | 25,79 | 2 616 | 25,78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 260 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 244 506 | 78,49 | 973 | 78,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 194 | 16,90 | 53 | 18,18 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17 428 | 1,17 | 69 | 1,47 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13 408 | 53 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 13 200 | 50 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 274 670 | 13,58 | 1 093 | 13,62 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85 715 | 10,96 | 333 | 6,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 30 261 | 2,04 | 120 | 1,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | 2 | −75,00 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 013 | 0,16 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29 580 | 95,38 | 118 | 95,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 914 684 | 12,09 | 35 480 | 12,09 | ||||
| 2025-08-11 | 13F/A | Suncoast Equity Management | 17 713 | 2,75 | 70 | 2,94 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 199 744 | 802 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 1 171 948 | 5,01 | 4 664 | 5,02 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1 216 031 | 2,00 | 4 840 | 1,98 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 007 | 64 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 170 | 1 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 15 527 | 0,49 | 62 | 0,00 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 1 047 524 | 3,38 | 4 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7 000 | 28 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43 243 | 2,48 | 172 | 1,78 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 120 126 | 0,06 | 478 | 0,21 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 17 269 | 55,13 | 69 | 54,55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17 500 | 69 | ||||||
| 2025-07-15 | 13F | Kanen Wealth Management LLC | 392 918 | 8,03 | 1 564 | 8,02 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 61 000 | 243 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 228 551 | 3,05 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 126 879 | 17,12 | 505 | 16,94 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23 202 | 97,95 | 92 | 100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27 639 | 2,25 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 77 992 | 8,24 | 310 | 8,39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24 967 | 14,57 | 99 | 15,12 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22 662 | 37,24 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 090 | 4 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 271 778 | 0,63 | 1 082 | 0,65 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 188 787 | 429,41 | 748 | 429,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 59 675 | 72,14 | 238 | 72,99 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 31 364 | 125 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 40 270 | 15,69 | 160 | 15,94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 159 267 | 3,51 | 1 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3 030 | 15,30 | 12 | 20,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 74 229 | 0,25 | 295 | 0,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 53 304 | 40,35 | 0 |
