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Western Asset High Yield OPP (HYI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
INCREASED
Shares429,570 from 267,803
Change+161,767 (+60%)
Value$4.2M (+$1.4M)
Filed 2026-11-04
Uncommon Cents Investing Inc
INCREASED
Shares318,945 from 307,820
Change+11,125 (+4%)
Value$3.1M (-$127.3K)
Filed 2026-10-20
Wolverine Asset Management LLC
INCREASED
Shares277,337 from 231,288
Change+46,049 (+20%)
Value$2.7M (+$276.0K)
Filed 2026-11-02
Absolute Investment Advisers, LLC
DECREASED
Shares200,003 from 245,966
Change-45,963 (-19%)
Value$2.0M (-$642.6K)
Filed 2026-10-21
Shaker Financial Services, LLC
DECREASED
Shares179,344 from 329,087
Change-149,743 (-45%)
Value$1.8M (-$1.7M)
Filed 2026-10-14
Kestra Advisory Services, LLC
NEW
Shares91,782
Change+91,782
Value$905.0K
Filed 2026-11-02
TFB Advisors LLC
UNCHANGED
Shares83,538 from 83,538
Change0 (0%)
Value$823.7K (-$64.3K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares74,856 from 83,799
Change-8,943 (-11%)
Value$738.1K (-$152.7K)
Filed 2026-10-22
E&G Advisors, LLC
DECREASED
Shares62,561 from 63,131
Change-570 (-1%)
Value$616.9K (-$54.2K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares41,233 from 39,765
Change+1,468 (+4%)
Value$406.6K (-$16.2K)
Filed 2026-11-06
RVW Wealth, LLC
UNCHANGED
Shares27,623 from 27,623
Change0 (0%)
Value$272.4K (-$21.3K)
Filed 2026-10-06
Private Management Group Inc
INCREASED
Shares20,514 from 16,623
Change+3,891 (+23%)
Value$202.3K (+$25.6K)
Filed 2026-11-04
Hara Capital LLC
DECREASED
Shares14,600 from 16,900
Change-2,300 (-14%)
Value$144.0K (-$35.7K)
Filed 2026-10-30
Huntleigh Advisors, Inc.
DECREASED
Shares13,261 from 13,675
Change-414 (-3%)
Value$130.8K (-$14.6K)
Filed 2026-11-03
MRA Advisory Group
INCREASED
Shares13,153 from 13,081
Change+72 (+1%)
Value$129.7K (-$9.4K)
Filed 2026-10-07
Seelaus Asset Management LLC
INCREASED
Shares11,089 from 10,796
Change+293 (+3%)
Value$109.3K (-$5.4K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares7,624 from 7,423
Change+201 (+3%)
Value$75.2K (-$3.7K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,093 from 3,008
Change+85 (+3%)
Value$30.5K (-$1.5K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares2,959 from 2,959
Change0 (0%)
Value$29.2K (-$2.3K)
Filed 2026-10-20
Country Trust Bank
NEW
Shares420
Change+420
Value$4.1K
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares300
Change+300
Value$3.0K
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$2.5K (-$193)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 9,155
Change-9,155 (-100%)
Value$0 (-$97.7K)
Filed 2026-11-02
Raymond James Financial Inc
N/A
Shares— from 517,162
Change-517,162 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 385,512
Change-385,512 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 333,134
Change-333,134 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 175,019
Change-175,019 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 173,430
Change-173,430 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 115,647
Change-115,647 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 108,501
Change-108,501 (-100%)
Value—
Quarry LP
N/A
Shares— from 98,077
Change-98,077 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 92,187
Change-92,187 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 73,932
Change-73,932 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 60,774
Change-60,774 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 58,109
Change-58,109 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 44,105
Change-44,105 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 36,739
Change-36,739 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 30,896
Change-30,896 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 23,973
Change-23,973 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 19,417
Change-19,417 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,881
Change-17,881 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,264
Change-16,264 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
INCREASED429,570267,803+161,767+60%$2.8M$4.2M+$1.4M2026-11-04
Uncommon Cents Investing Inc
INCREASED318,945307,820+11,125+4%$3.3M$3.1M-$127.3K2026-10-20
Wolverine Asset Management LLC
INCREASED277,337231,288+46,049+20%$2.5M$2.7M+$276.0K2026-11-02
Absolute Investment Advisers, LLC
DECREASED200,003245,966-45,963-19%$2.6M$2.0M-$642.6K2026-10-21
Shaker Financial Services, LLC
DECREASED179,344329,087-149,743-45%$3.5M$1.8M-$1.7M2026-10-14
Kestra Advisory Services, LLC
NEW91,782—+91,782——$905.0K—2026-11-02
TFB Advisors LLC
UNCHANGED83,53883,53800%$888.0K$823.7K-$64.3K2026-11-02
Capital Investment Advisors, LLC
DECREASED74,85683,799-8,943-11%$890.8K$738.1K-$152.7K2026-10-22
E&G Advisors, LLC
DECREASED62,56163,131-570-1%$671.1K$616.9K-$54.2K2026-10-13
LPL Financial LLC
INCREASED41,23339,765+1,468+4%$422.7K$406.6K-$16.2K2026-11-06
RVW Wealth, LLC
UNCHANGED27,62327,62300%$293.6K$272.4K-$21.3K2026-10-06
Private Management Group Inc
INCREASED20,51416,623+3,891+23%$176.7K$202.3K+$25.6K2026-11-04
Hara Capital LLC
DECREASED14,60016,900-2,300-14%$179.6K$144.0K-$35.7K2026-10-30
Huntleigh Advisors, Inc.
DECREASED13,26113,675-414-3%$145.4K$130.8K-$14.6K2026-11-03
MRA Advisory Group
INCREASED13,15313,081+72+1%$139.1K$129.7K-$9.4K2026-10-07
Seelaus Asset Management LLC
INCREASED11,08910,796+293+3%$114.8K$109.3K-$5.4K2026-10-14
Fifth Third Bancorp
INCREASED7,6247,423+201+3%$78.9K$75.2K-$3.7K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED3,0933,008+85+3%$32.0K$30.5K-$1.5K2026-11-02
Private Trust Co NA
UNCHANGED2,9592,95900%$31.5K$29.2K-$2.3K2026-10-20
Country Trust Bank
NEW420—+420——$4.1K—2026-10-30
Provenance Wealth Advisors, LLC
NEW300—+300——$3.0K—2026-10-30
Highline Wealth Partners LLC
UNCHANGED25025000%$2.7K$2.5K-$1932026-10-19
International Assets Investment Management, LLC
CLOSED09,155-9,155-100%$97.7K$0-$97.7K2026-11-02
Raymond James Financial Inc
N/A—517,162-517,162-100%$5.5M———
Guggenheim Capital LLC
N/A—385,512-385,512-100%$4.1M———
1607 Capital Partners, LLC
N/A—333,134-333,134-100%$3.5M———
Rockefeller Capital Management L.P.
N/A—175,019-175,019-100%$1.9M———
SIT Investment Associates Inc
N/A—173,430-173,430-100%$1.8M———
Morgan Stanley
N/A—115,647-115,647-100%$1.2M———
Pathstone Holdings, LLC
N/A—108,501-108,501-100%$1.2M———
Quarry LP
N/A—98,077-98,077-100%$1.0M———
Wells Fargo & Company
N/A—92,187-92,187-100%$979.9K———
Logan Stone Capital, LLC
N/A—73,932-73,932-100%$785.9K———
Jones Financial Companies Lllp
N/A—60,774-60,774-100%$640.6K———
Citadel Advisors LLC
N/A—58,109-58,109-100%$617.7K———
Everstar Asset Management, LLC
N/A—44,105-44,105-100%$468.8K———
Bank of America Corp
N/A—36,739-36,739-100%$390.5K———
Invesco Ltd.
N/A—30,896-30,896-100%$328.4K———
Ionic Capital Management LLC
N/A—23,973-23,973-100%$254.8K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$212.6K———
Readystate Asset Management LP
N/A—19,417-19,417-100%$206.4K———
Osaic Holdings, Inc.
N/A—17,881-17,881-100%$190.1K———
Cetera Investment Advisers
N/A—16,264-16,264-100%$172.9K———
Susquehanna International Group, LLP
N/A—11,545-11,545-100%$122.7K———
Kanen Wealth Management LLCA
N/A—10,000-10,000-100%$106.3K———
Steward Partners Investment Advisory, LLC
N/A—8,121-8,121-100%$86.3K———
UBS Group AG
N/A—6,884-6,884-100%$73.2K———
Royal Bank of Canada
N/A—6,073-6,073-100%$65.0K———
Arax Advisory Partners
N/A—1,892-1,892-100%$20.1K———
Showing 49 of 49 institutions