WESTERN ASSET HIGH INCOM FD (HIX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
72
Reporting holders
$54.3M
Reported value
0.0%
Held as options
-10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $14.2M | 3,596,719 | 0.00% | 31q | -11.0%-$1.8M |
| MORGAN STANLEY | $6.0M | 1,503,139 | 0.00% | 35q | -8.4%-$544.6K |
| WELLS FARGO & COMPANY/MN | $5.4M | 1,372,305 | 0.00% | 31q | -40.9%-$3.8M |
| Invesco Ltd. | $3.7M | 942,197 | 0.00% | 31q | +3.0%+$109.2K |
| Rockefeller Capital Management L.P. | $3.1M | 773,360 | 0.00% | 26q | +51.0%+$1.0M |
| GUGGENHEIM CAPITAL LLC | $2.8M | 697,433 | 0.02% | 5q | +5.9%+$153.4K |
| GraniteShares Advisors LLC | $2.7M | 685,465 | 1.75% | 3q | +15.1%+$355.3K |
| OSAIC HOLDINGS, INC. | $2.6M | 655,211 | 0.00% | 26q | +2.5%+$62.1K |
| AMERIPRISE FINANCIAL INC | $2.3M | 574,694 | 0.00% | 31q | -45.2%-$1.9M |
| NWF Advisory Services Inc. | $1.7M | 420,600 | 0.16% | 6q | -7.9%-$141.9K |
| Shaker Financial Services, LLC | $1.6M | 392,761 | 0.49% | 9q | +30.7%+$365.8K |
| RAYMOND JAMES FINANCIAL INC | $752.7K | 190,074 | 0.00% | 7q | +23.5%+$143.2K |
| OPPENHEIMER & CO INC | $687.7K | 173,668 | 0.01% | 10q | -20.3%-$174.7K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $585.3K | 147,805 | 0.26% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $511.0K | 129,051 | 0.00% | 7q | -30.0%-$219.3K |
| MELFA WEALTH MANAGEMENT, INC. | $500.7K | 126,446 | 0.27% | 10q | HELD |
| LPL Financial LLC | $410.8K | 103,737 | 0.00% | 31q | -10.9%-$50.0K |
| Sage Capital Advisors,llc | $293.6K | 74,146 | 0.06% | 21q | HELD |
| Cetera Investment Advisers | $266.0K | 67,178 | 0.00% | 10q | -2.4%-$6.5K |
| AEGON USA Investment Management, LLC | $240.0K | 60,614 | 0.17% | 10q | HELD |
| BANK OF AMERICA CORP /DE/ | $230.5K | 58,201 | 0.00% | 31q | +152.8%+$139.3K |
| ROYAL BANK OF CANADA | $225.0K | 56,931 | 0.00% | 31q | +1.3%+$2.9K |
| XTX Topco Ltd | $217.7K | 54,977 | 0.00% | 2q | +121.4%+$119.4K |
| AlphaCore Capital LLC | $194.0K | 49,000 | 0.00% | 6q | -11.7%-$25.7K |
| SeaCrest Wealth Management, LLC | $190.7K | 48,155 | 0.02% | 4q | +223.4%+$131.7K |
| Argyle Capital Partners, LLC | $189.8K | 47,933 | 0.12% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $169.5K | 42,791 | 0.00% | 3q | +88.9%+$79.8K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $165.4K | 41,764 | 0.01% | 8q | +1.8%+$2.9K |
| Integrated Advisors Network LLC | $160.1K | 40,435 | 0.01% | 24q | HELD |
| NewEdge Advisors, LLC | $153.7K | 38,802 | 0.00% | new | NEW |
| Mariner, LLC | $153.6K | 38,786 | 0.00% | 5q | +42.1%+$45.5K |
| Sunpointe, LLC | $144.2K | 36,411 | 0.04% | 5q | HELD |
| Apollon Wealth Management, LLC | $137.2K | 34,654 | 0.00% | 7q | +2.9%+$3.9K |
| Chicago Partners Investment Group LLC | $112.1K | 28,389 | 0.00% | 10q | -35.5%-$61.8K |
| MRA Advisory Group | $110.1K | 27,807 | 0.04% | 13q | +2.6%+$2.8K |
| Keating Financial Advisory Services, Inc. | $108.9K | 27,500 | 0.01% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $107.0K | 27,012 | 0.00% | 31q | HELD |
| BENJAMIN EDWARDS INC | $101.0K | 25,506 | 0.00% | 6q | +2.9%+$2.9K |
| CITADEL ADVISORS LLC | $98.3K | 24,824 | 0.00% | 3q | -84.3%-$529.8K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $90.3K | 22,800 | 0.01% | 9q | HELD |
| PFG Investments, LLC | $87.4K | 22,066 | 0.00% | 10q | HELD |
| STEINBERGANNA WEALTH MANAGEMENT | $83.0K | 20,966 | 0.03% | 4q | HELD |
| D.A. DAVIDSON & CO. | $74.8K | 18,899 | 0.00% | 8q | +2.1%+$1.6K |
| United Asset Strategies, Inc. | $66.7K | 16,836 | 0.00% | 3q | HELD |
| Focus Partners Wealth | $63.4K | 16,003 | 0.00% | 3q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $63.4K | 16,000 | 0.01% | 3q | HELD |
| CHOREO, LLC | $63.3K | 15,991 | 0.00% | 5q | -8.3%-$5.8K |
| StoneX Group Inc. | $54.3K | 13,512 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $52.6K | 13,281 | 0.00% | 25q | -8.0%-$4.6K |
| BOOTHBAY FUND MANAGEMENT, LLC | $49.8K | 12,576 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $49.5K | 12,513 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $42.5K | 10,726 | 0.00% | new | NEW |
| Shulman DeMeo Asset Management LLC | $41.7K | 10,541 | 0.01% | 19q | -3.2%-$1.4K |
| One Capital Management, LLC | $40.3K | 10,118 | 0.00% | 3q | HELD |
| Marshall & Sterling Wealth Advisors Inc. | $33.4K | 8,422 | 0.02% | 7q | HELD |
| Clear Street Group Inc. | $22.2K | 5,595 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $12.4K | 3,119 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $10.4K | 2,625 | 0.00% | 10q | -52.1%-$11.3K |
| Penserra Capital Management LLC | $10.1K | 2,552,829 | 0.08% | 8q | +4.0% |
| HHM Wealth Advisors, LLC | $8.9K | 2,250 | 0.00% | 17q | HELD |
| Golden State Wealth Management, LLC | $8.1K | 2,056 | 0.00% | 7q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $7.9K | 2,000 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $6.3K | 1,600 | 0.00% | 30q | HELD |
| Integrated Wealth Concepts LLC | $5.9K | 1,500 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $5.3K | 1,344 | 0.00% | new | NEW |
| ALERUS FINANCIAL NA | $4.9K | 1,232 | 0.00% | 5q | HELD |
| WPG Advisers, LLC | $4.2K | 1,066 | 0.00% | 7q | +1.1% |
| Salomon & Ludwin, LLC | $4.0K | 1,007 | 0.00% | 12q | HELD |
| Key Financial Inc | $4.0K | 1,000 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.0K | 750 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $3.0K | 753 | 0.00% | 2q | -18.9% |
| Farther Finance Advisors, LLC | $2.6K | 650 | 0.00% | 9q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $725 | 183 | 0.00% | 2q | HELD |
| Virtu Financial LLC | $151 | 38,008 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $46 | 11,645 | 0.00% | 7q | -17.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | $54.3M | 13,706,461 | 9 | 19 | 17 | 0.0% |
| Q1 2026 | 82 | $62.4M | 15,671,573 | 16 | 23 | 22 | 0.0% |
| Q4 2025 | 84 | $60.5M | 14,552,756 | 15 | 22 | 23 | 0.0% |
| Q3 2025 | 72 | $60.1M | 13,806,857 | 5 | 27 | 15 | 0.0% |
| Q2 2025 | 77 | $63.7M | 14,839,404 | 11 | 25 | 17 | 0.0% |
| Q1 2025 | 80 | $58.9M | 14,088,980 | 16 | 28 | 15 | 0.0% |
| Q4 2024 | 70 | $52.4M | 12,428,048 | 13 | 22 | 14 | 0.0% |
| Q3 2024 | 56 | $50.4M | 11,178,225 | 7 | 22 | 9 | 0.0% |
| Q2 2024 | 55 | $42.5M | 9,763,113 | 9 | 18 | 12 | 0.0% |
| Q1 2024 | 56 | $73.2M | 16,388,549 | 23 | 15 | 11 | 0.0% |
| Q4 2023 | 41 | $28.6M | 5,772,128 | 5 | 15 | 10 | 0.0% |
| Q3 2023 | 41 | $23.6M | 5,280,773 | 8 | 16 | 8 | 0.0% |
| Q2 2023 | 39 | $25.0M | 5,118,201 | 5 | 15 | 12 | 0.0% |
| Q1 2023 | 43 | $24.4M | 5,032,824 | 9 | 10 | 14 | 0.0% |
| Q4 2022 | 44 | $26.9M | 5,565,592 | 6 | 17 | 9 | 0.0% |
| Q3 2022 | 57 | $27.7M | 6,340,915 | 7 | 15 | 20 | 0.0% |
| Q2 2022 | 61 | $36.1M | 7,325,024 | 11 | 25 | 8 | 0.0% |
| Q1 2022 | 62 | $37.4M | 5,935,166 | 15 | 17 | 13 | 0.0% |
| Q4 2021 | 53 | $41.5M | 5,801,122 | 11 | 15 | 12 | 0.0% |
| Q3 2021 | 47 | $38.4M | 5,357,293 | 3 | 12 | 14 | 0.0% |
| Q2 2021 | 49 | $38.9M | 5,419,673 | 4 | 15 | 16 | 0.0% |
| Q1 2021 | 57 | $43.8M | 6,347,752 | 7 | 19 | 13 | 0.0% |
| Q4 2020 | 62 | $53.0M | 7,705,178 | 4 | 18 | 21 | 0.0% |
| Q3 2020 | 85 | $148.3M | 23,172,994 | 16 | 25 | 23 | 0.0% |
| Q2 2020 | 80 | $136.0M | 21,905,669 | 11 | 32 | 16 | 0.0% |
| Q1 2020 | 88 | $109.7M | 21,780,673 | 18 | 27 | 23 | 0.0% |
| Q4 2019 | 81 | $164.6M | 24,397,995 | 15 | 28 | 17 | 0.0% |
| Q3 2019 | 69 | $171.2M | 25,258,934 | 11 | 16 | 23 | 0.0% |
| Q2 2019 | 65 | $178.6M | 25,460,252 | 4 | 21 | 20 | 0.0% |
| Q1 2019 | 76 | $165.1M | 25,483,760 | 10 | 24 | 20 | 0.0% |
| Q4 2018 | 82 | $141.0M | 24,470,025 | 2 | 3 | 1 | 0.0% |