LPL Financial LLC
Position in HIO — Western Asset High Income Opportunity Fund Inc.
CIK 1403438
FORT MILL, SC
Position in HIO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,530,432
+$800,658 QoQ
Shares Held
969,899
+29.0% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 113 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. HIO ranks #185 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in HIO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,530,432 | 969,899 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,729,774 | 752,004 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,428,361 | 385,003 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,072,581 | 279,318 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $973,133 | 244,506 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $545,212 | 136,988 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,092,296 | 277,938 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $316,082 | 78,045 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $211,222 | 55,439 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $219,238 | 56,215 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $294,745 | 76,359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $284,698 | 78,214 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $259,493 | 68,649 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $325,305 | 85,382 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $273,458 | 69,230 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $207,033 | 56,259 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $268,622 | 67,834 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $272,763 | 61,021 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $333,065 | 64,051 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $274,073 | 52,808 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $238,819 | 45,231 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $161,345 | 31,761 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $144,827 | 29,258 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||