AF
HYI

Allworth Financial’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Allworth Financial’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,000
Closed -$129K – 5143
2025
Q3 		$129K Hold
11,000
– – ﹤0.01% 1527
2025
Q2 		$132K Buy
+11,000
New +$129K ﹤0.01% 1384

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's HYI Position: Q4 2025 in Review

Allworth Financial sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2025, closing a stake of 11,000 shares — an estimated $129K sold.

Allworth Financial first reported a position in HYI in Q2 2025 and held it in 2 quarters. The position peaked at $132K in Q2 2025. 46 funds tracked by Wall St. Rank hold HYI as of Q4 2025.

  • Allworth Financial reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 11,000 Western Asset High Yield Opportunity Fund Inc shares in Q4 2025, an estimated $129K.
  • Allworth Financial first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2025 and held it in 2 quarters.
  • Allworth Financial's Western Asset High Yield Opportunity Fund Inc position peaked at $132K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.