BRWA
HYI

B. Riley Wealth Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-10,600
Closed -$130K – 1205
2024
Q3 		$130K Sell
10,600
-345
-3% -$4.13K ﹤0.01% 1189
2024
Q2 		$128K Buy
+10,945
New +$127K ﹤0.01% 1291
2015
Q1 		– Sell
-590
Closed -$9 – 1209
2014
Q4 		$9 Buy
+590
New +$9.58K ﹤0.01% 2921
2014
Q3 		– Sell
-574
Closed -$10.3K – 1206
2014
Q2 		$10.3K Buy
+574
New +$10.3K ﹤0.01% 1772

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
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
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

B. Riley Wealth Advisors's HYI Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2024, closing a stake of 10,600 shares — an estimated $130K sold.

B. Riley Wealth Advisors first reported a position in HYI in Q2 2014 and held it in 4 quarters. The position peaked at $130K in Q3 2024. 55 funds tracked by Wall St. Rank hold HYI as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,600 Western Asset High Yield Opportunity Fund Inc shares in Q4 2024, an estimated $130K.
  • B. Riley Wealth Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $130K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.