Concurrent Investment Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Concurrent Investment 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
2025 Q3	–	Sell	-16,529	Closed	-$198K	–	1545
2025 Q2	$198K	Hold	16,529	–	–	﹤0.01%	1272
2025 Q1	$196K	Buy	16,529 +1,391	+9%	+$16.7K	﹤0.01%	1135
2024 Q4	$179K	Buy	15,138 +3,091	+26%	+$37.5K	﹤0.01%	1005
2024 Q3	$149K	Sell	12,047 -572	-5%	-$6.84K	﹤0.01%	973
2024 Q2	$146K	Sell	12,619 -1,786	-12%	-$20.8K	﹤0.01%	907
2024 Q1	$172K	Sell	14,405 -3,021	-17%	-$36.4K	0.01%	822
2023 Q4	$211K	Buy	+17,426	New	+$200K	0.01%	752

Other funds holding HYI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

TFB Advisors Overland Park, Kansas $191M AUM 18.47% 1-Year Est. Return

Concurrent Investment Advisors's HYI Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2025, closing a stake of 16,529 shares — an estimated $198K sold.

Concurrent Investment Advisors first reported a position in HYI in Q4 2023 and held it in 7 quarters. The position peaked at $211K in Q4 2023. 44 funds tracked by Wall St. Rank hold HYI as of Q3 2025.

Concurrent Investment Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 16,529 Western Asset High Yield Opportunity Fund Inc shares in Q3 2025, an estimated $198K.
Concurrent Investment Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2023 and held it in 7 quarters.
Concurrent Investment Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $211K in Q4 2023.
44 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.