Harbour Capital Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Harbour Capital Advisors’s Portfolio HIO Stock Details HIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,030	Closed	-$52.3K	–	290
2025 Q2	$52.3K	Hold	13,030	–	–	0.01%	287
2025 Q1	$50K	Hold	13,030	–	–	0.01%	270
2024 Q4	$51.6K	Sell	13,030 -2,000	-13%	-$7.95K	0.01%	270
2024 Q3	$60.3K	Buy	15,030 +400	+3%	+$1.57K	0.01%	275
2024 Q2	$56.2K	Hold	14,630	–	–	0.01%	278
2024 Q1	$57.5K	Sell	14,630 -5,000	-25%	-$19.7K	0.01%	278
2023 Q4	$77.5K	Hold	19,630	–	–	0.02%	259
2023 Q3	$71.5K	Hold	19,630	–	–	0.02%	252
2023 Q2	$74.6K	Buy	19,630 +400	+2%	+$1.51K	0.02%	252
2023 Q1	$73.8K	Buy	+19,230	New	+$76.5K	0.02%	257

Other funds holding HIO

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

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

Harbour Capital Advisors's HIO Position: Q3 2025 in Review

Harbour Capital Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2025, closing a stake of 13,030 shares — an estimated $52.3K sold.

Harbour Capital Advisors first reported a position in HIO in Q1 2023 and held it in 10 quarters. The position peaked at $77.5K in Q4 2023. 104 funds tracked by Wall St. Rank hold HIO as of Q3 2025.

Harbour Capital Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Harbour Capital Advisors sold 13,030 Western Asset High Income Opportunity Fund shares in Q3 2025, an estimated $52.3K.
Harbour Capital Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2023 and held it in 10 quarters.
Harbour Capital Advisors's Western Asset High Income Opportunity Fund position peaked at $77.5K in Q4 2023.
104 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2025.

Based on Harbour Capital Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.