HI
HIO

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

Harbour Investments’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
2026
Q1 		$76 Buy
+21
New +$78 ﹤0.01% 4536
2025
Q2 		– Sell
-1,000
Closed -$3.98K – 3658
2025
Q1 		$3.98K Buy
1,000
+990
+9,900% +$3.96K ﹤0.01% 2899
2024
Q4 		$39 Buy
+10
New +$40 ﹤0.01% 3444
2023
Q4 		– Sell
-580
Closed -$2.11K – 3155
2023
Q3 		$2.11K Buy
580
+14
+2% +$53 ﹤0.01% 2538
2023
Q2 		$2.14K Buy
566
+13
+2% +$49 ﹤0.01% 2530
2023
Q1 		$2.11K Buy
553
+8
+1% +$32 ﹤0.01% 2541
2022
Q4 		$2.15K Buy
545
+28
+5% +$108 ﹤0.01% 2495
2022
Q3 		$2K Hold
517
– – ﹤0.01% 2443
2022
Q2 		$2K Buy
+517
New +$2.16K ﹤0.01% 2443
2021
Q4 		$19K Buy
3,683
+3,460
+1,552% +$17.9K ﹤0.01% 1691
2021
Q3 		$1K Hold
223
– – ﹤0.01% 3519
2021
Q2 		$1K Hold
223
– – ﹤0.01% 3568
2021
Q1 		$1K Buy
+223
New +$1.11K ﹤0.01% 3400

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return