LSC
HIO

Logan Stone Capital’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Logan Stone Capital’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 		– Sell
-42,419
Closed -$157K – 153
2025
Q4 		$157K Buy
+42,419
New +$161K 0.04% 138
2023
Q1 		– Sell
-176,739
Closed -$698K – 179
2022
Q4 		$698K Buy
176,739
+143,153
+426% +$551K 0.26% 117
2022
Q3 		$124K Buy
33,586
+9,576
+40% +$38.7K 0.08% 131
2022
Q2 		$95K Buy
+24,010
New +$100K 0.07% 122

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 $653B AUM 32.41% 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