LPL Financial
HYI

LPL Financial’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

LPL Financial’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
2026
Q1 		$414K Buy
38,720
+38
+0.1% +$420 ﹤0.01% 4934
2025
Q4 		$432K Buy
38,682
+5,811
+18% +$65.5K ﹤0.01% 4848
2025
Q3 		$385K Buy
32,871
+3,333
+11% +$39.8K ﹤0.01% 4851
2025
Q2 		$354K Buy
29,538
+376
+1% +$4.4K ﹤0.01% 4654
2025
Q1 		$345K Buy
29,162
+2,721
+10% +$32.7K ﹤0.01% 4479
2024
Q4 		$313K Sell
26,441
-3,038
-10% -$36.9K ﹤0.01% 4491
2024
Q3 		$365K Sell
29,479
-2,574
-8% -$30.8K ﹤0.01% 4269
2024
Q2 		$372K Sell
32,053
-5,305
-14% -$61.6K ﹤0.01% 4101
2024
Q1 		$447K Buy
37,358
+6,614
+22% +$79.7K ﹤0.01% 3882
2023
Q4 		$372K Sell
30,744
-3,633
-11% -$41.7K ﹤0.01% 3911
2023
Q3 		$395K Sell
34,377
-12,470
-27% -$146K ﹤0.01% 3675
2023
Q2 		$550K Buy
46,847
+4,728
+11% +$54.9K ﹤0.01% 3358
2023
Q1 		$505K Buy
42,119
+7,662
+22% +$94.1K ﹤0.01% 3323
2022
Q4 		$430K Sell
34,457
-54
-0.2% -$647 ﹤0.01% 3392
2022
Q3 		$387K Buy
34,511
+6,239
+22% +$77.2K ﹤0.01% 3373
2022
Q2 		$344K Buy
28,272
+7,747
+38% +$99.9K ﹤0.01% 3520
2022
Q1 		$285K Buy
20,525
+103
+0.5% +$1.47K ﹤0.01% 3597
2021
Q4 		$322K Buy
20,422
+1,580
+8% +$24.6K ﹤0.01% 3634
2021
Q3 		$300K Buy
18,842
+3,231
+21% +$50.8K ﹤0.01% 3646
2021
Q2 		$245K Buy
15,611
+1,340
+9% +$20.7K ﹤0.01% 3757
2021
Q1 		$220K Sell
14,271
-1,513
-10% -$23.1K ﹤0.01% 3698
2020
Q4 		$243K Buy
15,784
+1,389
+10% +$20.5K ﹤0.01% 3368
2020
Q3 		$202K Sell
14,395
-119
-0.8% -$1.71K ﹤0.01% 3196
2020
Q2 		$203K Buy
+14,514
New +$195K ﹤0.01% 3121
2019
Q4 		– Sell
-11,596
Closed -$176K – 3370
2019
Q3 		$176K Sell
11,596
-530
-4% -$8.05K ﹤0.01% 3038
2019
Q2 		$182K Sell
12,126
-1,111
-8% -$16.5K ﹤0.01% 3046
2019
Q1 		$196K Sell
13,237
-4,065
-23% -$58K ﹤0.01% 2950
2018
Q4 		$228K Sell
17,302
-7,884
-31% -$110K ﹤0.01% 2707
2018
Q3 		$366K Sell
25,186
-1,715
-6% -$24.8K ﹤0.01% 2497
2018
Q2 		$392K Buy
26,901
+720
+3% +$10.5K ﹤0.01% 2410
2018
Q1 		$382K Sell
26,181
-11,120
-30% -$166K ﹤0.01% 2388
2017
Q4 		$564K Sell
37,301
-5,810
-13% -$89K ﹤0.01% 1958
2017
Q3 		$670K Buy
43,111
+16,800
+64% +$259K ﹤0.01% 1719
2017
Q2 		$402K Sell
26,311
-18,344
-41% -$284K ﹤0.01% 2048
2017
Q1 		$688K Sell
44,655
-2,234
-5% -$34.1K ﹤0.01% 1532
2016
Q4 		$709K Buy
46,889
+999
+2% +$14.9K 0.01% 1447
2016
Q3 		$705K Buy
45,890
+3,293
+8% +$49.7K 0.01% 1455
2016
Q2 		$636K Sell
42,597
-154,059
-78% -$2.23M 0.01% 1472
2016
Q1 		$2.71M Buy
196,656
+18,644
+10% +$252K 0.01% 1016
2015
Q4 		$2.52M Buy
178,012
+22,028
+14% +$314K 0.01% 1029
2015
Q3 		$2.17M Buy
155,984
+61,159
+64% +$897K 0.01% 802
2015
Q2 		$1.48M Buy
94,825
+52,881
+126% +$857K 0.01% 1096
2015
Q1 		$686K Buy
41,944
+31,689
+309% +$505K ﹤0.01% 1628
2014
Q4 		$162K Buy
+10,255
New +$167K ﹤0.01% 2550
2014
Q1 		– Sell
-11,145
Closed -$197K – 2682
2013
Q4 		$197K Sell
11,145
-1,360
-11% -$24.1K ﹤0.01% 2442
2013
Q3 		$222K Buy
+12,505
New +$220K ﹤0.01% 2243

Other funds holding HYI

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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

LPL Financial's HYI Position: Q1 2026 in Review

LPL Financial increased its Western Asset High Yield Opportunity Fund Inc (HYI) stake by 0.1% in Q1 2026, buying an estimated $420 and bringing the position to 38,720 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #4934.

LPL Financial first reported a position in HYI in Q3 2013 and has held it in 46 quarters since. The position peaked at $2.71M in Q1 2016. 45 funds tracked by Wall St. Rank hold HYI as of Q1 2026.

  • LPL Financial held 38,720 shares of Western Asset High Yield Opportunity Fund Inc worth $414K as of Q1 2026.
  • LPL Financial bought 38 Western Asset High Yield Opportunity Fund Inc shares in Q1 2026, an estimated $420.
  • Western Asset High Yield Opportunity Fund Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4934 holding.
  • LPL Financial first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2013 and has held it in 46 quarters since.
  • LPL Financial's Western Asset High Yield Opportunity Fund Inc position peaked at $2.71M in Q1 2016.
  • 45 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.