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

Sheaff Brock 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 Q1	$130K	Hold	11,000	–	–	0.01%	426
2024 Q4	$130K	Hold	11,000	–	–	0.01%	422
2024 Q3	$136K	Hold	11,000	–	–	0.01%	426
2024 Q2	$128K	Hold	11,000	–	–	0.01%	419
2024 Q1	$132K	Hold	11,000	–	–	0.01%	468
2023 Q4	$133K	Hold	11,000	–	–	0.01%	441
2023 Q3	$126K	Hold	11,000	–	–	0.01%	420
2023 Q2	$129K	Hold	11,000	–	–	0.01%	446
2023 Q1	$132K	Hold	11,000	–	–	0.01%	466
2022 Q4	$137K	Hold	11,000	–	–	0.01%	447
2022 Q3	$123K	Hold	11,000	–	–	0.01%	454
2022 Q2	$134K	Hold	11,000	–	–	0.01%	463
2022 Q1	$153K	Hold	11,000	–	–	0.01%	501
2021 Q4	$173K	Hold	11,000	–	–	0.01%	503
2021 Q3	$175K	Hold	11,000	–	–	0.01%	511
2021 Q2	$173K	Sell	11,000 -1,200	-10%	-$18.5K	0.01%	486
2021 Q1	$189K	Hold	12,200	–	–	0.01%	453
2020 Q4	$188K	Hold	12,200	–	–	0.02%	435
2020 Q3	$171K	Hold	12,200	–	–	0.02%	404
2020 Q2	$170K	Hold	12,200	–	–	0.02%	396
2020 Q1	$150K	Sell	12,200 -900	-7%	-$13.2K	0.02%	349
2019 Q4	$205K	Hold	13,100	–	–	0.02%	411
2019 Q3	$199K	Hold	13,100	–	–	0.02%	403
2019 Q2	$196K	Hold	13,100	–	–	0.02%	426
2019 Q1	$193K	Hold	13,100	–	–	0.02%	439
2018 Q4	$172K	Hold	13,100	–	–	0.03%	409
2018 Q3	$191K	Hold	13,100	–	–	0.02%	461
2018 Q2	$191K	Hold	13,100	–	–	0.02%	473
2018 Q1	$191K	Hold	13,100	–	–	0.02%	474
2017 Q4	$198K	Hold	13,100	–	–	0.03%	463
2017 Q3	$204K	Hold	13,100	–	–	0.03%	481
2017 Q2	$200K	Buy	+13,100	New	+$203K	0.03%	509

Other funds holding HYI

SIA

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

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

UCI

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sheaff Brock Investment Advisors's HYI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Western Asset High Yield Opportunity Fund Inc (HYI) position steady in Q1 2025 at 11,000 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #426.

Sheaff Brock Investment Advisors first reported a position in HYI in Q2 2017 and has held it in 32 quarters since. The position peaked at $205K in Q4 2019. 57 funds tracked by Wall St. Rank hold HYI as of Q1 2025.

Sheaff Brock Investment Advisors held 11,000 shares of Western Asset High Yield Opportunity Fund Inc worth $130K as of Q1 2025.
Sheaff Brock Investment Advisors left its Western Asset High Yield Opportunity Fund Inc share count unchanged in Q1 2025.
Western Asset High Yield Opportunity Fund Inc made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #426 holding.
Sheaff Brock Investment Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2017 and has held it in 32 quarters since.
Sheaff Brock Investment Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $205K in Q4 2019.
57 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.