SPIA
HYI

Steward Partners Investment Advisory’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Steward Partners Investment Advisory’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 		$76.9K Buy
7,196
+6,165
+598% +$68.1K ﹤0.01% 2535
2025
Q4 		$11.5K Buy
+1,031
New +$11.6K ﹤0.01% 3387
2025
Q3 		– Sell
-76,584
Closed -$917K – 4313
2025
Q2 		$917K Buy
76,584
+1,825
+2% +$21.4K 0.01% 1025
2025
Q1 		$885K Buy
74,759
+1,163
+2% +$14K 0.01% 971
2024
Q4 		$870K Buy
73,596
+2,271
+3% +$27.6K 0.01% 926
2024
Q3 		$883K Buy
71,325
+1,692
+2% +$20.2K 0.01% 900
2024
Q2 		$808K Buy
69,633
+1,680
+2% +$19.5K 0.01% 880
2024
Q1 		$813K Buy
67,953
+1,059
+2% +$12.8K 0.01% 873
2023
Q4 		$809K Buy
66,894
+2,160
+3% +$24.8K 0.01% 800
2023
Q3 		$744K Sell
64,734
-668
-1% -$7.81K 0.01% 779
2023
Q2 		$768K Sell
65,402
-13,265
-17% -$154K 0.01% 783
2023
Q1 		$942K Buy
78,667
+2,786
+4% +$34.2K 0.02% 714
2022
Q4 		$947K Buy
75,881
+1,974
+3% +$23.6K 0.02% 684
2022
Q3 		$828K Sell
73,907
-6,129
-8% -$75.8K 0.02% 679
2022
Q2 		$975K Buy
80,036
+2,377
+3% +$30.6K 0.02% 640
2022
Q1 		$1.08M Buy
77,659
+3,648
+5% +$52.2K 0.02% 662
2021
Q4 		$1.17M Buy
74,011
+3,465
+5% +$54K 0.02% 640
2021
Q3 		$1.12M Buy
70,546
+4,941
+8% +$77.7K 0.02% 623
2021
Q2 		$1.03M Buy
65,605
+2,081
+3% +$32.1K 0.02% 658
2021
Q1 		$980K Buy
63,524
+701
+1% +$10.7K 0.02% 654
2020
Q4 		$969K Buy
62,823
+6,354
+11% +$93.8K 0.02% 564
2020
Q3 		$792K Buy
56,469
+964
+2% +$13.8K 0.02% 548
2020
Q2 		$775K Buy
55,505
+5,121
+10% +$69K 0.02% 522
2020
Q1 		$621K Buy
50,384
+47,384
+1,579% +$697K 0.02% 510
2019
Q4 		$46K Hold
3,000
– – ﹤0.01% 1436
2019
Q3 		$45K Hold
3,000
– – ﹤0.01% 1398
2019
Q2 		$44K Buy
+3,000
New +$44.5K ﹤0.01% 1377
2018
Q4 		– Sell
-1,000
Closed -$15K – 1382
2018
Q3 		$15K Hold
1,000
– – ﹤0.01% 1694
2018
Q2 		$15K Buy
+1,000
New +$14.6K ﹤0.01% 1579

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 $15.9B AUM 53.4% 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 $11.4B AUM 5.66% 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 23.81% 1-Year Est. Return

Steward Partners Investment Advisory's HYI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Western Asset High Yield Opportunity Fund Inc (HYI) stake by 598% in Q1 2026, buying an estimated $68.1K and bringing the position to 7,196 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Steward Partners Investment Advisory first reported a position in HYI in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.17M in Q4 2021. 45 funds tracked by Wall St. Rank hold HYI as of Q1 2026.

  • Steward Partners Investment Advisory held 7,196 shares of Western Asset High Yield Opportunity Fund Inc worth $76.9K as of Q1 2026.
  • Steward Partners Investment Advisory bought 6,165 Western Asset High Yield Opportunity Fund Inc shares in Q1 2026, an estimated $68.1K.
  • Western Asset High Yield Opportunity Fund Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2535 holding.
  • Steward Partners Investment Advisory first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Western Asset High Yield Opportunity Fund Inc position peaked at $1.17M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.