Western Asset High Income Fund II Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 01/29/2026 | 3.91 M | $16.25 M | 7.61% | 4.34% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 2.66 M | $11.06 M | 7.35% | 2.95% |
| MORGAN STANLEY | 02/13/2026 | 1.98 M | $8.25 M | -4.84% | 2.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.88 M | $7.81 M | -17.98% | 2.08% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 663.93 K | $2.76 M | 100.00% | 0.74% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 403.65 K | $1.68 M | -26.74% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 228.41 K | $950.18 K | 9.22% | 0.25% |
| OPPENHEIMER & CO INC | 02/02/2026 | 222.72 K | $926.53 K | -31.19% | 0.25% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 147.81 K | $614.87 K | 0.12% | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 126.45 K | $526.02 K | 0.00% | 0.14% |
| LPL FINANCIAL LLC | 02/11/2026 | 104.52 K | $434.81 K | 29.82% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 100.51 K | $418.13 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 87.53 K | $364.11 K | 128.89% | 0.10% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 02/11/2026 | 72.27 K | $300.66 K | 100.00% | 0.08% |
| SAGE CAPITAL ADVISORS,LLC | 01/06/2026 | 69.92 K | $290.86 K | 5.55% | 0.08% |
| HRT FINANCIAL LP | 02/12/2026 | 66.04 K | $274.00 K | 100.00% | 0.07% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 60.69 K | $252.46 K | 4.69% | 0.07% |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 60.61 K | $252.15 K | 0.00% | 0.07% |
| ROYAL BANK OF CANADA | 02/17/2026 | 54.06 K | $225.00 K | 30.86% | 0.06% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 44.15 K | $183.65 K | 100.00% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 43.34 K | $182.44 K | -18.02% | 0.05% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 02/13/2026 | 40.33 K | $167.76 K | 2.16% | 0.04% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 39.05 K | $162.47 K | 26.28% | 0.04% |
| SUNPOINTE, LLC | 01/23/2026 | 36.41 K | $151.47 K | 0.00% | 0.04% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 33.03 K | $137.41 K | -16.44% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 30.11 K | $125.00 K | 0.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 27.99 K | $116.42 K | 10.41% | 0.03% |
| 02/09/2026 | 27.50 K | $114.40 K | 100.00% | 0.03% | |
| 01/07/2026 | 27.25 K | $113.34 K | 0.00% | 0.03% | |
| MRA ADVISORY GROUP | 01/16/2026 | 27.17 K | $113.04 K | 1.81% | 0.03% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 24.09 K | $100.20 K | 28.28% | 0.03% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 01/21/2026 | 22.80 K | $94.85 K | 0.00% | 0.03% |
| CHOREO, LLC | 01/23/2026 | 22.43 K | $93.72 K | -2.96% | 0.02% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 22.07 K | $91.80 K | 0.00% | 0.02% |
| 02/09/2026 | 20.85 K | $86.74 K | 19.75% | 0.02% | |
| 01/26/2026 | 20.56 K | $85.54 K | 2.76% | 0.02% | |
| D.A. DAVIDSON & CO. | 01/29/2026 | 18.51 K | $76.99 K | 0.00% | 0.02% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 17.83 K | $74.00 K | 8.03% | 0.02% |
| MARINER, LLC | 02/13/2026 | 17.35 K | $72.16 K | -34.72% | 0.02% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 17.20 K | $71.91 K | 34.39% | 0.02% |
| UNITED ASSET STRATEGIES, INC. | 01/28/2026 | 16.84 K | $70.04 K | 100.00% | 0.02% |
| COLONY GROUP, LLC | 02/13/2026 | 16.00 K | $66.56 K | 100.00% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.68 K | $65.25 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 14.44 K | $60.08 K | 187.10% | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 13.83 K | $57.94 K | -3.01% | 0.02% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 13.66 K | $57.00 K | -26.91% | 0.02% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 13.64 K | $56.73 K | 100.00% | 0.02% |
| ACCREDITED INVESTOR SERVICES, LLC | 02/09/2026 | 12.63 K | $52.55 K | -18.82% | 0.01% |
| 02/11/2026 | 12.02 K | $50.00 M | 100.00% | 0.01% | |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01/14/2026 | 11.44 K | $47.61 K | 0.00% | 0.01% |
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Western Asset High Income Fund II Inc institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Western Asset High Income Fund II Inc. The most heavily invested institutionals were:
UBS Group AG: 3.91 M
Penserra Capital Management LLC: 2.66 M
MORGAN STANLEY: 1.98 M
WELLS FARGO & COMPANY/MN: 1.88 M
GraniteShares Advisors LLC: 663,931
Shaker Financial Services, LLC: 403,653
15.19% of Western Asset High Income Fund II Inc stock is owned by institutional investors.
Institutional investors have bought a total of 16.86 M shares in the last 24 months. This purchase volume represents approximately $72.16 M in transactions.