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Shaker Financial Services, LLC → HYI

Shaker Financial Services, LLC HYI Position History

Western Asset High Yield Opportunity Fund Inc. • Financial Services

Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$493K
Q4 2025$2.6M
Q1 2026$2.9M
Q2 2026$3.5M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M179.3K——
Q2 2026$3.5M329.1K——
Q1 2026$2.9M273.6K——
Q4 2025$2.6M231.2K——
Q3 2025$493K41.8K——

Other funds holding HYI

Other Shaker Financial Services, LLC positions

GAB-PK

GABELLI EQUITY TR INC

$11.7M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$10.5M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$9.6M
USA

LIBERTY ALL STAR EQUITY FD

$9.6M
RMT

ROYCE MICRO-CAP TR INC

$9.4M
JCE

NUVEEN CORE EQUITY ALPHA FD

$9.3M
SPE-PC

SPECIAL OPPORTUNITIES FD INC

$9M
JCE

NUVEEN CORE EQUITY ALPHA FD

$8.9M