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Highland Global Allocation Fund (HGLB) Institutional Ownership

Highland Global Allocation Fund logo
$7.60 -0.07 (-0.91%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$7.67 +0.07 (+0.91%)
As of 07/2/2026 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Highland Global Allocation Fund (NASDAQ:HGLB)

Current
Institutional Ownership
Percentage
28.79%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$7.20M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.39M
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Skip Chart & View Institutional Buying and Selling Data

HGLB Institutional Buying and Selling by Quarter

Highland Global Allocation Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC211,407$1.70M0.0%+15.6%0.000%
5/19/2026NewEdge Advisors LLC211,407$1.70M0.0%+15.6%0.000%
5/18/2026Royal Bank of Canada18,693$150K0.0%-7.4%0.000%
5/12/2026Quantedge Capital Pte Ltd188,987$1.52M0.8%+8.9%0.000%
5/4/2026NWF Advisory Services Inc.264,481$2.12M0.2%-6.1%0.000%
4/17/2026Sovereign Financial Group Inc.111,639$896K0.2%-7.3%0.000%
3/3/2026NWF Advisory Services Inc.281,581$2.57M0.3%-3.4%0.000%
2/17/2026Cetera Investment Advisers24,662$225K0.0%-7.2%0.000%
2/17/2026Quantedge Capital Pte Ltd173,587$1.59M0.8%+8.5%0.000%
2/17/2026Osaic Holdings Inc.346,337$3.16M0.0%-1.1%0.000%
2/17/2026Royal Bank of Canada20,177$184K0.0%-8.6%0.000%
2/13/2026Wells Fargo & Company MN6,123$56K0.0%+306,050.0%0.000%
2/12/2026Jane Street Group LLC11,647$106K0.0%N/A0.000%
2/12/2026Wedbush Securities Inc.25,475$233K0.0%-7.5%0.000%
2/11/2026LPL Financial LLC866,872$7.92M0.0%+16.4%0.000%
2/11/2026Total Wealth Planning & Management Inc.35,543$325K0.2%N/A0.000%
2/10/2026Godfrey Financial Associates Inc.3,203$29K0.0%N/A0.000%
2/3/2026International Assets Investment Management LLC13,917$127K0.0%+21.0%0.000%
2/2/2026Oppenheimer & Co. Inc.51,435$470K0.0%+3.1%0.000%
1/26/2026Shaker Financial Services LLC37,305$341K0.1%N/A0.000%
1/13/2026Capital Investment Advisors LLC39,406$360K0.0%-6.9%0.000%
1/7/2026Sovereign Financial Group Inc.120,412$1.10M0.2%+2.1%0.000%
11/17/2025NewEdge Advisors LLC182,745$1.66M0.0%+1,672.7%0.000%
11/14/2025Raymond James Financial Inc.2,250,833$20.46M0.0%-9.6%0.000%
11/13/2025Landscape Capital Management L.L.C.12,914$117K0.0%-86.1%0.000%
11/13/2025UBS Group AG77,005$700K0.0%-5.4%0.000%
11/13/2025Private Advisor Group LLC45,529$414K0.0%-61.0%0.000%
11/6/2025Wedbush Securities Inc.27,526$250K0.0%N/A0.000%
10/31/2025NWF Advisory Services Inc.291,581$2.65M0.3%+24.1%0.000%
10/30/2025BankPlus Wealth Management LLC16,000$145K0.1%N/A0.000%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,944$181K0.0%-8.2%0.000%
10/23/2025Benjamin Edwards Inc.10,180$93K0.0%N/A0.000%
10/23/2025HB Wealth Management LLC24,011$218K0.0%N/A0.000%
10/22/2025Blue Bell Private Wealth Management LLC17,062$155K0.0%+6.9%0.000%
10/17/2025Sovereign Financial Group Inc.117,925$1.07M0.2%+0.9%0.000%
9/9/2025NWF Advisory Services Inc.234,981$2.05M0.2%+25.2%0.000%
9/4/2025Osaic Holdings Inc.309,856$2.70M0.0%+30.1%0.000%
8/19/2025Newbridge Financial Services Group Inc.5,104$44K0.0%N/A0.000%
8/14/2025Jane Street Group LLC12,715$111K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.2,490,134$21.67M0.0%+1.4%0.000%
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8/14/2025Quantedge Capital Pte Ltd149,487$1.30M1.2%-4.3%0.000%
8/14/2025NewEdge Advisors LLC10,309$90K0.0%N/A0.000%
8/8/2025Cetera Investment Advisers22,010$192K0.0%-44.0%0.000%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,727$189K0.0%-27.5%0.000%
7/29/2025International Assets Investment Management LLC11,500$94K0.0%N/A0.000%
7/25/2025Sovereign Financial Group Inc.116,923$1.02M0.2%-2.6%0.000%
7/24/2025Total Wealth Planning & Management Inc.35,689$311K0.2%-16.2%0.000%
5/16/2025AQR Arbitrage LLC23,214$193K0.0%-77.8%0.000%
5/15/2025Landscape Capital Management L.L.C.147,537$1.23M0.1%+8.1%0.000%
5/13/2025Raymond James Financial Inc.2,456,384$20.46M0.0%-6.9%0.000%
5/13/2025HighTower Advisors LLC12,774$106K0.0%-8.8%0.000%
5/9/2025Shaker Financial Services LLC72,983$608K0.2%-89.1%0.000%
5/9/2025PNC Financial Services Group Inc.45,000$375K0.0%N/A0.000%
5/7/2025LPL Financial LLC728,835$6.07M0.0%+102.8%0.000%
5/6/2025Cetera Investment Advisers39,300$327K0.0%+22.5%0.000%
5/6/2025Wedbush Securities Inc.11,220$93K0.0%N/A0.000%
5/5/2025Blue Bell Private Wealth Management LLC15,655$130K0.0%+16.8%0.000%
5/5/2025Private Advisor Group LLC115,752$964K0.0%+1.3%0.000%
4/24/2025Total Wealth Planning & Management Inc.42,593$355K0.3%+194.9%0.000%
4/23/2025Oppenheimer & Co. Inc.44,643$372K0.0%+4.8%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.67,177$560K0.0%-3.3%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,985$250K0.0%+82.3%0.000%
4/14/2025Capital Investment Advisors LLC42,221$352K0.0%-12.3%0.000%
4/11/2025Sovereign Financial Group Inc.120,026$1M0.2%+4.8%0.000%
2/28/2025Total Wealth Planning & Management Inc.14,443$98K0.1%N/A0.000%
2/17/2025Quantedge Capital Pte Ltd174,487$1.19M0.4%-13.6%0.000%
2/17/2025Cetera Investment Advisers32,070$218K0.0%-17.2%0.000%
2/17/2025Bank of America Corp DE4,686$32K0.0%N/A0.000%
2/14/2025AQR Arbitrage LLC104,800$714K0.0%-29.1%0.000%
2/14/2025Shaker Financial Services LLC667,027$4.54M1.7%+1.4%0.000%
2/13/2025XTX Topco Ltd12,571$86K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.2,637,580$17.96M0.0%N/A0.000%
2/12/2025Landscape Capital Management L.L.C.136,510$930K0.1%-13.7%0.000%
2/12/2025Arete Wealth Advisors LLC26,954$184K0.0%+11.7%0.000%
2/12/2025Arlington Capital Management Inc.23,499$160K0.1%N/A0.000%
2/11/2025LPL Financial LLC359,377$2.45M0.0%+5.3%0.000%
2/7/2025HighTower Advisors LLC14,013$95K0.0%-23.5%0.000%
2/7/2025Blue Bell Private Wealth Management LLC13,400$91K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.2,637,580$17.96M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.42,600$290K0.0%+3.6%0.000%
2/4/2025IFP Advisors Inc11,506$78K0.0%N/A0.000%
1/24/2025Matisse Capital393,000$2.68M1.4%+8.5%0.000%
1/14/2025Sovereign Financial Group Inc.114,510$780K0.2%-10.1%0.000%
1/13/2025Capital Investment Advisors LLC48,150$328K0.0%-11.6%0.000%
11/18/2024Arete Wealth Advisors LLC24,124$189K0.0%+65.1%0.000%
11/15/2024HighTower Advisors LLC18,315$139K0.0%+12.4%0.000%
11/9/2024Landscape Capital Management L.L.C.158,102$1.24M0.1%-18.2%0.000%
11/6/2024Oppenheimer & Co. Inc.41,100$323K0.0%+12.3%0.000%
10/31/2024Shaker Financial Services LLC657,548$5.17M1.9%+7.0%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,047$126K0.0%+10.0%0.000%
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10/22/2024International Assets Investment Management LLC17,363$1.36M0.0%+1,209.4%0.000%
10/22/2024Private Advisor Group LLC114,250$898K0.0%+1.3%0.000%
10/18/2024Raymond James & Associates2,775,627$21.82M0.0%+15.7%0.000%
10/8/2024Sovereign Financial Group Inc.127,373$1.00M0.2%-9.4%0.000%
10/7/2024Eagle Rock Investment Company LLC10,000$79K0.0%-60.0%0.000%
8/8/2024BOKF NA86,673$653K0.0%+4.7%0.000%
8/3/2024Shaker Financial Services LLC614,264$4.63M1.9%+34.7%0.000%
7/30/2024Matisse Capital362,300$2.73M1.3%+6.6%0.000%
7/19/2024Raymond James & Associates2,399,477$18.07M0.0%+32.3%0.000%
7/12/2024Capital Investment Advisors LLC53,650$404K0.0%-6.1%0.000%


HGLB Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of Highland Global Allocation Fund. The most heavily invested institutionals were Raymond James & Associates ($21.82M), Raymond James Financial Inc. ($20.46M), LPL Financial LLC ($7.92M), Osaic Holdings Inc. ($3.16M), Matisse Capital ($2.68M), NWF Advisory Services Inc. ($2.12M), and NewEdge Advisors LLC ($1.70M).Learn more on Highland Global Allocation Fund's institutional investors.

28.79% of Highland Global Allocation Fund's stock is owned by institutional investors. Learn more on HGLB's institutional investor holdings.

Of the 34 institutional investors that purchased Highland Global Allocation Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($5.31M), Raymond James & Associates ($961.62K), LPL Financial LLC ($509.78K), Shaker Financial Services LLC ($248.37K), NewEdge Advisors LLC ($239.94K), NWF Advisory Services Inc. ($103.85K), and Total Wealth Planning & Management Inc. ($78.14K).

Institutional investors have bought a total of 809,898 shares in the last 24 months. This purchase volume represents approximately $7.20M in transactions.

Of the 14 institutional investors that sold Highland Global Allocation Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($239.30K), Landscape Capital Management L.L.C. ($80.24K), Private Advisor Group LLC ($71.30K), NWF Advisory Services Inc. ($27.10K), Cetera Investment Advisers ($19.21K), Sovereign Financial Group Inc. ($11.88K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($10.04K).

Institutional investors have sold a total of 489,236 shares in the last 24 months. This volume of shares sold represents approximately $4.39M in transactions.


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This page (NASDAQ:HGLB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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