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Highland Global Allocation Fund (HGLB) Institutional Ownership

Highland Global Allocation Fund logo
$7.95 +0.09 (+1.15%)
As of 10:37 AM Eastern
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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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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
6/3/2026 NewEdge Advisors LLC211,407$1.70M0.0%+15.6%0.000%
5/19/2026 NewEdge Advisors LLC211,407$1.70M0.0%+15.6%0.000%
5/18/2026 Royal Bank of Canada18,693$150K0.0%-7.4%0.000%
5/12/2026 Quantedge Capital Pte Ltd188,987$1.52M0.8%+8.9%0.000%
5/4/2026 NWF Advisory Services Inc.264,481$2.12M0.2%-6.1%0.000%
4/17/2026 Sovereign Financial Group Inc.111,639$896K0.2%-7.3%0.000%
3/3/2026 NWF Advisory Services Inc.281,581$2.57M0.3%-3.4%0.000%
2/17/2026 Cetera Investment Advisers24,662$225K0.0%-7.2%0.000%
2/17/2026 Quantedge Capital Pte Ltd173,587$1.59M0.8%+8.5%0.000%
2/17/2026 Osaic Holdings Inc.346,337$3.16M0.0%-1.1%0.000%
2/17/2026 Royal Bank of Canada20,177$184K0.0%-8.6%0.000%
2/13/2026 Wells Fargo & Company MN6,123$56K0.0%+306,050.0%0.000%
2/12/2026 Jane Street Group LLC11,647$106K0.0%N/A0.000%
2/12/2026 Wedbush Securities Inc.25,475$233K0.0%-7.5%0.000%
2/11/2026 LPL Financial LLC866,872$7.92M0.0%+16.4%0.000%
2/11/2026 Total Wealth Planning & Management Inc.35,543$325K0.2%N/A0.000%
2/10/2026 Godfrey Financial Associates Inc.3,203$29K0.0%N/A0.000%
2/3/2026 International Assets Investment Management LLC13,917$127K0.0%+21.0%0.000%
2/2/2026 Oppenheimer & Co. Inc.51,435$470K0.0%+3.1%0.000%
1/26/2026 Shaker Financial Services LLC37,305$341K0.1%N/A0.000%
1/13/2026 Capital Investment Advisors LLC39,406$360K0.0%-6.9%0.000%
1/7/2026 Sovereign Financial Group Inc.120,412$1.10M0.2%+2.1%0.000%
11/17/2025 NewEdge Advisors LLC182,745$1.66M0.0%+1,672.7%0.000%
11/14/2025 Raymond James Financial Inc.2,250,833$20.46M0.0%-9.6%0.000%
11/13/2025 Landscape Capital Management L.L.C.12,914$117K0.0%-86.1%0.000%
11/13/2025 UBS Group AG77,005$700K0.0%-5.4%0.000%
11/13/2025 Private Advisor Group LLC45,529$414K0.0%-61.0%0.000%
11/6/2025 Wedbush Securities Inc.27,526$250K0.0%N/A0.000%
10/31/2025 NWF Advisory Services Inc.291,581$2.65M0.3%+24.1%0.000%
10/30/2025 BankPlus Wealth Management LLC16,000$145K0.1%N/A0.000%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,944$181K0.0%-8.2%0.000%
10/23/2025 Benjamin Edwards Inc.10,180$93K0.0%N/A0.000%
10/23/2025 HB Wealth Management LLC24,011$218K0.0%N/A0.000%
10/22/2025 Blue Bell Private Wealth Management LLC17,062$155K0.0%+6.9%0.000%
10/17/2025 Sovereign Financial Group Inc.117,925$1.07M0.2%+0.9%0.000%
9/9/2025 NWF Advisory Services Inc.234,981$2.05M0.2%+25.2%0.000%
9/4/2025 Osaic Holdings Inc.309,856$2.70M0.0%+30.1%0.000%
8/19/2025 Newbridge Financial Services Group Inc.5,104$44K0.0%N/A0.000%
8/14/2025 Jane Street Group LLC12,715$111K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.2,490,134$21.67M0.0%+1.4%0.000%
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8/14/2025 Quantedge Capital Pte Ltd149,487$1.30M1.2%-4.3%0.000%
8/14/2025 NewEdge Advisors LLC10,309$90K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers22,010$192K0.0%-44.0%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,727$189K0.0%-27.5%0.000%
7/29/2025 International Assets Investment Management LLC11,500$94K0.0%N/A0.000%
7/25/2025 Sovereign Financial Group Inc.116,923$1.02M0.2%-2.6%0.000%
7/24/2025 Total 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 6/15/2026 by MarketBeat.com Staff.
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