Free Trial
→ Bank of America Says Gold Could Hit $4,000. Here How to Get Paid (From Investors Alley) (Ad) Free HFRO Stock Alerts

Highland Funds I - Highland Opportunities and Income Fund (HFRO) Institutional Ownership

Highland Funds I - Highland Opportunities and Income Fund logo
$5.28 +0.01 (+0.09%)
Closing price 03:59 PM Eastern
Extended Trading
$5.28 0.00 (0.00%)
As of 04:04 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 Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Highland Funds I - Highland Opportunities and Income Fund (NYSE:HFRO)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$78.62M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$25.16M
Get HFRO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Highland Funds I - Highland Opportunities and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HFRO Institutional Buying and Selling by Quarter

Highland Funds I - Highland Opportunities and Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025Arlington Capital Management Inc.175,047$910K0.8%+95.2%0.000%
7/14/2025 Park Avenue Securities LLC222,769$1.16M0.0%+0.9%0.000%
6/27/2025Goldman Sachs Group Inc.10,157$53K0.0%-75.5%0.000%
5/21/2025Geneos Wealth Management Inc.978,559$5.09M0.2%+87.9%0.000%
5/19/2025Jane Street Group LLC21,306$111K0.0%-74.4%0.000%
5/16/2025Goldman Sachs Group Inc.10,157$53K0.0%-75.5%0.000%
5/16/2025NewEdge Advisors LLC117,733$612K0.0%-5.1%0.000%
5/15/2025Royal Bank of Canada1,436,380$7.47M0.0%-33.4%0.000%
5/15/2025Baird Financial Group Inc.116,349$605K0.0%+1.9%0.000%
5/15/2025Landscape Capital Management L.L.C.529,953$2.76M0.2%-42.4%0.000%
5/14/2025Samalin Investment Counsel LLC96,013$499K0.2%+30.4%0.000%
5/14/2025Aristides Capital LLC133,496$694K0.2%-11.5%0.000%
5/14/2025North Ground Capital220,000$1.12M1.1%-60.0%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.2,677,303$13.92M4.7%-3.0%0.000%
5/13/2025SFI Advisors LLC81,254$423K0.3%+159.6%0.000%
5/13/2025Raymond James Financial Inc.4,023,301$20.92M0.0%-2.9%0.000%
5/13/2025Nations Financial Group Inc. IA ADV358,315$1.86M0.1%+0.6%0.000%
5/13/2025HighTower Advisors LLC211,406$1.10M0.0%-44.2%0.000%
5/12/2025Invesco Ltd.1,761,877$9.16M0.0%-4.3%0.000%
5/8/2025Geneos Wealth Management Inc.1,090,325$5.68M0.1%+109.3%0.000%
5/7/2025LPL Financial LLC610,018$3.17M0.0%-17.6%0.000%
5/6/2025Cetera Investment Advisers65,292$340K0.0%+14.2%0.000%
5/6/2025Arlington Capital Management Inc.89,674$466K0.4%-6.8%0.000%
5/6/2025Choreo LLC363,122$1.89M0.0%-17.9%0.000%
5/6/2025Tabor Asset Management LP149,435$777K0.2%N/A0.000%
5/5/2025Blue Bell Private Wealth Management LLC62,773$326K0.1%-14.0%0.000%
5/5/2025Private Advisor Group LLC30,060$156K0.0%+19.3%0.000%
5/5/2025Tabor Asset Management LP149,435$777K0.3%N/A0.000%
5/2/2025Kingsview Wealth Management LLC26,791$139K0.0%+8.9%0.000%
5/1/2025AEGON USA Investment Management LLC105,895$551K0.4%-46.1%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC14,827$77K0.0%-18.4%0.000%
4/29/2025Envestnet Asset Management Inc.1,724,764$8.97M0.0%+0.5%0.000%
4/29/2025Calamos Advisors LLC28,904$150K0.0%-46.2%0.000%
4/24/2025Matisse Capital583,387$3.03M1.6%+14.6%0.000%
4/23/2025Oppenheimer & Co. Inc.457,394$2.38M0.0%-5.0%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.949,184$4.94M0.0%+28.8%0.000%
4/17/2025Inscription Capital LLC11,914$62K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC27,102$141K0.0%-52.7%0.000%
4/14/2025 Park Avenue Securities LLC220,857$1.15M0.0%+10.7%0.000%
4/9/2025Integrated Capital Management Inc.53,426$278K0.2%+24.4%0.000%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
2/17/2025Millennium Management LLC33,253$173K0.0%-65.2%0.000%
2/17/2025Bulldog Investors LLP169,726$881K0.2%-51.8%0.000%
2/17/2025Citadel Advisors LLC13,223$69K0.0%N/A0.000%
2/17/2025CF Capital LLC550,000$2.85M3.1%N/A0.000%
2/17/2025Baird Financial Group Inc.114,187$593K0.0%+11.3%0.000%
2/17/2025Bank of America Corp DE19,245$100K0.0%N/A0.000%
2/14/2025Jane Street Group LLC83,134$431K0.0%+444.3%0.000%
2/14/2025Comerica Bank7,499$39K0.0%-26.2%0.000%
2/14/2025Quarry LP65,900$342K0.0%N/A0.000%
2/14/2025IHT Wealth Management LLC402,105$2.09M0.1%-13.8%0.000%
2/13/2025NewEdge Advisors LLC124,046$644K0.0%+942.0%0.000%
2/13/2025Walleye Capital LLC15,033$78K0.0%N/A0.000%
2/13/2025Icon Advisers Inc. Co.524,518$2.72M0.6%N/A0.000%
2/13/2025Raymond James Financial Inc.4,142,009$21.50M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,840,817$9.55M0.0%+0.9%0.000%
2/13/2025Yakira Capital Management Inc.204,248$1.06M0.4%N/A0.000%
2/13/2025Aristides Capital LLC150,906$783K0.2%+12.1%0.000%
2/13/2025Envestnet Asset Management Inc.1,716,640$8.91M0.0%-15.1%0.000%
2/12/2025Landscape Capital Management L.L.C.920,333$4.78M0.5%-31.9%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.2,760,778$14.33M4.6%-8.6%0.000%
2/12/2025Summit Securities Group LLC13,293$69K0.0%N/A0.000%
2/12/2025Maridea Wealth Management LLC22,951$119K0.0%N/A0.000%
2/12/2025Arlington Capital Management Inc.96,242$499K0.3%+15.9%0.000%
2/11/2025LPL Financial LLC740,645$3.84M0.0%-32.7%0.000%
2/11/2025Samalin Investment Counsel LLC73,613$382K0.2%-18.5%0.000%
2/10/2025Envestnet Portfolio Solutions Inc.59,886$311K0.0%+9.4%0.000%
2/10/2025Commonwealth Equity Services LLC428,547$2.22M0.0%-19.9%0.000%
2/7/2025Sequoia Financial Advisors LLC23,981$124K0.0%N/A0.000%
2/7/2025HighTower Advisors LLC379,174$1.97M0.0%-3.3%0.000%
2/7/2025Blue Bell Private Wealth Management LLC72,977$379K0.1%+1,252.9%0.000%
2/6/2025Raymond James Financial Inc.4,142,009$21.50M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.481,470$2.50M0.0%-21.7%0.000%
2/3/2025Camelot Portfolios LLC362,122$1.88M2.0%-5.2%0.000%
2/3/2025Private Advisor Group LLC25,193$131K0.0%+30.2%0.000%
1/31/2025Atria Wealth Solutions Inc.55,117$286K0.0%+5.3%0.000%
1/31/2025Truist Financial Corp23,477$122K0.0%-16.1%0.000%
1/30/2025Nations Financial Group Inc. IA ADV356,315$1.85M0.1%-2.0%0.000%
1/29/2025AEGON USA Investment Management LLC196,615$1.02M0.8%+20.5%0.000%
1/28/2025Stephens Inc. AR13,844$72K0.0%-48.3%0.000%
1/28/2025Kingsview Wealth Management LLC24,604$128K0.0%-9.7%0.000%
1/27/2025Choreo LLC442,552$2.30M0.0%+17.9%0.000%
1/24/2025Calamos Advisors LLC53,743$279K0.0%+23.8%0.000%
1/24/2025Matisse Capital509,000$2.64M1.3%+11.9%0.000%
1/24/2025Absolute Investment Advisers LLC169,300$879K0.1%N/A0.000%
1/24/2025 U.S. Capital Wealth Advisors LLC18,164$94K0.0%+38.0%0.000%
1/23/2025Capital Investment Advisory Services LLC10,545$55K0.0%-43.2%0.000%
1/21/2025Geneos Wealth Management Inc.520,838$2.70M0.1%+29.5%0.000%
1/17/2025 Teamwork Financial Advisors LLC16,141$84K0.0%N/A0.000%
1/17/2025Janney Montgomery Scott LLC57,285$297K0.0%-28.1%0.000%
1/15/2025Tallon Kerry Patrick12,108$64K0.1%N/A0.000%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
1/14/2025 Park Avenue Securities LLC199,478$1.04M0.0%+6.3%0.000%
1/14/2025Integrated Capital Management Inc.42,947$223K0.2%+7.7%0.000%
1/13/2025Trust Co. of Toledo NA OH10,000$52K0.0%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.28,538$177K0.0%-7.0%0.000%
11/15/2024Legacy Investment Solutions LLC5,270$32K0.0%N/A0.000%
11/15/2024Jane Street Group LLC15,273$94K0.0%-48.2%0.000%
11/15/2024IHT Wealth Management LLC466,737$2.86M0.1%-4.4%0.000%
11/15/2024HighTower Advisors LLC391,927$2.40M0.0%-8.9%0.000%
11/14/2024Rockefeller Capital Management L.P.35,734$219K0.0%-18.2%0.000%
11/12/2024Concorde Asset Management LLC58,300$357K0.2%+37.7%0.000%
(Data available from 1/1/2016 forward)

HFRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HFRO shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Highland Funds I - Highland Opportunities and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($22.63M), Raymond James Financial Inc. ($20.92M), Thomas J. Herzfeld Advisors Inc. ($13.92M), Invesco Ltd. ($9.16M), Envestnet Asset Management Inc. ($8.97M), Royal Bank of Canada ($7.47M), and Penserra Capital Management LLC ($7.37M).Learn more on Highland Funds I - Highland Opportunities and Income Fund's institutional investors.

Which institutional investors have been buying Highland Funds I - Highland Opportunities and Income Fund's stock?

Of the 83 institutional investors that purchased Highland Funds I - Highland Opportunities and Income 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. ($8.28M), Raymond James & Associates ($3.58M), Geneos Wealth Management Inc. ($1.18M), Cambridge Investment Research Advisors Inc. ($662.72K), CF Capital LLC ($550K), Landscape Capital Management L.L.C. ($531.00K), and Icon Advisers Inc. Co. ($524.52K).

How much institutional buying is happening at Highland Funds I - Highland Opportunities and Income Fund?

Institutional investors have bought a total of 14,704,972 shares in the last 24 months. This purchase volume represents approximately $78.62M in transactions.

Which of Highland Funds I - Highland Opportunities and Income Fund's major shareholders have been selling company stock?

Of the 41 institutional investors that sold Highland Funds I - Highland Opportunities and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($821.50K), Royal Bank of Canada ($720.16K), LPL Financial LLC ($490.28K), Thomas J. Herzfeld Advisors Inc. ($342.15K), North Ground Capital ($330K), Envestnet Asset Management Inc. ($306.49K), and Oppenheimer & Co. Inc. ($239.75K).

How much institutional selling is happening at Highland Funds I - Highland Opportunities and Income Fund?

Institutional investors have sold a total of 4,797,332 shares in the last 24 months. This volume of shares sold represents approximately $25.16M in transactions.


Related Companies

This page (NYSE:HFRO) was last updated on 7/16/2025 by MarketBeat.com Staff
From Our Partners
Bank of America Says Gold Could Hit $4,000. Here How to Get Paid
“I’ve always hated gold. It doesn’t pay dividends… it just sits there.” That’s what one income strategist b...
Investors Alley | Sponsored
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsored
Revolutionary AI Tech Targets Early Diabetic Blindness Detection FDA Trial Underway
Tiny Stock, Massive Potential— this company’s AI platform is a game changer for healthcare!
Interactive Offers | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
[ATTENTION] This Crypto Rocket Is About Launch…
Every crypto bull market ends with a final surge — the window where fortunes are made fast. According to tw...
Crypto Swap Profits | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored