S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption
What to watch for as China's major political meeting of the year gets underway

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

$6.53
+0.21 (+3.32%)
(As of 03/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$43.83 M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$18.38 M
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HFRO Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Bulldog Investors LLP310,059$2.38M0.8%-11.9%0.000%
2/15/2024Citadel Advisors LLC10,988$84K0.0%-13.8%0.000%
2/14/2024Royal Bank of Canada1,843,467$14.18M0.0%-3.5%0.000%
2/14/2024Kestra Advisory Services LLC27,729$0.21M0.0%+10.3%0.000%
2/14/2024Creative Planning105,714$0.81M0.0%N/A0.000%
2/14/2024Nomura Holdings Inc.10,950$84K0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.1,393,258$10.71M0.0%+45.0%0.000%
2/13/2024Aristides Capital LLC134,616$1.04M0.4%-18.2%0.000%
2/13/2024Oppenheimer & Co. Inc.674,116$5.18M0.1%+0.3%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC94,079$0.72M0.3%+61.7%0.000%
2/12/2024Scotia Capital Inc.26,796$0.21M0.0%-26.2%0.000%
2/12/2024Steward Partners Investment Advisory LLC27,479$0.21M0.0%+10.0%0.000%
2/9/2024Nations Financial Group Inc. IA ADV380,882$2.93M0.3%+1.4%0.000%
2/9/2024US Bancorp DE4,403$34K0.0%N/A0.000%
2/9/2024Cambridge Investment Research Advisors Inc.624,905$4.81M0.0%+16.6%0.000%
2/8/2024Matisse Capital285,000$2.19M1.2%+67.6%0.000%
2/8/2024Kingsview Wealth Management LLC83,223$0.64M0.0%-3.4%0.000%
2/8/2024Janney Montgomery Scott LLC99,955$0.77M0.0%+3.5%0.000%
2/7/2024Envestnet Portfolio Solutions Inc.40,981$0.32M0.0%+32.4%0.000%
2/7/2024Principal Securities Inc.4,108$32K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC25,287$0.19M0.0%+21.2%0.000%
2/6/2024Spire Wealth Management7,758$58K0.0%-19.1%0.000%
2/5/2024MONECO Advisors LLC27,491$0.21M0.0%-38.8%0.000%
2/5/2024Pekin Hardy Strauss Inc.14,602$0.11M0.0%-18.6%0.000%
2/2/2024Truist Financial Corp88,253$0.68M0.0%-3.2%0.000%
2/2/2024Atria Wealth Solutions Inc.39,258$0.30M0.0%+49.1%0.000%
1/30/2024SFI Advisors LLC45,046$0.35M0.3%+71.0%0.000%
1/30/2024CTC Alternative Strategies Ltd.17,624$0.14M0.3%N/A0.000%
1/26/2024Geneos Wealth Management Inc.385,175$2.96M0.1%-5.2%0.000%
1/23/2024Camelot Portfolios LLC548,053$4.22M2.5%+44.5%0.000%
1/16/2024Raymond James & Associates1,055,128$8.11M0.0%+127.0%0.000%
1/12/2024Advisor Resource Council221,064$1.70M0.2%N/A0.000%
12/1/2023B. Riley Wealth Advisors Inc.33,208$0.27M0.0%-5.7%0.000%
11/21/2023Comerica Bank13,948$0.11M0.0%N/A0.000%
11/16/2023Morgan Stanley4,419,844$35.54M0.0%-0.2%0.000%
11/16/2023Penserra Capital Management LLC916,208$7.37M0.2%+11.9%0.000%
11/15/2023Baker Avenue Asset Management LP3,710$30K0.0%N/A0.000%
11/15/2023Royal Bank of Canada1,911,165$15.37M0.0%+3.1%0.000%
11/15/2023Scotia Capital Inc.36,322$0.29M0.0%+15.6%0.000%
11/15/2023Knightsbridge Asset Management LLC49,074$0.40M0.1%+2.8%0.000%
11/14/2023Samalin Investment Counsel LLC32,951$0.27M0.2%+35.0%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.2,871,671$23.09M8.9%-1.7%0.000%
11/13/2023LPL Financial LLC1,488,573$11.97M0.0%+0.7%0.000%
11/13/2023Invesco Ltd.1,255,144$10.09M0.0%-4.0%0.000%
11/13/2023Envestnet Asset Management Inc.960,905$7.73M0.0%+1.0%0.000%
11/13/2023Envestnet Portfolio Solutions Inc.30,948$0.25M0.0%N/A0.000%
11/9/2023UBS Group AG29,570$0.24M0.0%-72.6%0.000%
11/8/2023HighTower Advisors LLC324,877$2.60M0.0%+172.1%0.000%
11/8/2023Janney Montgomery Scott LLC96,560$0.78M0.0%-5.4%0.000%
11/8/2023Atria Wealth Solutions Inc.26,325$0.21M0.0%-29.8%0.000%
11/8/2023Landscape Capital Management L.L.C.279,706$2.25M0.3%+46.8%0.000%
11/8/2023Oppenheimer & Co. Inc.672,404$5.41M0.1%+3.1%0.000%
11/8/2023Pinnacle Wealth Planning Services Inc.12,500$100K0.0%-86.0%0.000%
11/7/2023Kingsview Wealth Management LLC86,137$0.69M0.0%+11.8%0.000%
11/7/2023Atlas Wealth LLC879,966$7.08M1.3%-1.5%0.000%
11/6/2023MONECO Advisors LLC44,911$0.36M0.1%-4.9%0.000%
11/4/2023NBC Securities Inc.9,480$76K0.0%N/A0.000%
11/3/2023Sovereign Financial Group Inc.14,000$0.11M0.0%N/A0.000%
10/30/2023Arete Wealth Advisors LLC94,560$0.76M0.1%+5.7%0.000%
10/30/2023SFI Advisors LLC26,340$0.21M0.2%N/A0.000%
10/26/2023Park Avenue Securities LLC130,420$1.05M0.0%+9.2%0.000%
10/24/2023Raymond James & Associates464,726$3.74M0.0%+321.2%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.535,964$4.31M0.0%-0.9%0.000%
10/23/2023Commonwealth Equity Services LLC536,754$4.32M0.0%+2.4%0.000%
10/20/2023Camelot Portfolios LLC379,209$3.05M2.9%-28.9%0.000%
10/18/2023Koshinski Asset Management Inc.11,625$93K0.0%-21.8%0.000%
10/13/2023Matisse Capital170,000$1.37M1.0%+6.3%0.000%
10/11/2023Geneos Wealth Management Inc.406,303$3.27M0.2%-3.5%0.000%
10/11/2023Ignite Planners LLC13,402$0.10M0.0%N/A0.000%
8/24/2023Arlington Capital Management Inc.50,703$0.46M0.4%N/A0.000%
8/21/2023BOKF NA208,893$1.89M0.0%+1.0%0.000%
8/21/2023Osaic Holdings Inc.322,277$2.91M0.0%+0.8%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.2,922,007$26.39M10.5%-0.5%0.000%
8/15/2023Wells Fargo & Company MN476,204$4.30M0.0%-2.9%0.000%
8/15/2023Captrust Financial Advisors46,639$0.42M0.0%-3.9%0.000%
8/15/2023Prevail Innovative Wealth Advisors LLC26,645$0.24M0.1%N/A0.000%
8/15/2023Royal Bank of Canada1,853,472$16.74M0.0%+0.4%0.000%
8/15/2023Bulldog Investors LLP351,923$3.18M1.1%-22.1%0.000%
8/14/2023MML Investors Services LLC15,820$0.14M0.0%+9.1%0.000%
8/11/2023Almitas Capital LLC22,078$0.19M0.1%N/A0.000%
8/11/2023Kestra Advisory Services LLC24,577$0.22M0.0%-5.2%0.000%
8/11/2023Landscape Capital Management L.L.C.190,472$1.72M0.2%+3.4%0.000%
8/11/2023Penserra Capital Management LLC818,768$7.39M0.1%+6.6%0.000%
8/10/2023Osaic Holdings Inc.322,333$2.91M0.0%+0.8%0.000%
8/10/2023Commonwealth Equity Services LLC524,002$4.73M0.0%+24.1%0.000%
8/10/2023Cetera Advisor Networks LLC19,321$0.17M0.0%-63.9%0.000%
8/10/2023Cetera Investment Advisers29,889$0.27M0.0%-14.7%0.000%
8/8/2023Geneos Wealth Management Inc.420,944$3.80M0.2%+4.9%0.000%
8/7/2023Pinnacle Wealth Planning Services Inc.89,157$0.81M0.1%-6.7%0.000%
8/4/2023Envestnet Asset Management Inc.951,528$8.59M0.0%+18.4%0.000%
8/3/2023Atria Wealth Solutions Inc.37,518$0.34M0.0%-21.9%0.000%
8/3/2023Wealth Management Solutions LLC50,810$0.46M0.3%-3.5%0.000%
8/3/2023Samalin Investment Counsel LLC24,400$0.22M0.1%+57.8%0.000%
8/3/2023Scotia Capital Inc.31,418$0.28M0.0%+11.6%0.000%
8/3/2023MONECO Advisors LLC47,236$0.43M0.1%-3.3%0.000%
8/3/2023Oppenheimer & Co. Inc.652,059$5.89M0.1%+14.7%0.000%
8/2/2023Matisse Capital160,000$1.45M0.9%+14.3%0.000%
7/31/2023LPL Financial LLC1,478,543$13.35M0.0%-0.5%0.000%
7/31/2023Integrated Capital Management Inc.20,561$0.19M0.2%N/A0.000%
7/28/2023Koshinski Asset Management Inc.14,866$0.13M0.0%+35.4%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, 112 institutional investors and hedge funds held shares of Highland Funds I - Highland Opportunities and Income Fund. The most heavily invested institutionals were Morgan Stanley ($35.54M), Thomas J. Herzfeld Advisors Inc. ($23.09M), Royal Bank of Canada ($14.18M), LPL Financial LLC ($11.97M), Envestnet Asset Management Inc. ($10.71M), Quantedge Capital Pte Ltd ($10.45M), and Invesco Ltd. ($10.09M).Learn more on HFRO's institutional investors.

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

Of the 92 institutional investors that purchased Highland Funds I - Highland Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James & Associates ($1.31M), Atlas Wealth LLC ($1.03M), Envestnet Asset Management Inc. ($0.94M), LPL Financial LLC ($0.61M), Thomas J. Herzfeld Advisors Inc. ($0.48M), Advisor Resource Council ($0.45M), and Nations Financial Group Inc. IA ADV ($0.41M).

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

Institutional investors have bought a total of 11,263,821 shares in the last 24 months. This purchase volume represents approximately $108.61M in transactions.

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

Of the 68 institutional investors that sold Highland Funds I - Highland Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($0.85M), Thomas J. Herzfeld Advisors Inc. ($0.61M), Camelot Portfolios LLC ($0.47M), Advisor Group Holdings Inc. ($0.42M), Raymond James Financial Services Advisors Inc. ($0.39M), Landscape Capital Management L.L.C. ($0.38M), and Raymond James & Associates ($0.26M).

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

Institutional investors have sold a total of 5,942,842 shares in the last 24 months. This volume of shares sold represents approximately $58.96M in transactions.


This page (NYSE:HFRO) was last updated on 3/3/2024 by MarketBeat.com Staff