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

$6.19

+0.19 (+3.17%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 51
Total Institutional Inflows (last 12 months): $47.16M

Number of Institutional Sellers (last 12 months): 26
Total Institutional Outflows (last 12 months): $7.90M

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HFRO Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	986,652	$6.17M	0.0%	+19.0%	0.000%
7/25/2024	Calamos Advisors LLC	37,207	$233K	0.0%	+46.4%	0.000%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	21,016	$131K	0.0%	N/A	0.000%
7/23/2024	Geneos Wealth Management Inc.	402,134	$2.51M	0.1%	+2.1%	0.000%
7/23/2024	AEGON USA Investment Management LLC	144,949	$906K	0.7%	+93.4%	0.000%
7/19/2024	MONECO Advisors LLC	35,156	$220K	0.0%	+36.1%	0.000%
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7/19/2024	Raymond James & Associates	3,218,308	$20.11M	0.0%	+24.8%	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	48,419	$303K	0.0%	+5.6%	0.000%
7/12/2024	Integrated Capital Management Inc.	42,615	$266K	0.2%	+33.0%	0.000%
7/9/2024	Park Avenue Securities LLC	217,704	$1.36M	0.0%	+22.1%	0.000%
5/17/2024	Comerica Bank	8,227	$58K	0.0%	-37.4%	0.000%
5/15/2024	BOKF NA	209,437	$1.43M	0.0%	+2.4%	0.000%
5/15/2024	Alpine Global Management LLC	151,036	$1.06M	0.3%	N/A	0.000%
5/10/2024	Prevail Innovative Wealth Advisors LLC	146,335	$1.03M	0.4%	+55.5%	0.000%
5/9/2024	Kingsview Wealth Management LLC	53,475	$376K	0.0%	-35.7%	0.000%
5/9/2024	Camelot Portfolios LLC	386,453	$2.72M	2.7%	-29.5%	0.000%
5/7/2024	Oppenheimer & Co. Inc.	697,143	$4.90M	0.1%	+3.4%	0.000%
5/6/2024	Envestnet Portfolio Solutions Inc.	45,841	$322K	0.0%	+11.9%	0.000%
5/4/2024	Geneos Wealth Management Inc.	393,758	$2.77M	0.1%	+2.2%	0.000%
5/3/2024	Catalina Capital Group LLC	13,631	$96K	0.0%	-26.5%	0.000%
5/2/2024	Choreo LLC	327,637	$2.30M	0.1%	N/A	0.000%
5/1/2024	Janney Montgomery Scott LLC	103,299	$726K	0.0%	+3.3%	0.000%
5/1/2024	Matisse Capital	410,000	$2.88M	1.4%	+43.9%	0.000%
4/29/2024	Commonwealth Equity Services LLC	583,309	$4.10M	0.0%	+0.9%	0.000%
4/26/2024	MONECO Advisors LLC	25,824	$182K	0.0%	-6.1%	0.000%
4/25/2024	Capital Investment Advisory Services LLC	16,810	$118K	0.0%	+27.7%	0.000%
4/25/2024	Cambridge Investment Research Advisors Inc.	828,772	$5.83M	0.0%	+32.6%	0.000%
4/24/2024	Arlington Capital Management Inc.	70,725	$497K	0.4%	N/A	0.000%
4/23/2024	Nations Financial Group Inc. IA ADV	374,510	$2.63M	0.2%	-1.7%	0.000%
4/22/2024	Raymond James & Associates	2,577,788	$18.12M	0.0%	+144.3%	0.000%
4/22/2024	Edge Financial Advisors LLC	40,084	$282K	0.2%	N/A	0.000%
4/12/2024	True North Advisors LLC	28,615	$201K	0.1%	N/A	0.000%
4/11/2024	Integrated Capital Management Inc.	32,033	$225K	0.2%	+44.3%	0.000%
4/10/2024	Inscription Capital LLC	11,914	$80K	0.0%	N/A	0.000%
4/10/2024	Park Avenue Securities LLC	178,349	$1.25M	0.0%	+18.6%	0.000%
3/27/2024	Nomura Holdings Inc.	10,950	$84K	0.0%	N/A	0.000%
3/13/2024	MONECO Advisors LLC	27,491	$211K	0.0%	-38.8%	0.000%
2/15/2024	Bulldog Investors LLP	310,059	$2.38M	0.8%	-11.9%	0.000%
2/13/2024	Aristides Capital LLC	134,616	$1.04M	0.4%	-18.2%	0.000%
2/13/2024	Oppenheimer & Co. Inc.	674,116	$5.18M	0.1%	+0.3%	0.000%
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2/13/2024	Prevail Innovative Wealth Advisors LLC	94,079	$723K	0.3%	+61.7%	0.000%
2/12/2024	Scotia Capital Inc.	26,796	$206K	0.0%	-26.2%	0.000%
2/12/2024	Steward Partners Investment Advisory LLC	27,479	$211K	0.0%	+10.0%	0.000%
2/9/2024	Nations Financial Group Inc. IA ADV	380,882	$2.93M	0.3%	+1.4%	0.000%
2/9/2024	Cambridge Investment Research Advisors Inc.	624,905	$4.81M	0.0%	+16.6%	0.000%
2/8/2024	Matisse Capital	285,000	$2.19M	1.2%	+67.6%	0.000%
2/8/2024	Kingsview Wealth Management LLC	83,223	$640K	0.0%	-3.4%	0.000%
2/8/2024	Janney Montgomery Scott LLC	99,955	$769K	0.0%	+3.5%	0.000%
2/7/2024	Envestnet Portfolio Solutions Inc.	40,981	$315K	0.0%	+32.4%	0.000%
2/7/2024	Principal Securities Inc.	4,108	$32K	0.0%	N/A	0.000%
2/6/2024	Private Advisor Group LLC	25,287	$194K	0.0%	+21.2%	0.000%
2/6/2024	Spire Wealth Management	7,758	$58K	0.0%	-19.1%	0.000%
2/5/2024	MONECO Advisors LLC	27,491	$211K	0.0%	-38.8%	0.000%
2/5/2024	Pekin Hardy Strauss Inc.	14,602	$112K	0.0%	-18.6%	0.000%
2/2/2024	Truist Financial Corp	88,253	$679K	0.0%	-3.2%	0.000%
2/2/2024	Atria Wealth Solutions Inc.	39,258	$302K	0.0%	+49.1%	0.000%
1/30/2024	SFI Advisors LLC	45,046	$346K	0.3%	+71.0%	0.000%
1/30/2024	CTC Alternative Strategies Ltd.	17,624	$136K	0.3%	N/A	0.000%
1/26/2024	Geneos Wealth Management Inc.	385,175	$2.96M	0.1%	-5.2%	0.000%
1/23/2024	Camelot Portfolios LLC	548,053	$4.22M	2.5%	+44.5%	0.000%
1/16/2024	Raymond James & Associates	1,055,128	$8.11M	0.0%	+127.0%	0.000%
1/12/2024	Advisor Resource Council	221,064	$1.70M	0.2%	N/A	0.000%
12/1/2023	B. Riley Wealth Advisors Inc.	33,208	$267K	0.0%	-5.7%	0.000%
11/16/2023	Penserra Capital Management LLC	916,208	$7.37M	0.2%	+11.9%	0.000%
11/15/2023	Baker Avenue Asset Management LP	3,710	$30K	0.0%	N/A	0.000%
11/15/2023	Scotia Capital Inc.	36,322	$292K	0.0%	+15.6%	0.000%
11/15/2023	Knightsbridge Asset Management LLC	49,074	$395K	0.1%	+2.8%	0.000%
11/14/2023	Samalin Investment Counsel LLC	32,951	$265K	0.2%	+35.0%	0.000%
11/14/2023	Thomas J. Herzfeld Advisors Inc.	2,871,671	$23.09M	8.9%	-1.7%	0.000%
11/13/2023	LPL Financial LLC	1,488,573	$11.97M	0.0%	+0.7%	0.000%
11/13/2023	Invesco Ltd.	1,255,144	$10.09M	0.0%	-4.0%	0.000%
11/13/2023	Envestnet Asset Management Inc.	960,905	$7.73M	0.0%	+1.0%	0.000%
11/13/2023	Envestnet Portfolio Solutions Inc.	30,948	$249K	0.0%	N/A	0.000%
11/8/2023	HighTower Advisors LLC	324,877	$2.60M	0.0%	+172.1%	0.000%
11/8/2023	Janney Montgomery Scott LLC	96,560	$776K	0.0%	-5.4%	0.000%
11/8/2023	Atria Wealth Solutions Inc.	26,325	$212K	0.0%	-29.8%	0.000%
11/8/2023	Landscape Capital Management L.L.C.	279,706	$2.25M	0.3%	+46.8%	0.000%
11/8/2023	Oppenheimer & Co. Inc.	672,404	$5.41M	0.1%	+3.1%	0.000%
11/8/2023	Pinnacle Wealth Planning Services Inc.	12,500	$100K	0.0%	-86.0%	0.000%
11/7/2023	Kingsview Wealth Management LLC	86,137	$693K	0.0%	+11.8%	0.000%
11/7/2023	Atlas Wealth LLC	879,966	$7.08M	1.3%	-1.5%	0.000%
11/6/2023	MONECO Advisors LLC	44,911	$361K	0.1%	-4.9%	0.000%
11/4/2023	NBC Securities Inc.	9,480	$76K	0.0%	N/A	0.000%
11/3/2023	Sovereign Financial Group Inc.	14,000	$113K	0.0%	N/A	0.000%
10/30/2023	Arete Wealth Advisors LLC	94,560	$760K	0.1%	+5.7%	0.000%
10/30/2023	SFI Advisors LLC	26,340	$212K	0.2%	N/A	0.000%
10/26/2023	Park Avenue Securities LLC	130,420	$1.05M	0.0%	+9.2%	0.000%
10/24/2023	Raymond James & Associates	464,726	$3.74M	0.0%	+321.2%	0.000%
10/24/2023	Cambridge Investment Research Advisors Inc.	535,964	$4.31M	0.0%	-0.9%	0.000%
10/23/2023	Commonwealth Equity Services LLC	536,754	$4.32M	0.0%	+2.4%	0.000%
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10/20/2023	Camelot Portfolios LLC	379,209	$3.05M	2.9%	-28.9%	0.000%
10/18/2023	Koshinski Asset Management Inc.	11,625	$93K	0.0%	-21.8%	0.000%
10/13/2023	Matisse Capital	170,000	$1.37M	1.0%	+6.3%	0.000%
10/11/2023	Geneos Wealth Management Inc.	406,303	$3.27M	0.2%	-3.5%	0.000%
10/11/2023	Ignite Planners LLC	13,402	$103K	0.0%	N/A	0.000%
8/24/2023	Arlington Capital Management Inc.	50,703	$458K	0.4%	N/A	0.000%
8/21/2023	BOKF NA	208,893	$1.89M	0.0%	+1.0%	0.000%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	2,922,007	$26.39M	10.5%	-0.5%	0.000%
8/15/2023	Bulldog Investors LLP	351,923	$3.18M	1.1%	-22.1%	0.000%
8/11/2023	Almitas Capital LLC	22,078	$188K	0.1%	N/A	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 Thomas J. Herzfeld Advisors Inc. ($23.09M), Raymond James & Associates ($20.11M), Royal Bank of Canada ($19.61M), LPL Financial LLC ($11.97M), Invesco Ltd. ($10.09M), Envestnet Asset Management Inc. ($7.73M), and Penserra Capital Management LLC ($7.37M).Learn more on HFRO's institutional investors.
Which institutional investors have been buying Highland Funds I - Highland Opportunities and Income Fund stock?: Of the 83 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 ($3.34M), Atlas Wealth LLC ($1.03M), LPL Financial LLC ($606.72K), Envestnet Asset Management Inc. ($466.27K), Advisor Resource Council ($453.24K), Cambridge Investment Research Advisors Inc. ($450.69K), and Matisse Capital ($410K).
How much institutional buying is happening at Highland Funds I - Highland Opportunities and Income Fund?: Institutional investors have bought a total of 11,518,378 shares in the last 24 months. This purchase volume represents approximately $98.63M in transactions.

Which Highland Funds I - Highland Opportunities and Income Fund major shareholders have been selling company stock?: Of the 51 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. ($846.10K), Thomas J. Herzfeld Advisors Inc. ($609.12K), Camelot Portfolios LLC ($470.59K), Advisor Group Holdings Inc. ($391.24K), Raymond James Financial Services Advisors Inc. ($390.70K), Raymond James & Associates ($259.27K), and Penserra Capital Management LLC ($219.06K).
How much institutional selling is happening at Highland Funds I - Highland Opportunities and Income Fund?: Institutional investors have sold a total of 4,785,026 shares in the last 24 months. This volume of shares sold represents approximately $45.45M in transactions.