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

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$46.50M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$12.82M
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HFRO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Capital Investment Advisory Services LLC16,810$118K0.0%+27.7%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.828,772$5.83M0.0%+32.6%0.000%
4/24/2024 Arlington Capital Management Inc.70,725$497K0.4%N/A0.000%
4/23/2024 Nations Financial Group Inc. IA ADV374,510$2.63M0.2%-1.7%0.000%
4/22/2024 Raymond James & Associates2,577,788$18.12M0.0%+144.3%0.000%
4/22/2024 Edge Financial Advisors LLC40,084$282K0.2%N/A0.000%
4/12/2024 True North Advisors LLC28,615$201K0.1%N/A0.000%
4/11/2024 Integrated Capital Management Inc.32,033$225K0.2%+44.3%0.000%
4/10/2024 Inscription Capital LLC11,914$80K0.0%N/A0.000%
4/10/2024 Park Avenue Securities LLC178,349$1.25M0.0%+18.6%0.000%
3/27/2024Nomura Holdings Inc.10,950$84K0.0%N/A0.000%
3/13/2024MONECO Advisors LLC27,491$211K0.0%-38.8%0.000%
2/15/2024Bulldog Investors LLP310,059$2.38M0.8%-11.9%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$723K0.3%+61.7%0.000%
2/12/2024Scotia Capital Inc.26,796$206K0.0%-26.2%0.000%
2/12/2024Steward Partners Investment Advisory LLC27,479$211K0.0%+10.0%0.000%
2/9/2024 Nations Financial Group Inc. IA ADV380,882$2.93M0.3%+1.4%0.000%
2/9/2024 Cambridge 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$640K0.0%-3.4%0.000%
2/8/2024Janney Montgomery Scott LLC99,955$769K0.0%+3.5%0.000%
2/7/2024Envestnet Portfolio Solutions Inc.40,981$315K0.0%+32.4%0.000%
2/7/2024Principal Securities Inc.4,108$32K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC25,287$194K0.0%+21.2%0.000%
2/6/2024 Spire Wealth Management7,758$58K0.0%-19.1%0.000%
2/5/2024MONECO Advisors LLC27,491$211K0.0%-38.8%0.000%
2/5/2024Pekin Hardy Strauss Inc.14,602$112K0.0%-18.6%0.000%
2/2/2024Truist Financial Corp88,253$679K0.0%-3.2%0.000%
2/2/2024Atria Wealth Solutions Inc.39,258$302K0.0%+49.1%0.000%
1/30/2024SFI Advisors LLC45,046$346K0.3%+71.0%0.000%
1/30/2024CTC Alternative Strategies Ltd.17,624$136K0.3%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%
1/16/2024 Raymond James & Associates1,055,128$8.11M0.0%+127.0%0.000%
1/12/2024 Advisor Resource Council221,064$1.70M0.2%N/A0.000%
12/1/2023B. Riley Wealth Advisors Inc.33,208$267K0.0%-5.7%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%
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11/15/2023Scotia Capital Inc.36,322$292K0.0%+15.6%0.000%
11/15/2023Knightsbridge Asset Management LLC49,074$395K0.1%+2.8%0.000%
11/14/2023Samalin Investment Counsel LLC32,951$265K0.2%+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$249K0.0%N/A0.000%
11/8/2023HighTower Advisors LLC324,877$2.60M0.0%+172.1%0.000%
11/8/2023Janney Montgomery Scott LLC96,560$776K0.0%-5.4%0.000%
11/8/2023Atria Wealth Solutions Inc.26,325$212K0.0%-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$693K0.0%+11.8%0.000%
11/7/2023Atlas Wealth LLC879,966$7.08M1.3%-1.5%0.000%
11/6/2023MONECO Advisors LLC44,911$361K0.1%-4.9%0.000%
11/4/2023 NBC Securities Inc.9,480$76K0.0%N/A0.000%
11/3/2023 Sovereign Financial Group Inc.14,000$113K0.0%N/A0.000%
10/30/2023Arete Wealth Advisors LLC94,560$760K0.1%+5.7%0.000%
10/30/2023SFI Advisors LLC26,340$212K0.2%N/A0.000%
10/26/2023 Park Avenue Securities LLC130,420$1.05M0.0%+9.2%0.000%
10/24/2023 Raymond James & Associates464,726$3.74M0.0%+321.2%0.000%
10/24/2023 Cambridge 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%
10/11/2023 Ignite Planners LLC13,402$103K0.0%N/A0.000%
8/24/2023 Arlington Capital Management Inc.50,703$458K0.4%N/A0.000%
8/21/2023BOKF NA208,893$1.89M0.0%+1.0%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.2,922,007$26.39M10.5%-0.5%0.000%
8/15/2023Bulldog Investors LLP351,923$3.18M1.1%-22.1%0.000%
8/11/2023Almitas Capital LLC22,078$188K0.1%N/A0.000%
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 Investment Advisers29,889$270K0.0%-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$805K0.1%-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$339K0.0%-21.9%0.000%
8/3/2023Wealth Management Solutions LLC50,810$459K0.3%-3.5%0.000%
8/3/2023Samalin Investment Counsel LLC24,400$220K0.1%+57.8%0.000%
8/3/2023Scotia Capital Inc.31,418$284K0.0%+11.6%0.000%
8/3/2023MONECO Advisors LLC47,236$427K0.1%-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%
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7/31/2023LPL Financial LLC1,478,543$13.35M0.0%-0.5%0.000%
7/31/2023 Integrated Capital Management Inc.20,561$186K0.2%N/A0.000%
7/28/2023Koshinski Asset Management Inc.14,866$134K0.0%+35.4%0.000%
7/27/2023Icon Advisers Inc. Co.136,449$1.23M0.3%-39.9%0.000%
7/26/2023 Channel Wealth LLC16,505$149K0.1%+16.1%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.11,102$100K0.0%-52.8%0.000%
7/25/2023 Raymond James & Associates110,343$996K0.0%-70.1%0.000%
7/25/2023Camelot Portfolios LLC533,442$4.82M3.0%+4.0%0.000%
7/17/2023Claybrook Capital LLC38,853$351K0.2%+23.5%0.000%
7/14/2023 Park Avenue Securities LLC119,404$1.08M0.0%+9.9%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, 100 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), Royal Bank of Canada ($19.61M), Raymond James & Associates ($18.12M), 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 80 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 ($2.83M), Atlas Wealth LLC ($1.03M), LPL Financial LLC ($606.72K), Cambridge Investment Research Advisors Inc. ($507.23K), Envestnet Asset Management Inc. ($506.91K), Advisor Resource Council ($453.24K), and Landscape Capital Management L.L.C. ($398.58K).

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

Institutional investors have bought a total of 10,708,360 shares in the last 24 months. This purchase volume represents approximately $97.88M in transactions.

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

Of the 54 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), Advisor Group Holdings Inc. ($423.03K), Raymond James Financial Services Advisors Inc. ($390.70K), Landscape Capital Management L.L.C. ($378.52K), Camelot Portfolios LLC ($355.55K), and Raymond James & Associates ($259.27K).

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

Institutional investors have sold a total of 5,088,499 shares in the last 24 months. This volume of shares sold represents approximately $50.03M in transactions.


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This page (NYSE:HFRO) was last updated on 4/26/2024 by MarketBeat.com Staff

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