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Highland Global Allocation Fund (HGLB) Institutional Ownership

Highland Global Allocation Fund logo
$7.57 +0.03 (+0.40%)
(As of 11/18/2024 ET)
Compare

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)
18
Total
Institutional Inflows
(last 12 months)
$24.54M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.43M
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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
11/18/2024 Arete Wealth Advisors LLC24,124$189K0.0%+65.1%0.000%
11/15/2024 HighTower Advisors LLC18,315$139K0.0%+12.4%0.000%
11/9/2024 Landscape Capital Management L.L.C.158,102$1.24M0.1%-18.2%0.000%
11/6/2024 Oppenheimer & Co. Inc.41,100$323K0.0%+12.3%0.000%
10/31/2024 Shaker Financial Services LLC657,548$5.17M1.9%+7.0%0.000%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,047$126K0.0%+10.0%0.000%
10/22/2024 International Assets Investment Management LLC17,363$1.36M0.0%+1,209.4%0.000%
10/22/2024 Private Advisor Group LLC114,250$898K0.0%+1.3%0.000%
10/18/2024Raymond James & Associates2,775,627$21.82M0.0%+15.7%0.000%
10/8/2024 Sovereign Financial Group Inc.127,373$1.00M0.2%-9.4%0.000%
10/7/2024 Eagle Rock Investment Company LLC10,000$79K0.0%-60.0%0.000%
8/8/2024 BOKF NA86,673$653K0.0%+4.7%0.000%
8/3/2024 Shaker 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%
5/15/2024 BOKF NA82,753$628K0.0%+3.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.30,400$233K0.0%-33.8%0.000%
5/1/2024Matisse Capital340,000$2.60M1.3%+17.6%0.000%
4/30/2024 Hartline Investment Corp15,201$116K0.0%N/A0.000%
4/22/2024Raymond James & Associates1,814,006$13.90M0.0%+66.8%0.000%
4/19/2024 Advisor Resource Council17,653$139K0.1%-92.9%0.000%
4/15/2024 Sovereign Financial Group Inc.164,770$1.26M0.3%+6.2%0.000%
4/15/2024 Eagle Rock Investment Company LLC30,000$230K0.0%N/A0.000%
2/13/2024 Quantedge Capital Pte Ltd191,283$1.50M0.7%+14.7%0.000%
2/8/2024Matisse Capital289,000$2.27M1.2%+70.0%0.000%
2/7/2024 Shaker Financial Services LLC424,917$3.34M1.4%+5.5%0.000%
2/7/2024 Principal Securities Inc.34,187$269K0.0%N/A0.000%
2/6/2024 Sovereign Financial Group Inc.155,112$1.22M0.4%+11.4%0.000%
2/6/2024 Private Advisor Group LLC112,663$886K0.0%+6.6%0.000%
1/29/2024Baystate Wealth Management LLC6,162$48K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC10,422$82K0.0%N/A0.000%
1/16/2024Raymond James & Associates1,087,359$8.55M0.0%+134.6%0.000%
1/12/2024 Advisor Resource Council250,359$1.97M0.2%N/A0.000%
1/5/2024Capital Investment Advisors LLC55,150$433K0.0%+4.7%0.000%
11/14/2023 AQR Arbitrage LLC179,275$1.43M0.1%+399.5%0.000%
11/13/2023 Quantedge Capital Pte Ltd166,783$1.33M0.7%+4.7%0.000%
11/8/2023 Landscape Capital Management L.L.C.69,253$554K0.1%+79.8%0.000%
11/7/2023 Atlas Wealth LLC1,213,637$9.71M1.8%-2.8%0.000%
11/3/2023 Sovereign Financial Group Inc.139,299$1.11M0.4%+1.5%0.000%
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11/2/2023 Shaker Financial Services LLC402,845$3.22M1.5%+2.0%0.000%
10/24/2023Raymond James & Associates463,436$3.71M0.0%+409.5%0.000%
10/16/2023Capital Investment Advisors LLC52,650$421K0.0%+16.6%0.000%
10/13/2023Matisse Capital170,000$1.36M1.0%+13.3%0.000%
8/11/2023 Landscape Capital Management L.L.C.38,524$333K0.0%+201.6%0.000%
8/10/2023 Osaic Holdings Inc.330,393$2.86M0.0%-4.9%0.000%
8/10/2023 Private Advisor Group LLC106,663$928K0.0%-6.2%0.000%
8/10/2023Cetera Advisors LLC14,320$124K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC394,874$3.42M1.5%+35.3%0.000%
8/3/2023 Oppenheimer & Co. Inc.42,500$368K0.0%-14.1%0.000%
8/2/2023Matisse Capital150,000$1.30M0.8%+279.6%0.000%
8/1/2023 Truist Financial Corp28,376$245K0.0%-25.8%0.000%
7/31/2023 LPL Financial LLC349,535$3.02M0.0%+100.9%0.000%
7/31/2023 Sovereign Financial Group Inc.137,279$1.19M0.4%+17.1%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.69,960$605K0.0%-6.8%0.000%
7/11/2023Capital Investment Advisors LLC45,150$391K0.0%+26.3%0.000%
5/11/2023 Guggenheim Capital LLC62,876$568K0.0%-15.8%0.000%
5/10/2023 Oppenheimer & Co. Inc.49,500$447K0.0%+6.5%0.000%
5/10/2023 Private Advisor Group LLC113,663$1.03M0.0%N/A0.000%
5/10/2023 Landscape Capital Management L.L.C.12,773$115K0.0%N/A0.000%
5/9/2023 Atlas Wealth LLC1,300,828$11.76M2.3%-1.2%0.000%
5/8/2023 Shaker Financial Services LLC291,751$2.64M1.2%-10.4%0.000%
4/28/2023 Ameritas Advisory Services LLC3,775$34K0.0%N/A0.000%
4/27/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,731$104K0.0%N/A0.000%
4/27/2023Matisse Capital39,520$357K0.2%+26.3%0.000%
4/25/2023 Advisor Resource Council16,497$150K0.0%N/A0.000%
4/14/2023Raymond James & Associates90,977$822K0.0%-17.1%0.000%
4/10/2023Capital Investment Advisors LLC35,750$323K0.0%+33.4%0.000%
2/14/2023 Atlas Wealth LLC1,317,247$12.41M3.3%N/A0.000%
2/10/2023 CoreCap Advisors LLC5,385$51K0.0%N/A0.000%
2/10/2023 Advisor Group Holdings Inc.333,938$3.15M0.0%+2.7%0.000%
2/8/2023Raymond James & Associates109,690$1.03M0.0%+4.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.74,029$697K0.0%-3.6%0.000%
2/8/2023 Oppenheimer & Co. Inc.46,500$438K0.0%+9.4%0.000%
2/3/2023 Shaker Financial Services LLC325,558$3.07M1.4%+19.5%0.000%
1/24/2023Matisse Capital31,288$295K0.3%+14.1%0.000%
1/20/2023Matisse Capital31,288$295K0.3%+14.1%0.000%
1/18/2023 Private Advisor Group LLC126,263$1.18B0.1%-5.0%0.000%
11/15/2022 Bulldog Investors LLP82,732$721K0.2%-43.3%0.000%
11/14/2022 Guggenheim Capital LLC75,777$661K0.0%-2.6%0.000%
11/14/2022 Oppenheimer & Co. Inc.42,500$371K0.0%+16.4%0.000%
11/9/2022 Shaker Financial Services LLC272,438$2.38M1.2%-29.9%0.000%
11/8/2022Matisse Capital27,420$239K0.3%N/A0.000%
11/3/2022 Global Retirement Partners LLC59,479$581K0.0%-2.8%0.000%
11/2/2022 Landscape Capital Management L.L.C.29,114$254K0.0%+142.5%0.000%
10/25/2022Hightower 6M Holding LLC15,923$139K0.0%-7.2%0.000%
10/25/2022Raymond James & Associates105,433$919K0.0%+18.8%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.35,913$313K0.0%N/A0.000%
10/20/2022 Koshinski Asset Management Inc.11,265$98K0.0%N/A0.000%
10/18/2022 Koshinski Asset Management Inc.11,265$102K0.0%N/A0.000%
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10/17/2022 Cambridge Investment Research Advisors Inc.76,804$670K0.0%-2.2%0.000%
10/14/2022 Private Advisor Group LLC132,965$1.16M0.0%+3.7%0.000%
8/16/2022 Clough Capital Partners L P77,791$752K0.1%-32.9%0.000%
8/11/2022 CoreCap Advisors LLC7,575$73K0.0%N/A0.000%
8/9/2022 SeaCrest Wealth Management LLC3,203$31K0.0%N/A0.000%
8/8/2022 Walleye Capital LLC10,097$98K0.0%-71.6%0.000%
8/8/2022 Oppenheimer & Co. Inc.36,500$353K0.0%+2.8%0.000%
8/5/2022 Landscape Capital Management L.L.C.12,006$116K0.0%-71.8%0.000%
8/1/2022 Shaker Financial Services LLC388,530$3.76M1.8%-4.5%0.000%
7/27/2022Hightower 6M Holding LLC17,166$166K0.0%-42.4%0.000%
(Data available from 1/1/2016 forward)

HGLB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGLB shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Highland Global Allocation Fund. The most heavily invested institutionals were Raymond James & Associates ($21.82M), Atlas Wealth LLC ($9.71M), Shaker Financial Services LLC ($5.17M), Advisor Group Holdings Inc. ($3.15M), LPL Financial LLC ($3.02M), Osaic Holdings Inc. ($2.86M), and Matisse Capital ($2.73M).Learn more on HGLB's institutional investors.

What percentage of Highland Global Allocation Fund stock is owned by institutional investors?

28.79% of Highland Global Allocation Fund stock is owned by institutional investors. Learn more on HGLB's institutional investor holdings.

Which institutional investors have been buying Highland Global Allocation Fund stock?

Of the 26 institutional investors that purchased Highland Global Allocation Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James & Associates ($2.69M), Atlas Wealth LLC ($1.32M), Shaker Financial Services LLC ($387.87K), Matisse Capital ($338.75K), Advisor Resource Council ($266.86K), LPL Financial LLC ($175.57K), and AQR Arbitrage LLC ($143.39K).

How much institutional buying is happening at Highland Global Allocation Fund?

Institutional investors have bought a total of 5,805,260 shares in the last 24 months. This purchase volume represents approximately $48.05M in transactions.

Which Highland Global Allocation Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold Highland Global Allocation Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisor Resource Council ($232.71K), Atlas Wealth LLC ($51.09K), Landscape Capital Management L.L.C. ($35.12K), Shaker Financial Services LLC ($33.81K), Oppenheimer & Co. Inc. ($22.50K), Raymond James & Associates ($18.71K), and Osaic Holdings Inc. ($16.86K).

How much institutional selling is happening at Highland Global Allocation Fund?

Institutional investors have sold a total of 485,843 shares in the last 24 months. This volume of shares sold represents approximately $3.92M in transactions.


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This page (NASDAQ:HGLB) was last updated on 11/19/2024 by MarketBeat.com Staff
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