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

$5.46 -0.01 (-0.18%)
As of 01/14/2025 03:57 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$41.57M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.75M
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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
1/14/2025Park 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%
11/9/2024Landscape Capital Management L.L.C.1,351,451$8.28M0.8%+47.6%0.000%
11/6/2024Oppenheimer & Co. Inc.614,627$3.77M0.1%-10.7%0.000%
11/5/2024Nations Financial Group Inc. IA ADV363,740$2.23M0.2%-2.9%0.000%
10/30/2024Arlington Capital Management Inc.83,054$509K0.4%+20.7%0.000%
10/23/2024Jackson Wealth Management LLC13,237$81K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC19,352$119K0.0%-21.7%0.000%
10/18/2024Raymond James & Associates3,691,545$22.63M0.0%+14.7%0.000%
10/11/2024Creative Planning51,848$318K0.0%-32.6%0.000%
10/8/2024True North Advisors LLC25,578$157K0.0%-10.6%0.000%
10/8/2024Integrated Capital Management Inc.39,876$244K0.2%-6.4%0.000%
10/3/2024Park Avenue Securities LLC187,728$1.15M0.0%-13.8%0.000%
9/5/2024Sanctuary Advisors LLC36,005$232K0.0%N/A0.000%
8/26/2024Ariadne Wealth Management LP51,781$324K0.2%N/A0.000%
8/21/2024Truist Financial Corp42,260$264K0.0%-35.8%0.000%
8/19/2024B. Riley Wealth Advisors Inc.30,678$192K0.0%-7.6%0.000%
8/16/2024Creative Planning76,910$481K0.0%+3.8%0.000%
8/16/2024Almitas Capital LLC34,333$215K0.1%N/A0.000%
8/12/2024Concorde Asset Management LLC42,350$265K0.2%+134.0%0.000%
8/8/2024Envestnet Asset Management Inc.1,833,490$11.46M0.0%+11.0%0.000%
8/8/2024Oppenheimer & Co. Inc.688,010$4.30M0.1%-1.3%0.000%
8/8/2024BOKF NA206,308$1.29M0.0%-1.5%0.000%
8/7/2024Choreo LLC382,914$2.39M0.0%+16.9%0.000%
8/6/2024Asset Dedication LLC5,989$37K0.0%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,194$26K0.0%+78.9%0.000%
7/31/2024Commonwealth Equity Services LLC511,127$3.20M0.0%-12.4%0.000%
7/30/2024Matisse Capital435,000$2.72M1.3%+6.1%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.986,652$6.17M0.0%+19.0%0.000%
7/25/2024Calamos Advisors LLC37,207$233K0.0%+46.4%0.000%
7/24/2024Leonard Rickey Investment Advisors P.L.L.C.21,016$131K0.0%N/A0.000%
7/23/2024Geneos Wealth Management Inc.402,134$2.51M0.1%+2.1%0.000%
7/23/2024AEGON USA Investment Management LLC144,949$906K0.7%+93.4%0.000%
7/19/2024MONECO Advisors LLC35,156$220K0.0%+36.1%0.000%
7/19/2024Raymond James & Associates3,218,308$20.11M0.0%+24.8%0.000%
7/16/2024Envestnet Portfolio Solutions Inc.48,419$303K0.0%+5.6%0.000%
7/12/2024Integrated Capital Management Inc.42,615$266K0.2%+33.0%0.000%
7/9/2024Park Avenue Securities LLC217,704$1.36M0.0%+22.1%0.000%
5/17/2024Comerica Bank8,227$58K0.0%-37.4%0.000%
5/15/2024BOKF NA209,437$1.43M0.0%+2.4%0.000%
5/15/2024Alpine Global Management LLC151,036$1.06M0.3%N/A0.000%
5/10/2024Prevail Innovative Wealth Advisors LLC146,335$1.03M0.4%+55.5%0.000%
5/9/2024Kingsview Wealth Management LLC53,475$376K0.0%-35.7%0.000%
5/9/2024Camelot Portfolios LLC386,453$2.72M2.7%-29.5%0.000%
5/7/2024Oppenheimer & Co. Inc.697,143$4.90M0.1%+3.4%0.000%
5/6/2024Envestnet Portfolio Solutions Inc.45,841$322K0.0%+11.9%0.000%
5/4/2024Geneos Wealth Management Inc.393,758$2.77M0.1%+2.2%0.000%
5/3/2024Catalina Capital Group LLC13,631$96K0.0%-26.5%0.000%
5/2/2024Choreo LLC327,637$2.30M0.1%N/A0.000%
5/1/2024Janney Montgomery Scott LLC103,299$726K0.0%+3.3%0.000%
5/1/2024Matisse Capital410,000$2.88M1.4%+43.9%0.000%
4/29/2024Commonwealth Equity Services LLC583,309$4.10M0.0%+0.9%0.000%
4/26/2024MONECO Advisors LLC25,824$182K0.0%-6.1%0.000%
4/25/2024Capital Investment Advisory Services LLC16,810$118K0.0%+27.7%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.828,772$5.83M0.0%+32.6%0.000%
4/24/2024Arlington Capital Management Inc.70,725$497K0.4%N/A0.000%
4/23/2024Nations Financial Group Inc. IA ADV374,510$2.63M0.2%-1.7%0.000%
4/22/2024Raymond James & Associates2,577,788$18.12M0.0%+144.3%0.000%
4/22/2024Edge Financial Advisors LLC40,084$282K0.2%N/A0.000%
4/12/2024True North Advisors LLC28,615$201K0.1%N/A0.000%
4/11/2024Integrated Capital Management Inc.32,033$225K0.2%+44.3%0.000%
4/10/2024Inscription Capital LLC11,914$80K0.0%N/A0.000%
4/10/2024Park 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%
2/9/2024Nations Financial Group Inc. IA ADV380,882$2.93M0.3%+1.4%0.000%
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$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%
2/6/2024Spire 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%
1/16/2024Raymond 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$267K0.0%-5.7%0.000%
11/16/2023Penserra Capital Management LLC916,208$7.37M0.2%+11.9%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, 92 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 ($22.63M), LPL Financial LLC ($11.97M), Envestnet Asset Management Inc. ($11.46M), Invesco Ltd. ($10.09M), Landscape Capital Management L.L.C. ($8.28M), 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 74 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 ($3.63M), Atlas Wealth LLC ($1.03M), Landscape Capital Management L.L.C. ($657.88K), Envestnet Asset Management Inc. ($574.94K), LPL Financial LLC ($504.37K), Cambridge Investment Research Advisors Inc. ($450.69K), and Choreo LLC ($382.91K).

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

Institutional investors have bought a total of 11,108,652 shares in the last 24 months. This purchase volume represents approximately $87.96M in transactions.

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

Of the 46 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. ($400.02K), Advisor Group Holdings Inc. ($391.24K), Camelot Portfolios LLC ($315.83K), Raymond James Financial Services Advisors Inc. ($307.80K), Raymond James & Associates ($259.27K), Truist Financial Corp ($187.80K), and Landscape Capital Management L.L.C. ($185.28K).

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

Institutional investors have sold a total of 3,259,539 shares in the last 24 months. This volume of shares sold represents approximately $28.43M in transactions.


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This page (NYSE:HFRO) was last updated on 1/15/2025 by MarketBeat.com Staff
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