Blue Bell Private Wealth Management, LLC Highland Income Fund\Ma Transaction History
Blue Bell Private Wealth Management, LLC
- $502 Million
- Q1 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Highland Income Fund\Ma stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 62,773 shares of HFRO stock, worth $317,003. This represents 0.06% of its overall portfolio holdings.
Number of Shares
62,773
Previous 72,977
13.98%
Holding current value
$317,003
Previous $378,000
13.76%
% of portfolio
0.06%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding HFRO
# of Institutions
111Shares Held
31.6MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL4.02MShares$20.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL3.69MShares$18.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.31MShares$16.7 Million0.0% of portfolio
-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL2.76MShares$13.9 Million4.59% of portfolio
-
Royal Bank Of Canada Toronto, A62.16MShares$10.9 Million0.0% of portfolio
About HIGHLAND INCOME FUND\MA
- Ticker HFRO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Highland Funds I - Highland Floating Rate Opportunities Fund is a close-ended fixed income mutual fund launched by Highland Capital Management, L.P. It is managed by Highland Capital Management Fund Advisors, L.P. The fund invests in fixed income markets of countries across the globe. It primarily invests in floating rate loans and other securit...