Latest Institutional Transactions on Highland Income Fund\Ma (HFRO)
This table provides information on the latest institutional transactions involving Highland Income Fund\Ma (HFRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.55K- 12.88% |
$6.93K - $8.19K
|
10.5K
$54.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24+ 0.09% |
$107 - $127
|
27.1K
$141K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-28.1K- 6.13% |
$126K - $148K
|
430K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
85.4K+ 95.2% |
$382K - $451K
|
175K
$912K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.91K+ 0.87% |
$8.55K - $10.1K
|
223K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
447+ 2.27% |
$2K - $2.36K
|
20.1K
$105K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112K- 10.25% |
$551K - $652K
|
979K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.2K- 94.52% |
$89.7K - $106K
|
1.05K
$5.49K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.31K- 5.09% |
$31.1K - $36.8K
|
118K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.9K- 3.35% |
$9.37K - $11.1K
|
54.9K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-12.1K- 31.55% |
$59.5K - $70.3K
|
26.2K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-195K- 48.53% |
$962K - $1.14M
|
207K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-289- 62.83% |
$1.42K - $1.68K
|
171
$891
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
198K+ 5.96% |
$974K - $1.15M
|
3.51M
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.16K+ 1.89% |
$10.7K - $12.6K
|
116K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-720K- 33.39% |
$3.55M - $4.2M
|
1.44M
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30KNew |
$148K - $175K
|
30K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
10.4K+ 47.32% |
$51.5K - $60.9K
|
32.5K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-159K- 93.69% |
$784K - $927K
|
10.7K
$55.8K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.58K- 9.02% |
$22.6K - $26.7K
|
46.2K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.89K+ 38.65% |
$29K - $34.3K
|
21.1K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-390K- 42.42% |
$1.92M - $2.28M
|
530K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-317- 44.46% |
$1.56K - $1.85K
|
396
$2.06K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.05K- 13.96% |
$5.16K - $6.1K
|
6.45K
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
367+ 1.62% |
$1.81K - $2.14K
|
23.1K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-54.8K- 26.84% |
$270K - $320K
|
149K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22.4K+ 30.43% |
$110K - $131K
|
96K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-17.4K- 11.54% |
$85.8K - $102K
|
133K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.8K- 74.37% |
$305K - $360K
|
21.3K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
SELL
|
- |
-330K- 60.0% |
$1.63M - $1.92M
|
220K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-83.5K- 3.02% |
$412K - $487K
|
2.68M
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-495K- 94.36% |
$2.44M - $2.89M
|
29.6K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9- 90.0% |
$44.4 - $52.5
|
1
$5.21
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2K+ 0.56% |
$9.86K - $11.7K
|
358K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 46.07% |
$5.31K - $6.28K
|
1.26K
$6.57K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-119K- 2.87% |
$585K - $692K
|
4.02M
$21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-45.7K- 58.75% |
$226K - $267K
|
32.1K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
49.9K+ 159.56% |
$246K - $291K
|
81.3K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
42New |
$207 - $245
|
42
$219
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
488New |
$2.41K - $2.85K
|
488
$2.54K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-78.9K- 4.29% |
$389K - $460K
|
1.76M
$9.18M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-168K- 44.25% |
$827K - $978K
|
211K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
393+ 0.75% |
$1.94K - $2.29K
|
52.8K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12+ 0.02% |
$59.2 - $70
|
55.1K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.1K- 22.43% |
$474K - $560K
|
332K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.3K- 75.51% |
$154K - $183K
|
10.2K
$52.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.77KNew |
$8.75K - $10.3K
|
1.77K
$9.24K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-131K- 17.64% |
$644K - $762K
|
610K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.13K+ 14.22% |
$40.1K - $47.4K
|
65.3K
$340K
|
|