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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-79.4K- 17.95% |
$392K - $463K
|
363K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 2.21% |
$123 - $146
|
1.16K
$6.03K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.87K+ 19.32% |
$24K - $28.4K
|
30.1K
$157K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10.2K- 13.98% |
$50.3K - $59.5K
|
62.8K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
149KNew |
$737K - $871K
|
149K
$779K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
3+ 2.65% |
$14.8 - $17.5
|
116
$604
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.19K+ 8.89% |
$10.8K - $12.8K
|
26.8K
$140K
|
|
|
May 01, 2025
Q1 2025
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-90.7K- 46.14% |
$447K - $529K
|
106K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-901- 6.51% |
$4.44K - $5.25K
|
12.9K
$67.4K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.34K- 18.37% |
$16.5K - $19.5K
|
14.8K
$77.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.12K+ 0.47% |
$40.1K - $47.4K
|
1.72M
$8.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
158+ 1.5% |
$779 - $921
|
10.7K
$55.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-24.8K- 46.22% |
$122K - $145K
|
28.9K
$151K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
74.4K+ 14.61% |
$367K - $434K
|
583K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
671New |
$3.31K - $3.91K
|
671
$3.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24.1K- 5.0% |
$119K - $140K
|
457K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
13+ 0.11% |
$64.1 - $75.8
|
12.1K
$63.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212K+ 28.76% |
$1.05M - $1.24M
|
949K
$4.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.97K+ 3.28% |
$9.69K - $11.5K
|
61.9K
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-340- 1.99% |
$1.68K - $1.98K
|
16.7K
$87.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.5K+ 24.4% |
$51.7K - $61.1K
|
53.4K
$278K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$4.93 - $5.83
|
1
$5.21
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.1K+ 20.02% |
$315K - $379K
|
366K
$1.91M
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
30KNew |
$155K - $186K
|
30K
$156K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-325- 1.14% |
$1.68K - $2.02K
|
28.2K
$147K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
853New |
$4.4K - $5.3K
|
853
$4.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59New |
$304 - $366
|
59
$307
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.85K- 97.01% |
$9.55K - $11.5K
|
57
$297
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
65.9KNew |
$340K - $409K
|
65.9K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2KNew |
$68.2K - $82.1K
|
13.2K
$68.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-62.3K- 65.21% |
$322K - $387K
|
33.3K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
81.1K+ 135.39% |
$418K - $504K
|
141K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 0.59% |
$67.1 - $80.7
|
2.24K
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15KNew |
$77.6K - $93.4K
|
15K
$78.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.13KNew |
$11K - $13.2K
|
2.13K
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 1.6% |
$7.44K - $8.95K
|
88.7K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
13.3KNew |
$68.6K - $82.5K
|
13.3K
$69.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23KNew |
$118K - $143K
|
23K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24KNew |
$124K - $149K
|
24K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49KNew |
$7.7K - $9.27K
|
1.49K
$7.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 0.82% |
$1.55K - $1.86K
|
36.2K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 10.64% |
$103 - $124
|
168
$875
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$5.16K - $6.21K
|
1K
$5.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
169KNew |
$874K - $1.05M
|
169K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-4K- 57.14% |
$20.6K - $24.8K
|
3K
$15.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39+ 2.04% |
$201 - $242
|
1.95K
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$83.3K - $100K
|
16.1K
$84.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
12.1KNew |
$62.5K - $75.2K
|
12.1K
$63.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10KNew |
$51.6K - $62.1K
|
10K
$52.1K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.27KNew |
$30.6K - $33.9K
|
5.27K
$27.5K
|
|