Latest Institutional Purchases of Highland Income Fund\Ma (HFRO)
This list provides information on the latest institutional transactions involving Highland Income Fund\Ma (HFRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
169KNew |
$874K - $1.05M
|
169K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119K+ 29.47% |
$612K - $736K
|
521K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
67.2K+ 17.89% |
$347K - $417K
|
443K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
53.9K+ 11.85% |
$278K - $335K
|
509K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
33.5K+ 20.53% |
$173K - $208K
|
197K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$83.3K - $100K
|
16.1K
$90.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
12.1KNew |
$62.5K - $75.2K
|
12.1K
$68K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 6.26% |
$60.6K - $73K
|
199K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
10.3K+ 23.81% |
$53.3K - $64.2K
|
53.7K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10KNew |
$51.6K - $62.1K
|
10K
$56.2K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5K+ 37.98% |
$25.8K - $31.1K
|
18.2K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.07K+ 7.7% |
$15.8K - $19.1K
|
42.9K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$5.16K - $6.21K
|
1K
$5.62K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39+ 2.04% |
$201 - $242
|
1.95K
$11K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
473K+ 14.7% |
$2.74M - $3.05M
|
3.69M
$20.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
436K+ 47.56% |
$2.53M - $2.81M
|
1.35M
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
384K+ 17.45% |
$2.23M - $2.48M
|
2.59M
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
200K+ 66.67% |
$1.16M - $1.29M
|
500K
$2.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
190K+ 10.34% |
$1.1M - $1.22M
|
2.02M
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
95.6KNew |
$554K - $616K
|
95.6K
$537K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
83.1KNew |
$482K - $535K
|
83.1K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.3KNew |
$251K - $279K
|
43.3K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.8K+ 1.16% |
$248K - $275K
|
3.72M
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 17.21% |
$230K - $256K
|
270K
$1.52M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.5KNew |
$212K - $235K
|
36.5K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 4.69% |
$139K - $155K
|
535K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19.5K+ 27.55% |
$113K - $126K
|
90.4K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.2K+ 0.95% |
$99.9K - $111K
|
1.82M
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
16K+ 37.66% |
$92.5K - $103K
|
58.3K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
14.8KNew |
$85.8K - $95.3K
|
14.8K
$83.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
14.3K+ 20.72% |
$82.7K - $91.8K
|
83.1K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$76.9K - $85.3K
|
13.3K
$74.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$76.8K - $85.2K
|
13.2K
$74.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3KNew |
$65.8K - $73K
|
11.3K
$63.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 1470.58% |
$64.7K - $71.8K
|
11.9K
$66.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.69K+ 17.61% |
$50.4K - $56K
|
58.1K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.97K+ 8.42% |
$46.2K - $51.3K
|
103K
$577K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.4K+ 13.92% |
$37.1K - $41.2K
|
52.3K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.31K+ 13.03% |
$36.6K - $40.6K
|
54.7K
$308K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.27KNew |
$30.6K - $33.9K
|
5.27K
$29.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.27KNew |
$30.6K - $33.9K
|
5.27K
$29.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 28.61% |
$6.96K - $7.73K
|
5.39K
$30.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.02K+ 1.62% |
$5.93K - $6.58K
|
64K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 1.91% |
$5.8K - $6.44K
|
53.4K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
831+ 8.91% |
$4.82K - $5.35K
|
10.2K
$57.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
788+ 2.88% |
$4.57K - $5.07K
|
28.2K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
660+ 1.27% |
$3.83K - $4.25K
|
52.4K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
355+ 1.91% |
$2.06K - $2.29K
|
18.9K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
169+ 8.23% |
$980 - $1.09K
|
2.22K
$12.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
140+ 1.08% |
$812 - $902
|
13.1K
$73.6K
|
|