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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.6K+ 2.27% |
$153K - $175K
|
1.15M
$6.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
21KNew |
$125K - $143K
|
21K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.8KNew |
$82.4K - $94.1K
|
13.8K
$74.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.6KNew |
$69.4K - $79.3K
|
11.6K
$63.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.72K+ 265.45% |
$22.2K - $25.4K
|
5.12K
$27.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.08KNew |
$18.4K - $21K
|
3.08K
$16.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.91KNew |
$11.4K - $13K
|
1.91K
$10.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
528+ 3.87% |
$3.15K - $3.6K
|
14.2K
$76.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 1.78% |
$113 - $130
|
1.09K
$5.91K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
55KNew |
$336K - $439K
|
55K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
52.3K+ 55.54% |
$319K - $417K
|
146K
$795K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
40.1KNew |
$245K - $320K
|
40.1K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
22.6K+ 84.21% |
$138K - $180K
|
49.4K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$76.8K - $100K
|
12.6K
$68.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.9KNew |
$72.8K - $95.1K
|
11.9K
$64.7K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$66K - $86.2K
|
10.8K
$58.6K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.48KNew |
$39.6K - $51.7K
|
6.48K
$35.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
183New |
$1.12K - $1.46K
|
183
$994
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 2.8% |
$110 - $144
|
660
$3.58K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
9+ 1.66% |
$55 - $71.8
|
552
$3K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
221KNew |
$1.53M - $1.95M
|
221K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.3KNew |
$279K - $356K
|
40.3K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
36.6KNew |
$253K - $323K
|
36.6K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
17.6KNew |
$122K - $156K
|
17.6K
$95.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.4KNew |
$30.4K - $38.9K
|
4.4K
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59KNew |
$17.9K - $22.9K
|
2.59K
$14.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
500+ 83.33% |
$3.46K - $4.42K
|
1.1K
$5.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
173+ 0.55% |
$1.2K - $1.53K
|
31.4K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
148New |
$1.02K - $1.31K
|
148
$804
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$118K - $136K
|
15K
$81.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14KNew |
$110K - $127K
|
14K
$76K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
13.4KNew |
$106K - $122K
|
13.4K
$72.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9KNew |
$94K - $108K
|
11.9K
$64.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$80.8K - $93.1K
|
10.2K
$55.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.48KNew |
$74.8K - $86.2K
|
9.48K
$51.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.71KNew |
$29.3K - $33.7K
|
3.71K
$20.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
860+ 1.03% |
$6.79K - $7.82K
|
84.2K
$457K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
225+ 0.44% |
$1.78K - $2.05K
|
51K
$277K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
17.2KNew |
$134K - $160K
|
17.2K
$93.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
7.4K+ 23.53% |
$57.6K - $68.8K
|
38.9K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.32KNew |
$41.4K - $49.5K
|
5.32K
$28.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
899New |
$6.99K - $8.36K
|
899
$4.88K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
285New |
$2.22K - $2.65K
|
285
$1.55K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$62.2 - $74.4
|
8
$43.4
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
72.2K+ 121.87% |
$625K - $775K
|
131K
$714K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
36.4K+ 26.66% |
$316K - $391K
|
173K
$940K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.5KNew |
$21.7K - $26.9K
|
2.5K
$13.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
506New |
$4.38K - $5.43K
|
506
$2.75K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$8.66 - $10.7
|
1
$5.43
|
|