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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.71KNew |
$29.3K - $33.7K
|
3.71K
$19.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
860+ 1.03% |
$6.79K - $7.82K
|
84.2K
$439K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
225+ 0.44% |
$1.78K - $2.05K
|
51K
$266K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
17.2KNew |
$134K - $160K
|
17.2K
$89.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
7.4K+ 23.53% |
$57.6K - $68.8K
|
38.9K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.32KNew |
$41.4K - $49.5K
|
5.32K
$27.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
899New |
$6.99K - $8.36K
|
899
$4.68K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
285New |
$2.22K - $2.65K
|
285
$1.48K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$62.2 - $74.4
|
8
$41.7
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
36.4K+ 26.66% |
$316K - $391K
|
173K
$902K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.5KNew |
$21.7K - $26.9K
|
2.5K
$13K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
506New |
$4.38K - $5.43K
|
506
$2.64K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$8.66 - $10.7
|
1
$5.21
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.2K+ 70.09% |
$80.8K - $94.6K
|
19.9K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
717New |
$7.06K - $8.27K
|
717
$3.74K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
528+ 1.15% |
$5.2K - $6.09K
|
46.3K
$241K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8New |
$78.8 - $92.3
|
8
$41.7
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
16K+ 38.07% |
$155K - $380K
|
58K
$302K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
218+ 1.87% |
$2.11K - $5.18K
|
11.9K
$61.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$276K - $310K
|
25.7K
$134K
|
|
|
Jul 26, 2022
Q2 2022
|
Arnhold LLC
|
BUY
|
- |
22.5K+ 30.78% |
$242K - $272K
|
95.6K
$498K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.33K+ 482.41% |
$100K - $113K
|
11.3K
$58.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.34KNew |
$46.7K - $52.4K
|
4.34K
$22.6K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.62KNew |
$17.6K - $19.3K
|
1.62K
$8.43K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
720New |
$7.83K - $8.6K
|
720
$3.75K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.8KNew |
$19.3K - $20.6K
|
1.8K
$9.38K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.13KNew |
$12.1K - $12.9K
|
1.13K
$5.86K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$173K - $188K
|
17K
$88.6K
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
220+ 22.61% |
$2.18K - $2.65K
|
1.19K
$6.22K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
1.67KNew |
$13.1K - $17.2K
|
1.67K
$8.72K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16.3KNew |
$122K - $147K
|
16.3K
$84.7K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
47+ 2.9% |
$335 - $454
|
1.67K
$8.69K
|
|
| Q4 2019 | |||||||
|
Jan 07, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
382New |
$4.36K - $5.05K
|
382
$1.99K
|
|
|
Jan 30, 2020
Q4 2019
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
82New |
$936 - $1.08K
|
82
$427
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
578New |
$7.37K - $8.05K
|
578
$3.01K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Creative Financial Designs Inc
|
BUY
|
- |
2.36KNew |
$31.4K - $32.7K
|
2.36K
$12.3K
|
|