Institutional Ownership Highland Income Fund\Ma (HFRO)
This table provides information about the institutional ownership of Highland Income Fund\Ma (HFRO). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
5,270
shares
|
$27,456
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,030
shares
|
$15,786
0.0% of portfolio
|
Q2 2020
Added 2.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,000
shares
|
$15,630
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,363
shares
|
$12,311
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,950
shares
|
$10,159
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,800
shares
|
$9,378
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,774
shares
|
$9,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,261
shares
|
$6,569
0.0% of portfolio
|
Q1 2025
Reduced 46.07%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,158
shares
|
$6,033
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,054
shares
|
$5,491
0.0% of portfolio
|
Q1 2025
Reduced 94.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
853
shares
|
$4,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
671
shares
|
$3,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
571
shares
|
$2,974
0.0% of portfolio
|
Q3 2024
Reduced 90.47%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
488
shares
|
$2,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
396
shares
|
$2,063
0.0% of portfolio
|
Q1 2025
Reduced 44.46%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
382
shares
|
$1,990
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
285
shares
|
$1,484
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
171
shares
|
$890
0.0% of portfolio
|
Q1 2025
Reduced 62.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
168
shares
|
$875
0.0% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
116
shares
|
$604
0.0% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
99
shares
|
$515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
82
shares
|
$427
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
59
shares
|
$307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
42
shares
|
$218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q1 2025
New holding
|