Latest Institutional Purchases of Highland Global Allocation Fund (HGLB)
This list provides information on the latest institutional transactions involving Highland Global Allocation Fund (HGLB) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.3KNew |
$297K - $383K
|
42.3K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 1.99% |
$102K - $131K
|
743K
$6.23M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$80.8K - $104K
|
11.5K
$96.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.1K+ 15.74% |
$77.8K - $100K
|
81.4K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3KNew |
$72.5K - $93.3K
|
10.3K
$86.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.27K+ 3.47% |
$58.1K - $74.8K
|
246K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.43K+ 12.17% |
$38.2K - $49.2K
|
50.1K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 0.93% |
$7.57K - $9.75K
|
117K
$979K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
307+ 1.96% |
$2.16K - $2.78K
|
16K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
142New |
$998 - $1.29K
|
142
$1.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
188KNew |
$1.33M - $1.57M
|
188K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.3KNew |
$553K - $655K
|
78.3K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
51.3KNew |
$362K - $429K
|
51.3K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45KNew |
$318K - $376K
|
45K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
11.2KNew |
$79.2K - $93.8K
|
11.2K
$94K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.07K+ 103250.0% |
$14.6K - $17.3K
|
2.07K
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1K+ 4.99% |
$7.06K - $8.36K
|
21K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
988+ 3.67% |
$6.98K - $8.26K
|
27.9K
$234K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
30.7K+ 8.47% |
$208K - $246K
|
393K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$85.4K - $101K
|
12.6K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.69KNew |
$31.8K - $37.5K
|
4.69K
$39.3K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.04KNew |
$7.07K - $8.33K
|
1.04K
$8.72K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
200New |
$1.36K - $1.6K
|
200
$1.68K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
376K+ 15.68% |
$2.82M - $2.96M
|
2.78M
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$101K - $106K
|
13.5K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125+ 36.76% |
$938 - $985
|
465
$3.9K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
48.8KNew |
$337K - $370K
|
48.8K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.5K+ 22.65% |
$65.6K - $72.1K
|
51.4K
$431K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.11K+ 21.28% |
$56.1K - $61.6K
|
46.2K
$387K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.92K+ 4.74% |
$27.1K - $29.8K
|
86.7K
$726K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.2KNew |
$114K - $126K
|
15.2K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
500+ 2.29% |
$3.75K - $4.16K
|
22.3K
$187K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
207+ 3.84% |
$1.55K - $1.72K
|
5.59K
$46.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
175+ 2.81% |
$1.31K - $1.45K
|
6.4K
$53.6K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.49KNew |
$42.6K - $54.3K
|
6.49K
$54.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.16KNew |
$40.4K - $51.6K
|
6.16K
$51.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9KNew |
$125K - $139K
|
15.9K
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
700+ 2.47% |
$5.51K - $6.09K
|
29.1K
$244K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$3.15K - $3.48K
|
400
$3.35K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42KNew |
$11.7K - $13.4K
|
1.42K
$11.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.09K+ 4.05% |
$62.4K - $72.4K
|
182K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.78KNew |
$33.3K - $38.6K
|
3.78K
$31.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.5KNew |
$22K - $25.6K
|
2.5K
$21K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
512New |
$4.51K - $5.23K
|
512
$4.29K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
296+ 2.56% |
$2.61K - $3.03K
|
11.9K
$99.3K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$87.9K - $100K
|
10K
$83.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
571New |
$5.02K - $5.73K
|
571
$4.78K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
477+ 1.33% |
$4.19K - $4.78K
|
36.4K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
237+ 0.4% |
$2.08K - $2.38K
|
59.7K
$500K
|
|