Purchases and Sales Made in Q3 2025 in Highland Global Allocation Fund (HGLB)
This table provides information about the institutional ownership of Highland Global Allocation Fund (HGLB) during Q3 2025. The information is specifically focused on institutions that hold shares of HIGHLAND GLOBAL ALLOCATION FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
56.6K+ 24.09% |
$461K - $512K
|
292K
$2.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
24KNew |
$196K - $217K
|
24K
$244K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
16KNew |
$130K - $145K
|
16K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.2KNew |
$83K - $92K
|
10.2K
$103K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.1K+ 6.89% |
$8.97K - $9.94K
|
17.1K
$173K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1K+ 0.86% |
$8.17K - $9.06K
|
118K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63+ 0.15% |
$513 - $570
|
42.3K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.78K- 8.21% |
$14.5K - $16.1K
|
19.9K
$202K
|