Latest Institutional Purchases of Highland Fds I Highland/Iboxx (SNLN)
This list provides information on the latest institutional transactions involving Highland Fds I Highland/Iboxx (SNLN) 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 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 154.33% |
$1.7M - $1.73M
|
194K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19.9KNew |
$287K - $293K
|
19.9K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
985+ 4.16% |
$14.2K - $14.5K
|
24.7K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
387+ 2.02% |
$5.58K - $5.69K
|
19.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
299+ 4.83% |
$4.31K - $4.4K
|
6.5K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
223New |
$3.22K - $3.28K
|
223
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.7KNew |
$170K - $176K
|
11.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.72K+ 46.46% |
$97.6K - $101K
|
21.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68K+ 15.42% |
$38.8K - $40.1K
|
20K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$15.6K - $16.1K
|
1.07K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
893New |
$13K - $13.4K
|
893
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
715New |
$10.4K - $10.7K
|
715
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
332+ 3.15% |
$4.82K - $4.98K
|
10.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
169+ 0.86% |
$2.45K - $2.53K
|
19.9K
$0
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
18.3KNew |
$267K - $275K
|
18.3K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.79KNew |
$84.3K - $86.8K
|
5.79K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
860New |
$12.5K - $12.9K
|
860
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6New |
$87.3 - $89.9
|
6
$0
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
185+ 94.39% |
$2.7K - $2.82K
|
381
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.4KNew |
$256K - $274K
|
17.4K
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.42KNew |
$103K - $104K
|
6.42K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4.41K+ 209.8% |
$70.5K - $71.4K
|
6.52K
$0
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$14.1 - $17.6
|
11K
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.49KNew |
$26.1K - $26.6K
|
1.49K
$0
|
|
| Q1 2019 | |||||||
|
Apr 08, 2019
Q1 2019
|
Legacy Advisors, LLC
|
BUY
|
- |
70New |
$1.2K - $1.24K
|
70
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Tompkins Financial Corp
|
BUY
|
- |
69New |
$1.18K - $1.22K
|
69
$0
|
|
| Q2 2018 | |||||||
|
Jul 25, 2018
Q2 2018
|
Hedeker Wealth, LLC
|
BUY
|
- |
29.6KNew |
$535K - $543K
|
29.6K
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.86KNew |
$88.1K - $89.3K
|
4.86K
$0
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7KNew |
N/A
|
24.7K
$0
|
|
| Q4 2016 | |||||||
|
Sep 15, 2017
Q4 2016
|
Assetmark, Inc
|
BUY
|
- |
176New |
N/A
|
176
$0
|
|
| Q3 2016 | |||||||
|
Sep 25, 2019
Q3 2016
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
92.1K+ 1.0% |
N/A
|
9.29M
$0
|
|