Independent Solutions Wealth Management, LLC Highland Income Fund\Ma Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 19, 2024	SELL	$8.66 - $10.74 $238,409 - $295,672	-27,530 Closed	0 $0
Q3 2022 Dec 19, 2024	BUY	$9.69 - $23.76 $266,765 - $654,112	27,530 New	27,530 $268 Million

Others Institutions Holding HFRO

# of Institutions

104

Shares Held

29.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.72M
Shares

$19.4 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

3.69M
Shares

$19.3 Million
0.01% of portfolio
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

3.02M
Shares

$15.8 Million
6.16% of portfolio
Royal Bank Of Canada Toronto, A6

2.59M
Shares

$13.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

2.02M
Shares

$10.6 Million
0.0% of portfolio

View Full List

About HIGHLAND INCOME FUND\MA

Ticker HFRO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Highland Funds I - Highland Floating Rate Opportunities Fund is a close-ended fixed income mutual fund launched by Highland Capital Management, L.P. It is managed by Highland Capital Management Fund Advisors, L.P. The fund invests in fixed income markets of countries across the globe. It primarily invests in floating rate loans and other securit...

More about HFRO

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