Latest Institutional Transactions on Highland Income Fund\Ma (HFRO)
This table provides information on the latest institutional transactions involving Highland Income Fund\Ma (HFRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Cf Capital LLC
Cohasset, MA |
SELL
|
- |
-1K- 0.51% |
$5.05K - $6.86K
|
197K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15.9K- 10.89% |
$80K - $109K
|
130K
$834K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
3+ 2.54% |
$15.1 - $20.5
|
121
$776
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-974- 3.59% |
$4.9K - $6.65K
|
26.2K
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
32.6KNew |
$164K - $222K
|
32.6K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.5K- 83.33% |
$12.6K - $17.1K
|
500
$3.21K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-30.9K- 13.89% |
$156K - $211K
|
192K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
398+ 1.98% |
$2K - $2.72K
|
20.5K
$132K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26.3K- 2.61% |
$132K - $179K
|
982K
$6.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
41.5K+ 53.32% |
$209K - $284K
|
119K
$766K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
257K+ 75.78% |
$1.29M - $1.75M
|
596K
$3.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
5.78K+ 21.74% |
$29.1K - $39.5K
|
32.4K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.65K+ 3684.85% |
$18.3K - $24.9K
|
3.75K
$24K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 13.49% |
$10.1K - $13.7K
|
12.8K
$82.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-13.9K- 25.39% |
$70.1K - $95.2K
|
40.9K
$262K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.51K- 14.99% |
$12.6K - $17.1K
|
14.2K
$91.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-430K- 29.96% |
$1.92M - $2.27M
|
1.01M
$6.45M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
6.3K+ 5.74% |
$28.2K - $33.3K
|
116K
$744K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.78K- 13.41% |
$16.9K - $20K
|
24.4K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-3- 0.03% |
$13.4 - $15.8
|
10.7K
$68.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.3KNew |
$72.9K - $86.1K
|
16.3K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
263KNew |
$1.17M - $1.39M
|
263K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5KNew |
$51.4K - $60.7K
|
11.5K
$73.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-32- 0.5% |
$143 - $169
|
6.42K
$41.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$4.47K - $5.28K
|
1K
$6.41K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 3.94% |
$5.3K - $6.26K
|
28.9K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.3K+ 8.58% |
$10.3K - $12.1K
|
29.1K
$186K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-11K- 42.2% |
$49.4K - $58.3K
|
15.1K
$97K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
14.6KNew |
$65.4K - $77.2K
|
14.6K
$93.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-200- 1.55% |
$894 - $1.06K
|
12.7K
$81.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.44K+ 9.87% |
$24.3K - $28.7K
|
60.6K
$388K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.11K+ 8.26% |
$22.9K - $27K
|
67K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.69% |
$35.8 - $42.2
|
1.17K
$7.47K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.06% |
$4.47 - $5.28
|
1.78K
$11.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
20KNew |
$89.4K - $106K
|
20K
$128K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
33.6K+ 5.76% |
$150K - $177K
|
617K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-511- 76.15% |
$2.28K - $2.7K
|
160
$1.03K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.55K- 12.88% |
$6.93K - $8.19K
|
10.5K
$67.2K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-289- 62.83% |
$1.42K - $1.68K
|
171
$1.1K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
10.4K+ 47.32% |
$51.5K - $60.9K
|
32.5K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-495K- 94.36% |
$2.44M - $2.89M
|
29.6K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-17.4K- 11.54% |
$85.8K - $102K
|
133K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
49.9K+ 159.56% |
$246K - $291K
|
81.3K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 46.07% |
$5.31K - $6.28K
|
1.26K
$8.08K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
42New |
$207 - $245
|
42
$269
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
488New |
$2.41K - $2.85K
|
488
$3.13K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
149KNew |
$737K - $871K
|
149K
$958K
|
|
|
May 01, 2025
Q1 2025
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-90.7K- 46.14% |
$447K - $529K
|
106K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
13+ 0.11% |
$64.1 - $75.8
|
12.1K
$77.7K
|
|