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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$4.93 - $5.83
|
1
$6.41
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24KNew |
$124K - $149K
|
24K
$154K
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
30KNew |
$155K - $186K
|
30K
$192K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
853New |
$4.4K - $5.3K
|
853
$5.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
81.1K+ 135.39% |
$418K - $504K
|
141K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
65.9KNew |
$340K - $409K
|
65.9K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.85K- 97.01% |
$9.55K - $11.5K
|
57
$365
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59New |
$304 - $366
|
59
$378
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.13KNew |
$11K - $13.2K
|
2.13K
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15KNew |
$77.6K - $93.4K
|
15K
$96.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 0.59% |
$67.1 - $80.7
|
2.24K
$14.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23KNew |
$118K - $143K
|
23K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
13.3KNew |
$68.6K - $82.5K
|
13.3K
$85.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 1.6% |
$7.44K - $8.95K
|
88.7K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49KNew |
$7.7K - $9.27K
|
1.49K
$9.57K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 0.82% |
$1.55K - $1.86K
|
36.2K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 10.64% |
$103 - $124
|
168
$1.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$5.16K - $6.21K
|
1K
$6.41K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
169KNew |
$874K - $1.05M
|
169K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39+ 2.04% |
$201 - $242
|
1.95K
$12.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$83.3K - $100K
|
16.1K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
12.1KNew |
$62.5K - $75.2K
|
12.1K
$77.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10KNew |
$51.6K - $62.1K
|
10K
$64.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 1.91% |
$5.8K - $6.44K
|
53.4K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.27KNew |
$30.6K - $33.9K
|
5.27K
$33.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
14.8KNew |
$85.8K - $95.3K
|
14.8K
$94.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 1.22% |
$2.32K - $2.58K
|
32.3K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3KNew |
$65.8K - $73K
|
11.3K
$72.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
83.1KNew |
$482K - $535K
|
83.1K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
140+ 1.08% |
$812 - $902
|
13.1K
$83.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.66K- 24.64% |
$50.3K - $55.8K
|
26.5K
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$76.8K - $85.2K
|
13.2K
$84.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
473K+ 14.7% |
$2.74M - $3.05M
|
3.69M
$23.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.76K- 8.65% |
$16K - $17.8K
|
29.1K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.42K- 90.47% |
$31.4K - $34.9K
|
571
$3.66K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-3.04K- 10.61% |
$17.6K - $19.6K
|
25.6K
$164K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
34.3KNew |
$205K - $234K
|
34.3K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.8KNew |
$82.4K - $94.1K
|
13.8K
$88.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
45.1K+ 81.91% |
$269K - $307K
|
100K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.6K+ 2.27% |
$153K - $175K
|
1.15M
$7.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.13K- 1.49% |
$18.7K - $21.3K
|
206K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.14MNew |
$6.8M - $7.77M
|
1.14M
$7.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
528+ 3.87% |
$3.15K - $3.6K
|
14.2K
$90.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
21KNew |
$125K - $143K
|
21K
$135K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.08KNew |
$18.4K - $21K
|
3.08K
$19.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.6KNew |
$69.4K - $79.3K
|
11.6K
$74.5K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.48KNew |
$39.6K - $51.7K
|
6.48K
$41.5K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-78.6K- 36.95% |
$480K - $627K
|
134K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.38K- 4.8% |
$8.44K - $11K
|
27.4K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
55KNew |
$336K - $439K
|
55K
$353K
|
|