Latest Institutional Purchases of Highland Income Fund\Ma (HFRO)
This list provides information on the latest institutional transactions involving Highland Income Fund\Ma (HFRO) 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 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.06% |
$4.47 - $5.28
|
1.78K
$11.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
149KNew |
$737K - $871K
|
149K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
49.9K+ 159.56% |
$246K - $291K
|
81.3K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
10.4K+ 47.32% |
$51.5K - $60.9K
|
32.5K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
488New |
$2.41K - $2.85K
|
488
$3.13K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
42New |
$207 - $245
|
42
$269
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
13+ 0.11% |
$64.1 - $75.8
|
12.1K
$77.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$4.93 - $5.83
|
1
$6.41
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
169KNew |
$874K - $1.05M
|
169K
$1.09M
|
|
|
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
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
30KNew |
$155K - $186K
|
30K
$192K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24KNew |
$124K - $149K
|
24K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23KNew |
$118K - $143K
|
23K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$83.3K - $100K
|
16.1K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15KNew |
$77.6K - $93.4K
|
15K
$96.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
13.3KNew |
$68.6K - $82.5K
|
13.3K
$85.2K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.13KNew |
$11K - $13.2K
|
2.13K
$13.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49KNew |
$7.7K - $9.27K
|
1.49K
$9.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$5.16K - $6.21K
|
1K
$6.41K
|
|
|
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
|
Mai Capital Management
|
BUY
|
- |
59New |
$304 - $366
|
59
$378
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39+ 2.04% |
$201 - $242
|
1.95K
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 0.59% |
$67.1 - $80.7
|
2.24K
$14.3K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
473K+ 14.7% |
$2.74M - $3.05M
|
3.69M
$23.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
83.1KNew |
$482K - $535K
|
83.1K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
14.8KNew |
$85.8K - $95.3K
|
14.8K
$94.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$76.8K - $85.2K
|
13.2K
$84.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3KNew |
$65.8K - $73K
|
11.3K
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.27KNew |
$30.6K - $33.9K
|
5.27K
$33.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 1.91% |
$5.8K - $6.44K
|
53.4K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
140+ 1.08% |
$812 - $902
|
13.1K
$83.9K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.14MNew |
$6.8M - $7.77M
|
1.14M
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
45.1K+ 81.91% |
$269K - $307K
|
100K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
34.3KNew |
$205K - $234K
|
34.3K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.6K+ 2.27% |
$153K - $175K
|
1.15M
$7.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
21KNew |
$125K - $143K
|
21K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.8KNew |
$82.4K - $94.1K
|
13.8K
$88.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.6KNew |
$69.4K - $79.3K
|
11.6K
$74.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.08KNew |
$18.4K - $21K
|
3.08K
$19.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
528+ 3.87% |
$3.15K - $3.6K
|
14.2K
$90.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
55KNew |
$336K - $439K
|
55K
$353K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
52.3K+ 55.54% |
$319K - $417K
|
146K
$938K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
40.1KNew |
$245K - $320K
|
40.1K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
22.6K+ 84.21% |
$138K - $180K
|
49.4K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$76.8K - $100K
|
12.6K
$80.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.9KNew |
$72.8K - $95.1K
|
11.9K
$76.4K
|
|