Institutional Ownership Highland Income Fund\Ma (HFRO)
This table provides information about the institutional ownership of Highland Income Fund\Ma (HFRO). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
10,715
shares
|
$68,683
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,171
shares
|
$52,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,500
shares
|
$48,075
0.03% of portfolio
|
Q1 2023
Reduced 38.52%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,420
shares
|
$41,152
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
5,270
shares
|
$33,780
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
5,237
shares
|
$33,569
0.02% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,747
shares
|
$24,018
0.0% of portfolio
|
Q3 2025
Added 3684.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,030
shares
|
$19,422
0.0% of portfolio
|
Q2 2020
Added 2.9%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,363
shares
|
$15,146
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,950
shares
|
$12,499
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,800
shares
|
$11,538
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,775
shares
|
$11,377
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,261
shares
|
$8,083
0.0% of portfolio
|
Q1 2025
Reduced 46.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,059
shares
|
$6,788
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$3,205
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
488
shares
|
$3,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
449
shares
|
$2,878
0.0% of portfolio
|
Q3 2025
Reduced 93.09%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
412
shares
|
$2,640
0.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
400
shares
|
$2,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
382
shares
|
$2,448
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
285
shares
|
$1,826
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
269
shares
|
$1,724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
160
shares
|
$1,025
0.0% of portfolio
|
Q2 2025
Reduced 76.15%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
121
shares
|
$775
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
82
shares
|
$525
0.0% of portfolio
|
Q4 2019
New holding
|
|