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 116 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,243
shares
|
$75,605
0.0% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
15,033
shares
|
$74,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,844
shares
|
$68,666
0.0% of portfolio
|
Q4 2024
Reduced 48.32%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
13,293
shares
|
$65,933
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
13,237
shares
|
$65,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,223
shares
|
$65,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
12,108
shares
|
$60,055
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
12,108
shares
|
$60,055
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
11,914
shares
|
$59,093
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,625
shares
|
$57,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
10,545
shares
|
$52,303
0.01% of portfolio
|
Q4 2024
Reduced 43.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
10,000
shares
|
$49,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,500
shares
|
$37,200
0.03% of portfolio
|
Q1 2023
Reduced 38.52%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,499
shares
|
$37,195
0.0% of portfolio
|
Q4 2024
Reduced 26.15%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
5,270
shares
|
$26,139
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
5,270
shares
|
$26,139
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,030
shares
|
$15,028
0.0% of portfolio
|
Q2 2020
Added 2.9%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$14,880
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,363
shares
|
$11,720
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,338
shares
|
$11,596
0.0% of portfolio
|
Q2 2024
Reduced 70.91%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,235
shares
|
$11,085
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,132
shares
|
$10,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,950
shares
|
$9,672
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,800
shares
|
$8,928
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,493
shares
|
$7,405
0.0% of portfolio
|
Q4 2024
New holding
|