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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,133
shares
|
$5,619
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$4,960
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
853
shares
|
$4,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
713
shares
|
$3,536
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
571
shares
|
$2,832
0.0% of portfolio
|
Q3 2024
Reduced 90.47%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
382
shares
|
$1,894
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
285
shares
|
$1,413
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
168
shares
|
$833
0.0% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
113
shares
|
$560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
99
shares
|
$491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
82
shares
|
$406
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
59
shares
|
$292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
57
shares
|
$282
0.0% of portfolio
|
Q4 2024
Reduced 97.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
10
shares
|
$49
0.0% of portfolio
|
Q4 2024
Reduced 99.75%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
8
shares
|
$39
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|