Purchases and Sales Made in Q4 2025 in Highland Global Allocation Fund (HGLB)
This table provides information about the institutional ownership of Highland Global Allocation Fund (HGLB) during Q4 2025. The information is specifically focused on institutions that hold shares of HIGHLAND GLOBAL ALLOCATION FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.49K+ 2.11% |
$22.6K - $26K
|
120K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
325New |
$2.95K - $3.4K
|
325
$3.21K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.94K- 6.95% |
$26.7K - $30.8K
|
39.4K
$390K
|