Highland Funds I - Highland Income Fund

HFRO · NYSE
Analyze with AI
Filings104
Total reported value$171.0M
ManagerSharesValue
Change
Saba Capital Management, L.P.3.7M$22.8M+28.1%
RAYMOND JAMES FINANCIAL INC3.2M$19.8M-19.6%
MORGAN STANLEY3.2M$19.5M-10.1%
NEXPOINT ASSET MANAGEMENT, L.P.2.8M$17.2M+40.3%
Thomas J. Herzfeld Advisors, Inc.2.8M$17.1M+6.6%
ENVESTNET ASSET MANAGEMENT INC1.8M$11.2M+5.0%
Invesco Ltd.1.3M$8.1M-45.2%
Geneos Wealth Management Inc.981.7K$6.0M-2.7%
Cambridge Investment Research Advisors, Inc.935K$5.7M-0.5%
ROYAL BANK OF CANADA701.7K$4.3M-76.6%
LPL Financial LLC663K$4.1M+8.5%
Matisse Capital617K$3.8M0.0%
COMMONWEALTH EQUITY SERVICES, LLC596K$3.6M+30.1%
OPPENHEIMER & CO INC448.8K$2.7M-4.2%
Camelot Portfolios, LLC406.2K$2.5M-6.1%
ADVISOR GROUP HOLDINGS, INC.300.8K$1.8M-2.3%
CHOREO, LLC221.4K$1.4M+4.3%
North Ground Capital197K$1.2M-0.5%
IHT Wealth Management, LLC192.9K$1.2M+0.1%
PARK AVENUE SECURITIES LLC191.8K$1.2M-19.2%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.181.4K$1.1M+157.6%
Arlington Capital Management, Inc.158.4K$969.6K-11.7%
Aristides Capital LLC133.5K$817.0K0.0%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV130.1K$796.1K-13.9%
HighTower Advisors, LLC124.9K$764.1K-66.5%
NewEdge Advisors, LLC120.9K$740.0K-0.8%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC119.5K$731.0K+25.8%
AEGON USA Investment Management, LLC105.9K$648.1K0.0%
Samalin Investment Counsel, LLC104.4K$638.6K+11.7%
Alpine Global Management, LLC103.7K$634.5K+50.0%
Baird Financial Group, Inc.94.9K$580.8K-29.2%
Marex Group plc77.6K$474.7K+50.0%
Cetera Investment Advisers71.6K$438.2K+1.2%
Concorde Asset Management, LLC65.7K$402.1K+50.0%
JANE STREET GROUP, LLC53.9K$329.6K+50.0%
Ariadne Wealth Management, LP52.9K$323.6K+0.0%
Creative Planning46K$281.4K-0.4%
BALYASNY ASSET MANAGEMENT L.P.42.8K$261.8K+50.0%
INTEGRATED CAPITAL MANAGEMENT, INC.40.9K$250.5K-51.6%
HRT FINANCIAL LP38.4K$234.7K+41.0%
NWF Advisory Services Inc.37.7K$230.7K-88.5%
MidWestOne Financial Group, Inc.36.6K$223.9K0.0%
Mariner, LLC36.4K$223.0K-9.4%
MILLENNIUM MANAGEMENT LLC35.7K$218.6K+50.0%
HB Wealth Management, LLC32.6K$199.2K+50.0%
CSS LLC/IL32.5K$199.0K0.0%
Calamos Advisors LLC32.4K$198.1K+15.1%
UBS Group AG32.3K$197.4K+149.7%
Papamarkou Wellner Asset Management inc.30K$183.6K0.0%
MELFA WEALTH MANAGEMENT, LLC29.1K$178.3K0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP28.3K$173.5K-150.0%
Janney Montgomery Scott LLC26.2K$160.1K-3.9%
B. Riley Wealth Advisors, Inc.24.4K$149.5K0.0%
MML INVESTORS SERVICES, LLC23K$140.9K+0.3%
Kestra Advisory Services, LLC21.5K$131.5K-10.1%
Keystone Wealth Services, LLC20.5K$125.7K+1.9%
Abel Hall, LLC20K$122.4K0.0%
GOLDMAN SACHS GROUP INC19.4K$118.5K+50.0%
One Charles Private Wealth Services, LLC17.2K$105.6K0.0%
Yakira Capital Management, Inc.15.7K$95.8K+126.7%
LifeWealth Investments, LLC14.6K$89.5K0.0%
CHANNEL WEALTH LLC14.2K$87.0K-21.4%
Capital Investment Advisory Services, LLC13.2K$80.5K+1.6%
U.S. Capital Wealth Advisors, LLC12.8K$78.5K-18.5%
Rockefeller Capital Management L.P.12.8K$78.2K+50.0%
STEPHENS INC /AR/12.7K$78.0K0.0%
Koshinski Asset Management, Inc.11.6K$71.1K0.0%
Catalyst Funds Management Pty Ltd10.8K$66.1K+50.0%
Bulldog Investors, LLP10.7K$65.6K0.0%
Advisory Services Network, LLC8.2K$50.0K+50.0%
COMERICA BANK6.4K$39.3K0.0%
Legacy Wealth Managment, LLC/ID5.2K$32.1K-0.6%
CWM, LLC3.7K$22.9K+49.3%
CREATIVE FINANCIAL DESIGNS INC /ADV2.4K$14.5K0.0%
Byrne Asset Management LLC1.8K$11.0K0.0%
US BANCORP \DE\1.8K$10.9K0.0%
Steward Partners Investment Advisory, LLC1.3K$7.7K0.0%
BANK OF AMERICA CORP /DE/1.1K$6.5K+50.0%
Triumph Capital Management900$5.5K+50.0%
Spire Wealth Management500$3.1K+125.0%
WELLS FARGO & COMPANY/MN449$2.7K+108.0%
CIBC Private Wealth Group, LLC412$2.5K+1.9%
Russell Investments Group, Ltd.400$2.4K+50.0%
Sound Income Strategies, LLC382$2.3K0.0%
CALDWELL SUTTER CAPITAL, INC.285$1.7K0.0%
GABLES CAPITAL MANAGEMENT INC.269$1.6K+50.0%
Inlight Wealth Management, LLC160$979.20.0%
Mountain Hill Investment Partners Corp.121$740.5+2.4%
Cedar Mountain Advisors, LLC82$501.80.0%
MAI Capital Management59$361.10.0%
FMR LLC23$140.80.0%
Wealthspire Advisors, LLC7$42.8+50.0%
Strategic Wealth Partners, Ltd.6$36.7+50.0%
AdvisorNet Financial, Inc1$6.10.0%
IFP Advisors, Inc0$0.0+100.0%
PRINCIPAL SECURITIES, INC.0$0.0+100.0%
TRUIST FINANCIAL CORP0$0.0+100.0%
Kingsview Wealth Management, LLC0$0.0+100.0%
SRS Capital Advisors, Inc.0$0.0+100.0%
Verition Fund Management LLC0$0.0+100.0%
Highland Funds I - Highland Income Fund (HFRO) Smart Money Tracker - Institutional Holdings & Insider Trades | AlphaPilot