Highland Opportunities and Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 5.15 M | $29.39 M | 10.12% | 9.29% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 05/15/2026 | 4.13 M | $23.58 M | 12.41% | 7.45% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 3.92 M | $22.39 M | 3.40% | 7.08% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 2.72 M | $15.51 M | 10.51% | 4.90% |
| MORGAN STANLEY | 05/15/2026 | 2.54 M | $14.53 M | -9.87% | 4.59% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.15 M | $12.26 M | 2.22% | 3.88% |
| INVESCO LTD. | 05/12/2026 | 1.41 M | $8.04 M | 3.00% | 2.54% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 965.88 K | $5.52 M | 1.66% | 1.74% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 672.80 K | $3.84 M | -27.54% | 1.21% |
| ROYAL BANK OF CANADA | 05/15/2026 | 631.21 K | $3.60 M | -5.45% | 1.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 622.71 K | $3.56 M | -2.16% | 1.12% |
| MATISSE CAPITAL | 05/08/2026 | 617.00 K | $3.52 M | 0.00% | 1.11% |
| OPPENHEIMER & CO INC | 04/24/2026 | 460.22 K | $2.63 M | 2.32% | 0.83% |
| CAMELOT PORTFOLIOS, LLC | 05/08/2026 | 317.06 K | $1.81 M | -10.33% | 0.57% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 277.07 K | $1.58 M | 93.67% | 0.50% |
| 05/11/2026 | 235.32 K | $1.34 M | 0.08% | 0.42% | |
| CHOREO, LLC | 05/13/2026 | 217.96 K | $1.24 M | -5.49% | 0.39% |
| MAREX GROUP PLC | 05/13/2026 | 205.00 K | $1.17 M | -28.10% | 0.37% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 181.68 K | $1.04 M | -1.59% | 0.33% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 181.40 K | $1.04 M | 0.00% | 0.33% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 166.32 K | $949.68 K | 27.32% | 0.30% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 166.19 K | $948.95 K | 19.17% | 0.30% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 154.31 K | $881.09 K | 2.05% | 0.28% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 142.24 K | $812.21 K | 100.00% | 0.26% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 140.58 K | $802.71 K | -4.79% | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 139.20 K | $794.85 K | 9.69% | 0.25% |
| ARISTIDES CAPITAL LLC | 05/14/2026 | 138.10 K | $788.53 K | 3.45% | 0.25% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 122.32 K | $698.43 K | 0.00% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 114.03 K | $651.09 K | -3.91% | 0.21% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 113.70 K | $649.25 K | 17.72% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 110.54 K | $631.26 K | 4.15% | 0.20% |
| 04/21/2026 | 91.64 K | $523.28 K | 0.75% | 0.17% | |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 04/21/2026 | 79.43 K | $453.55 K | -9.91% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 77.39 K | $441.89 K | -7.93% | 0.14% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 74.86 K | $427.42 K | 74.99% | 0.14% |
| CREATIVE PLANNING | 05/12/2026 | 68.55 K | $391.41 K | 49.06% | 0.12% |
| ARIADNE WEALTH MANAGEMENT, LP | 05/18/2026 | 52.90 K | $302.06 K | 0.02% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 51.12 K | $291.87 K | -8.01% | 0.09% |
| PAPAMARKOU WELLNER ASSET MANAGEMENT INC. | 05/15/2026 | 45.00 K | $256.95 K | 0.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 37.26 K | $212.75 K | -51.94% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 35.83 K | $204.60 K | 0.00% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 35.29 K | $201.48 K | 3.24% | 0.06% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 33.97 K | $193.94 K | -13.70% | 0.06% |
| JANE STREET GROUP, LLC | 05/12/2026 | 32.52 K | $185.69 K | -72.31% | 0.06% |
| CSS LLC/IL | 05/15/2026 | 32.52 K | $185.67 K | 0.00% | 0.06% |
| 04/16/2026 | 31.21 K | $178.23 K | -0.71% | 0.06% | |
| MARINER, LLC | 05/13/2026 | 30.25 K | $172.74 K | -1.05% | 0.05% |
| ABEL HALL, LLC | 04/28/2026 | 30.00 K | $171.30 K | 50.00% | 0.05% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 29.14 K | $166.36 K | 0.00% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 28.63 K | $163.48 K | 0.96% | 0.05% |
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Highland Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Highland Opportunities and Income Fund. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 5.15 M
NEXPOINT ASSET MANAGEMENT, L.P.: 4.13 M
RAYMOND JAMES FINANCIAL INC: 3.92 M
Thomas J. Herzfeld Advisors, Inc.: 2.72 M
MORGAN STANLEY: 2.54 M
ENVESTNET ASSET MANAGEMENT INC: 2.15 M
54.77% of Highland Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 35.71 M shares in the last 24 months. This purchase volume represents approximately $211.73 M in transactions.