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. | 02/17/2026 | 4.67 M | $27.95 M | 25.31% | 8.44% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 3.79 M | $22.68 M | 17.18% | 6.85% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 02/17/2026 | 3.67 M | $21.96 M | 30.34% | 6.64% |
| MORGAN STANLEY | 02/13/2026 | 2.82 M | $16.88 M | -11.44% | 5.10% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 2.46 M | $14.69 M | -12.12% | 4.44% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.10 M | $12.56 M | 15.28% | 3.80% |
| INVESCO LTD. | 02/19/2026 | 1.37 M | $8.18 M | 2.78% | 2.47% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 950.06 K | $5.68 M | 1.61% | 1.72% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 928.47 K | $5.55 M | -5.42% | 1.68% |
| ROYAL BANK OF CANADA | 02/17/2026 | 667.60 K | $3.99 M | -4.86% | 1.21% |
| LPL FINANCIAL LLC | 02/11/2026 | 636.47 K | $3.81 M | -4.01% | 1.15% |
| MATISSE CAPITAL | 01/29/2026 | 617.00 K | $3.69 M | 0.00% | 1.11% |
| OPPENHEIMER & CO INC | 02/02/2026 | 449.79 K | $2.69 M | 0.22% | 0.81% |
| CAMELOT PORTFOLIOS, LLC | 01/29/2026 | 353.60 K | $2.11 M | -12.94% | 0.64% |
| MAREX GROUP PLC | 02/12/2026 | 285.11 K | $1.70 M | 267.55% | 0.52% |
| 02/11/2026 | 235.14 K | $1.41 M | 100.00% | 0.42% | |
| CHOREO, LLC | 01/23/2026 | 230.63 K | $1.39 M | 4.16% | 0.42% |
| NORTH GROUND CAPITAL | 02/12/2026 | 192.70 K | $1.15 M | -2.18% | 0.35% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 184.62 K | $1.10 M | -3.76% | 0.33% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 181.40 K | $1.08 M | 0.00% | 0.33% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 151.21 K | $904.21 K | -4.57% | 0.27% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 147.65 K | $882.97 K | -23.46% | 0.27% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 143.06 K | $855.49 K | 100.00% | 0.26% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 139.46 K | $833.97 K | 112.27% | 0.25% |
| ARISTIDES CAPITAL LLC | 02/26/2026 | 133.50 K | $798.31 K | 0.00% | 0.24% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 130.63 K | $781.15 K | 8.03% | 0.24% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 126.90 K | $758.87 K | 6.24% | 0.23% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 122.32 K | $731.46 K | -5.97% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 118.67 K | $709.62 K | -4.96% | 0.21% |
| JANE STREET GROUP, LLC | 02/12/2026 | 117.45 K | $702.36 K | 118.09% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 106.14 K | $634.82 K | -64.71% | 0.19% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 99.97 K | $597.85 K | -3.58% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 96.59 K | $577.61 K | 1.78% | 0.17% |
| 02/11/2026 | 90.96 K | $543.92 K | 100.00% | 0.16% | |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 88.17 K | $527.25 K | -16.74% | 0.16% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 84.06 K | $502.66 K | -19.45% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 77.53 K | $463.60 K | 173.51% | 0.14% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 55.57 K | $332.28 K | -22.39% | 0.10% |
| ARIADNE WEALTH MANAGEMENT, LP | 02/13/2026 | 52.89 K | $339.55 K | 0.03% | 0.10% |
| CREATIVE PLANNING | 02/17/2026 | 45.99 K | $275.01 K | 0.01% | 0.08% |
| PAPAMARKOU WELLNER ASSET MANAGEMENT INC. | 02/18/2026 | 45.00 K | $269.10 K | 50.00% | 0.08% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 42.78 K | $255.80 K | 32.14% | 0.08% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 39.36 K | $235.36 K | -3.86% | 0.07% |
| XTX TOPCO LTD | 02/17/2026 | 37.85 K | $226.37 K | 100.00% | 0.07% |
| MIDWESTONE FINANCIAL GROUP, INC. | 02/12/2026 | 36.58 K | $218.74 K | 0.00% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 35.83 K | $214.27 K | 100.00% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 34.18 K | $204.38 K | 59.04% | 0.06% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 32.55 K | $194.65 K | 0.00% | 0.06% |
| CSS LLC/IL | 02/17/2026 | 32.52 K | $194.45 K | 0.00% | 0.06% |
| 02/17/2026 | 31.44 K | $187.99 K | 100.00% | 0.06% |
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Highland Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 143 institutional investors and hedge funds held shares of Highland Opportunities and Income Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 2.15 M
Cambridge Investment Research Advisors, Inc.: 965,879
Geneos Wealth Management Inc.: 672,800
OPPENHEIMER & CO INC: 460,222
Altium Capital Management LP: 277,068
PARK AVENUE SECURITIES LLC: 181,678
53.72% of Highland Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 36.12 M shares in the last 24 months. This purchase volume represents approximately $214.19 M in transactions.