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. | 08/14/2026 | 5.98 M | $42.61 M | 16.11% | 10.79% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 08/14/2026 | 4.60 M | $32.79 M | 11.39% | 8.30% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 3.98 M | $28.37 M | 1.50% | 7.19% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 2.68 M | $19.08 M | -1.44% | 4.83% |
| MORGAN STANLEY | 08/13/2026 | 2.49 M | $17.74 M | -2.22% | 4.49% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 2.18 M | $15.57 M | 1.68% | 3.94% |
| INVESCO LTD. | 08/14/2026 | 1.16 M | $8.28 M | -17.58% | 2.10% |
| ATLAS WEALTH LLC | 07/28/2026 | 1.03 M | $7.35 M | 100.00% | 1.86% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 944.69 K | $6.74 M | -2.19% | 1.71% |
| MATISSE CAPITAL | 08/12/2026 | 617.00 K | $4.40 M | 0.00% | 1.11% |
| LPL FINANCIAL LLC | 08/07/2026 | 615.07 K | $4.39 M | -1.23% | 1.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 544.38 K | $3.88 M | -13.76% | 0.98% |
| OPPENHEIMER & CO INC | 08/03/2026 | 532.26 K | $3.80 M | 15.65% | 0.96% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 525.54 K | $3.75 M | -21.89% | 0.95% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 317.06 K | $2.26 M | 14.43% | 0.57% |
| CAMELOT PORTFOLIOS, LLC | 07/17/2026 | 310.04 K | $2.21 M | -2.21% | 0.56% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 237.07 K | $1.69 M | 0.74% | 0.43% |
| CHOREO, LLC | 08/04/2026 | 206.15 K | $1.47 M | -5.42% | 0.37% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 181.40 K | $1.29 M | 0.00% | 0.33% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 176.28 K | $1.26 M | -2.97% | 0.32% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 176.26 K | $1.26 M | 26.62% | 0.32% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 173.07 K | $1.23 M | 4.06% | 0.31% |
| ARISTIDES CAPITAL LLC | 08/13/2026 | 143.71 K | $1.02 M | 4.06% | 0.26% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 137.40 K | $979.67 K | -2.26% | 0.25% |
| GRATIA CAPITAL, LLC | 08/14/2026 | 124.73 K | $889.29 K | 100.00% | 0.23% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 122.32 K | $872.12 K | 0.00% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 109.91 K | $783.64 K | -3.61% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 95.80 K | $683.08 K | -15.74% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 95.54 K | $681.24 K | -13.58% | 0.17% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 80.20 K | $571.83 K | 7.14% | 0.14% |
| GILPIN WEALTH MANAGEMENT, LLC | 07/24/2026 | 76.55 K | $545.78 K | -16.47% | 0.14% |
| CREATIVE PLANNING | 08/13/2026 | 68.55 K | $488.77 K | 0.01% | 0.12% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 65.12 K | $464.31 K | -54.22% | 0.12% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 56.01 K | $399.34 K | -27.63% | 0.10% |
| ARIADNE WEALTH MANAGEMENT, LP | 08/13/2026 | 52.91 K | $377.27 K | 0.03% | 0.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 50.97 K | $363.40 K | -0.29% | 0.09% |
| XTX TOPCO LTD | 08/14/2026 | 48.57 K | $346.30 K | 143.00% | 0.09% |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 07/17/2026 | 47.62 K | $339.52 K | -40.05% | 0.09% |
| FINANCIAL SOLUTIONS ADVISORY GROUP, INC. | 07/13/2026 | 44.73 K | $341.32 K | 100.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 43.43 K | $309.63 K | 16.55% | 0.08% |
| JANE STREET GROUP, LLC | 08/14/2026 | 40.66 K | $289.91 K | 25.03% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 35.83 K | $255.48 K | 0.00% | 0.06% |
| CSS LLC/IL | 08/14/2026 | 32.52 K | $231.84 K | 0.00% | 0.06% |
| ABEL HALL, LLC | 07/24/2026 | 30.00 K | $213.90 K | 0.00% | 0.05% |
| PAPAMARKOU WELLNER ASSET MANAGEMENT INC. | 08/17/2026 | 30.00 K | $213.90 K | -33.33% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 29.94 K | $213.49 K | 60.57% | 0.05% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 07/07/2026 | 29.29 K | $208.80 K | -13.78% | 0.05% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 28.89 K | $205.96 K | -7.46% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 28.88 K | $205.92 K | 0.88% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 25.82 K | $186.90 K | 20.05% | 0.05% |
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Highland Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of Highland Opportunities and Income Fund. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 5.98 M
NEXPOINT ASSET MANAGEMENT, L.P.: 4.6 M
RAYMOND JAMES FINANCIAL INC: 3.98 M
Thomas J. Herzfeld Advisors, Inc.: 2.68 M
MORGAN STANLEY: 2.49 M
ENVESTNET ASSET MANAGEMENT INC: 2.18 M
57.34% of Highland Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 37.51 M shares in the last 24 months. This purchase volume represents approximately $222.41 M in transactions.