Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Highland Funds I - Highland Opportunities and Income Fund meliputi Saba Capital Management, L.P., NWF Advisory Services Inc., CEFS - Saba Closed-End Funds ETF, Abel Hall, LLC, LifeWealth Investments, LLC, SRS Capital Advisors, Inc., dan Sandy Spring Bank .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,007,989 | 3.01 | 5,242 | 3.01 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 222,769 | 0.87 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,000 | 5 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16,308 | 85 | ||||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 184,134 | 939 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 2,271,159 | 11,810 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12,941 | 20.91 | 67 | 21.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,497 | 649,600.00 | 34 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22,946 | 8.57 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 20,147 | 2.27 | 105 | 1.96 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 54,872 | 2.71 | 285 | 2.89 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 52,862 | 0.03 | 319 | 19.55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70,716 | 8.31 | 368 | 8.26 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 488 | 3 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 175,047 | 95.20 | 910 | 95.28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,166 | 0.69 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 262,820 | 1,367 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,775 | 0.06 | 9 | 0.00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 206,077 | 3.37 | 1,072 | 3.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,727,010 | 0.13 | 8,980 | 0.13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45,352 | 236 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 20,000 | 104 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60,569 | 9.87 | 315 | 9.79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23,466 | 1.72 | 122 | 2.52 | ||||
| 2025-07-23 | 13F | Matisse Capital | 617,000 | 5.76 | 3,208 | 5.77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 39,556 | 31.67 | 206 | 31.41 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 14,625 | 76 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 77,907 | 24.11 | 405 | 24.23 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 677,550 | 27.85 | 3,523 | 27.88 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,680 | 0 | ||||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 118 | 1.72 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 66,964 | 8.26 | 348 | 8.41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 404 | 2.02 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 466,955 | 2.09 | 2,428 | 2.10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 307,417 | 0.78 | 1,599 | 0.76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 121,872 | 3.52 | 634 | 3.43 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 206,000 | 1,071 | ||||||
| 2025-08-25 | NP | MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares | 380,000 | 5.56 | 1,976 | 5.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 129,363 | 302.76 | 673 | 302.40 | ||||
| 2025-08-08 | 13F | Creative Planning | 46,182 | 0.01 | 240 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 339,048 | 1.99 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,126 | 0.09 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,091 | 8.58 | 151 | 8.63 |
