Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Highland Funds I - Highland Opportunities and Income Fund inkluderar Saba Capital Management, L.P., CEFS - Saba Closed-End Funds ETF, Abel Hall, LLC, LifeWealth Investments, LLC, SRS Capital Advisors, Inc., och Sandy Spring Bank .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-25 | 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 |
