HIGHLAND INCOME FD shareholder history

Current and past HIGHLAND INCOME FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
RAYMOND JAMES & ASSOCIATES 24240.00%0.02%0.05%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.02%0.06%0.13%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.14%0.27%0.42%Q4 2017Q3 202324
LPL Financial LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
BANK OF AMERICA CORP /DE/ 24240.00%0.00%0.00%Q4 2017Q3 202324
Arete Wealth Advisors, LLC 24240.01%0.88%3.31%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.02%0.72%2.49%Q4 2017Q3 202324
MORGAN STANLEY 24240.00%0.01%0.03%Q4 2017Q3 202324
UBS Group AG 24240.00%0.00%0.00%Q4 2017Q3 202324
OPPENHEIMER & CO INC 24240.01%0.08%0.12%Q4 2017Q3 202324
ROYAL BANK OF CANADA 24240.00%0.01%0.01%Q4 2017Q3 202324
WELLS FARGO & COMPANY/MN 24240.00%0.00%0.01%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 24240.00%0.03%0.06%Q4 2017Q3 202324
Cetera Advisor Networks LLC 2210.00%0.04%0.15%Q4 2017Q3 202323
Thomas J. Herzfeld Advisors, Inc. 23230.05%8.04%13.15%Q1 2018Q3 202323
Private Advisor Group, LLC 2110.00%0.00%0.01%Q1 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1840.00%0.01%0.02%Q1 2018Q3 202322
STEPHENS INC /AR/ 22220.00%0.01%0.01%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 1560.00%0.00%0.01%Q4 2017Q2 202321
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
HighTower Advisors, LLC 1040.00%0.00%0.01%Q4 2017Q3 202320
MONECO Advisors, LLC 20200.10%1.61%5.75%Q4 2018Q3 202320
CSS LLC/IL 20200.01%0.08%0.24%Q4 2018Q3 202320
IHT Wealth Management, LLC 20200.20%0.50%0.99%Q4 2018Q3 202320
Camelot Portfolios, LLC 19190.48%2.46%4.10%Q1 2019Q3 202319
Invesco Ltd. 19190.00%0.00%0.01%Q1 2019Q3 202319
Tradewinds Capital Management, LLC 1540.00%0.00%0.00%Q4 2017Q1 202319
MML INVESTORS SERVICES, LLC 810.00%0.00%0.01%Q4 2017Q3 202318
Sigma Planning Corp 18180.02%0.09%0.24%Q1 2018Q2 202218
US BANCORP \DE\ 1510.00%0.00%0.00%Q4 2017Q1 202317
Rockefeller Capital Management L.P. 1520.00%0.00%0.01%Q1 2019Q3 202317
Koshinski Asset Management, Inc. 930.01%0.04%0.12%Q3 2018Q3 202317
Advisory Services Network, LLC 620.00%0.08%0.30%Q4 2017Q1 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Matisse Capital 1060.56%2.70%4.89%Q2 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Carroll Financial Associates, Inc. 16160.01%0.04%0.06%Q1 2018Q4 202116
STIFEL FINANCIAL CORP 1410.00%0.00%0.00%Q4 2017Q3 202115
Aristides Capital LLC 15150.42%1.00%2.34%Q1 2020Q3 202315
CITIGROUP INC 15150.00%0.00%0.00%Q1 2018Q3 202115
Kingsview Wealth Management, LLC 960.02%0.04%0.06%Q4 2019Q3 202315
Janney Montgomery Scott LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 860.02%0.39%1.37%Q4 2019Q3 202314
Penserra Capital Management LLC 1130.01%0.17%0.33%Q1 2018Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 1010.00%0.00%0.00%Q4 2017Q4 202114
Allworth Financial LP 14140.00%0.00%0.00%Q4 2017Q1 202114
Qube Research & Technologies Ltd 860.00%0.01%0.04%Q4 2019Q3 202314
Cypress Wealth Services, LLC 14140.03%0.10%0.17%Q4 2017Q1 202114
RIVERNORTH CAPITAL MANAGEMENT, LLC 1220.43%1.64%2.85%Q4 2017Q4 202114
FMR LLC 410.00%0.00%0.00%Q3 2018Q3 202314
Cetera Investment Advisers 1210.00%0.01%0.10%Q4 2017Q3 202313
RAYMOND JAMES TRUST N.A. 760.01%0.01%0.01%Q2 2018Q3 202313
NEXT Financial Group, Inc 760.00%0.01%0.02%Q3 2018Q4 202113
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
American Portfolios Advisors 1210.00%0.00%0.00%Q4 2018Q3 202213
Private Wealth Advisors, Inc. 13130.14%0.17%0.20%Q4 2017Q4 202013
AlphaMark Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Global Retirement Partners, LLC 630.00%0.02%0.04%Q2 2019Q4 202213
Beacon Financial Advisory LLC 13130.07%0.08%0.11%Q3 2020Q3 202313
NEXPOINT ASSET MANAGEMENT, L.P. 1030.02%0.49%1.21%Q3 2019Q3 202313
JNBA Financial Advisors 12120.00%0.00%0.00%Q4 2020Q3 202312
Bulldog Investors, LLP 910.44%1.06%1.44%Q4 2018Q3 202312
First Allied Advisory Services, Inc. 12120.01%0.15%0.47%Q4 2017Q3 202012
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 12120.05%0.55%1.14%Q4 2017Q3 202012
IFP Advisors, Inc 710.00%0.05%0.29%Q1 2016Q3 202312
Burford Capital Investment Management LLC 121212.02%38.21%100.00%Q4 2017Q3 202012
Sunbelt Securities, Inc. 12120.02%0.58%1.57%Q1 2018Q4 202012
AVANTAX ADVISORY SERVICES, INC. 12120.00%0.01%0.01%Q4 2020Q3 202312
Ionic Capital Management LLC 12120.18%1.07%2.68%Q4 2017Q3 202012
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Hudock, Inc. 11110.00%0.00%0.01%Q4 2017Q2 202011
Ahrens Investment Partners LLC 11110.03%0.11%0.28%Q3 2020Q1 202311
Beach Point Capital Management LP 11110.32%3.74%9.61%Q1 2019Q3 202111
PARK AVENUE SECURITIES LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Cruiser Capital Advisors, LLC 11110.17%0.58%1.45%Q4 2017Q2 202011
Pekin Hardy Strauss, Inc. 11110.02%0.03%0.05%Q1 2021Q3 202311
WASHINGTON TRUST Co 11110.01%0.01%0.01%Q3 2020Q1 202311
WINMILL & CO. INC 11110.05%0.07%0.11%Q3 2019Q1 202211
INTEGRATED CAPITAL MANAGEMENT, INC. 820.13%0.16%0.18%Q1 2021Q3 202310
Almitas Capital LLC 910.08%3.62%6.11%Q4 2018Q2 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.16%0.24%0.32%Q4 2017Q1 202010
V Wealth Advisors LLC 10100.02%0.03%0.04%Q1 2021Q2 202310
BlackRock Inc. 10100.00%0.00%0.00%Q1 2018Q2 202010
B. Riley Wealth Advisors, Inc. 550.01%0.07%0.35%Q4 2017Q3 202310
Quantedge Capital Pte Ltd 10100.38%3.69%8.03%Q4 2020Q1 202310
Yakira Capital Management, Inc. 10100.04%0.24%0.56%Q2 2019Q3 202110
6 Meridian 990.09%0.12%0.15%Q4 2019Q4 20219
KFA Private Wealth Group, LLC 990.07%0.24%0.44%Q4 2019Q4 20219
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.01%0.01%0.01%Q4 2017Q4 20199
Cresset Asset Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Jefferies Group LLC 990.00%0.01%0.01%Q4 2017Q4 20199
BDO Wealth Advisors, LLC 990.00%0.00%0.01%Q4 2018Q4 20209
Marks Group Wealth Management, Inc 990.12%0.16%0.19%Q3 2021Q3 20239
CLOUGH CAPITAL PARTNERS L P 540.03%0.13%0.30%Q4 2017Q1 20219
Quinn Opportunity Partners LLC 990.01%0.01%0.02%Q3 2019Q3 20219
Advisor Group, Inc. 990.03%0.05%0.06%Q4 2017Q4 20199
FLAGSHIP HARBOR ADVISORS, LLC 990.00%0.00%0.00%Q3 2018Q3 20209
BOKF, NA 990.03%0.04%0.04%Q3 2021Q3 20239
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 990.12%0.16%0.20%Q3 2021Q3 20239
BB&T SECURITIES, LLC 880.00%0.00%0.01%Q4 2017Q3 20198
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
Advisors Asset Management, Inc. 880.00%0.00%0.01%Q2 2020Q1 20228
Wealth Management Solutions, LLC 880.26%0.31%0.40%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 880.01%0.06%0.14%Q1 2018Q4 20198
Keystone Wealth Services, LLC 880.05%0.07%0.08%Q4 2021Q3 20238
Princeton Global Asset Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Cedar Brook Financial Partners, LLC 880.04%0.33%0.75%Q4 2018Q3 20208
ICON ADVISERS INC/CO 310.02%0.23%0.51%Q4 2017Q3 20238
Ursa Fund Management, LLC 880.04%2.47%14.75%Q4 2017Q3 20198
SCOTIA CAPITAL INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Baird Financial Group, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
VR Advisory Services Ltd 770.22%2.88%4.94%Q4 2017Q2 20197
PANAGORA ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2019Q2 20217
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 520.01%0.01%0.01%Q1 2020Q3 20237
BOOTHBAY FUND MANAGEMENT, LLC 770.03%0.10%0.17%Q1 2018Q3 20197
Tradition Wealth Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.30%0.46%0.61%Q1 2022Q3 20237
BARDIN HILL MANAGEMENT PARTNERS LP 770.49%2.61%3.40%Q1 2018Q3 20197
HIGHLAND CAPITAL MANAGEMENT LP 770.05%0.06%0.06%Q4 2017Q2 20197
YorkBridge Wealth Partners, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2018Q4 20217
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q4 2019Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.01%0.02%0.02%Q4 2017Q1 20196
Lindbrook Capital, LLC 660.00%0.01%0.02%Q2 2019Q3 20206
MARINER INVESTMENT GROUP LLC 420.07%0.54%1.16%Q4 2019Q3 20226
Moors & Cabot, Inc. 660.01%0.02%0.02%Q2 2021Q3 20226
Foresight Wealth Management, LLC 660.01%0.03%0.07%Q2 2021Q3 20226
Arlington Capital Management, Inc. 310.40%0.53%1.02%Q3 2021Q3 20236
FNY Investment Advisers, LLC 410.00%0.03%0.09%Q4 2018Q3 20216
Walleye Capital LLC 660.01%0.02%0.03%Q4 2021Q1 20236
DEUTSCHE BANK AG\ 420.00%0.00%0.00%Q4 2019Q2 20216
Amundi 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.04%0.18%0.39%Q2 2020Q3 20216
Gradient Investments LLC 510.00%0.00%0.01%Q4 2019Q2 20216
Antara Capital LP 420.47%1.62%4.06%Q4 2018Q3 20216
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
Citadel Advisors 110.00%0.00%0.00%Q4 2017Q3 20235
Capital Investment Advisory Services, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
AQR Arbitrage LLC 550.00%0.04%0.07%Q3 2022Q3 20235
HM PAYSON & CO 550.00%0.00%0.00%Q4 2019Q4 20205
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 550.37%0.71%0.93%Q3 2019Q3 20205
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q2 2018Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Arnhold LLC 440.09%0.10%0.13%Q3 2021Q2 20224
CHANNEL WEALTH LLC 440.06%0.08%0.09%Q1 2023Q4 20234
RETIREMENT GUYS FORMULA LLC 440.48%0.59%0.70%Q4 2021Q3 20224
Mutual Advisors, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
FDx Advisors, Inc. 440.01%0.03%0.07%Q4 2017Q3 20184
Peak Asset Management, LLC 440.17%0.23%0.29%Q2 2020Q1 20214
OAKTREE CAPITAL MANAGEMENT LP 440.07%0.09%0.11%Q1 2020Q4 20204
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q1 20194
MRCap LP 440.54%5.97%14.19%Q4 2018Q3 20194
Belpointe Asset Management LLC 440.01%0.02%0.02%Q1 2019Q4 20194
Atlas Wealth LLC 441.32%1.81%2.87%Q4 2022Q3 20234
Wealth Quarterback LLC 210.01%0.05%0.10%Q1 1987Q2 20224
Advisor Resource Council 110.03%0.13%0.23%Q2 2021Q1 20234
All Season Financial Advisors, Inc. 440.42%1.07%1.76%Q1 2022Q4 20224
Raleigh Capital Management Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.00%0.01%0.02%Q4 2020Q3 20214
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q4 2017Q3 20204
Transform Wealth, LLC 440.03%0.04%0.05%Q2 2019Q1 20204
AEGON USA Investment Management, LLC 310.10%0.20%0.24%Q2 2021Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.27%0.29%0.33%Q4 2022Q3 20234
D'Orazio & Associates, Inc. 440.00%0.01%0.01%Q4 2020Q3 20214
Jackson Wealth Management, LLC 440.02%0.04%0.09%Q4 2022Q3 20234
Claybrook Capital, LLC 440.12%0.16%0.19%Q4 2022Q3 20234
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 440.22%0.42%0.59%Q4 2019Q3 20204
WOLVERINE ASSET MANAGEMENT LLC 440.00%0.00%0.01%Q4 2019Q3 20204
MidWestOne Financial Group, Inc. 210.07%0.08%0.09%Q3 2022Q2 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
DELTEC ASSET MANAGEMENT LLC 210.04%0.04%0.04%Q4 2017Q3 20193
Claraphi Advisory Network, LLC 330.05%0.06%0.07%Q1 2020Q3 20203
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Hightower 6M Holding, LLC 330.06%0.08%0.09%Q1 2022Q3 20223
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Mount Yale Investment Advisors, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Northern Right Capital Management, L.P. 331.03%2.51%4.08%Q1 2019Q3 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Gladstone Institutional Advisory LLC 330.01%0.01%0.01%Q4 2021Q2 20223
CWM, LLC 110.00%0.00%0.00%Q2 2018Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.01%0.02%0.03%Q1 2021Q3 20213
Centiva Capital, LP 330.08%0.12%0.14%Q1 2019Q3 20193
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Weiss Asset Management LP 210.05%0.06%0.07%Q4 2018Q3 20193
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
Samalin Investment Counsel, LLC 330.08%0.12%0.15%Q1 2023Q3 20233
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 330.02%0.02%0.02%Q2 2021Q4 20213
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2018Q4 20203
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2018Q4 20223
Retirement Group, LLC 210.00%0.00%0.00%Q4 2019Q3 20203
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20202
JGP Wealth Management, LLC 220.03%0.05%0.08%Q1 2020Q2 20202
RMB Capital Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2021Q1 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Segantii Capital Management Ltd 220.02%0.05%0.07%Q4 2021Q1 20222
RFG Advisory, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
TCG Advisory Services, LLC 220.08%0.08%0.08%Q3 2021Q4 20212
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
LVZ, Inc. 220.22%0.22%0.22%Q4 2022Q1 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2018Q4 20202
AE Wealth Management LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Hanlon Investment Management, Inc. 220.12%0.13%0.14%Q3 2019Q4 20192
HRT FINANCIAL LP 110.00%0.03%0.06%Q1 2020Q3 20232
Simplicity Solutions, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
CENTRAL TRUST Co 220.00%0.00%0.00%Q1 2020Q2 20202
One Charles Private Wealth Services, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Empyrean Capital Partners, LP 220.24%0.28%0.32%Q4 2019Q1 20202
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
INFRASTRUCTURE CAPITAL ADVISORS, LLC 220.02%0.03%0.03%Q1 2020Q2 20202
Legacy Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Mariner, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Paloma Partners Management Co 220.10%0.17%0.24%Q4 2019Q1 20202
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
TOMPKINS FINANCIAL CORP 220.00%0.00%0.00%Q1 2022Q2 20222
MinichMacGregor Wealth Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.13%0.19%0.24%Q2 2023Q3 20232
MACKAY SHIELDS LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Costello Asset Management, INC 220.01%0.01%0.01%Q4 2020Q1 20212
Elequin Capital, LP 110.00%0.04%0.08%Q4 2022Q2 20232
OTA Financial Group L.P. 220.54%0.56%0.57%Q2 2020Q3 20202
Safeguard Investment Advisory Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Moab Capital Partners 110.91%0.91%0.91%Q1 2020Q1 20201
Parisi Gray Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COWEN AND COMPANY, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Cerity Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Verition Fund Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MOORE CAPITAL MANAGEMENT, LP 110.03%0.03%0.03%Q4 2019Q4 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2021Q2 20211
Ignite Planners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Oakworth Capital, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
MBA Advisors LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Cordasco Financial Network 110.03%0.03%0.03%Q2 2018Q2 20181
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q3 2019Q3 20191
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2020Q4 20201
SFI Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2021Q3 20211
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q1 2020Q1 20201
Cubist Systematic Strategies, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Advisor OS, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Disciplined Investments, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ExodusPoint Capital Management, LP 110.05%0.05%0.05%Q1 2020Q1 20201
Planned Solutions, Inc. 110.07%0.07%0.07%Q4 2020Q4 20201
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.02%0.02%0.02%Q4 2019Q4 20191
Sovereign Financial Group, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.02%0.02%0.02%Q3 2021Q3 20211
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Summit Trail Advisors, LLC 110.58%0.58%0.58%Q4 2019Q4 20191
STONEHILL CAPITAL MANAGEMENT LLC 114.10%4.10%4.10%Q4 2017Q4 20171
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
BLUEFIN CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Connections Group, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Architects, Inc 110.01%0.01%0.01%Q2 2018Q2 20181
Braun-Bostich & Associates Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q1 2018Q1 20181
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lee Financial Co 110.01%0.01%0.01%Q2 2022Q2 20221
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q1 2023Q1 20231
Luxor Capital Group, LP 110.01%0.01%0.01%Q4 2017Q4 20171
ASSETMARK, INC 110.00%0.00%0.00%Q1 2020Q1 20201
External links

This page lists all the filers that currently own HIGHLAND INCOME FD or have owned HIGHLAND INCOME FD in the past.