Sandy Spring Bank’s Highland Opportunities and Income Fund HFRO Stock Holding History

Sandy Spring Bank’s Portfolio HFRO Stock Details HFRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.54K	Buy	+488	New	+$2.7K	﹤0.01%	1021

Other funds holding HFRO

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's HFRO Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Highland Opportunities and Income Fund (HFRO) in Q1 2025: 488 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

95 funds tracked by Wall St. Rank hold HFRO as of Q1 2025.

Sandy Spring Bank held 488 shares of Highland Opportunities and Income Fund worth $2.54K as of Q1 2025.
Highland Opportunities and Income Fund was a new Sandy Spring Bank position in Q1 2025.
Highland Opportunities and Income Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1021 holding.
95 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.