Tallon Kerry Patrick’s Highland Opportunities and Income Fund HFRO Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$64.1K	Buy	+12,108	New	+$68.6K	0.06%	101

Other funds holding HFRO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Tallon Kerry Patrick's HFRO Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Highland Opportunities and Income Fund (HFRO) in Q4 2024: 12,108 shares worth $64.1K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings.

112 funds tracked by Wall St. Rank hold HFRO as of Q4 2024.

Tallon Kerry Patrick held 12,108 shares of Highland Opportunities and Income Fund worth $64.1K as of Q4 2024.
Highland Opportunities and Income Fund was a new Tallon Kerry Patrick position in Q4 2024.
Highland Opportunities and Income Fund made up 0.06% of Tallon Kerry Patrick's portfolio in Q4 2024, its #101 holding.
112 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.