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HFRO

Highland Opportunities and Income Fund
HFRO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23M -$338K -52,650 -1%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$20.4M +$862K +134,393 +4%
RJA
3
Raymond James & Associates
Florida
$20.1M +$4.11M +640,520 +25%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M +$783K +122,093 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.5M +$1.17M +181,784 +11%
Invesco
6
Invesco
Georgia
$11.3M +$252K +39,332 +2%
PCM
7
Penserra Capital Management
California
$7.2M +$164K +25,603 +2%
LPL Financial
8
LPL Financial
California
$7.12M -$703K -109,559 -9%
AW
9
Atlas Wealth
Ohio
$7.01M +$7.31M +1,139,336 New
NAM
10
Nexpoint Asset Management
Texas
$6.19M -$50.4K -7,857 -0.8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.17M +$1.01M +157,880 +19%
LCM
12
Landscape Capital Management
New Jersey
$5.72M -$345K -53,751 -6%
OC
13
Oppenheimer & Co
New York
$4.3M -$58.6K -9,133 -1%
CP
14
Camelot Portfolios
Ohio
$3.64M +$1.26M +196,210 +51%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.19M -$463K -72,182 -12%
IWM
16
IHT Wealth Management
Illinois
$3.05M -$149K -23,222 -5%
BI
17
Bulldog Investors
New Jersey
$2.9M -$22.4K -3,498 -0.7%
MC
18
Matisse Capital
Oregon
$2.72M +$160K +25,000 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.68M +$29.3K +4,561 +1%
GWM
20
Geneos Wealth Management
Colorado
$2.51M +$53.7K +8,376 +2%
CL
21
Choreo LLC
Illinois
$2.39M +$355K +55,277 +17%
NFG
22
Nations Financial Group
Iowa
$2.34M – – –
AGM
23
Alpine Global Management
New York
$1.88M +$956K +148,964 +99%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.44M -$551K -85,866 -27%
PAS
25
Park Avenue Securities
New York
$1.36M +$252K +39,355 +22%
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