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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
$22.8M +$260K +42,772 +1%
RJA
2
Raymond James & Associates
Florida
$22.6M +$2.88M +473,237 +15%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$18.5M -$1.53M -250,736 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M +$2.34M +384,344 +17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.4M +$1.15M +189,639 +10%
Invesco
6
Invesco
Georgia
$11.2M +$105K +17,228 +1%
LCM
7
Landscape Capital Management
New Jersey
$8.28M +$2.65M +435,572 +48%
LPL Financial
8
LPL Financial
California
$6.74M -$233K -38,261 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.97M -$77.2K -12,681 -1%
NAM
10
Nexpoint Asset Management
Texas
$5.63M -$442K -72,607 -7%
OC
11
Oppenheimer & Co
New York
$3.77M -$447K -73,383 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.28M +$146K +23,996 +5%
AGM
13
Alpine Global Management
New York
$3.06M +$1.22M +200,000 +67%
IWM
14
IHT Wealth Management
Illinois
$2.86M -$132K -21,656 -4%
MC
15
Matisse Capital
Oregon
$2.79M +$122K +20,065 +5%
GWM
16
Geneos Wealth Management
Colorado
$2.47M +$834 +137 +0%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.4M -$232K -38,057 -9%
CP
18
Camelot Portfolios
Ohio
$2.34M -$1.22M -200,813 -34%
CL
19
Choreo LLC
Illinois
$2.28M -$45.8K -7,530 -2%
NFG
20
Nations Financial Group
Iowa
$2.23M -$65.6K -10,770 -3%
BI
21
Bulldog Investors
New Jersey
$2.16M -$684K -112,309 -24%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.66M +$242K +39,695 +17%
PAS
23
Park Avenue Securities
New York
$1.15M -$182K -29,976 -14%
NAS
24
NWF Advisory Services
California
$1.15M +$224K +36,850 +24%
AUIM
25
Aegon USA Investment Management
Iowa
$1,000K +$111K +18,172 +13%
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