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HFRO

Highland Opportunities and Income Fund
HFRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$23.7M +$8.55M +1,458,721 +64%
Raymond James Financial
2
Raymond James Financial
Florida
$20.5M -$3.11M -530,653 -14%
Morgan Stanley
3
Morgan Stanley
New York
$20.2M -$1.72M -293,006 -8%
NAM
4
Nexpoint Asset Management
Texas
$17.9M +$11.1M +1,900,000 +207%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$17.8M +$1.15M +196,230 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.6M +$559K +95,314 +6%
Invesco
7
Invesco
Georgia
$8.45M -$2.43M -414,399 -24%
GWM
8
Geneos Wealth Management
Colorado
$6.23M -$154K -26,262 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.94M -$26K -4,433 -0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.46M -$1.78M -304,311 -30%
LPL Financial
11
LPL Financial
California
$4.21M +$363K +61,980 +10%
MC
12
Matisse Capital
Oregon
$3.92M – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.78M +$1.51M +256,921 +76%
OC
14
Oppenheimer & Co
New York
$2.85M -$106K -18,135 -4%
CP
15
Camelot Portfolios
Ohio
$2.58M -$138K -23,447 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.86M -$38.9K -6,640 -2%
CL
17
Choreo LLC
Illinois
$1.41M +$57.8K +9,857 +5%
CC
18
CF Capital
Massachusetts
$1.25M -$5.89K -1,004 -0.5%
IWM
19
IHT Wealth Management
Illinois
$1.23M +$1.19K +203 +0.1%
PAS
20
Park Avenue Securities
New York
$1.22M -$181K -30,935 -14%
LCM
21
Landscape Capital Management
New Jersey
$1.15M -$2.91M -496,154 -73%
ACM
22
Arlington Capital Management
Illinois
$1.01M -$97.4K -16,609 -9%
AC
23
Aristides Capital
Kentucky
$848K – – –
NFG
24
Nations Financial Group
Iowa
$826K -$93.2K -15,900 -11%
HighTower Advisors
25
HighTower Advisors
Illinois
$793K -$292K -49,857 -29%
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