Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Highland Funds I - Highland Opportunities and Income Fund comprennent Saba Capital Management, L.P., NWF Advisory Services Inc., CEFS - Saba Closed-End Funds ETF, Abel Hall, LLC, LifeWealth Investments, LLC, SRS Capital Advisors, Inc., et Sandy Spring Bank .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 007 989 | 3,01 | 5 242 | 3,01 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 222 769 | 0,87 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 000 | 5 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16 308 | 85 | ||||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 184 134 | 939 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 2 271 159 | 11 810 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 941 | 20,91 | 67 | 21,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 497 | 649 600,00 | 34 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22 946 | 8,57 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 20 147 | 2,27 | 105 | 1,96 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 54 872 | 2,71 | 285 | 2,89 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 52 862 | 0,03 | 319 | 19,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70 716 | 8,31 | 368 | 8,26 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 488 | 3 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 175 047 | 95,20 | 910 | 95,28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 166 | 0,69 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 262 820 | 1 367 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 775 | 0,06 | 9 | 0,00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 206 077 | 3,37 | 1 072 | 3,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 727 010 | 0,13 | 8 980 | 0,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45 352 | 236 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 20 000 | 104 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60 569 | 9,87 | 315 | 9,79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23 466 | 1,72 | 122 | 2,52 | ||||
| 2025-07-23 | 13F | Matisse Capital | 617 000 | 5,76 | 3 208 | 5,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 39 556 | 31,67 | 206 | 31,41 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 14 625 | 76 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 77 907 | 24,11 | 405 | 24,23 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 677 550 | 27,85 | 3 523 | 27,88 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 680 | 0 | ||||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 118 | 1,72 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 66 964 | 8,26 | 348 | 8,41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 404 | 2,02 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 466 955 | 2,09 | 2 428 | 2,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 307 417 | 0,78 | 1 599 | 0,76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 121 872 | 3,52 | 634 | 3,43 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 206 000 | 1 071 | ||||||
| 2025-08-25 | NP | MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares | 380 000 | 5,56 | 1 976 | 5,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 129 363 | 302,76 | 673 | 302,40 | ||||
| 2025-08-08 | 13F | Creative Planning | 46 182 | 0,01 | 240 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 339 048 | 1,99 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 126 | 0,09 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29 091 | 8,58 | 151 | 8,63 |
