HIGHLAND OPPORTUNITIES & INCOME FUND - Common Shares, $0.001 par value (HFRO)

Historical Holders from Q1 2016 to Q3 2025

Symbol
HFRO on NYSE
Type / Class
Equity / Common Shares, $0.001 par value
Shares outstanding
55,361,786
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
27,837,780
Holdings value
$176,723,980
% of all portfolios
0.002%
Number of holders
92
Number of buys
34
Number of sells
-43
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HIGHLAND OPPORTUNITIES & INCOME FUND - Common Shares, $0.001 par value (HFRO)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DONDERO JAMES D 7.5% +20% $26,774,838 +$4,171,093 4,144,711 +18.5% DONDERO JAMES D 10 Dec 2025
Saba Capital Management, L.P. 7.28% +18.5% $26,035,983 +$3,979,987 4,030,338 +18% Saba Capital Management, L.P. 10 Dec 2025
MORGAN STANLEY 6.3% +22% $18,236,898 +$546,322 3,480,324 +3.1% Morgan Stanley 30 Jun 2025
RAYMOND JAMES & ASSOCIATES 4.5% -12% $20,399,699 -$3,041,612 3,212,550 -13% RAYMOND JAMES & ASSOCIATES 30 Sep 2025
Thomas J. Herzfeld Advisors, Inc. 5.05% $17,761,909 2,797,151 Thomas J. Herzfeld Advisors, Inc. 30 Sep 2025

Institutional Holders of HIGHLAND OPPORTUNITIES & INCOME FUND - Common Shares, $0.001 par value (HFRO)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 27,837,780 $176,723,980 +$9,036,008 $6.35 92
2025 Q2 26,523,262 $137,966,948 +$7,444,446 $5.2 90
2025 Q1 25,109,356 $130,533,909 -$16,937,693 $5.2 92
2024 Q4 28,432,726 $147,638,324 -$9,575,947 $5.19 108
2024 Q3 29,127,550 $178,460,032 -$9,302,967 $6.13 99
2024 Q2 30,554,650 $190,848,744 +$10,466,617 $6.25 99
2024 Q1 28,742,088 $201,815,989 +$19,951,335 $7.03 103
2023 Q4 25,801,156 $198,140,137 +$7,240,015 $7.69 102
2023 Q3 24,708,797 $198,348,877 +$5,339,612 $8.04 103
2023 Q2 23,992,963 $216,348,544 -$5,573,412 $9.03 96
2023 Q1 24,598,795 $216,229,755 +$91,589 $8.79 97
2022 Q4 24,465,878 $252,111,538 +$2,483,154 $10.3 99
2022 Q3 23,239,202 $226,154,193 -$7,386,538 $9.72 91
2022 Q2 23,979,522 $269,979,817 +$6,602,985 $11.26 97
2022 Q1 23,468,381 $280,198,121 -$11,629,026 $11.94 94
2021 Q4 24,582,360 $270,172,969 -$28,919,447 $10.99 98
2021 Q3 27,155,992 $292,425,438 +$31,742,105 $10.77 97
2021 Q2 24,104,781 $262,978,096 -$13,115,477 $10.91 93
2021 Q1 25,259,387 $280,306,150 +$1,406,557 $11.09 90
2020 Q4 25,657,693 $263,938,112 -$26,093,192 $10.28 97
2020 Q3 28,628,668 $244,392,845 -$26,854,815 $8.59 96
2020 Q2 31,872,155 $256,685,840 -$10,264,498 $8.05 100
2020 Q1 32,831,977 $280,085,086 -$1,743,487 $8.53 107
2019 Q4 32,443,044 $403,298,681 -$4,542,174 $12.43 102
2019 Q3 32,475,836 $433,598,027 +$15,564,307 $13.35 84
2019 Q2 31,278,720 $432,731,128 +$17,893,004 $13.84 79
2019 Q1 29,968,496 $416,119,219 +$11,142,642 $13.89 82
2018 Q4 29,360,379 $374,953,000 +$20,856,957 $12.8 78
2018 Q3 25,995,484 $400,814,314 -$1,755,903 $15.42 71
2018 Q2 26,108,412 $407,860,000 +$26,179,670 $15.62 69
2018 Q1 24,430,793 $390,650,000 +$13,465,600 $15.99 63
2017 Q4 23,612,130 $365,747,000 +$331,630,000 $15.5 54
2016 Q2 0 $0 -$41,000 0
2016 Q1 2,954 $41,000 $13.88 1