Institutional Owners for HFRO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS LLC | HIGHLAND INCOME | 51 | $723,468 | 94,079 | 0.00 | 0.00 | 35,891 | 61.68 | 12-31-2023 |
| BAIRD FINANCIAL GROUP INC | COMMON | 52 | $640,869 | 91,162 | 0.00 | 0.00 | 22,748 | 33.25 | 03-31-2024 |
| PINNACLE WEALTH PLANNING SERVICES INC | CEF | 53 | $805,088 | 89,157 | 0.00 | 0.00 | -6,451 | -6.75 | 06-30-2023 |
| TRUIST FINANCIAL CORP | HIGHLAND INCOME | 54 | $678,668 | 88,253 | 0.00 | 0.00 | -2,340 | -2.58 | 12-31-2023 |
