Highland Opportunities and Income Fund · Ownership · TradingHolo

Highland Opportunities and Income Fund · Ownership · TradingHolo

Insider activity

Open-market trades from Form 4 filings

Insiders bought $2.76M and sold $0 in the filings shown.

Date	Name	Role	Type	Shares	Value
Tue, 9 Jun 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	123,589	$850.29K
Fri, 5 Jun 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	6,759	$45.22K
Thu, 4 Jun 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	18,017	$121.25K
Wed, 3 Jun 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	28,440	$189.41K
Tue, 2 Jun 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	78,346	$525.7K
Mon, 1 Jun 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	5,520	$36.16K
Fri, 29 May 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	31,928	$209.13K
Thu, 28 May 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	9,971	$64.81K
Tue, 26 May 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	15,858	$99.43K
Thu, 21 May 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	20,490	$128.06K
Wed, 20 May 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	40,591	$252.88K
Tue, 19 May 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	22,385	$138.34K
Mon, 18 May 2026	Saba Capital Management, L.P.	10 percent owner	P-Purchase	16,100	$99.5K

Institutional holders

From 13F filings · Tue, 30 Jun 2026

Holder	Shares	% out	Change
Saba Capital Management, L.P.	5,976,204	10.9%	+828,967
NEXPOINT ASSET MANAGEMENT, L.P.	4,599,295	8.4%	+470,400
RAYMOND JAMES FINANCIAL INC	3,979,624	7.3%	+58,645
Thomas J. Herzfeld Advisors, Inc.	2,676,474	4.9%	−39,187
MORGAN STANLEY	2,487,826	4.6%	−56,567
ENVESTNET ASSET MANAGEMENT INC	2,183,464	4.0%	+36,125
Invesco Ltd.	1,161,203	2.1%	−247,603
Atlas Wealth LLC	1,030,976	1.9%	—
Matisse Capital	617,000	1.1%	+0
LPL Financial LLC	615,069	1.1%	−7,637
ROYAL BANK OF CANADA	544,380	1.0%	−86,832
OPPENHEIMER & CO INC	532,264	1.0%	+72,042
Geneos Wealth Management Inc.	525,538	1.0%	−147,262
Altium Capital Management LLC	317,055