HGLB

HIGHLAND GLOBAL ALLOCATION FUND

NYSE · CIK 0001622148
$7.86 +0.90%
Vol
Inst. Holders10 funds
Inst. Value$26.0M
Inst. Activity1 buys / 0 sells
Exchange NYSE·CIK 0001622148·Prev Close $7.79

Recent Activity

Inst.
WELLS FARGO & COMPANY/MN — DOUBLED
6,123 shares ($55.9K)
Inst.
WELLS FARGO & COMPANY/MN — DOUBLED
2 shares ($22.00)

Top Institutional Holders

FundValueMove
RAYMOND JAMES FINANCIAL INC$18.9M
MORGAN STANLEY$6.1M
PNC FINANCIAL SERVICES GROUP,$361.4K
HB Wealth Management, LLC$190.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$168.8K
10 institutional holders with $26.0M total value (3,236,298 shares) as of 2026-Q1. Top holders: RAYMOND, MORGAN, PNC.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1RAYMOND JAMES FINANCIAL INC2,353,161$18.9M72.7%
2MORGAN STANLEY764,290$6.1M23.6%
3PNC FINANCIAL SERVICES GROUP, INC.45,000$361.4K1.4%
4HB Wealth Management, LLC23,738$190.6K0.7%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP21,024$168.8K0.6%
6ROYAL BANK OF CANADA18,693$150.0K0.6%TRIM -34.0%
7Rockefeller Capital Management L.P.9,012$72.4K0.3%
8CWM, LLC913$7.3K0.0%
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO465$3.7K0.0%
10WELLS FARGO & COMPANY/MN2$15.000.0%DOUBLED +306050.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLS FARGO & COMPANY/MNDOUBLED26,123+306050.0%$55.9K2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED12+100.0%$22.002025-Q3
WELLS FARGO & COMPANY/MNNEAR_EXIT8201-99.9%$6.002024-Q4
ROYAL BANK OF CANADATRIM31,76020,958-34.0%$165.0K2024-Q3

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
$0.00 $0.00 $0.00 $0.0B
Current FY
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.