HIGHLAND GLOBAL ALLOCATION (HGLB) Institutional Ownership Changes & 13F Activity
HIGHLAND GLOBAL ALLOCATION (HGLB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Lpl Financial Llc, Morgan Stanley, Matisse Capital, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Marex Group Plc | Sell | -12,201 | -100.0% | 0 | $0.00 | Q4 2025 | Apr 02, 2026 |
| Nwf Advisory Services Inc. | Buy | +281,581 | — | 281,581 | $2.57M | Q4 2025 | Mar 03, 2026 |
| Raymond James Financial Inc | Buy | +2,309,644 | — | 2,309,644 | $21.09M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +182,809 | — | 182,809 | $1.67M | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +346,337 | — | 346,337 | $3.16M | Q4 2025 | Feb 17, 2026 |
| Quantedge Capital Pte Ltd | Buy | +173,587 | — | 173,587 | $1.58M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +24,662 | — | 24,662 | $225.16K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +20,177 | — | 20,177 | $184.00K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +18,400 | — | 18,400 | $167.99K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +9,012 | — | 9,012 | $82.28K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +766,386 | — | 766,386 | $7.00M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +37,100 | — | 37,100 | $338.72K | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Buy | +22,797 | — | 22,797 | $208.14K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +6,123 | — | 6,123 | $55.91K | Q4 2025 | Feb 13, 2026 |
| Wedbush Securities Inc | Buy | +25,475 | — | 25,475 | $233.00K | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +11,647 | — | 11,647 | $106.34K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +866,872 | — | 866,872 | $7.91M | Q4 2025 | Feb 11, 2026 |
| Total Wealth Planning & Management, Inc. | Buy | +35,543 | — | 35,543 | $324.51K | Q4 2025 | Feb 11, 2026 |
| Jessup Wealth Management, Inc | Buy | +949 | — | 949 | $8.66K | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | Buy | +3,203 | — | 3,203 | $29.25K | Q4 2025 | Feb 10, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +17,062 | — | 17,062 | $155.78K | Q4 2025 | Feb 09, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +45,000 | — | 45,000 | $410.85K | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +47,630 | — | 47,630 | $435.00K | Q4 2025 | Feb 05, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +1,895 | — | 1,895 | $128.48K | Q4 2025 | Feb 05, 2026 |
| Allworth Financial Lp | Buy | +310 | — | 310 | $2.83K | Q4 2025 | Feb 05, 2026 |
| Bankplus Wealth Management Llc | Buy | +16,000 | — | 16,000 | $146.08K | Q4 2025 | Feb 04, 2026 |
| International Assets Investment Management, Llc | Buy | +13,917 | — | 13,917 | $127.06K | Q4 2025 | Feb 03, 2026 |
| Oppenheimer & Co Inc | Buy | +51,435 | — | 51,435 | $469.60K | Q4 2025 | Feb 02, 2026 |
| Benjamin Edwards Inc | Buy | +10,645 | — | 10,645 | $97.19K | Q4 2025 | Feb 02, 2026 |
| Matisse Capital | Buy | +393,000 | — | 393,000 | $3.59M | Q4 2025 | Jan 29, 2026 |
Frequently asked questions about HGLB activity
Which institutional owners are buying HGLB?
Institutional owners buying HGLB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HGLB activity?
"Buy" means an investor increased their reported position in HGLB compared to the prior reporting period. This reflects growing exposure to HIGHLAND GLOBAL ALLOCATION (HGLB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HGLB increasing?
Institutional interest in HGLB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.