# Highland Opportunities & Income Fund: overview

HFRO · NYSE · CIK 1710680 · [Other](/sectors/other.md) · fiscal year ends Jun 30

Pages: [Overview](/companies/hfro.md) · [Financials](/companies/hfro/financials.md) · [Filings](/companies/hfro/filings.md) · [Insiders](/companies/hfro/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/hfro/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Saba Capital Management, L.P.](/funds/1510281.md) | 2026-06-30 | $42.6m | 5,976,204 |  | Added +828,967 |
| [NEXPOINT ASSET MANAGEMENT, L.P.](/funds/1469877.md) | 2026-06-30 | $32.8m | 4,599,295 |  | Added +470,400 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $28.4m | 3,979,624 |  | Added +58,645 |
| [Thomas J. Herzfeld Advisors, Inc.](/funds/1509510.md) | 2026-06-30 | $19.1m | 2,676,474 |  | Reduced −39,187 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $17.7m | 2,487,826 |  | Reduced −56,567 |
| [ENVESTNET ASSET MANAGEMENT INC](/funds/1407543.md) | 2026-06-30 | $15.6m | 2,183,464 |  | Added +36,125 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $8.3m | 1,161,203 |  | Reduced −247,603 |
| [Atlas Wealth LLC](/funds/1964106.md) | 2026-06-30 | $7.4m | 1,030,976 |  | New +1,030,976 |
| [Matisse Capital](/funds/1668256.md) | 2026-06-30 | $4.4m | 617,000 |  | Unchanged |
| [LPL Financial LLC](/funds/1403438.md) | 2026-06-30 | $4.4m | 615,069 |  | Reduced −7,637 |

## Recent filings

[All 261 filings](/companies/hfro/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-07-29 | 16:46 ET | [SCHEDULE 13D/A](/filings/0001437749-26-024897.md) | Ownership report, active investor, amended | 0001437749-26-024897 |
| 2026-06-04 | 17:01 ET | [SCHEDULE 13D/A](/filings/0001062993-26-003063.md) | Ownership report, active investor, amended | 0001062993-26-003063 |
| 2026-05-07 | 15:03 ET | [DEF 14A](/filings/0001193125-26-211563.md) | Proxy statement, period 2026-06-16 | 0001193125-26-211563 |
| 2026-04-14 | 19:59 ET | [SCHEDULE 13D/A](/filings/0001062993-26-001986.md) | Ownership report, active investor, amended | 0001062993-26-001986 |
| 2026-04-01 | 18:25 ET | [SCHEDULE 13D/A](/filings/0001437749-26-010927.md) | Ownership report, active investor, amended | 0001437749-26-010927 |
| 2026-01-28 | 13:46 ET | [8-K](/filings/0001193125-26-026852.md) | 5.02 Departure or appointment of officers or directors; 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001193125-26-026852 |
| 2025-12-31 | 12:52 ET | [SCHEDULE 13D/A](/filings/0001062993-25-017527.md) | Ownership report, active investor, amended | 0001062993-25-017527 |
| 2025-12-11 | 12:50 ET | [SCHEDULE 13D/A](/filings/0001062993-25-017293.md) | Ownership report, active investor, amended | 0001062993-25-017293 |
| 2025-12-10 | 21:00 ET | [SCHEDULE 13D/A](/filings/0001437749-25-037460.md) | Ownership report, active investor, amended | 0001437749-25-037460 |
| 2025-10-07 | 19:19 ET | [SCHEDULE 13D/A](/filings/0001437749-25-030666.md) | Ownership report, active investor, amended | 0001437749-25-030666 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1710680
- Tickers: HFRO, HFRO-PA, HFRO-PB
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: MA
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:07 ET. No prices; not investment advice.