Highland Opportunities & Income Fund

Market Movers (8-K)

NYSE
Highland Opportunities and Income Fund announced a board reallocation following a trustee's passing and approved updated governing documents to clarify shareholder rights and meeting procedures.

Insider Trading (Form 4)

NYSE
Saba Capital Management, L.P. reported a significant acquisition of common stock in Highland Opportunities & Income Fund.
NYSE
Saba Capital Management, L.P. reported the acquisition of additional shares in Highland Opportunities & Income Fund (HFRO).
NYSE
Saba Capital Management, L.P. acquired 28,440 shares of Highland Opportunities & Income Fund (HFRO) at $6.66 per share.
NYSE
Saba Capital Management, L.P. reported the acquisition of additional shares in Highland Opportunities & Income Fund (HFRO).
NYSE
Saba Capital Management, L.P. reported the acquisition of additional shares in Highland Opportunities & Income Fund (HFRO).
NYSE
Saba Capital Management, L.P. acquired 15,858 shares of Highland Opportunities & Income Fund (HFRO) at $6.27 per share.

Proxy Statements (Def-14A)

NYSE
Highland Opportunities and Income Fund announces its 2026 Annual Meeting of Shareholders on June 16, 2026, to elect Dr. Bob Froehlich as a Class II Trustee.
NYSE
Highland Opportunities and Income Fund is soliciting proxies for its 2025 Annual Meeting of Shareholders to elect two Class I Trustees.
NYSE
Highland Opportunities and Income Fund announces its annual shareholder meeting to elect a Class III Trustee and discuss fund matters.

Schedule 13D - Activist Investments

NYSE
Filings reveal significant beneficial ownership changes and recent open market transactions by key stakeholders in Highland Opportunities & Income Fund.
NYSE
Saba Capital Management has increased its beneficial ownership in Highland Opportunities and Income Fund to 10.47%.
NYSE
Saba Capital Management, L.P. has amended its Schedule 13D filing to report an increased beneficial ownership of Highland Opportunities and Income Fund common shares to 9.4%.
NYSE
An amendment to Schedule 13D reveals James D. Dondero and affiliated entities have increased their beneficial ownership in Highland Opportunities & Income Fund through recent open market purchases.
NYSE
Saba Capital Management, L.P. and its affiliates have increased their beneficial ownership in Highland Opportunities and Income Fund to 8.3% through recent open market purchases.
NYSE
Saba Capital Management, L.P. and its affiliates have increased their beneficial ownership in Highland Opportunities and Income Fund to 7.28% through recent open market purchases.
Capital raise

Schedule 13G - Passive Investments

NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a 5.1% beneficial ownership stake in Highland Opportunities & Income Fund.
NYSE
Raymond James & Associates has reported a 4.5% beneficial ownership stake in Highland Opportunities & Income Fund's Common Shares.
NYSE
Thomas J. Herzfeld Advisors, Inc. reported a 5.05% beneficial ownership stake in Highland Opportunities & Income Fund as of September 30, 2025.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a 6.3% beneficial ownership stake in Highland Opportunities & Income Fund.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a passive beneficial ownership of 5.2% in Highland Opportunities & Income Fund as of March 31, 2025.
NYSE
Raymond James & Associates has filed a Schedule 13G, revealing a passive beneficial ownership of 5.1% in Highland Opportunities & Income Fund as of September 30, 2024.