Highland Opportunities & Income Fund Schedule 13G passive stakes

Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.

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.