High Income Securities Fund · Ownership · TradingHolo

High Income Securities Fund · Ownership · TradingHolo

Insider activity

Open-market trades from Form 4 filings

Insiders bought $368.68K and sold $0 in the filings shown.

Date	Name	Role	Type	Shares	Value
Thu, 20 Aug 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	5,000	$26.7K
Wed, 19 Aug 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	10,000	$53.7K
Thu, 6 Aug 2026	GOLDSTEIN PHILLIP	director, other: Affiliate of the Adviser	P-Purchase	819	$4.34K
Thu, 6 Aug 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	819	$4.34K
Wed, 8 Apr 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	600	$3.32K
Tue, 7 Apr 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	5,088	$27.73K
Wed, 18 Mar 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	17,905	$97.76K
Tue, 3 Feb 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	10,000	$60.5K
Mon, 2 Feb 2026	GOLDSTEIN PHILLIP	director, other	P-Purchase	7,514	$45.46K
Fri, 16 Jan 2026	Das Rajeev P	other	P-Purchase	1,628	$10.01K
Thu, 18 Dec 2025	GOLDSTEIN PHILLIP	director	P-Purchase	2,500	$14.98K
Wed, 17 Dec 2025	GOLDSTEIN PHILLIP	director	P-Purchase	800	$4.82K
Tue, 16 Dec 2025	GOLDSTEIN PHILLIP	director	P-Purchase	2,487	$15.02K

Institutional holders

From 13F filings · Tue, 30 Jun 2026

Holder	Shares	% out	Change
LPL Financial LLC	1,440,083	7.7%	+41,870
MORGAN STANLEY	715,049	3.8%	+74,436
RAYMOND JAMES FINANCIAL INC	477,665	2.6%	−5,969
Invesco Ltd.	292,889	1.6%	+17,005
Almitas Capital LLC	209,322	1.1%	+131,515
Saba Capital Management, L.P.	194,477	1.0%	+16,400
Samalin Investment Counsel, LLC	150,363	0.8%	+24,685
Advisors Asset Management, Inc.	119,413	0.6%	+55
RIVERNORTH CAPITAL MANAGEMENT, LLC	101,167	0.5%	−1,396
HARBOUR INVESTMENTS, INC.	96,449	0.5%	−4,477
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	72,147	0.4%	+0
NewEdge Advisors, LLC	61,800	0.3%	—
ABSOLUTE INVESTMENT ADVISERS, LLC	61,363	0.3%	−47,260
MELFA WEALTH MANAGEMENT, INC.