United Capital Financial Advisers, LLC Holly Energy Partners LP Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$18.31 - $23.35 $73,240 - $93,400	4,000 Added 22.99%	21,400 $469,000
Q2 2023 Aug 14, 2023	SELL	$15.92 - $18.59 $1,687 - $1,970	-106 Reduced 0.61%	17,400 $321,000
Q1 2023 Aug 14, 2023	BUY	$17.02 - $19.72 $1,804 - $2,090	106 Added 0.61%	17,506 $304,000
Q1 2023 May 15, 2023	BUY	$17.02 - $19.72 $1,804 - $2,090	106 Added 0.61%	17,506 $304,000
Q4 2022 Feb 14, 2023	SELL	$16.85 - $19.61 $32,301 - $37,592	-1,917 Reduced 9.92%	17,400 $315,000
Q3 2022 Nov 14, 2022	BUY	$15.66 - $19.02 $30,020 - $36,461	1,917 Added 11.02%	19,317 $317,000
Q1 2021 May 14, 2021	SELL	$13.73 - $19.72 $192,220 - $276,080	-14,000 Reduced 44.59%	17,400 $333,000
Q4 2020 Feb 17, 2021	SELL	$10.48 - $14.87 $29,344 - $41,636	-2,800 Reduced 8.19%	31,400 $446,000
Q2 2020 Aug 13, 2020	SELL	$11.8 - $17.18 $29,771 - $43,345	-2,523 Reduced 6.87%	34,200 $499,000
Q1 2020 May 15, 2020	SELL	$7.52 - $24.41 $64,671 - $209,926	-8,600 Reduced 18.97%	36,723 $515,000
Q4 2019 Feb 14, 2020	SELL	$21.26 - $25.31 $58,528 - $69,678	-2,753 Reduced 5.73%	45,323 $1 Million
Q3 2019 Nov 14, 2019	BUY	$24.95 - $30.58 $18,787 - $23,026	753 Added 1.59%	48,076 $1.22 Million
Q1 2019 May 14, 2019	BUY	$26.99 - $30.74 $323 - $368	12 Added 0.03%	47,323 $1.28 Million
Q4 2018 Feb 14, 2019	BUY	$27.18 - $32.2 $108,720 - $128,800	4,000 Added 9.24%	47,311 $1.35 Million
Q2 2018 Aug 14, 2018	SELL	$27.25 - $30.17 $109,817 - $121,585	-4,030 Reduced 8.51%	43,311 $1.22 Million
Q1 2018 May 15, 2018	BUY	$26.5 - $33.67 $49,634 - $63,063	1,873 Added 4.12%	47,341 $1.31 Million
Q3 2017 Nov 14, 2017	SELL	$30.32 - $36.0 $5,518 - $6,552	-182 Reduced 0.4%	45,468 $1.52 Million
Q2 2017 Aug 14, 2017	BUY	N/A	45,650	45,650 $1.48 Million

Others Institutions Holding HEP

# of Institutions

Shares Held

438K

Call Options Held

Put Options Held

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About HOLLY ENERGY PARTNERS LP

Ticker HEP
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 126,440,000
Description
Holly Energy Partners, L.P. provides petroleum product and crude oil transportation, terminalling, storage, and throughput services to the petroleum industry in the United States. It operates through two segments, Pipelines and Terminals, and Refinery Processing Unit. The company operates refined product pipelines that transport conventional gas...

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