Latest Institutional Transactions on Hawaiian Electric Industries Inc (HE)
This table provides information on the latest institutional transactions involving Hawaiian Electric Industries Inc (HE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-300Closed |
$11.8K - $12.8K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-9.55KClosed |
$377K - $408K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-13.5KClosed |
$532K - $576K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-18.4KClosed |
$728K - $788K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.14KClosed |
$84.5K - $91.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.54KClosed |
$219K - $237K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-640Closed |
$25.3K - $27.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-16KClosed |
$631K - $682K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
66.9KNew |
$2.64M - $2.86M
|
66.9K
$704K
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-840Closed |
$33.2K - $35.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-20KClosed |
$790K - $855K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-85Closed |
$3.36K - $3.63K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-231- 81.63% |
$9.12K - $9.87K
|
52
$548
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-5.88KClosed |
$232K - $251K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-4K- 80.0% |
$158K - $171K
|
1K
$10.5K
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10.2KClosed |
$402K - $435K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10K- 18.69% |
$395K - $427K
|
43.5K
$458K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-837Closed |
$33.1K - $35.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-200Closed |
$7.9K - $8.55K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.1KNew |
$280K - $303K
|
7.1K
$74.8K
|
|
Q4 2021 | |||||||
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10Closed |
$380 - $424
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
456New |
$17.3K - $19.4K
|
456
$4.8K
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-2.62KClosed |
$99.5K - $111K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200Closed |
$7.6K - $8.49K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-86.2K- 99.28% |
$3.28M - $3.66M
|
625
$6.58K
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-378Closed |
$14.4K - $16K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-13.3KClosed |
$503K - $562K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-221KClosed |
$8.39M - $9.37M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
500New |
$19K - $21.2K
|
500
$5.27K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743Closed |
$28.2K - $31.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-236Closed |
$8.97K - $10K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2KClosed |
$76K - $84.9K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
200New |
$7.6K - $8.49K
|
200
$2.11K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200New |
$7.6K - $8.49K
|
200
$2.11K
|
|
Feb 07, 2022
Q4 2021
|
Royce & Associates LP
|
SELL
|
- |
-124KClosed |
$4.73M - $5.28M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-850Closed |
$32.3K - $36.1K
|
0
$0
|
|
Q3 2021 | |||||||
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.7KNew |
$477K - $529K
|
11.7K
$123K
|
|
Nov 15, 2021
Q3 2021
|
Inclusive Capital Partners, L.P.
San Francisco, CA |
SELL
|
- |
-517KClosed |
$21.1M - $23.3M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-155Closed |
$6.33K - $7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-11KClosed |
$447K - $495K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106New |
$4.33K - $4.79K
|
106
$1.12K
|
|
Nov 12, 2021
Q3 2021
|
River Road Asset Management, LLC
|
SELL
|
- |
-153KClosed |
$6.23M - $6.9M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$174K - $193K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-43.9KClosed |
$1.79M - $1.98M
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
500New |
$20.4K - $22.6K
|
500
$5.27K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
31.2KNew |
$1.27M - $1.41M
|
31.2K
$329K
|
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
70KNew |
$2.86M - $3.16M
|
70K
$737K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.1KClosed |
$44.7K - $49.5K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-54Closed |
$2.2K - $2.44K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-420Closed |
$17.5K - $19K
|
0
$0
|