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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
225K+ 457.97% |
$7.81M - $9.91M
|
274K
$3.15M
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.07KNew |
$107K - $135K
|
3.07K
$35.3K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-300- 50.0% |
$10.4K - $13.2K
|
300
$3.45K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.14KNew |
$39.4K - $50K
|
1.14K
$13.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.46KNew |
$155K - $196K
|
4.46K
$51.3K
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-1- 2.0% |
$34.7 - $44
|
49
$563
|
|
Q2 2022 | |||||||
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.95KNew |
$190K - $220K
|
4.95K
$56.9K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-108Closed |
$4.15K - $4.8K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-28Closed |
$1.08K - $1.24K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
11.7KNew |
$449K - $520K
|
11.7K
$134K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.8% |
$307 - $356
|
1.01K
$11.6K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
995+ 11.14% |
$38.2K - $44.2K
|
9.93K
$114K
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
8.48KNew |
$326K - $377K
|
8.48K
$97.5K
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-11.4KClosed |
$438K - $507K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-63.3KClosed |
$2.43M - $2.82M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.27K+ 26.58% |
$48.7K - $56.4K
|
6.04K
$69.4K
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.95KNew |
$344K - $398K
|
8.95K
$103K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.4KNew |
$53.7K - $62.2K
|
1.4K
$16.1K
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-46.3KClosed |
$1.78M - $2.06M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-60- 75.0% |
$2.3K - $2.67K
|
20
$230
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
47.1KNew |
$1.81M - $2.09M
|
47.1K
$541K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-20Closed |
$768 - $889
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-10- 0.32% |
$384 - $445
|
3.14K
$36.1K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.1KNew |
$42.1K - $48.7K
|
1.1K
$12.6K
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.65KClosed |
$294K - $340K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-266KClosed |
$10.2M - $11.8M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-1- 0.02% |
$38.4 - $44.5
|
4.98K
$57.2K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.44KNew |
$55.3K - $64.1K
|
1.44K
$16.6K
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.12K- 23.06% |
$274K - $317K
|
23.8K
$273K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
700+ 5.37% |
$26.9K - $31.1K
|
13.7K
$158K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
36New |
$1.38K - $1.6K
|
36
$414
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-277Closed |
$10.6K - $12.3K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.6KClosed |
$61.5K - $71.1K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15New |
$576 - $667
|
15
$172
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-8.49KClosed |
$326K - $378K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-50Closed |
$1.92K - $2.22K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.01KClosed |
$192K - $223K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-900- 64.29% |
$34.6K - $40K
|
500
$5.75K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
800New |
$30.7K - $35.6K
|
800
$9.19K
|
|
Q1 2022 | |||||||
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
13.9KNew |
$549K - $594K
|
13.9K
$160K
|
|
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
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-18.4KClosed |
$728K - $788K
|
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
|
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
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
66.9KNew |
$2.64M - $2.86M
|
66.9K
$768K
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-16KClosed |
$631K - $682K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-840Closed |
$33.2K - $35.9K
|
0
$0
|