Latest Institutional Purchases of Hawaiian Electric Industries Inc (HE)
This list provides information on the latest institutional transactions involving Hawaiian Electric Industries Inc (HE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.44KNew |
$55.3K - $64.1K
|
1.44K
$14.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.4KNew |
$53.7K - $62.2K
|
1.4K
$14.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.27K+ 26.58% |
$48.7K - $56.4K
|
6.04K
$61.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.1KNew |
$42.1K - $48.7K
|
1.1K
$11.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
995+ 11.14% |
$38.2K - $44.2K
|
9.93K
$101K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
800New |
$30.7K - $35.6K
|
800
$8.17K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
700+ 5.37% |
$26.9K - $31.1K
|
13.7K
$140K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
36New |
$1.38K - $1.6K
|
36
$368
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15New |
$576 - $667
|
15
$153
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.8% |
$307 - $356
|
1.01K
$10.3K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
66.9KNew |
$2.64M - $2.86M
|
66.9K
$683K
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
13.9KNew |
$549K - $594K
|
13.9K
$142K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.1KNew |
$280K - $303K
|
7.1K
$72.5K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
500New |
$19K - $21.2K
|
500
$5.11K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
456New |
$17.3K - $19.4K
|
456
$4.66K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
200New |
$7.6K - $8.49K
|
200
$2.04K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200New |
$7.6K - $8.49K
|
200
$2.04K
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
70KNew |
$2.86M - $3.16M
|
70K
$715K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
31.2KNew |
$1.27M - $1.41M
|
31.2K
$319K
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.7KNew |
$477K - $529K
|
11.7K
$119K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
500New |
$20.4K - $22.6K
|
500
$5.11K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106New |
$4.33K - $4.79K
|
106
$1.08K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 5.08% |
$9.92K - $13.4K
|
6.2K
$63.3K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
First Bank & Trust
|
BUY
|
- |
1.2KNew |
$39K - $45.9K
|
1.2K
$12.3K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
500New |
$16.3K - $19.1K
|
500
$5.11K
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
930New |
$30.2K - $34.8K
|
930
$9.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
600New |
$19.5K - $22.5K
|
600
$6.13K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
250New |
$8.78K - $11.4K
|
250
$2.55K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18+ 0.88% |
$632 - $821
|
2.07K
$21.1K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.68KNew |
$115K - $127K
|
2.68K
$27.4K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$25.8K - $28.5K
|
600
$6.13K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
15.3KNew |
$665K - $700K
|
15.3K
$157K
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$4.33K - $4.56K
|
100
$1.02K
|
|
| Q2 2019 | |||||||
|
Aug 01, 2019
Q2 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.58KNew |
$105K - $114K
|
2.58K
$26.4K
|
|
|
Aug 15, 2019
Q2 2019
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
464New |
$18.8K - $20.4K
|
464
$4.74K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
31.1KNew |
$1.07M - $1.12M
|
31.1K
$317K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
20.2KNew |
$694K - $730K
|
20.2K
$206K
|
|
|
Nov 14, 2018
Q3 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10.2KNew |
$351K - $369K
|
10.2K
$104K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74.4KNew |
$2.36M - $2.65M
|
74.4K
$760K
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 3275.0% |
$345K - $387K
|
11.2K
$114K
|
|
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
400New |
$12.7K - $14.2K
|
400
$4.08K
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.77KNew |
$59.4K - $67.7K
|
1.77K
$18K
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
188New |
$6.32K - $7.21K
|
188
$1.92K
|
|
| Q3 2017 | |||||||
|
Oct 13, 2017
Q3 2017
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.7KNew |
$220K - $231K
|
6.7K
$68.4K
|
|
|
Nov 08, 2017
Q3 2017
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.5KNew |
$49.4K - $51.6K
|
1.5K
$15.3K
|
|
|
Oct 17, 2017
Q3 2017
|
Founders Capital Management
|
BUY
|
- |
150New |
$4.94K - $5.16K
|
150
$1.53K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
7.68KNew |
N/A
|
7.68K
$78.4K
|
|