Purchases and Sales Made in Q1 2023 in Hawaiian Electric Industries Inc (HE)
This table provides information about the institutional ownership of Hawaiian Electric Industries Inc (HE) during Q1 2023. The information is specifically focused on institutions that hold shares of HAWAIIAN ELECTRIC INDUSTRIES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 0.97% |
$181 - $217
|
523
$4.96K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.9% |
$108 - $130
|
335
$3.18K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.05% |
$108 - $130
|
6.61K
$62.7K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.99% |
$72.2 - $86.9
|
204
$1.93K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.06% |
$72.2 - $86.9
|
3.23K
$30.6K
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.06% |
$36.1 - $43.5
|
1.59K
$15.1K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.19% |
$36.1 - $43.5
|
532
$5.04K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 5.88% |
$36.1 - $43.5
|
18
$171
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$36.1 - $43.5
|
1
$9.48
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 3.33% |
$36.1 - $43.5
|
29
$275
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- 1.01% |
$36.1 - $43.5
|
98
$929
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-4- 0.03% |
$144 - $174
|
14.5K
$137K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 26.32% |
$181 - $217
|
14
$133
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 0.13% |
$181 - $217
|
3.88K
$36.8K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7Closed |
$253 - $304
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 11.76% |
$361 - $435
|
75
$711
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 25.0% |
$506 - $608
|
42
$398
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17- 0.16% |
$614 - $739
|
10.9K
$104K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19- 0.22% |
$686 - $826
|
8.74K
$82.8K
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-22- 0.2% |
$795 - $956
|
11.2K
$106K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-33- 52.38% |
$1.19K - $1.43K
|
30
$284
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-41- 0.66% |
$1.48K - $1.78K
|
6.18K
$58.6K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-44- 97.78% |
$1.59K - $1.91K
|
1
$9.48
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-44- 0.28% |
$1.59K - $1.91K
|
15.7K
$149K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-46- 0.6% |
$1.66K - $2K
|
7.61K
$72.1K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 0.72% |
$2.28K - $2.74K
|
8.74K
$82.8K
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-67- 48.55% |
$2.42K - $2.91K
|
71
$673
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 8.33% |
$2.53K - $3.04K
|
770
$7.3K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-71- 0.3% |
$2.56K - $3.08K
|
23.9K
$227K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-82- 0.64% |
$2.96K - $3.56K
|
12.7K
$121K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.0% |
$3.61K - $4.35K
|
9.88K
$93.6K
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 1.07% |
$3.61K - $4.35K
|
9.27K
$87.9K
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-108- 26.21% |
$3.9K - $4.69K
|
304
$2.88K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-115- 0.51% |
$4.15K - $5K
|
22.4K
$212K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-115- 10.95% |
$4.15K - $5K
|
935
$8.86K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-115- 24.21% |
$4.15K - $5K
|
360
$3.41K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-150- 1.42% |
$5.42K - $6.52K
|
10.4K
$98.6K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-185- 0.85% |
$6.68K - $8.04K
|
21.7K
$206K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-187- 3.23% |
$6.75K - $8.13K
|
5.6K
$53.1K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-198- 1.99% |
$7.15K - $8.6K
|
9.75K
$92.4K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.72% |
$7.22K - $8.69K
|
27.6K
$262K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-233- 3.73% |
$8.42K - $10.1K
|
6.01K
$57K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-241- 1.44% |
$8.7K - $10.5K
|
16.5K
$156K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-260- 0.97% |
$9.39K - $11.3K
|
26.4K
$251K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-263- 3.02% |
$9.5K - $11.4K
|
8.45K
$80.1K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-269- 0.92% |
$9.72K - $11.7K
|
28.9K
$274K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-271- 9.69% |
$9.79K - $11.8K
|
2.53K
$24K
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-294- 5.08% |
$10.6K - $12.8K
|
5.5K
$52.1K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.02% |
$10.8K - $13K
|
29K
$275K
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-324- 2.96% |
$11.7K - $14.1K
|
10.6K
$101K
|