Purchases and Sales Made in Q2 2023 in Hawaiian Electric Industries Inc (HE)
This table provides information about the institutional ownership of Hawaiian Electric Industries Inc (HE) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
123+ 0.88% |
$4.37K - $4.88K
|
14.1K
$133K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
110+ 229.17% |
$3.91K - $4.36K
|
158
$1.5K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
103+ 1.12% |
$3.66K - $4.08K
|
9.26K
$87.8K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
93+ 145.31% |
$3.31K - $3.69K
|
157
$1.49K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
93+ 64.58% |
$3.31K - $3.69K
|
237
$2.25K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85+ 86.73% |
$3.02K - $3.37K
|
183
$1.73K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
72+ 0.86% |
$2.56K - $2.85K
|
8.46K
$80.2K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
71New |
$2.52K - $2.81K
|
71
$673
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
70+ 212.12% |
$2.49K - $2.77K
|
103
$976
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
64+ 0.26% |
$2.28K - $2.54K
|
24.4K
$231K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
62New |
$2.2K - $2.46K
|
62
$588
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
60+ 0.96% |
$2.13K - $2.38K
|
6.32K
$59.9K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
56+ 136.59% |
$1.99K - $2.22K
|
97
$920
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
56+ 136.59% |
$1.99K - $2.22K
|
97
$920
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 2.19% |
$1.32K - $1.47K
|
1.73K
$16.4K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 1.49% |
$1.21K - $1.35K
|
2.31K
$21.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 0.99% |
$1.14K - $1.27K
|
3.26K
$30.9K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 36.0% |
$960 - $1.07K
|
102
$967
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
26+ 4.88% |
$925 - $1.03K
|
559
$5.3K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 7.21% |
$818 - $912
|
342
$3.24K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.55% |
$676 - $753
|
3.49K
$33.1K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 15.04% |
$605 - $674
|
130
$1.23K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
16+ 0.29% |
$569 - $634
|
5.62K
$53.2K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15+ 0.19% |
$533 - $595
|
8.07K
$76.5K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.05% |
$498 - $555
|
26.5K
$251K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.05% |
$498 - $555
|
26.5K
$251K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14+ 0.4% |
$498 - $555
|
3.48K
$33K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$284 - $317
|
8
$75.8
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 0.96% |
$178 - $198
|
528
$5.01K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.13% |
$178 - $198
|
3.88K
$36.8K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.75% |
$142 - $159
|
536
$5.08K
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 0.13% |
$71.1 - $79.3
|
1.59K
$15.1K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.76% |
$71.1 - $79.3
|
265
$2.51K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.14% |
$35.6 - $39.6
|
15
$142
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.89% |
$35.6 - $39.6
|
54
$512
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 16.67% |
$178 - $198
|
25
$237
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 33.33% |
$213 - $238
|
12
$114
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10- 0.12% |
$356 - $396
|
8.34K
$79.1K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19- 0.09% |
$676 - $753
|
21.7K
$205K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-20- 0.1% |
$711 - $793
|
21K
$199K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-29- 14.22% |
$1.03K - $1.15K
|
175
$1.66K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-30- 0.45% |
$1.07K - $1.19K
|
6.63K
$62.8K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-30- 7.5% |
$1.07K - $1.19K
|
370
$3.51K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-36- 0.17% |
$1.28K - $1.43K
|
21.5K
$204K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 81.82% |
$1.28K - $1.43K
|
8
$75.8
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44- 0.5% |
$1.56K - $1.74K
|
8.76K
$83K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-52- 0.15% |
$1.85K - $2.06K
|
34K
$323K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-57- 5.12% |
$2.03K - $2.26K
|
1.06K
$10K
|