Purchases and Sales Made in Q3 2023 in Hawaiian Electric Industries Inc (HE)
This table provides information about the institutional ownership of Hawaiian Electric Industries Inc (HE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
100New |
$966 - $3.97K
|
100
$897
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
81New |
$782 - $3.22K
|
81
$727
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 45.67% |
$560 - $2.3K
|
185
$1.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
57+ 43.85% |
$551 - $2.26K
|
187
$1.68K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
40+ 3.33% |
$386 - $1.59K
|
1.24K
$11.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 64.0% |
$155 - $635
|
41
$368
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 2.99% |
$155 - $635
|
552
$4.95K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15+ 2.84% |
$145 - $596
|
543
$4.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 187.5% |
$145 - $596
|
23
$206
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8+ 0.02% |
$77.3 - $318
|
50.9K
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 2.95% |
$67.6 - $278
|
244
$2.19K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 3.43% |
$58 - $238
|
181
$1.62K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 2.82% |
$19.3 - $79.4
|
73
$655
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.85% |
$9.66 - $39.7
|
55
$493
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.15% |
$48.3 - $199
|
3.26K
$29.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 40.0% |
$58 - $238
|
9
$80.7
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 7.64% |
$116 - $477
|
145
$1.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 0.54% |
$184 - $754
|
3.47K
$31.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-38- 37.25% |
$367 - $1.51K
|
64
$574
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-41- 42.27% |
$396 - $1.63K
|
56
$502
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-41- 42.27% |
$396 - $1.63K
|
56
$502
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-57- 0.46% |
$551 - $2.26K
|
12.3K
$110K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-70- 67.96% |
$676 - $2.78K
|
33
$296
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-71- 38.8% |
$686 - $2.82K
|
112
$1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-99- 37.93% |
$956 - $3.93K
|
162
$1.45K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-100- 29.24% |
$966 - $3.97K
|
242
$2.17K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100- 33.33% |
$966 - $3.97K
|
200
$1.79K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-175- 6.57% |
$1.69K - $6.95K
|
2.49K
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-260- 2.0% |
$2.51K - $10.3K
|
12.8K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-325- 1.55% |
$3.14K - $12.9K
|
20.7K
$185K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-330- 35.48% |
$3.19K - $13.1K
|
600
$5.38K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400Closed |
$3.86K - $15.9K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-430- 1.61% |
$4.15K - $17.1K
|
26.3K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-720- 93.51% |
$6.96K - $28.6K
|
50
$449
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.02K- 26.24% |
$9.84K - $40.5K
|
2.87K
$25.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.71K- 99.07% |
$16.5K - $68K
|
16
$144
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 97.24% |
$16.7K - $68.5K
|
49
$440
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.89K- 30.38% |
$18.2K - $75K
|
4.33K
$38.8K
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.3K- 12.37% |
$22.2K - $91.5K
|
16.3K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.44K- 16.2% |
$23.5K - $96.7K
|
12.6K
$113K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.86K- 93.39% |
$27.6K - $113K
|
202
$1.81K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.98K- 4.89% |
$28.8K - $118K
|
58K
$520K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-3.54K- 12.12% |
$34.2K - $140K
|
25.6K
$230K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.79K- 88.34% |
$36.6K - $150K
|
500
$4.49K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.92K- 7.6% |
$37.9K - $156K
|
47.7K
$428K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.92K- 7.6% |
$37.9K - $156K
|
47.7K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.04K- 2.9% |
$39K - $160K
|
135K
$1.21M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.93K- 23.63% |
$47.6K - $196K
|
15.9K
$143K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.23K- 24.15% |
$50.6K - $208K
|
16.4K
$147K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-6.11K- 79.57% |
$59K - $243K
|
1.57K
$14.1K
|