Latest Institutional Transactions on Holly Energy Partners LP (HEP)
This table provides information on the latest institutional transactions involving Holly Energy Partners LP (HEP) 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2K+ 5.6% |
$31.3K - $38K
|
37.7K
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$168K - $213K
|
10.7K
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-2.2K- 15.38% |
$34.8K - $44K
|
12.1K
$0
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-17.4K- 35.92% |
$275K - $347K
|
31K
$0
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
466New |
$7.36K - $9.32K
|
466
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1KClosed |
$15.8K - $20K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-350Closed |
$5.53K - $7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.18K+ 34.18% |
$18.6K - $23.5K
|
4.62K
$0
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-11.3KClosed |
$178K - $225K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-2.2K- 26.19% |
$34.8K - $44K
|
6.2K
$0
|
|
Aug 01, 2022
Q2 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-18KClosed |
$284K - $360K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-300Closed |
$4.74K - $6K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 55.25% |
$3.16K - $4K
|
162
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$15.8K - $20K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.6K- 13.25% |
$25.3K - $32K
|
10.5K
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
469+ 2.1% |
$7.41K - $9.38K
|
22.8K
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
126New |
$1.99K - $2.52K
|
126
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-54Closed |
$853 - $1.08K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$165K - $199K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.3KNew |
$263K - $316K
|
16.3K
$0
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$6.45K - $7.75K
|
400
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-58Closed |
$936 - $1.12K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
43KNew |
$694K - $833K
|
43K
$0
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-886Closed |
$14.3K - $17.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4K- 5.0% |
$64.5K - $77.5K
|
76K
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
900New |
$14.5K - $17.4K
|
900
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-900Closed |
$14.5K - $17.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100Closed |
$1.61K - $1.94K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
449New |
$7.24K - $8.7K
|
449
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.9KClosed |
$173K - $222K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-567- 24.75% |
$9.02K - $11.6K
|
1.72K
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-41.7KClosed |
$664K - $850K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-534Closed |
$8.49K - $10.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
49.5K+ 8.39% |
$788K - $1.01M
|
640K
$0
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.24KClosed |
$19.7K - $25.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-104KClosed |
$1.66M - $2.13M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-44.5KClosed |
$708K - $907K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-212KClosed |
$3.38M - $4.33M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10KNew |
$159K - $204K
|
10K
$0
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$7.95K - $10.2K
|
500
$0
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23.7KClosed |
$377K - $484K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-25Closed |
$398 - $510
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 100.0% |
$15.9 - $20.4
|
2
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5K+ 20.66% |
$199K - $255K
|
73K
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-15.2KClosed |
$267K - $352K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-100- 0.78% |
$1.75K - $2.31K
|
12.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-32.6KClosed |
$570K - $753K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64.1KClosed |
$1.12M - $1.48M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-155KClosed |
$2.72M - $3.59M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-11.9KClosed |
$208K - $274K
|
0
$0
|