Latest Institutional Purchases of Holly Energy Partners LP (HEP)
This list provides information on the latest institutional transactions involving Holly Energy Partners LP (HEP) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.31K+ 4.09% |
$22.3K - $25.8K
|
33.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.13K+ 2.6% |
$19.2K - $22.2K
|
44.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
150+ 1.45% |
$2.55K - $2.96K
|
10.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
30+ 0.28% |
$511 - $592
|
10.7K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.7KNew |
$147K - $171K
|
8.7K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.5KNew |
$110K - $127K
|
6.5K
$0
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.67K+ 1.41% |
$95.5K - $111K
|
408K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
553New |
$9.32K - $10.8K
|
553
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400New |
$6.74K - $7.84K
|
400
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
35.5KNew |
$556K - $676K
|
35.5K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20.3K+ 36.25% |
$317K - $385K
|
76.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5KNew |
$211K - $256K
|
13.5K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2K+ 5.6% |
$31.3K - $38K
|
37.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
903+ 2.16% |
$14.1K - $17.2K
|
42.7K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800+ 21.3% |
$12.5K - $15.2K
|
4.56K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$3.13K - $3.8K
|
200
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$168K - $213K
|
10.7K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.18K+ 34.18% |
$18.6K - $23.5K
|
4.62K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
469+ 2.1% |
$7.41K - $9.38K
|
22.8K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
466New |
$7.36K - $9.32K
|
466
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
126New |
$1.99K - $2.52K
|
126
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
43KNew |
$694K - $833K
|
43K
$0
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.3KNew |
$263K - $316K
|
16.3K
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
900New |
$14.5K - $17.4K
|
900
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
449New |
$7.24K - $8.7K
|
449
$0
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$6.45K - $7.75K
|
400
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
49.5K+ 8.39% |
$788K - $1.01M
|
640K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5K+ 20.66% |
$199K - $255K
|
73K
$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
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 100.0% |
$15.9 - $20.4
|
2
$0
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$478K - $582K
|
24.9K
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60New |
$629 - $892
|
60
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
CALL |
700New |
$5.26K - $17.1K
|
700
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
900New |
$19.1K - $22.8K
|
900
$0
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
409New |
$8.7K - $10.4K
|
409
$0
|
|
| Q3 2019 | |||||||
|
Oct 25, 2019
Q3 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200New |
$4.99K - $6.12K
|
200
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
89New |
$2.22K - $2.72K
|
89
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.39KNew |
$37K - $40.1K
|
1.39K
$0
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.2KNew |
$248K - $283K
|
9.2K
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
600New |
$16.3K - $19.3K
|
600
$0
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10KNew |
$303K - $360K
|
10K
$0
|
|