Purchases and Sales Made in Q1 2023 in Holly Energy Partners LP (HEP)
This table provides information about the institutional ownership of Holly Energy Partners LP (HEP) during Q1 2023. The information is specifically focused on institutions that hold shares of HOLLY ENERGY PARTNERS LP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
459K+ 42.05% |
$7.81M - $9.05M
|
1.55M
$0
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
392K+ 67.31% |
$6.67M - $7.73M
|
974K
$0
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
137K+ 12.28% |
$2.33M - $2.7M
|
1.25M
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
127K+ 18.0% |
$2.16M - $2.51M
|
834K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.3K+ 95.59% |
$806K - $934K
|
96.9K
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.6K+ 50.72% |
$776K - $899K
|
136K
$0
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.7K+ 1.24% |
$676K - $783K
|
3.25M
$0
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
35.8K+ 331.73% |
$610K - $707K
|
46.6K
$0
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
24.5K+ 0.36% |
$418K - $484K
|
6.85M
$0
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
23K+ 17.79% |
$391K - $454K
|
152K
$0
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.7KNew |
$352K - $408K
|
20.7K
$0
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6K+ 1.43% |
$300K - $347K
|
1.25M
$0
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6K+ 1.43% |
$300K - $347K
|
1.25M
$0
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$257K - $298K
|
15.1K
$0
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$257K - $298K
|
15.1K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1K+ 58.43% |
$257K - $297K
|
40.9K
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$182K - $211K
|
10.7K
$0
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8.63K+ 1.42% |
$147K - $170K
|
617K
$0
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
4.04K+ 1.37% |
$68.8K - $79.7K
|
298K
$0
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.45K+ 11.36% |
$41.7K - $48.3K
|
24K
$0
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.45K+ 0.57% |
$41.6K - $48.2K
|
431K
$0
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.62K+ 16.95% |
$27.6K - $32K
|
11.2K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.32K+ 4.29% |
$22.4K - $26K
|
32.1K
$0
|
|
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
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02K+ 3.75% |
$17.3K - $20.1K
|
28.2K
$0
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
802New |
$13.7K - $15.8K
|
802
$0
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
725+ 5.64% |
$12.3K - $14.3K
|
13.6K
$0
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
345+ 205.36% |
$5.87K - $6.8K
|
513
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
150+ 1.45% |
$2.55K - $2.96K
|
10.5K
$0
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
106+ 0.61% |
$1.8K - $2.09K
|
17.5K
$0
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
106+ 0.61% |
$1.8K - $2.09K
|
17.5K
$0
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105+ 0.08% |
$1.79K - $2.07K
|
129K
$0
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
102+ 0.88% |
$1.74K - $2.01K
|
11.7K
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 133.33% |
$1.7K - $1.97K
|
175
$0
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
30+ 0.28% |
$511 - $592
|
10.7K
$0
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
13+ 1.9% |
$221 - $256
|
696
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 1.9% |
$221 - $256
|
698
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-168- 33.47% |
$2.86K - $3.31K
|
334
$0
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 1.82% |
$3.4K - $3.94K
|
10.8K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-222- 4.64% |
$3.78K - $4.38K
|
4.57K
$0
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-418- 0.95% |
$7.11K - $8.24K
|
43.5K
$0
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-453- 9.14% |
$7.71K - $8.93K
|
4.51K
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-642- 17.35% |
$10.9K - $12.7K
|
3.06K
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 40.0% |
$17K - $19.7K
|
1.5K
$0
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.67K- 1.39% |
$96.4K - $112K
|
402K
$0
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6K- 8.3% |
$102K - $118K
|
66.3K
$0
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.51K- 37.55% |
$128K - $148K
|
12.5K
$0
|
|
May 11, 2023
Q1 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-7.65K- 13.83% |
$130K - $151K
|
47.7K
$0
|