Purchases and Sales Made in Q2 2023 in Holly Energy Partners LP (HEP)
This table provides information about the institutional ownership of Holly Energy Partners LP (HEP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
930K+ 74.38% |
$14.8M - $17.3M
|
2.18M
$0
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
930K+ 74.38% |
$14.8M - $17.3M
|
2.18M
$0
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
362K+ 37.14% |
$5.76M - $6.72M
|
1.34M
$0
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
353K+ 7.87% |
$5.61M - $6.56M
|
4.84M
$0
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
187K+ 56011.68% |
$2.98M - $3.48M
|
187K
$0
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
134K+ 1.95% |
$2.13M - $2.49M
|
6.98M
$0
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
71K+ 46.62% |
$1.13M - $1.32M
|
223K
$0
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42.8KNew |
$682K - $797K
|
42.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
38K+ 3.04% |
$605K - $707K
|
1.29M
$0
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35.5KNew |
$565K - $660K
|
35.5K
$0
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.2KNew |
$465K - $543K
|
29.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.6K+ 20.33% |
$439K - $512K
|
163K
$0
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.9K+ 72.85% |
$381K - $444K
|
56.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.6K+ 18.19% |
$280K - $328K
|
114K
$0
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
11.9K+ 4.02% |
$189K - $221K
|
308K
$0
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11.7K+ 2.72% |
$187K - $218K
|
443K
$0
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
8.4KNew |
$134K - $156K
|
8.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.81K+ 0.78% |
$76.6K - $89.5K
|
622K
$0
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.75K+ 2.47% |
$43.8K - $51.1K
|
114K
$0
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.14K+ 8.91% |
$34K - $39.7K
|
26.1K
$0
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.45K+ 3.11% |
$23.1K - $26.9K
|
48.1K
$0
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.25K+ 6.07% |
$19.9K - $23.2K
|
21.9K
$0
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
588+ 13.05% |
$9.36K - $10.9K
|
5.09K
$0
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
484+ 2.34% |
$7.71K - $9K
|
21.2K
$0
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 2.11% |
$4.55K - $5.32K
|
13.9K
$0
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
237+ 2.21% |
$3.77K - $4.41K
|
11K
$0
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$3.18K - $3.72K
|
200
$0
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$3.18K - $3.72K
|
200
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 2.15% |
$239 - $279
|
713
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67- 1.47% |
$1.07K - $1.25K
|
4.5K
$0
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-82- 0.73% |
$1.31K - $1.52K
|
11.1K
$0
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 57.14% |
$1.59K - $1.86K
|
75
$0
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-106- 0.61% |
$1.69K - $1.97K
|
17.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-364- 1.14% |
$5.79K - $6.77K
|
31.7K
$0
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-443- 86.35% |
$7.05K - $8.24K
|
70
$0
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-462- 1.06% |
$7.36K - $8.59K
|
43.1K
$0
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-928- 3.29% |
$14.8K - $17.3K
|
27.3K
$0
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.53K- 21.62% |
$40.3K - $47.1K
|
9.18K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.55K- 0.29% |
$40.6K - $47.4K
|
882K
$0
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.63K- 1.22% |
$57.8K - $67.5K
|
295K
$0
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.55K- 2.54% |
$72.4K - $84.5K
|
175K
$0
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-4.82K- 10.11% |
$76.7K - $89.6K
|
42.8K
$0
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
SELL
|
- |
-5.37K- 10.0% |
$85.5K - $99.8K
|
48.3K
$0
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 4.22% |
$86.9K - $101K
|
124K
$0
|
|
Aug 09, 2023
Q2 2023
|
Strategic Income Management, LLC
Seattle, WA |
SELL
|
- |
-6.4K- 1.41% |
$102K - $119K
|
448K
$0
|
|
Aug 14, 2023
Q2 2023
|
Blackstone Inc
New York, NY |
SELL
|
- |
-8.13K- 0.27% |
$129K - $151K
|
3.02M
$0
|
|
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-11.9K- 37.75% |
$189K - $221K
|
19.6K
$0
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 73.21% |
$477K - $557K
|
11K
$0
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.1K- 2.39% |
$591K - $690K
|
1.51M
$0
|