Purchases and Sales Made in Q3 2020 in Holly Energy Partners LP (HEP)
This table provides information about the institutional ownership of Holly Energy Partners LP (HEP) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
996KNew |
$12.1M - $15.9M
|
996K
$0
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
572K+ 11.8% |
$6.94M - $9.13M
|
5.42M
$0
|
|
Nov 13, 2020
Q3 2020
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
266KNew |
$3.22M - $4.25M
|
266K
$0
|
|
Nov 12, 2020
Q3 2020
|
Barclays PLC
London, X0 |
BUY
|
- |
200K+ 1728.2% |
$2.43M - $3.19M
|
211K
$0
|
|
Nov 16, 2020
Q3 2020
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
144KNew |
$1.75M - $2.3M
|
144K
$0
|
|
Nov 16, 2020
Q3 2020
|
Salient Capital Advisors, LLC
|
BUY
|
- |
116K+ 350.47% |
$1.41M - $1.86M
|
150K
$0
|
|
Oct 13, 2020
Q3 2020
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
96.8K+ 55.17% |
$1.17M - $1.55M
|
272K
$0
|
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
88.1K+ 4.63% |
$1.07M - $1.41M
|
1.99M
$0
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
82.8K+ 6.25% |
$1M - $1.32M
|
1.41M
$0
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
78.9K+ 44.85% |
$957K - $1.26M
|
255K
$0
|
|
Nov 13, 2020
Q3 2020
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
50.4KNew |
$611K - $805K
|
50.4K
$0
|
|
Nov 03, 2020
Q3 2020
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
46KNew |
$558K - $735K
|
46K
$0
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.5K+ 2.96% |
$419K - $551K
|
1.2M
$0
|
|
Nov 13, 2020
Q3 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.7K+ 1291.96% |
$372K - $490K
|
33.1K
$0
|
|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
27.6K+ 26.53% |
$334K - $440K
|
131K
$0
|
|
Nov 12, 2020
Q3 2020
|
Roosevelt Investment Group LLC
|
BUY
|
- |
23.7KNew |
$288K - $379K
|
23.7K
$0
|
|
Nov 16, 2020
Q3 2020
|
Blackstone Inc
New York, NY |
BUY
|
- |
20.5K+ 5.85% |
$248K - $327K
|
370K
$0
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9KNew |
$156K - $206K
|
12.9K
$0
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6K+ 463.6% |
$128K - $169K
|
12.9K
$0
|
|
Oct 30, 2020
Q3 2020
|
Miller Howard Investments Inc
|
BUY
|
- |
9.38K+ 2.67% |
$114K - $150K
|
361K
$0
|
|
Nov 13, 2020
Q3 2020
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6.8K+ 53.29% |
$82.5K - $109K
|
19.6K
$0
|
|
Nov 12, 2020
Q3 2020
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6.33K+ 1.87% |
$76.8K - $101K
|
345K
$0
|
|
Nov 13, 2020
Q3 2020
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
5.09K+ 17.52% |
$61.7K - $81.3K
|
34.1K
$0
|
|
Nov 12, 2020
Q3 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.09K+ 17.52% |
$61.7K - $81.3K
|
34.1K
$0
|
|
Nov 02, 2020
Q3 2020
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.91K+ 24.88% |
$47.4K - $62.4K
|
19.6K
$0
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.85K+ 14.69% |
$34.6K - $45.5K
|
22.3K
$0
|
|
Nov 05, 2020
Q3 2020
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2.8K+ 2.75% |
$34K - $44.7K
|
105K
$0
|
|
Nov 19, 2020
Q3 2020
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.56KNew |
$18.9K - $24.9K
|
1.56K
$0
|
|
Nov 10, 2020
Q3 2020
|
South State Corp
|
BUY
|
- |
600New |
$7.28K - $9.58K
|
600
$0
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
395New |
$4.79K - $6.31K
|
395
$0
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
332New |
$4.03K - $5.3K
|
332
$0
|
|
Oct 19, 2020
Q3 2020
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
260+ 10.38% |
$3.15K - $4.15K
|
2.77K
$0
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
234+ 1.74% |
$2.84K - $3.74K
|
13.7K
$0
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
114New |
$1.38K - $1.82K
|
114
$0
|
|
Oct 13, 2020
Q3 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47+ 1.21% |
$570 - $751
|
3.93K
$0
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 2.27% |
$546 - $719
|
2.03K
$0
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2+ 2.99% |
$24.3 - $31.9
|
69
$0
|
|
Oct 29, 2020
Q3 2020
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-26- 0.05% |
$315 - $415
|
50.2K
$0
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-45- 0.07% |
$546 - $719
|
64.8K
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-200Closed |
$2.43K - $3.19K
|
0
$0
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-430- 68.25% |
$5.22K - $6.87K
|
200
$0
|
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-534Closed |
$6.48K - $8.53K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.4KClosed |
$17K - $22.4K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.43K- 15.39% |
$17.3K - $22.8K
|
7.86K
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.58KClosed |
$19.1K - $25.2K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.69K- 11.49% |
$20.5K - $27K
|
13K
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.2KClosed |
$26.7K - $35.1K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.39KClosed |
$29K - $38.2K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.5K- 13.28% |
$30.3K - $39.9K
|
16.3K
$0
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.1KClosed |
$37.6K - $49.4K
|
0
$0
|