Latest Institutional Transactions on Miller/Howard High Income Equity Fund (HIE)
This table provides information on the latest institutional transactions involving Miller/Howard High Income Equity Fund (HIE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.76KNew |
$16.7K - $18.9K
|
1.76K
$22.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
504New |
$4.79K - $5.4K
|
504
$6.33K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
150New |
$1.48K - $1.57K
|
150
$1.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.3K- 43.19% |
$101K - $108K
|
13.5K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14.3KNew |
$141K - $150K
|
14.3K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1K- 5.0% |
$9.87K - $10.5K
|
19K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.61K- 34.38% |
$85K - $90.2K
|
16.4K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.42K- 25.03% |
$53.5K - $56.8K
|
16.2K
$204K
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
8.27K+ 39.55% |
$81.7K - $86.7K
|
29.2K
$367K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 127.21% |
$137K - $149K
|
25.4K
$319K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.55KNew |
$14.9K - $16.2K
|
1.55K
$19.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-247K- 70.79% |
$2.33M - $2.77M
|
102K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500+ 0.47% |
$4.73K - $5.63K
|
107K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-201K- 87.22% |
$1.9M - $2.26M
|
29.4K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8KNew |
$121K - $144K
|
12.8K
$160K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
10.4KNew |
$98K - $117K
|
10.4K
$130K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$9.45K - $11.3K
|
1K
$12.6K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
250New |
$2.29K - $2.74K
|
250
$3.14K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.5K+ 20.65% |
$31.2K - $37.3K
|
20.5K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.18K- 1.74% |
$37.2K - $44.5K
|
236K
$2.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-200- 1.81% |
$1.78K - $2.13K
|
10.9K
$136K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.57KNew |
$14.3K - $17.8K
|
1.57K
$19.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-12.1KClosed |
$111K - $138K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-26.1KClosed |
$238K - $296K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-14.3K- 92.26% |
$130K - $162K
|
1.2K
$15.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.3K- 13.22% |
$11.8K - $14.7K
|
8.53K
$107K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.7KClosed |
$15.5K - $19.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
50New |
$456 - $567
|
50
$628
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5Closed |
$51.3 - $56.1
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
25KNew |
$257K - $280K
|
25K
$314K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11KClosed |
$113K - $123K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-948Closed |
$9.02K - $10.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-63.2KClosed |
$601K - $672K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$98K - $110K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-11.2KClosed |
$107K - $119K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.01KClosed |
$9.64K - $10.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.7KClosed |
$131K - $146K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-27.3KClosed |
$260K - $290K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3KClosed |
$28.6K - $31.7K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-31.9KClosed |
$304K - $338K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-31.1KClosed |
$298K - $333K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-15.6KClosed |
$150K - $168K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Matisse Capital
|
SELL
|
- |
-560KClosed |
$5.38M - $6.01M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Golden Green, Inc.
|
SELL
|
- |
-54.1KClosed |
$519K - $580K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$1.34K - $1.5K
|
140
$1.76K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23KClosed |
$175K - $220K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.1KClosed |
$230K - $289K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3KClosed |
$17.6K - $24.5K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.3KClosed |
$84.1K - $117K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|