Purchases and Sales Made in Q1 2023 in Miller/Howard High Income Equity Fund (HIE)
This table provides information about the institutional ownership of Miller/Howard High Income Equity Fund (HIE) during Q1 2023. The information is specifically focused on institutions that hold shares of Miller/Howard High Income Equity Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
249K+ 20.06% |
$2.35M - $2.8M
|
1.49M
$18.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
196KNew |
$1.85M - $2.2M
|
196K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
119K+ 117.99% |
$1.13M - $1.34M
|
220K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
112K+ 10.82% |
$1.06M - $1.26M
|
1.15M
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
63.7K+ 10.75% |
$602K - $716K
|
656K
$8.24M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.7K+ 42.76% |
$554K - $660K
|
196K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 436.23% |
$171K - $203K
|
22.2K
$279K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 38.61% |
$157K - $187K
|
59.7K
$750K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.3KNew |
$135K - $161K
|
14.3K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8KNew |
$121K - $144K
|
12.8K
$160K
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
11.5K+ 1.38% |
$108K - $129K
|
842K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.3KNew |
$106K - $127K
|
11.3K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
10.4KNew |
$98K - $117K
|
10.4K
$130K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10K+ 95.12% |
$94.7K - $113K
|
20.6K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.21K+ 8.93% |
$58.7K - $69.8K
|
75.7K
$951K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.41K+ 3.39% |
$22.8K - $27.1K
|
73.6K
$924K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.64K+ 2.52% |
$15.5K - $18.4K
|
66.7K
$838K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 4.4% |
$12.4K - $14.7K
|
31.1K
$391K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.02K+ 7.07% |
$9.59K - $11.4K
|
15.4K
$193K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$9.45K - $11.3K
|
1K
$12.6K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
870+ 3.22% |
$8.22K - $9.79K
|
27.9K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500+ 0.47% |
$4.73K - $5.63K
|
107K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
429+ 3.12% |
$4.05K - $4.83K
|
14.2K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
269+ 1.13% |
$2.54K - $3.03K
|
24.1K
$303K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 0.1% |
$605 - $720
|
66.2K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$9.45 - $11.3
|
1
$12.6
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 1.03% |
$28.3 - $33.8
|
289
$3.63K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-509- 44.45% |
$4.81K - $5.73K
|
636
$7.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-522- 0.45% |
$4.93K - $5.87K
|
114K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-805- 0.81% |
$7.61K - $9.06K
|
98K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1K- 5.0% |
$9.45K - $11.3K
|
19K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.7K- 2.24% |
$16.1K - $19.1K
|
74.2K
$932K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.12K- 57.21% |
$48.3K - $57.6K
|
3.83K
$48.1K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.85K- 15.83% |
$55.3K - $65.8K
|
31.1K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.89K- 5.2% |
$65.1K - $77.5K
|
126K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.9K- 22.85% |
$93.5K - $111K
|
33.4K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.6K- 50.94% |
$110K - $131K
|
11.2K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-18.6K- 37.06% |
$175K - $209K
|
31.5K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.6K- 2.03% |
$213K - $254K
|
1.09M
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-27.7K- 49.86% |
$262K - $312K
|
27.9K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.4K- 4.87% |
$344K - $409K
|
710K
$8.92M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-201K- 87.22% |
$1.9M - $2.26M
|
29.4K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-247K- 70.79% |
$2.33M - $2.77M
|
102K
$1.28M
|