Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
396K+ 20.52% |
$4.09M - $4.39M
|
2.33M
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
268K+ 34.59% |
$2.77M - $2.97M
|
1.04M
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
128KNew |
$1.32M - $1.42M
|
128K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
47.2K+ 42.86% |
$488K - $523K
|
157K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.7KNew |
$359K - $385K
|
34.7K
$436K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.1KNew |
$353K - $379K
|
34.1K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.7KNew |
$173K - $185K
|
16.7K
$210K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.95K+ 4.82% |
$61.5K - $66K
|
129K
$1.63M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.6K+ 28.92% |
$47.5K - $51K
|
20.5K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.21KNew |
$22.9K - $24.5K
|
2.21K
$27.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2KNew |
$20.7K - $22.2K
|
2K
$25.1K
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1.5K+ 0.17% |
$15.5K - $16.6K
|
869K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
504New |
$5.21K - $5.59K
|
504
$6.33K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
337+ 2.86% |
$3.48K - $3.74K
|
12.1K
$152K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76+ 0.1% |
$786 - $843
|
73.9K
$928K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
39+ 0.14% |
$403 - $433
|
27.1K
$340K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22+ 1.4% |
$227 - $244
|
1.59K
$20K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7+ 0.02% |
$72.4 - $77.6
|
34.1K
$429K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 0.07% |
$1.03K - $1.11K
|
135K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-410- 1.96% |
$4.24K - $4.55K
|
20.5K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-769- 0.57% |
$7.95K - $8.53K
|
134K
$1.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.03K- 0.98% |
$10.7K - $11.4K
|
104K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.23K- 4.78% |
$12.7K - $13.7K
|
24.5K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 2.97% |
$18.6K - $20K
|
58.9K
$740K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 4.92% |
$28.6K - $30.6K
|
53.4K
$670K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.78K- 3.57% |
$28.7K - $30.8K
|
75K
$942K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.1K- 18.9% |
$63K - $67.6K
|
26.2K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.79K- 20.01% |
$70.2K - $75.3K
|
27.1K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12.5K- 21.27% |
$129K - $138K
|
46.1K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 17.91% |
$143K - $153K
|
63.4K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.7K- 17.62% |
$286K - $307K
|
129K
$1.63M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.7K- 17.62% |
$286K - $307K
|
129K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-132K- 15.1% |
$1.37M - $1.46M
|
743K
$9.33M
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-139K- 12.77% |
$1.44M - $1.54M
|
950K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-682K- 31.28% |
$7.05M - $7.57M
|
1.5M
$18.8M
|