Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.24MNew |
$11.3M - $13.6M
|
1.24M
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
230KNew |
$2.1M - $2.52M
|
230K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
101KNew |
$924K - $1.11M
|
101K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
78.2K+ 8.17% |
$716K - $858K
|
1.04M
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.7K+ 10.79% |
$665K - $798K
|
747K
$9.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28.9K+ 107.91% |
$264K - $317K
|
55.6K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
27.4K+ 4.84% |
$251K - $300K
|
593K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.8KNew |
$209K - $250K
|
22.8K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18.2K+ 35.39% |
$166K - $199K
|
69.5K
$873K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 37.87% |
$109K - $131K
|
43.3K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 1.05% |
$105K - $126K
|
1.11M
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 20.91% |
$103K - $123K
|
65K
$817K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.5KNew |
$96.4K - $116K
|
10.5K
$132K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.5K+ 6.75% |
$41.2K - $49.4K
|
71.2K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.5K+ 1.43% |
$13.7K - $16.5K
|
107K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15KNew |
$10.5K - $12.6K
|
1.15K
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
575+ 16.14% |
$5.26K - $6.31K
|
4.14K
$52K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
455+ 1.94% |
$4.16K - $4.99K
|
23.9K
$300K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
250New |
$2.29K - $2.74K
|
250
$3.14K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72+ 0.17% |
$659 - $790
|
43.1K
$541K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19+ 0.14% |
$174 - $208
|
13.8K
$173K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-250- 0.33% |
$2.29K - $2.74K
|
75.9K
$954K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-387- 57.0% |
$3.54K - $4.25K
|
292
$3.67K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-417- 0.42% |
$3.82K - $4.57K
|
98.8K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-536- 0.8% |
$4.9K - $5.88K
|
66.2K
$831K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.21K- 2.36% |
$11.1K - $13.3K
|
50.1K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.17K- 7.9% |
$29K - $34.8K
|
37K
$464K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.26K- 18.52% |
$29.9K - $35.8K
|
14.4K
$180K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-5.35K- 21.12% |
$49K - $58.7K
|
20K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.82K- 6.37% |
$71.6K - $85.8K
|
115K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.2K- 59.54% |
$120K - $144K
|
8.94K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.2K- 30.69% |
$121K - $145K
|
29.8K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-65.5K- 33.04% |
$599K - $718K
|
133K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-76.3K- 8.42% |
$698K - $837K
|
830K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-123K- 26.15% |
$1.13M - $1.35M
|
348K
$4.37M
|