HEP(HEP)
HEP
Institutional Ownership
Top 36 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Strategic Income Management, LLC | 377.73K | Sep 30, 23 | -69.92K | 0.30% |
| ROOSEVELT INVESTMENT GROUP LLC | 37.70K | Sep 30, 22 | +2.00K | 0.03% |
| Salient Capital Advisors, LLC | 35.52K | Sep 30, 22 | +35.52K | 0.03% |
| HYA Advisors, Inc | 22.78K | Jun 30, 22 | +469 | 0.02% |
| Carroll Financial Associates, Inc. | 721 | Dec 31, 21 | -- | 0.00% |
| Crescent Capital Consulting, LLC | 500 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -318 | -- |
| QS Investors, LLC | -- | Jun 30, 21 | -38.40K | -- |
| Winslow, Evans & Crocker, Inc. | 3.70K | Dec 31, 20 | -- | 0.00% |
| Harvest Fund Advisors LLC | 378.33K | Mar 31, 20 | +370.53K | 0.30% |
| PWMCO, LLC | 20.00K | Mar 31, 20 | -- | 0.02% |
| Brookfield Public Securities Group LLC | -- | Mar 31, 20 | -1.35M | -- |
| Advisor Group, Inc. | 6.06K | Dec 31, 19 | +757 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.92K | Dec 31, 19 | +13 | 0.00% |
| BP CAPITAL FUND ADVISORS, LLC | -- | Dec 31, 19 | -4.39K | -- |
| WILLIAMS JONES & ASSOCIATES LLC | 12.75K | Jun 30, 19 | -5.26K | 0.01% |
| OppenheimerFunds, Inc. | 6.10M | Mar 31, 19 | -162.07K | 4.83% |
| Global X Management CO LLC | 32.92K | Jun 30, 18 | +4.36K | 0.03% |
| Edge Advisors, LLC | 15.07K | Jun 30, 18 | -946 | 0.01% |
| PEAK6 Group LLC | 1.80K | Jun 30, 18 | +1.53K | 0.00% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -1.19K | -- |
| SPOT TRADING L.L.C. | -- | Sep 30, 17 | -5.53K | -- |
| WFG Advisors, LP | 300 | Jun 30, 17 | -- | 0.00% |
| Perkins Investment Management, LLC | 20.00K | Mar 31, 17 | -- | 0.02% |
| Spot Trading L.L.C | 4.58K | Mar 31, 17 | +3.53K | 0.00% |
| CenterStar Fund, LLC | 1.48K | Dec 31, 16 | +1.48K | 0.00% |
| MSI Financial Services Inc | 1.12K | Dec 31, 16 | +407 | 0.00% |
| TIEDEMANN TRUST CO | 452.80K | Jun 30, 16 | +452.27K | 0.36% |
| Gupta Wealth Management LLC | 850 | Mar 31, 16 | +850 | 0.00% |
| GREEN ARROW CAPITAL MANAGEMENT LLC | -- | Sep 30, 15 | -92.00K | -- |
| Keel Point Advisors, LLC | 8.00K | Dec 31, 14 | +8.00K | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | -- | Dec 31, 14 | -300 | -- |
| UBS AG | 1.30M | Sep 30, 14 | +1.19K | 1.03% |
| GRASSI INVESTMENT MANAGEMENT LLC | 10.60K | Mar 31, 14 | -- | 0.01% |
| Jane Street Holding, LLC | 9.98K | Dec 31, 13 | -1.72K | 0.01% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -29.25K | -- |