Latest Institutional Transactions on Hawaiian Electric Industries Inc (HE)
This table provides information on the latest institutional transactions involving Hawaiian Electric Industries Inc (HE) 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
17+ 0.27% |
$614 - $739
|
6.39K
$52.3K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
15.5KNew |
$559K - $672K
|
15.5K
$127K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-115- 10.95% |
$4.15K - $5K
|
935
$7.65K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.6MNew |
$57.8M - $69.5M
|
1.6M
$13.1M
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
8.08KNew |
$292K - $351K
|
8.08K
$66.1K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$36.1 - $43.5
|
1
$8.18
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.95KNew |
$70.3K - $84.6K
|
1.95K
$15.9K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-749- 50.1% |
$27.1K - $32.5K
|
746
$6.1K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 3.33% |
$36.1 - $43.5
|
29
$237
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 5.88% |
$36.1 - $43.5
|
18
$147
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.6K- 45.85% |
$238K - $287K
|
7.8K
$63.8K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.67KNew |
$241K - $290K
|
6.67K
$54.5K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-46- 0.6% |
$1.66K - $2K
|
7.61K
$62.2K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
300New |
$10.8K - $13K
|
300
$2.45K
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-67- 48.55% |
$2.42K - $2.91K
|
71
$581
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.9% |
$108 - $130
|
335
$2.74K
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 1.07% |
$3.61K - $4.35K
|
9.27K
$75.9K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
426New |
$15.4K - $18.5K
|
426
$3.48K
|
|
Q4 2022 | |||||||
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200Closed |
$6.75K - $8.45K
|
0
$0
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44+ 0.5% |
$1.49K - $1.86K
|
8.8K
$72K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
219+ 17.95% |
$7.39K - $9.25K
|
1.44K
$11.8K
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$189K - $237K
|
5.6K
$45.8K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107New |
$3.61K - $4.52K
|
107
$875
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2KNew |
$67.5K - $84.5K
|
2K
$16.4K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-42.3K- 66.1% |
$1.43M - $1.79M
|
21.7K
$178K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.4KNew |
$216K - $270K
|
6.4K
$52.3K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$16.9K - $21.1K
|
500
$4.09K
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
14.3KNew |
$483K - $604K
|
14.3K
$117K
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
8.07K+ 46.95% |
$272K - $341K
|
25.3K
$207K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
600New |
$20.3K - $25.4K
|
600
$4.91K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.87KNew |
$266K - $333K
|
7.87K
$64.4K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.28KNew |
$178K - $223K
|
5.28K
$43.2K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.01KNew |
$169K - $212K
|
5.01K
$40.9K
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
11.6KNew |
$391K - $489K
|
11.6K
$94.7K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-885- 1.74% |
$29.9K - $37.4K
|
49.9K
$409K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.9KNew |
$199K - $249K
|
5.9K
$48.3K
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-554- 0.4% |
$18.7K - $23.4K
|
136K
$1.12M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 4.14% |
$506K - $633K
|
377K
$3.08M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-250- 2.83% |
$8.44K - $10.6K
|
8.57K
$70.1K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 16.67% |
$101 - $127
|
15
$123
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-971- 96.33% |
$32.8K - $41K
|
37
$303
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-65- 29.15% |
$2.19K - $2.75K
|
158
$1.29K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
5.43KNew |
$183K - $229K
|
5.43K
$44.4K
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.12KNew |
$274K - $343K
|
8.12K
$66.4K
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-200- 0.48% |
$6.75K - $8.45K
|
41.6K
$340K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
309New |
$10.4K - $13.1K
|
309
$2.53K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$135 - $169
|
4
$32.7
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
93New |
$3.14K - $3.93K
|
93
$761
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
143New |
$4.96K - $6.29K
|
143
$1.17K
|