KA
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Kovack Advisors’s Hess Midstream HESM Stock Holding History

Kovack Advisors’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,000
Closed -$221K – 533
2023
Q4 		$221K Hold
7,000
– – 0.03% 495
2023
Q3 		$204K Hold
7,000
– – 0.03% 485
2023
Q2 		$215K Hold
7,000
– – 0.03% 498
2023
Q1 		$203K Sell
7,000
-1,000
-13% -$29.1K 0.03% 516
2022
Q4 		$239K Hold
8,000
– – 0.04% 470
2022
Q3 		$204K Hold
8,000
– – 0.03% 519
2022
Q2 		$224K Buy
8,000
+1,000
+14% +$30.9K 0.03% 538
2022
Q1 		$210K Buy
+7,000
New +$211K 0.02% 639

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return