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HEP

Holly Energy Partners, L.P.
HEP

Delisted

HEP was delisted on the 30th of November, 2023.

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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
51
Grassi Investment Management
California
$403K +$404K +10,600 New
SIC
52
Salem Investment Counselors
North Carolina
$399K +$400K +10,500 New
AQR Capital Management
53
AQR Capital Management
Connecticut
$363K +$363K +9,530 New
SWM
54
Segment Wealth Management
Texas
$358K +$358K +9,400 New
GLA
55
Great Lakes Advisors
Illinois
$354K +$355K +9,301 New
YCM
56
Yorkville Capital Management
New York
$335K +$335K +8,796 New
WJA
57
Williams Jones & Associates
New York
$332K +$333K +8,740 New
FSA
58
Financial Sense Advisors
California
$292K +$294K +7,700 New
LW
59
Linscomb Wealth
Texas
$261K +$262K +6,860 New
Barclays
60
Barclays
United Kingdom
$253K +$254K +6,656 New
GG
61
Gofen & Glossberg
Illinois
$246K +$247K +6,480 New
ECM
62
Estabrook Capital Management
New York
$236K +$236K +6,201 New
Group One Trading
63
Group One Trading
Illinois
$234K +$234K +6,145 New
NPC
64
National Planning Corporation
California
$230K +$230K +6,028 New
BWP
65
Baldwin Wealth Partners
Massachusetts
$228K +$229K +6,000 New
AG
66
Aperio Group
California
$225K +$225K +5,902 New
NIM
67
NXG Investment Management
Texas
$219K +$219K +5,752 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$205K +$205K +5,379 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$190K +$191K +5,000 New
US Bancorp
70
US Bancorp
Minnesota
$182K +$182K +4,774 New
KPCM
71
Kings Point Capital Management
New York
$175K +$175K +4,600 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$118K +$118K +3,090 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$65.8K +1,725 New
RNS
74
Robert N. Shapiro
$46K +$45.8K +1,200 New
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$42K +$41.9K +1,100 New
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