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HEP
Holly Energy Partners, L.P.
Delisted
HEP was delisted on the 30th of November, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 101 |
II
101
Inspire Investing
Meridian,
Idaho
| – | -$203K | -13,888 | Closed |
|
| 102 |
AIA
102
Avalon Investment & Advisory
Houston,
Texas
| – | -$152K | -10,449 | Closed |
|
| 103 |
TC
103
Truvestments Capital
Sarasota,
Florida
| – | -$127K | -8,744 | Closed |
|
| 104 |
RDWM
104
Red Door Wealth Management
Memphis,
Tennessee
| – | -$45K | -3,096 | Closed |
|
| 105 |
LC
105
Lindbrook Capital
Calabasas,
California
| – | -$35K | -2,389 | Closed |
|
| 106 |
PAG
106
Private Advisor Group
Morristown,
New Jersey
| – | -$32K | -2,200 | Closed |
|
| 107 |
KPCM
107
Kings Point Capital Management
Great Neck,
New York
| – | -$29K | -2,000 | Closed |
|
| 108 |
SF
108
Synovus Financial
Columbus,
Georgia
| – | -$23K | -1,576 | Closed |
|
| 109 |
MMG
109
Monetary Management Group
St Louis,
Missouri
| – | -$20K | -1,400 | Closed |
|
| 110 |
PH
110
Pinnacle Holdings
Tulsa,
Oklahoma
| – | -$7.79K | -534 | Closed |
|
| 111 |
CAN
111
Cetera Advisor Networks
El Segundo,
California
| – | -$3K | -200 | Closed |
|