HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HEES Share Count | ||||
| Raymond James & Associates | 37,191 | 60,308 | +23,117 | +62.16% |
| Harbour Capital Advisors LLC | 16,955 | 24,700 | +7,745 | +45.68% |
| Diversified Trust Co | 7,236 | 9,524 | +2,288 | +31.62% |
| Global Retirement Partners LLC | 65 | 68 | +3 | +4.62% |
| Raymond James Financial Services Advisors Inc. | 20,676 | 20,724 | +48 | +0.23% |
| 13F Filers Reporting New Positions In HEES | ||||
| Wedge Capital Management L L P NC | 0 | 76,591 | +76,591 | +100% |
| Denali Advisors LLC | 0 | 5,000 | +5,000 | +100% |
| Private Trust Co. NA | 0 | 4 | +4 | +100% |
| Busey Wealth Management | 0 | 3,205 | +3,205 | +100% |
| Verity & Verity LLC | 0 | 167,875 | +167,875 | +100% |
| Allworth Financial LP | 0 | 2 | +2 | +100% |
| BTC Capital Management Inc. | 0 | 9,587 | +9,587 | +100% |
| Ashton Thomas Private Wealth LLC | 0 | 3,147 | +3,147 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| L.M. Kohn & Company | 4,450 | 4,450 | UNCH | 0.00% |
| DekaBank Deutsche Girozentrale | 5,150 | 5,150 | UNCH | 0.00% |
| CWM LLC | 654 | 654 | UNCH | 0.00% |
| Gradient Investments LLC | 150 | 150 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 107 | 107 | UNCH | 0.00% |
| Bfsg LLC | 180 | 180 | UNCH | 0.00% |
| Lindbrook Capital LLC | 120 | 120 | UNCH | 0.00% |
| GAMMA Investing LLC | 31 | 31 | UNCH | 0.00% |
| 13F Filers Decreasing HEES Share Count | ||||
| Amalgamated Bank | 4,563 | 1,092 | -3,471 | -76.07% |
| Assenagon Asset Management S.A. | 353,611 | 97,506 | -256,105 | -72.43% |
| NorthCrest Asset Manangement LLC | 22,700 | 21,800 | -900 | -3.96% |
| Allspring Global Investments Holdings LLC | 3,101 | 3,052 | -49 | -1.58% |
| Zurcher Kantonalbank Zurich Cantonalbank | 10,618 | 10,460 | -158 | -1.49% |
| Bank of New York Mellon Corp | 277,970 | 274,593 | -3,377 | -1.21% |
| 13F Filers Exiting HEES | ||||
| Advisor Resource Council | 5,855 | 0 | -5,855 | -100.00% |
See Summary: Institutional Holders of HEES
See Details: Top 10 Hedge Funds Holding HEES
Also See: HEES Insider Buying
