Institutional Owners for HEI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WADE G W & INC | COM | 401 | $657,000 | 3,671 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| OVERSEA-CHINESE BANKING CORP LTD | COM | 402 | $592,502 | 3,659 | 0.00 | 3,659 | +Inf | 09-30-2023 | |
| GULF INTERNATIONAL BANK (UK) LTD | Equity | 403 | $696,000 | 3,647 | 0.02 | 0.02 | -140 | -3.70 | 03-31-2024 |
| BURT WEALTH ADVISORS | COM | 404 | $682,443 | 3,573 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
