Institutional Owners for HEI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | COM | 551 | $278,322 | 1,556 | 0.00 | 0.00 | 19 | 1.24 | 12-31-2023 |
| VALEO FINANCIAL ADVISORS LLC | Stock | 552 | $296,050 | 1,550 | 0.00 | 0.00 | 4 | 0.26 | 03-31-2024 |
| VERSOR INVESTMENTS LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,560 | -62.45 | 03-31-2024 |
| SMITH ANGLIN FINANCIAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,531 | +Inf | 12-31-2023 |
