Filing Research | HESS MIDSTREAM LP Institutional Holdings

Snapshot holdings

46 / 46 loaded

#		Instrument	quantity
1	Fractal Investments LLC	Shares	1.2MSH	$43.6M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	187.7KSH	$7.1M
3	Catalyst Capital Advisors LLC	Shares	156.4KSH	$5.9M
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	134.9KSH	$5.1M
5	Castellan Group	Shares	113.0KSH	$4.2M
6	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	88.3KSH	$3.3M
7	Y-Intercept (Hong Kong) Ltd	Shares	77.3KSH	$2.9M
8	NAPLES GLOBAL ADVISORS, LLC	Shares	71.1KSH	$2.7M
9	Gilman Hill Asset Management, LLC	Shares	50.9KSH	$1.9M
10	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	49.8KSH	$1.9M
11	PFG Investments, LLC	Shares	44.7KSH	$1.7M
12	Penbrook Management LLC	Shares	30.1KSH	$1.1M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.1KSH	$1.1M
14	Corps Capital Advisors, LLC	Shares	24.3KSH	$913.8K
15	apricus wealth, LLC	Shares	21.5KSH	$808.4K
16	Adams Asset Advisors, LLC	Shares	20.6KSH	$772.7K
17	Avior Wealth Management, LLC	Shares	17.2KSH	$647.7K
18	Venturi Wealth Management, LLC	Shares	15.8KSH	$595.9K
19	COOPER INVESTORS PTY LTD	Shares	13.2KSH	$497.2K
20	Fideuram Asset Management (Ireland) dac	Shares	11.3KSH	$446.7K
21	Avidian Wealth Enterprises, LLC	Shares	11.8KSH	$444.5K
22	Apollon Wealth Management, LLC	Shares	11.6KSH	$436.0K
23	Stablepoint Partners, LLC	Shares	10.9KSH	$410.8K
24	Diversified Trust Co	Shares	10.2KSH	$384.1K
25	Abel Hall, LLC	Shares	10.0KSH	$376.0K
26	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.3KSH	$348.4K
27	Sequoia Financial Advisors, LLC	Shares	8.7KSH	$327.1K
28	Lee Financial Co	Shares	7.1KSH	$267.3K
29	Farther Finance Advisors, LLC	Shares	6.5KSH	$245.0K
30	SBI Okasan Asset Management Co.Ltd.	Shares	2.8KSH	$104.6K
31	Grove Bank & Trust	Shares	1.0KSH	$37.6K
32	LANARK FINANCIAL, INC.	Shares	485SH	$18.2K
33	Spire Wealth Management	Shares	431SH	$16.2K
34	IFP Advisors, Inc	Shares	385SH	$14.5K
35	CoreCap Advisors, LLC	Shares	300SH	$11.3K
36	LifeSteps Financial, Inc.	Shares	280SH	$10.5K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	200SH	$7.6K
38	Corsicana & Co.	Shares	200SH	$7.5K
39	FIRST HORIZON CORP	Shares	170SH	$6.4K
40	EverSource Wealth Advisors, LLC	Shares	150SH	$5.6K
41	Financial Management Professionals, Inc.	Shares	133SH	$5.0K
42	GAMMA Investing LLC	Shares	121SH	$4.5K
43	Roxbury Financial LLC	Shares	64SH	$2.4K
44	Valued Wealth Advisors LLC	Shares	16SH	$602
45	CHICKASAW CAPITAL MANAGEMENT LLC	Shares	12.0KSH	$451
46	Capital Advisors, Ltd. LLC	Shares	817SH	$31

Manager changes2026-06-30 vs 2026-03-31

50 / 50 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+15.6K	+$544.1K	$1.9M
2	Fideuram Asset Management (Ireland) dac new	Shares	+11.3K	+$446.7K	$446.7K
3	Avidian Wealth Enterprises, LLC new	Shares	+11.8K	+$444.5K	$444.5K
4	Castellan Group added	Shares	+14.1K	+$406.4K	$4.2M
5	Catalyst Capital Advisors LLC added	Shares	+12.8K	+$299.7K	$5.9M
6	Gilman Hill Asset Management, LLC added	Shares	+4.2K	+$97.5K	$1.9M
7	PFG Investments, LLC added	Shares	+2.8K	+$52.2K	$1.7M
8	Farther Finance Advisors, LLC added	Shares	+1.1K	+$40.1K	$245.0K
9	Grove Bank & Trust new	Shares	+1.0K	+$37.6K	$37.6K
10	LifeSteps Financial, Inc. new	Shares	+280	+$10.5K	$10.5K
11	Corsicana & Co. new	Shares	+200	+$7.5K	$7.5K
12	Roxbury Financial LLC new	Shares	+64	+$2.4K	$2.4K
13	Stablepoint Partners, LLC added	Shares	+410	+$2.1K	$410.8K
14	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$31
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$66	$7.6K
16	Financial Management Professionals, Inc. added	Shares	+2	-$67	$5.0K
17	GAMMA Investing LLC unchanged	Shares	0	-$153	$4.5K
18	Spire Wealth Management added	Shares	+9	-$217	$16.2K
19	CoreCap Advisors, LLC unchanged	Shares	0	-$381	$11.3K
20	CHICKASAW CAPITAL MANAGEMENT LLC trimmed	Shares	-11.5K	-$461	$451
21	Valued Wealth Advisors LLC trimmed	Shares	-19	-$759	$602
22	Sound Income Strategies, LLC exited	Shares	-20	-$762	$0
23	EverSource Wealth Advisors, LLC trimmed	Shares	-18	-$891	$5.6K
24	FIRST HORIZON CORP trimmed	Shares	-22	-$1.1K	$6.4K
25	LANARK FINANCIAL, INC. trimmed	Shares	-85	-$3.9K	$18.2K
26	Venturi Wealth Management, LLC added	Shares	+379	-$5.4K	$595.9K
27	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	-$6.0K	$104.6K
28	Lee Financial Co unchanged	Shares	0	-$9.0K	$267.3K
29	Apollon Wealth Management, LLC added	Shares	+100	-$10.8K	$436.0K
30	Sequoia Financial Advisors, LLC unchanged	Shares	0	-$11.0K	$327.1K
31	Abel Hall, LLC unchanged	Shares	0	-$12.7K	$376.0K
32	Diversified Trust Co unchanged	Shares	0	-$13.0K	$384.1K
33	Avior Wealth Management, LLC unchanged	Shares	0	-$21.9K	$647.7K
34	Adams Asset Advisors, LLC unchanged	Shares	0	-$26.1K	$772.7K
35	apricus wealth, LLC unchanged	Shares	0	-$27.3K	$808.4K
36	Corps Capital Advisors, LLC unchanged	Shares	0	-$30.9K	$913.8K
37	IFP Advisors, Inc trimmed	Shares	-916	-$36.1K	$14.5K
38	Penbrook Management LLC unchanged	Shares	0	-$38.2K	$1.1M
39	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-995	-$50.5K	$348.4K
40	NAPLES GLOBAL ADVISORS, LLC added	Shares	+750	-$61.2K	$2.7M
41	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.8K	-$100.1K	$5.1M
42	Seelaus Asset Management LLC exited	Shares	-5.3K	-$206.0K	$0
43	Stokes Capital Advisors, LLC exited	Shares	-5.7K	-$223.3K	$0
44	INVESTMENT MANAGEMENT CORP /VA/ /ADV exited	Shares	-13.0K	-$505.9K	$0
45	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-7.3K	-$523.1K	$7.1M
46	COOPER INVESTORS PTY LTD trimmed	Shares	-13.9K	-$557.8K	$497.2K
47	SPIRIT OF AMERICA MANAGEMENT CORP/NY trimmed	Shares	-11.5K	-$559.2K	$3.3M
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-24.9K	-$973.1K	$1.1M
49	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-31.0K	-$1.3M	$2.9M
50	Fractal Investments LLC trimmed	Shares	-24.8K	-$2.4M	$43.6M