Latest Institutional Transactions on Helmerich & Payne, Inc. (HP)
This table provides information on the latest institutional transactions involving Helmerich & Payne, Inc. (HP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
125+ 265.96% |
$4.29K - $5.75K
|
172
$3.13K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 35.14% |
$891 - $1.19K
|
48
$872
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.95KNew |
$204K - $273K
|
5.95K
$108K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 10.26% |
$274 - $368
|
70
$1.27K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 4.35% |
$34.3 - $46
|
24
$436
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-745- 1.37% |
$25.5K - $34.2K
|
53.8K
$978K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
95New |
$3.26K - $4.37K
|
95
$1.73K
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-10.2K- 33.22% |
$349K - $467K
|
20.4K
$371K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.27KNew |
$180K - $242K
|
5.27K
$95.7K
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-126- 50.2% |
$4.32K - $5.79K
|
125
$2.27K
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$6.18K - $7.69K
|
200
$3.63K
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-12.4KClosed |
$384K - $478K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
48.8K+ 622.12% |
$1.51M - $1.88M
|
56.7K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
640KNew |
$19.8M - $24.6M
|
640K
$11.6M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
84New |
$2.59K - $3.23K
|
84
$1.53K
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
410KNew |
$12.7M - $15.8M
|
410K
$7.45M
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
51.3K+ 84.12% |
$1.58M - $1.97M
|
112K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-350- 28.0% |
$10.8K - $13.5K
|
900
$16.4K
|
|
Aug 14, 2023
Q2 2023
|
Encompass Capital Advisors LLC
New York, NY |
BUY
|
- |
695KNew |
$21.5M - $26.7M
|
695K
$12.6M
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-6.8K- 28.97% |
$210K - $261K
|
16.7K
$303K
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-965- 4.13% |
$29.8K - $37.1K
|
22.4K
$407K
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.4K+ 119.76% |
$321K - $399K
|
19.1K
$346K
|
|
Aug 11, 2023
Q2 2023
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
14.6KNew |
$451K - $561K
|
14.6K
$265K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18New |
$556 - $692
|
18
$327
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-187K- 73.47% |
$5.78M - $7.19M
|
67.6K
$1.23M
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.9KNew |
$366K - $456K
|
11.9K
$216K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-6K- 33.33% |
$185K - $231K
|
12K
$218K
|
|
Aug 08, 2023
Q2 2023
|
Blue Rock Advisors, LLC
Wayzata, MN |
SELL
|
- |
-18K- 46.33% |
$555K - $690K
|
20.8K
$378K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
43+ 27.04% |
$1.33K - $1.65K
|
202
$3.67K
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
186KNew |
$5.74M - $7.15M
|
186K
$3.38M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
40+ 80.0% |
$1.24K - $1.54K
|
90
$1.64K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.27KNew |
$225K - $279K
|
7.27K
$132K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-27Closed |
$834 - $1.04K
|
0
$0
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19.8KNew |
$613K - $763K
|
19.8K
$361K
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
500+ 4.14% |
$15.4K - $19.2K
|
12.6K
$228K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$710 - $884
|
23
$418
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
249+ 3.87% |
$7.69K - $9.57K
|
6.68K
$121K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-812- 97.48% |
$25.1K - $31.2K
|
21
$382
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
41KNew |
$1.38M - $2.08M
|
41K
$745K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.79% |
$135 - $203
|
500
$9.09K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.94KClosed |
$65.1K - $98.1K
|
0
$0
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-800- 4.06% |
$26.9K - $40.5K
|
18.9K
$343K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62+ 74.7% |
$2.09K - $3.14K
|
145
$2.63K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.82KNew |
$196K - $295K
|
5.82K
$106K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.04K+ 76.58% |
$136K - $204K
|
9.3K
$169K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
340+ 115.25% |
$11.4K - $17.2K
|
635
$11.5K
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
7.33KNew |
$246K - $371K
|
7.33K
$133K
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-376K- 64.94% |
$12.7M - $19M
|
203K
$3.69M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 151.56% |
$419K - $631K
|
20.7K
$375K
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.43K+ 45.67% |
$81.9K - $123K
|
7.76K
$141K
|