Purchases and Sales Made in Q1 2023 in Helmerich & Payne, Inc. (HP)
This table provides information about the institutional ownership of Helmerich & Payne, Inc. (HP) during Q1 2023. The information is specifically focused on institutions that hold shares of Helmerich & Payne, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.58% |
$101 - $152
|
521
$7.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.8% |
$67.3 - $101
|
252
$3.82K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.55% |
$33.7 - $50.7
|
184
$2.79K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$33.7 - $50.7
|
1
$15.2
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.45% |
$33.7 - $50.7
|
222
$3.37K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$33.7 - $50.7
|
9.49K
$144K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 1.24% |
$67.3 - $101
|
159
$2.41K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 1.23% |
$135 - $203
|
321
$4.87K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4- 0.79% |
$135 - $203
|
500
$7.58K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.79% |
$135 - $203
|
500
$7.58K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.6% |
$168 - $253
|
833
$12.6K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 10.34% |
$202 - $304
|
52
$788
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-9- 0.15% |
$303 - $456
|
6.13K
$92.9K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14- 28.0% |
$471 - $709
|
36
$546
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 77.78% |
$471 - $709
|
4
$60.6
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 14.68% |
$538 - $810
|
93
$1.41K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-18- 14.06% |
$606 - $912
|
110
$1.67K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27- 77.14% |
$909 - $1.37K
|
8
$121
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-27Closed |
$909 - $1.37K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-28- 18.3% |
$942 - $1.42K
|
125
$1.9K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-31- 50.0% |
$1.04K - $1.57K
|
31
$470
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 19.35% |
$1.41K - $2.13K
|
175
$2.65K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-44- 0.35% |
$1.48K - $2.23K
|
12.5K
$190K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-54- 56.25% |
$1.82K - $2.74K
|
42
$637
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-59- 4.51% |
$1.99K - $2.99K
|
1.25K
$19K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-66- 0.44% |
$2.22K - $3.34K
|
15K
$227K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-80- 12.07% |
$2.69K - $4.05K
|
583
$8.84K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81- 8.5% |
$2.73K - $4.1K
|
872
$13.2K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 0.1% |
$3.37K - $5.07K
|
97.9K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-128- 1.28% |
$4.31K - $6.48K
|
9.85K
$149K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-137- 12.78% |
$4.61K - $6.94K
|
935
$14.2K
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
SELL
|
- |
-150- 0.19% |
$5.05K - $7.6K
|
80.6K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-153- 67.4% |
$5.15K - $7.75K
|
74
$1.12K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-167- 12.42% |
$5.62K - $8.46K
|
1.18K
$17.9K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-168- 2.52% |
$5.65K - $8.51K
|
6.49K
$98.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-171- 96.07% |
$5.75K - $8.66K
|
7
$106
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-190- 26.21% |
$6.39K - $9.62K
|
535
$8.11K
|
|
|
May 15, 2023
Q1 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-200- 3.13% |
$6.73K - $10.1K
|
6.2K
$94K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-216- 2.12% |
$7.27K - $10.9K
|
9.99K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-317- 5.34% |
$10.7K - $16.1K
|
5.62K
$85.2K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-325- 3.67% |
$10.9K - $16.5K
|
8.53K
$129K
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-439- 0.86% |
$14.8K - $22.2K
|
50.6K
$766K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-501- 6.87% |
$16.9K - $25.4K
|
6.79K
$103K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-518- 0.56% |
$17.4K - $26.2K
|
91.3K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-548- 2.48% |
$18.4K - $27.8K
|
21.5K
$326K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-600- 7.58% |
$20.2K - $30.4K
|
7.32K
$111K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-600Closed |
$20.2K - $30.4K
|
0
$0
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-630- 37.95% |
$21.2K - $31.9K
|
1.03K
$15.6K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-630- 37.95% |
$21.2K - $31.9K
|
1.03K
$15.6K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-651- 7.65% |
$21.9K - $33K
|
7.86K
$119K
|