Latest Institutional Transactions on Hewlett Packard Enterprise CO (HPE)
This table provides information on the latest institutional transactions involving Hewlett Packard Enterprise CO (HPE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
116+ 36.48% |
$2.24K - $2.78K
|
434
$9.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.6K- 66.54% |
$436K - $541K
|
11.4K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-16.5K- 43.26% |
$319K - $396K
|
21.7K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 2.28% |
$96.6 - $120
|
224
$4.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$116 - $144
|
6
$125
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-196- 86.34% |
$3.78K - $4.69K
|
31
$646
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
12.4KNew |
$239K - $296K
|
12.4K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-868- 14.0% |
$16.8K - $20.8K
|
5.33K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-136- 13.13% |
$2.63K - $3.26K
|
900
$18.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.28K- 10.5% |
$24.7K - $30.6K
|
10.9K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-240- 40.0% |
$4.63K - $5.75K
|
360
$7.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
44New |
$850 - $1.05K
|
44
$917
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-458- 1.48% |
$8.84K - $11K
|
30.6K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.59K+ 43.77% |
$69.2K - $85.9K
|
11.8K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.24K- 53.22% |
$23.9K - $29.7K
|
1.09K
$22.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-20.4K- 6.04% |
$394K - $489K
|
318K
$6.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-33- 0.26% |
$637 - $790
|
12.8K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-122- 1.24% |
$2.36K - $2.92K
|
9.7K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-148- 5.36% |
$2.86K - $3.54K
|
2.61K
$54.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
619+ 17.7% |
$12K - $14.8K
|
4.12K
$85.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
300New |
$5.79K - $7.19K
|
300
$6.25K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.2K+ 33.34% |
$255K - $317K
|
52.9K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.92% |
$19.3 - $24
|
110
$2.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
244+ 2.38% |
$4.71K - $5.84K
|
10.5K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.07K- 28.76% |
$78.5K - $97.4K
|
10.1K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.01K+ 32.92% |
$58.2K - $72.1K
|
12.2K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.84KNew |
$190K - $236K
|
9.84K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
22.2KNew |
$429K - $532K
|
22.2K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-63- 1.24% |
$1.22K - $1.51K
|
5K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
121KNew |
$2.33M - $2.89M
|
121K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 7.71% |
$714 - $886
|
517
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$19.3 - $24
|
436
$9.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 5.56% |
$193 - $240
|
170
$3.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.38KNew |
$181K - $225K
|
9.38K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.3K- 7.31% |
$83K - $103K
|
54.6K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-968- 7.64% |
$18.7K - $23.2K
|
11.7K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.5KNew |
$338K - $420K
|
17.5K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.47KNew |
$28.3K - $35.1K
|
1.47K
$30.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.39K- 21.3% |
$84.7K - $105K
|
16.2K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
26.3KNew |
$508K - $630K
|
26.3K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35New |
$676 - $838
|
35
$729
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.86K+ 14.23% |
$35.8K - $44.5K
|
14.9K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-750- 2.57% |
$14.5K - $18K
|
28.4K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$3.86K - $4.79K
|
200
$4.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.43K+ 19.44% |
$47K - $58.3K
|
15K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-858- 7.43% |
$16.6K - $20.5K
|
10.7K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8KNew |
$209K - $259K
|
10.8K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$250K - $310K
|
13K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 17.12% |
$48.5K - $60.2K
|
17.2K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
63+ 6.84% |
$1.22K - $1.51K
|
984
$20.5K
|