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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-900- 3.06% |
$13.4K - $16.9K
|
28.5K
$600K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
182New |
$2.7K - $3.42K
|
182
$3.83K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-317- 2.23% |
$4.71K - $5.95K
|
13.9K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.5KNew |
$260K - $329K
|
17.5K
$369K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-375- 1.83% |
$5.57K - $7.04K
|
20.1K
$424K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
265New |
$3.94K - $4.97K
|
265
$5.58K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$45.8K - $57.8K
|
3.08K
$64.9K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-48.5K- 76.48% |
$721K - $911K
|
14.9K
$314K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.76KNew |
$85.6K - $108K
|
5.76K
$121K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-700- 2.81% |
$10.4K - $13.1K
|
24.3K
$511K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.42KNew |
$50.9K - $64.2K
|
3.42K
$72.1K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
100New |
$1.49K - $1.88K
|
100
$2.11K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
22+ 14.01% |
$327 - $413
|
179
$3.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-103- 0.02% |
$1.53K - $1.93K
|
630K
$13.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-795- 96.48% |
$11.8K - $14.9K
|
29
$611
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-163- 50.0% |
$2.42K - $3.06K
|
163
$3.43K
|
|
|
Apr 26, 2024
Q1 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
278KNew |
$4.13M - $5.22M
|
278K
$5.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
323New |
$4.8K - $6.06K
|
323
$6.81K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
416New |
$6.18K - $7.81K
|
416
$8.77K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-955- 75.14% |
$14.2K - $17.9K
|
316
$6.66K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.45K- 17.76% |
$66.1K - $83.4K
|
20.6K
$434K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
286New |
$4.25K - $5.37K
|
286
$6.03K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
8New |
$119 - $150
|
8
$169
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$7.43K - $9.39K
|
500
$10.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
76.7K+ 36.26% |
$1.14M - $1.44M
|
288K
$6.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
31New |
$461 - $582
|
31
$653
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-890- 68.99% |
$13.2K - $16.7K
|
400
$8.43K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-27.8K- 91.75% |
$413K - $522K
|
2.5K
$52.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.6KNew |
$247K - $312K
|
16.6K
$350K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
700+ 58.33% |
$10.4K - $13.1K
|
1.9K
$40K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.72K+ 10.36% |
$40.3K - $51K
|
28.9K
$609K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.57% |
$59.4 - $75.1
|
693
$14.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
63New |
$936 - $1.18K
|
63
$1.33K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-722- 95.25% |
$10.7K - $13.6K
|
36
$759
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
327New |
$4.86K - $6.14K
|
327
$6.89K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$150K - $189K
|
10.1K
$212K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
123+ 15.49% |
$1.83K - $2.31K
|
917
$19.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-644- 1.42% |
$9.57K - $12.1K
|
44.9K
$945K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
46+ 2.93% |
$684 - $863
|
1.62K
$34K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
74KNew |
$1.1M - $1.39M
|
74K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
920+ 89.41% |
$13.7K - $17.3K
|
1.95K
$41.1K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-12.2K- 40.11% |
$182K - $230K
|
18.3K
$385K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 8.33% |
$15.1 - $17.4
|
13
$274
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
218New |
$3.3K - $3.8K
|
218
$4.59K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
5.3KNew |
$80.2K - $92.5K
|
5.3K
$112K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-11K- 70.74% |
$166K - $192K
|
4.54K
$95.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
149New |
$2.25K - $2.6K
|
149
$3.14K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-189K- 92.97% |
$2.85M - $3.29M
|
14.3K
$300K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-319- 2.41% |
$4.83K - $5.56K
|
12.9K
$272K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$169K - $195K
|
11.2K
$235K
|
|