Purchases and Sales Made in Q1 2023 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q1 2023. The information is specifically focused on institutions that hold shares of Hewlett Packard Enterprise Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
308+ 11.44% |
$4.28K - $5.27K
|
3K
$45.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$4.17K - $5.13K
|
300
$4.55K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
259+ 1.31% |
$3.6K - $4.43K
|
20K
$303K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
257+ 3.18% |
$3.57K - $4.4K
|
8.34K
$126K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
237+ 136.21% |
$3.3K - $4.06K
|
411
$6.23K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
233+ 0.93% |
$3.24K - $3.99K
|
25.4K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
231+ 0.75% |
$3.21K - $3.95K
|
30.9K
$468K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
213+ 0.2% |
$2.96K - $3.64K
|
106K
$1.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$2.78K - $3.42K
|
200
$3.03K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.24% |
$2.78K - $3.42K
|
83.3K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
183+ 41.5% |
$2.55K - $3.13K
|
624
$9.45K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
182+ 1.58% |
$2.53K - $3.11K
|
11.7K
$178K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
179+ 6.93% |
$2.49K - $3.06K
|
2.76K
$41.9K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
176+ 88.0% |
$2.45K - $3.01K
|
376
$5.7K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
148New |
$2.06K - $2.53K
|
148
$2.24K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
134+ 159.52% |
$1.86K - $2.29K
|
218
$3.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
130+ 0.58% |
$1.81K - $2.22K
|
22.7K
$344K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
127+ 8.39% |
$1.77K - $2.17K
|
1.64K
$24.8K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
126New |
$1.75K - $2.16K
|
126
$1.91K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
126New |
$1.75K - $2.16K
|
126
$1.91K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
110+ 1.09% |
$1.53K - $1.88K
|
10.2K
$155K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
110New |
$1.53K - $1.88K
|
110
$1.67K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
109+ 0.47% |
$1.52K - $1.86K
|
23.3K
$353K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
104+ 0.59% |
$1.45K - $1.78K
|
17.6K
$267K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
94+ 0.4% |
$1.31K - $1.61K
|
23.6K
$357K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
88New |
$1.22K - $1.51K
|
88
$1.33K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.6% |
$1.2K - $1.47K
|
14.4K
$219K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
82+ 0.45% |
$1.14K - $1.4K
|
18.4K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
78+ 6.88% |
$1.08K - $1.33K
|
1.21K
$18.4K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
76+ 5.51% |
$1.06K - $1.3K
|
1.46K
$22K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
70+ 9.55% |
$974 - $1.2K
|
803
$12.2K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70+ 6.7% |
$974 - $1.2K
|
1.11K
$16.9K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
54+ 3.57% |
$751 - $924
|
1.57K
$23.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
53+ 0.74% |
$737 - $907
|
7.25K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
42New |
$584 - $719
|
42
$636
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40+ 0.45% |
$556 - $684
|
8.92K
$135K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 5.06% |
$445 - $548
|
664
$10.1K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31+ 24.6% |
$431 - $530
|
157
$2.38K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 0.08% |
$417 - $513
|
39.9K
$605K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
23+ 0.2% |
$320 - $394
|
11.3K
$172K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
21New |
$292 - $359
|
21
$318
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20+ 0.51% |
$278 - $342
|
3.94K
$59.6K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19+ 0.38% |
$264 - $325
|
5.05K
$76.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$209 - $257
|
15
$227
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
14+ 200.0% |
$195 - $240
|
21
$318
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.7% |
$153 - $188
|
1.58K
$24K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 5.0% |
$139 - $171
|
210
$3.18K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10New |
$139 - $171
|
10
$152
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.77% |
$125 - $154
|
1.18K
$17.9K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.01% |
$97.4 - $120
|
59.1K
$896K
|