Purchases and Sales Made in Q1 2024 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
185+ 6.9% |
$2.75K - $3.47K
|
2.87K
$61.8K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
182New |
$2.7K - $3.42K
|
182
$3.92K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
176+ 61.32% |
$2.62K - $3.3K
|
463
$9.97K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
165+ 3.69% |
$2.45K - $3.1K
|
4.64K
$99.9K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
147+ 15.19% |
$2.18K - $2.76K
|
1.12K
$24K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
141+ 0.03% |
$2.1K - $2.65K
|
557K
$12M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
136New |
$2.02K - $2.55K
|
136
$2.93K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
135+ 3.57% |
$2.01K - $2.53K
|
3.92K
$84.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
128+ 35.96% |
$1.9K - $2.4K
|
484
$10.4K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
127+ 1.09% |
$1.89K - $2.38K
|
11.8K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
123+ 15.49% |
$1.83K - $2.31K
|
917
$19.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
110+ 22.92% |
$1.63K - $2.06K
|
590
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
107+ 0.51% |
$1.59K - $2.01K
|
21.2K
$456K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 1.0% |
$1.53K - $1.93K
|
10.4K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
103+ 130.38% |
$1.53K - $1.93K
|
182
$3.92K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
100New |
$1.49K - $1.88K
|
100
$2.15K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86+ 0.91% |
$1.28K - $1.61K
|
9.54K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
84+ 73.68% |
$1.25K - $1.58K
|
198
$4.26K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
78New |
$1.16K - $1.46K
|
78
$1.68K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65+ 19.94% |
$966 - $1.22K
|
391
$8.42K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
63New |
$936 - $1.18K
|
63
$1.36K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
47+ 12.63% |
$698 - $882
|
419
$9.03K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
46+ 2.93% |
$684 - $863
|
1.62K
$34.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
46+ 0.36% |
$684 - $863
|
12.9K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
46+ 0.15% |
$684 - $863
|
30.5K
$656K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
44+ 5.87% |
$654 - $826
|
793
$17.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 6.94% |
$550 - $694
|
570
$12.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
32+ 1.56% |
$476 - $601
|
2.09K
$45K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
32New |
$476 - $601
|
32
$689
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
31New |
$461 - $582
|
31
$668
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30New |
$446 - $563
|
30
$646
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29New |
$431 - $544
|
29
$625
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
28+ 2.07% |
$416 - $526
|
1.38K
$29.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 5.05% |
$416 - $526
|
583
$12.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 0.59% |
$386 - $488
|
4.4K
$94.8K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 122.22% |
$327 - $413
|
40
$862
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
22+ 14.01% |
$327 - $413
|
179
$3.86K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 18.18% |
$267 - $338
|
117
$2.52K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
16+ 2.74% |
$238 - $300
|
601
$12.9K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 72.73% |
$238 - $300
|
38
$819
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$208 - $263
|
14
$302
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
12+ 0.43% |
$178 - $225
|
2.81K
$60.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 2.12% |
$163 - $206
|
531
$11.4K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.24% |
$163 - $206
|
4.63K
$99.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.83% |
$149 - $188
|
1.22K
$26.3K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 7.69% |
$149 - $188
|
140
$3.02K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.37% |
$134 - $169
|
2.47K
$53.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
8New |
$119 - $150
|
8
$172
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.75% |
$104 - $131
|
938
$20.2K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.81% |
$89.2 - $113
|
747
$16.1K
|