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 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
5+ 0.01% |
$74.3 - $93.9
|
44.4K
$957K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.19% |
$74.3 - $93.9
|
2.64K
$56.8K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.49% |
$59.4 - $75.1
|
824
$17.7K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 27.27% |
$44.6 - $56.3
|
14
$302
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.71% |
$29.7 - $37.5
|
282
$6.07K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.86% |
$29.7 - $37.5
|
234
$5.04K
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.95% |
$29.7 - $37.5
|
212
$4.57K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$29.7 - $37.5
|
671
$14.5K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$14.9 - $18.8
|
434
$9.35K
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.57% |
$14.9 - $18.8
|
177
$3.81K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.72% |
$14.9 - $18.8
|
139
$2.99K
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$14.9 - $18.8
|
1
$21.5
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.88% |
$14.9 - $18.8
|
115
$2.48K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.75% |
$14.9 - $18.8
|
135
$2.91K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 7.69% |
$14.9 - $18.8
|
12
$258
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 12.5% |
$14.9 - $18.8
|
7
$151
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.57% |
$59.4 - $75.1
|
693
$14.9K
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6- 0.07% |
$89.2 - $113
|
9.19K
$198K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11- 0.08% |
$163 - $206
|
13K
$280K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-18- 4.33% |
$267 - $338
|
398
$8.57K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-21- 0.2% |
$312 - $394
|
10.3K
$223K
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-22- 55.0% |
$327 - $413
|
18
$388
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-23- 4.1% |
$342 - $432
|
538
$11.6K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 1.13% |
$357 - $450
|
2.11K
$45.3K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-36- 0.2% |
$535 - $676
|
18.2K
$392K
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.37% |
$550 - $694
|
10K
$216K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-41- 47.67% |
$609 - $770
|
45
$969
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-42- 0.11% |
$624 - $788
|
39.4K
$849K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-46- 0.35% |
$684 - $863
|
13K
$281K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-52- 12.06% |
$773 - $976
|
379
$8.16K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-59- 0.17% |
$877 - $1.11K
|
34.8K
$749K
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-64- 0.14% |
$951 - $1.2K
|
45K
$969K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-68- 17.04% |
$1.01K - $1.28K
|
331
$7.13K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-80- 5.48% |
$1.19K - $1.5K
|
1.38K
$29.7K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-96- 3.93% |
$1.43K - $1.8K
|
2.35K
$50.5K
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-103- 0.02% |
$1.53K - $1.93K
|
630K
$13.6M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-109- 45.99% |
$1.62K - $2.05K
|
128
$2.76K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-111- 7.69% |
$1.65K - $2.08K
|
1.33K
$28.7K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-138- 0.52% |
$2.05K - $2.59K
|
26.2K
$565K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-139- 23.68% |
$2.07K - $2.61K
|
448
$9.65K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-146- 6.09% |
$2.17K - $2.74K
|
2.25K
$48.5K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-158- 1.54% |
$2.35K - $2.97K
|
10.1K
$218K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-163- 50.0% |
$2.42K - $3.06K
|
163
$3.51K
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-165- 1.2% |
$2.45K - $3.1K
|
13.6K
$294K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-168- 51.38% |
$2.5K - $3.15K
|
159
$3.42K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-171- 42.33% |
$2.54K - $3.21K
|
233
$5.02K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-173- 0.39% |
$2.57K - $3.25K
|
44.5K
$958K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-179- 30.92% |
$2.66K - $3.36K
|
400
$8.62K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-190- 0.46% |
$2.82K - $3.57K
|
41.3K
$889K
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 1.48% |
$2.97K - $3.75K
|
13.4K
$288K
|