Purchases and Sales Made in Q1 2025 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 120.0% |
$620 - $1.03K
|
77
$1.58K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
42New |
$620 - $1.03K
|
42
$861
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
40New |
$591 - $977
|
40
$820
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.62% |
$517 - $855
|
1.37K
$28.1K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
33+ 0.1% |
$487 - $806
|
32.3K
$662K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31+ 6.2% |
$458 - $757
|
531
$10.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 3.55% |
$369 - $611
|
730
$15K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
24New |
$354 - $586
|
24
$492
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24New |
$354 - $586
|
24
$492
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
15+ 250.0% |
$222 - $366
|
21
$431
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 150.0% |
$222 - $366
|
25
$513
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14New |
$207 - $342
|
14
$287
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14New |
$207 - $342
|
14
$287
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 3.02% |
$192 - $317
|
443
$9.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12+ 1.74% |
$177 - $293
|
702
$14.4K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12+ 1.32% |
$177 - $293
|
924
$19K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
11+ 0.07% |
$162 - $269
|
14.9K
$306K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8New |
$118 - $195
|
8
$164
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$118 - $195
|
8
$164
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.49% |
$88.6 - $147
|
1.22K
$25.1K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 15.63% |
$73.9 - $122
|
37
$759
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3+ 0.01% |
$44.3 - $73.3
|
50.7K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.36% |
$44.3 - $73.3
|
836
$17.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 4.0% |
$29.5 - $48.8
|
52
$1.07K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.55% |
$29.5 - $48.8
|
367
$7.53K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.46% |
$14.8 - $24.4
|
217
$4.45K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 1.15% |
$14.8 - $24.4
|
88
$1.8K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.55% |
$14.8 - $24.4
|
182
$3.73K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1+ 0.01% |
$14.8 - $24.4
|
10.4K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$14.8 - $24.4
|
1.36K
$27.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 4.35% |
$73.9 - $122
|
110
$2.26K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 1.43% |
$118 - $195
|
551
$11.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11- 0.08% |
$162 - $269
|
13.9K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-12- 0.39% |
$177 - $293
|
3.04K
$62.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 8.76% |
$177 - $293
|
125
$2.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-19- 1.47% |
$281 - $464
|
1.28K
$26.2K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-20- 0.16% |
$295 - $488
|
12.4K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-26- 12.68% |
$384 - $635
|
179
$3.67K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-27- 0.05% |
$399 - $659
|
55.1K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27- 9.64% |
$399 - $659
|
253
$5.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 60.87% |
$414 - $684
|
18
$369
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-29- 1.49% |
$428 - $708
|
1.92K
$39.4K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-31- 3.39% |
$458 - $757
|
883
$18.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-31- 23.13% |
$458 - $757
|
103
$2.11K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33- 1.07% |
$487 - $806
|
3.05K
$62.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-35- 10.29% |
$517 - $855
|
305
$6.26K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-43- 10.09% |
$635 - $1.05K
|
383
$7.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-44- 0.85% |
$650 - $1.07K
|
5.14K
$105K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-49- 11.89% |
$724 - $1.2K
|
363
$7.45K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-50- 3.89% |
$739 - $1.22K
|
1.23K
$25.3K
|