Purchases and Sales Made in Q2 2023 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
485+ 2.06% |
$6.68K - $8.52K
|
24.1K
$587K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
480+ 1.93% |
$6.61K - $8.43K
|
25.4K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
465+ 39.41% |
$6.41K - $8.17K
|
1.65K
$40.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
450New |
$6.2K - $7.91K
|
450
$11K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
436+ 21.08% |
$6.01K - $7.66K
|
2.5K
$61K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
412+ 21.91% |
$5.68K - $7.24K
|
2.29K
$55.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
398+ 19.38% |
$5.48K - $6.99K
|
2.45K
$59.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
393+ 1.49% |
$5.42K - $6.91K
|
26.8K
$652K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
384New |
$5.29K - $6.75K
|
384
$9.35K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
379+ 300.79% |
$5.22K - $6.66K
|
505
$12.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
379+ 300.79% |
$5.22K - $6.66K
|
505
$12.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
332+ 3.25% |
$4.57K - $5.83K
|
10.5K
$257K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
327+ 0.22% |
$4.51K - $5.75K
|
146K
$3.57M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
317+ 0.69% |
$4.37K - $5.57K
|
46.3K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
281+ 1.42% |
$3.87K - $4.94K
|
20.1K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
267+ 0.27% |
$3.68K - $4.69K
|
97.9K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
263+ 27.95% |
$3.62K - $4.62K
|
1.2K
$29.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
263New |
$3.62K - $4.62K
|
263
$6.41K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
227New |
$3.13K - $3.99K
|
227
$5.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
223+ 6.6% |
$3.07K - $3.92K
|
3.6K
$87.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219New |
$3.02K - $3.85K
|
219
$5.33K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
199+ 1.11% |
$2.74K - $3.5K
|
18.2K
$443K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
191+ 4.87% |
$2.63K - $3.36K
|
4.11K
$100K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
178+ 52.05% |
$2.45K - $3.13K
|
520
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
169+ 1.44% |
$2.33K - $2.97K
|
11.9K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
163+ 0.34% |
$2.25K - $2.86K
|
47.9K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150+ 5.08% |
$2.07K - $2.64K
|
3.11K
$75.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
141+ 0.76% |
$1.94K - $2.48K
|
18.8K
$457K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
129New |
$1.78K - $2.27K
|
129
$3.14K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
118New |
$1.63K - $2.07K
|
118
$2.87K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
118New |
$1.63K - $2.07K
|
118
$2.87K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
117+ 0.5% |
$1.61K - $2.06K
|
23.4K
$571K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
114+ 0.3% |
$1.57K - $2K
|
37.6K
$916K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
108+ 1.18% |
$1.49K - $1.9K
|
9.28K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
98+ 0.66% |
$1.35K - $1.72K
|
14.9K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
91+ 122.97% |
$1.25K - $1.6K
|
165
$4.02K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
90New |
$1.24K - $1.58K
|
90
$2.19K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
89+ 11.11% |
$1.23K - $1.56K
|
890
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
88+ 0.39% |
$1.21K - $1.55K
|
22.8K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
84+ 33.6% |
$1.16K - $1.48K
|
334
$8.14K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
81+ 0.14% |
$1.12K - $1.42K
|
56.4K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
80New |
$1.1K - $1.41K
|
80
$1.95K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
80+ 0.39% |
$1.1K - $1.41K
|
20.6K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 1.1% |
$854 - $1.09K
|
5.72K
$139K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
62New |
$854 - $1.09K
|
62
$1.51K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 0.56% |
$785 - $1K
|
10.2K
$249K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 0.74% |
$744 - $949
|
7.31K
$178K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
53+ 19.06% |
$730 - $931
|
331
$8.06K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
51+ 5.9% |
$703 - $896
|
915
$22.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
46+ 26.74% |
$634 - $808
|
218
$5.31K
|