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 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46New |
$634 - $808
|
46
$814
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39+ 0.32% |
$537 - $685
|
12.3K
$218K
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
37+ 0.22% |
$510 - $650
|
16.6K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26New |
$358 - $457
|
26
$460
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 0.44% |
$358 - $457
|
5.92K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
22+ 0.12% |
$303 - $387
|
19.1K
$339K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21+ 0.53% |
$289 - $369
|
3.96K
$70K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
20+ 80.0% |
$276 - $351
|
45
$796
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 6.67% |
$262 - $334
|
304
$5.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 4.41% |
$207 - $264
|
355
$6.28K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 1.74% |
$179 - $228
|
758
$13.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.76% |
$124 - $158
|
1.19K
$21.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.8% |
$110 - $141
|
1.01K
$17.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.77% |
$96.5 - $123
|
918
$16.2K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.74% |
$96.5 - $123
|
953
$16.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.83% |
$82.7 - $105
|
731
$12.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.19% |
$68.9 - $87.9
|
2.62K
$46.4K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.05% |
$68.9 - $87.9
|
10.6K
$187K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 2.55% |
$55.1 - $70.3
|
161
$2.85K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$55.1 - $70.3
|
31.3K
$554K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$41.3 - $52.7
|
11.7K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.78% |
$41.3 - $52.7
|
390
$6.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$41.3 - $52.7
|
408
$7.22K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.37% |
$41.3 - $52.7
|
813
$14.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3+ 0.02% |
$41.3 - $52.7
|
17.6K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.66% |
$27.6 - $35.1
|
307
$5.43K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.58% |
$27.6 - $35.1
|
348
$6.16K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.69% |
$27.6 - $35.1
|
120
$2.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.05% |
$27.6 - $35.1
|
3.98K
$70.3K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.13% |
$27.6 - $35.1
|
1.58K
$28K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.43% |
$27.6 - $35.1
|
464
$8.21K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.89% |
$13.8 - $17.6
|
113
$2K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$13.8 - $17.6
|
10
$177
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.19% |
$13.8 - $17.6
|
532
$9.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.07% |
$13.8 - $17.6
|
1.46K
$25.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.49% |
$13.8 - $17.6
|
207
$3.66K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$13.8 - $17.6
|
432
$7.64K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.07% |
$13.8 - $17.6
|
1.46K
$25.8K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.96% |
$13.8 - $17.6
|
105
$1.86K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 6.25% |
$13.8 - $17.6
|
17
$301
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.01% |
$68.9 - $87.9
|
50K
$885K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7- 0.03% |
$96.5 - $123
|
25.4K
$449K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9- 0.24% |
$124 - $158
|
3.78K
$66.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 0.07% |
$124 - $158
|
13.1K
$232K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 4.76% |
$138 - $176
|
200
$3.54K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-12- 0.01% |
$165 - $211
|
86.2K
$1.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-34- 1.27% |
$469 - $597
|
2.65K
$46.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-36- 0.21% |
$496 - $633
|
17.2K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-37- 0.47% |
$510 - $650
|
7.85K
$139K
|