Purchases and Sales Made in Q2 2024 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 36.84% |
$230 - $306
|
52
$1.07K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 0.26% |
$230 - $306
|
5.5K
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
13+ 0.18% |
$214 - $284
|
7.26K
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10+ 15.87% |
$164 - $218
|
73
$1.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 7.14% |
$164 - $218
|
150
$3.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
10+ 31.25% |
$164 - $218
|
42
$865
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.74% |
$148 - $197
|
1.23K
$25.3K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.75% |
$115 - $153
|
945
$19.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.55% |
$115 - $153
|
1.28K
$26.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.67% |
$82.2 - $109
|
752
$15.5K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.36% |
$49.3 - $65.5
|
827
$17K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.71% |
$32.9 - $43.7
|
284
$5.85K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.87% |
$16.4 - $21.8
|
116
$2.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.93% |
$16.4 - $21.8
|
108
$2.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$16.4 - $21.8
|
435
$8.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.74% |
$16.4 - $21.8
|
136
$2.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.56% |
$16.4 - $21.8
|
178
$3.67K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.47% |
$16.4 - $21.8
|
213
$4.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.72% |
$16.4 - $21.8
|
140
$2.88K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 2.02% |
$65.8 - $87.4
|
194
$3.99K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 0.29% |
$98.6 - $131
|
2.1K
$43.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6- 0.01% |
$98.6 - $131
|
51.7K
$1.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.73% |
$148 - $197
|
1.22K
$25K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 2.28% |
$214 - $284
|
557
$11.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.13% |
$247 - $328
|
1.32K
$27.1K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18- 1.82% |
$296 - $393
|
972
$20K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-19- 47.5% |
$312 - $415
|
21
$432
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-20- 0.08% |
$329 - $437
|
23.9K
$491K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25- 3.53% |
$411 - $546
|
684
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26- 14.69% |
$427 - $568
|
151
$3.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.53% |
$592 - $786
|
6.77K
$139K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-41- 47.67% |
$674 - $895
|
45
$927
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-44- 0.01% |
$723 - $961
|
557K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-45- 6.98% |
$740 - $983
|
600
$12.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-47- 11.22% |
$773 - $1.03K
|
372
$7.66K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51- 0.33% |
$838 - $1.11K
|
15.3K
$314K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 4.64% |
$1.23K - $1.64K
|
1.54K
$31.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-79- 0.79% |
$1.3K - $1.73K
|
9.94K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-85- 16.01% |
$1.4K - $1.86K
|
446
$9.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-85- 19.19% |
$1.4K - $1.86K
|
358
$7.37K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-91- 6.21% |
$1.5K - $1.99K
|
1.37K
$28.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-92- 1.04% |
$1.51K - $2.01K
|
8.72K
$179K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-94- 2.95% |
$1.55K - $2.05K
|
3.1K
$63.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-105- 17.83% |
$1.73K - $2.29K
|
484
$9.97K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-107- 0.34% |
$1.76K - $2.34K
|
31.1K
$640K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-116- 2.48% |
$1.91K - $2.53K
|
4.56K
$93.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 14.55% |
$1.97K - $2.62K
|
705
$14.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-120- 0.95% |
$1.97K - $2.62K
|
12.5K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-127- 1.07% |
$2.09K - $2.77K
|
11.7K
$241K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-127- 1.07% |
$2.09K - $2.77K
|
11.7K
$241K
|