Purchases and Sales Made in Q3 2023 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
78+ 9.59% |
$1.3K - $1.41K
|
891
$19.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
75New |
$1.25K - $1.36K
|
75
$1.62K
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
75+ 0.57% |
$1.25K - $1.36K
|
13.3K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
73+ 15.24% |
$1.21K - $1.32K
|
552
$11.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 1.06% |
$1.16K - $1.26K
|
6.69K
$144K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
66+ 0.57% |
$1.1K - $1.19K
|
11.6K
$251K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
65+ 0.08% |
$1.08K - $1.17K
|
85.5K
$1.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
60+ 285.71% |
$997 - $1.08K
|
81
$1.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53+ 38.41% |
$881 - $958
|
191
$4.11K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
52+ 0.71% |
$864 - $940
|
7.36K
$159K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 5.62% |
$831 - $904
|
940
$20.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
40New |
$665 - $723
|
40
$862
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
39+ 0.13% |
$648 - $705
|
30.4K
$654K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
24+ 0.1% |
$399 - $434
|
25K
$538K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
19+ 0.1% |
$316 - $343
|
19.5K
$419K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 3.13% |
$266 - $289
|
527
$11.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15New |
$249 - $271
|
15
$323
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.25% |
$249 - $271
|
5.93K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14New |
$233 - $253
|
14
$302
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 4.61% |
$233 - $253
|
318
$6.85K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10+ 0.03% |
$166 - $181
|
31.4K
$676K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.63% |
$166 - $181
|
1.59K
$34.3K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.21% |
$150 - $163
|
4.32K
$93.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.21% |
$150 - $163
|
4.32K
$93.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.67% |
$133 - $145
|
1.2K
$25.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.33% |
$133 - $145
|
2.46K
$53K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
8New |
$133 - $145
|
8
$172
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
7New |
$116 - $126
|
7
$151
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
7+ 0.69% |
$116 - $126
|
1.02K
$21.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.73% |
$116 - $126
|
960
$20.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.65% |
$99.7 - $108
|
924
$19.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.68% |
$83.1 - $90.4
|
736
$15.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.68% |
$83.1 - $90.4
|
736
$15.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.86% |
$49.9 - $54.2
|
351
$7.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$49.9 - $54.2
|
411
$8.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.11% |
$49.9 - $54.2
|
2.63K
$56.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.12% |
$49.9 - $54.2
|
2.45K
$52.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.51% |
$33.2 - $36.1
|
392
$8.44K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.14% |
$33.2 - $36.1
|
1.46K
$31.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$33.2 - $36.1
|
21.6K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$33.2 - $36.1
|
17.6K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.01% |
$33.2 - $36.1
|
21.6K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.14% |
$33.2 - $36.1
|
1.46K
$31.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.92% |
$33.2 - $36.1
|
220
$4.74K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$16.6 - $18.1
|
433
$9.33K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 1.14% |
$16.6 - $18.1
|
89
$1.92K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.48% |
$16.6 - $18.1
|
208
$4.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$16.6 - $18.1
|
3.78K
$81.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.37% |
$16.6 - $18.1
|
274
$5.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.85% |
$16.6 - $18.1
|
119
$2.56K
|