Purchases and Sales Made in Q3 2024 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
330+ 33.0% |
$5.31K - $7.08K
|
1.33K
$28.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300New |
$4.83K - $6.43K
|
300
$6.46K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
271+ 8.47% |
$4.36K - $5.81K
|
3.47K
$74.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
269New |
$4.33K - $5.77K
|
269
$5.79K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
263New |
$4.23K - $5.64K
|
263
$5.67K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
251+ 2.24% |
$4.04K - $5.38K
|
11.5K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
239New |
$3.85K - $5.12K
|
239
$5.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
211+ 13.59% |
$3.4K - $4.52K
|
1.76K
$38K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
202New |
$3.25K - $4.33K
|
202
$4.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
193+ 6.17% |
$3.11K - $4.14K
|
3.32K
$71.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
188+ 96.91% |
$3.03K - $4.03K
|
382
$8.23K
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
169+ 0.62% |
$2.72K - $3.62K
|
27.6K
$593K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
158+ 139.82% |
$2.54K - $3.39K
|
271
$5.84K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
152+ 1.59% |
$2.45K - $3.26K
|
9.72K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
146+ 5.21% |
$2.35K - $3.13K
|
2.95K
$63.5K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
145+ 1.42% |
$2.33K - $3.11K
|
10.3K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
127+ 90.71% |
$2.04K - $2.72K
|
267
$5.75K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
127+ 19.48% |
$2.04K - $2.72K
|
779
$16.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
125New |
$2.01K - $2.68K
|
125
$2.69K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
123New |
$1.98K - $2.64K
|
123
$2.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
120+ 0.66% |
$1.93K - $2.57K
|
18.2K
$392K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
111+ 0.45% |
$1.79K - $2.38K
|
24.8K
$534K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110+ 18.43% |
$1.77K - $2.36K
|
707
$15.2K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
107+ 133.75% |
$1.72K - $2.29K
|
187
$4.03K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
100New |
$1.61K - $2.14K
|
100
$2.15K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
99+ 0.56% |
$1.59K - $2.12K
|
17.7K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
98+ 0.61% |
$1.58K - $2.1K
|
16.1K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
93+ 0.44% |
$1.5K - $1.99K
|
21.2K
$456K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
87+ 0.62% |
$1.4K - $1.87K
|
14.1K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
86New |
$1.38K - $1.84K
|
86
$1.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
86+ 0.69% |
$1.38K - $1.84K
|
12.6K
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
79+ 0.71% |
$1.27K - $1.69K
|
11.2K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
78New |
$1.26K - $1.67K
|
78
$1.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
73+ 0.33% |
$1.18K - $1.57K
|
22.3K
$479K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
71+ 0.66% |
$1.14K - $1.52K
|
10.8K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
71+ 0.36% |
$1.14K - $1.52K
|
19.6K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
66+ 0.45% |
$1.06K - $1.42K
|
14.9K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
63+ 0.39% |
$1.01K - $1.35K
|
16K
$345K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
62New |
$998 - $1.33K
|
62
$1.34K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
59New |
$950 - $1.26K
|
59
$1.27K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
50New |
$805 - $1.07K
|
50
$1.08K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
47+ 0.59% |
$757 - $1.01K
|
7.98K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
43New |
$692 - $922
|
43
$926
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
40+ 14.39% |
$644 - $858
|
318
$6.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
36+ 0.12% |
$580 - $772
|
30.5K
$658K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
35+ 0.31% |
$564 - $750
|
11.2K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
34+ 0.98% |
$547 - $729
|
3.5K
$75.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
31New |
$499 - $665
|
31
$668
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 0.68% |
$499 - $665
|
4.62K
$99.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$483 - $643
|
30
$646
|