Purchases and Sales Made in Q4 2023 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
758New |
$11.5K - $13.2K
|
758
$16.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
753+ 5.83% |
$11.4K - $13.1K
|
13.7K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
750New |
$11.3K - $13.1K
|
750
$16.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
705+ 5.32% |
$10.7K - $12.3K
|
14K
$301K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
700New |
$10.6K - $12.2K
|
700
$15.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
700+ 2.89% |
$10.6K - $12.2K
|
25K
$537K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
693+ 3.0% |
$10.5K - $12.1K
|
23.8K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
669New |
$10.1K - $11.7K
|
669
$14.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
666+ 7.63% |
$10.1K - $11.6K
|
9.39K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
652+ 1.34% |
$9.86K - $11.4K
|
49.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
650New |
$9.83K - $11.3K
|
650
$14K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
642+ 3.5% |
$9.71K - $11.2K
|
19K
$409K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
619+ 4.78% |
$9.37K - $10.8K
|
13.6K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600New |
$9.08K - $10.5K
|
600
$12.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
594+ 4.85% |
$8.99K - $10.4K
|
12.8K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
578New |
$8.75K - $10.1K
|
578
$12.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
575+ 2.2% |
$8.7K - $10K
|
26.7K
$574K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
570+ 31.18% |
$8.62K - $9.94K
|
2.4K
$51.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
568+ 5.28% |
$8.59K - $9.91K
|
11.3K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
567New |
$8.58K - $9.89K
|
567
$12.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
562+ 3.31% |
$8.5K - $9.8K
|
17.5K
$377K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
560+ 5.9% |
$8.47K - $9.77K
|
10.1K
$217K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
555New |
$8.4K - $9.68K
|
555
$12K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
547+ 2.72% |
$8.28K - $9.54K
|
20.7K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
500New |
$7.57K - $8.72K
|
500
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.22% |
$7.57K - $8.72K
|
223K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
481+ 8.44% |
$7.28K - $8.39K
|
6.18K
$133K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
439+ 20.8% |
$6.64K - $7.66K
|
2.55K
$54.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
431New |
$6.52K - $7.52K
|
431
$9.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
426+ 2.11% |
$6.45K - $7.43K
|
20.6K
$444K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
383+ 4.3% |
$5.79K - $6.68K
|
9.29K
$200K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
372New |
$5.63K - $6.49K
|
372
$8.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
366+ 0.43% |
$5.54K - $6.38K
|
85.3K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
347+ 3.48% |
$5.25K - $6.05K
|
10.3K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
340New |
$5.14K - $5.93K
|
340
$7.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
328+ 1.83% |
$4.96K - $5.72K
|
18.2K
$393K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
298New |
$4.51K - $5.2K
|
298
$6.42K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
295+ 6.83% |
$4.46K - $5.14K
|
4.62K
$99.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
295+ 6.83% |
$4.46K - $5.14K
|
4.62K
$99.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
293+ 2.52% |
$4.43K - $5.11K
|
11.9K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
287New |
$4.34K - $5.01K
|
287
$6.18K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
280New |
$4.24K - $4.88K
|
280
$6.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
256New |
$3.87K - $4.46K
|
256
$5.51K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
253+ 75.75% |
$3.83K - $4.41K
|
587
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
253+ 7.88% |
$3.83K - $4.41K
|
3.46K
$74.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
252+ 0.51% |
$3.81K - $4.39K
|
49.7K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250+ 4.35% |
$3.78K - $4.36K
|
6K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
246New |
$3.72K - $4.29K
|
246
$5.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
235+ 1.66% |
$3.56K - $4.1K
|
14.4K
$311K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
232New |
$3.51K - $4.05K
|
232
$5K
|