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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
31+ 21.23% |
$469 - $541
|
177
$3.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
24+ 6.12% |
$363 - $419
|
416
$8.96K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
23+ 0.53% |
$348 - $401
|
4.37K
$94.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
19New |
$287 - $331
|
19
$409
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
18+ 0.06% |
$272 - $314
|
28K
$604K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18New |
$272 - $314
|
18
$388
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17New |
$257 - $296
|
17
$366
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
13New |
$197 - $227
|
13
$280
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.36% |
$151 - $174
|
2.79K
$60.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.36% |
$151 - $174
|
2.79K
$60.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9+ 6.08% |
$136 - $157
|
157
$3.38K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 2.83% |
$136 - $157
|
327
$7.04K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.67% |
$121 - $140
|
1.21K
$26K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.73% |
$106 - $122
|
967
$20.8K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.76% |
$106 - $122
|
931
$20.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.73% |
$106 - $122
|
967
$20.8K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6+ 0.07% |
$90.8 - $105
|
9.2K
$198K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 1.42% |
$75.7 - $87.2
|
356
$7.67K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.68% |
$75.7 - $87.2
|
741
$16K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.69% |
$60.5 - $69.8
|
587
$12.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.73% |
$45.4 - $52.3
|
414
$8.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.11% |
$45.4 - $52.3
|
2.63K
$56.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$30.3 - $34.9
|
669
$14.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.96% |
$30.3 - $34.9
|
210
$4.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.07% |
$15.1 - $17.4
|
1.46K
$31.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$15.1 - $17.4
|
3.78K
$81.5K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.07% |
$15.1 - $17.4
|
1.46K
$31.4K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.88% |
$15.1 - $17.4
|
114
$2.46K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 8.33% |
$15.1 - $17.4
|
13
$280
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.94% |
$15.1 - $17.4
|
107
$2.3K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.04% |
$75.7 - $87.2
|
13.1K
$282K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-10- 0.07% |
$151 - $174
|
13.9K
$299K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-11- 0.04% |
$166 - $192
|
31.4K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-15- 0.03% |
$227 - $262
|
44.4K
$957K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23- 0.06% |
$348 - $401
|
39.6K
$853K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-23- 1.44% |
$348 - $401
|
1.57K
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-26- 0.16% |
$393 - $453
|
16K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-39- 5.3% |
$590 - $680
|
697
$15K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-44- 20.0% |
$666 - $767
|
176
$3.79K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-48- 0.6% |
$726 - $837
|
7.93K
$171K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-51- 0.43% |
$772 - $889
|
11.7K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-56- 1.48% |
$847 - $977
|
3.73K
$80.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-57- 0.54% |
$862 - $994
|
10.5K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-59- 22.78% |
$893 - $1.03K
|
200
$4.31K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-71- 7.97% |
$1.07K - $1.24K
|
820
$17.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-72- 13.04% |
$1.09K - $1.26K
|
480
$10.3K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-79- 13.19% |
$1.2K - $1.38K
|
520
$11.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-91- 35.69% |
$1.38K - $1.59K
|
164
$3.53K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-92- 53.49% |
$1.39K - $1.6K
|
80
$1.72K
|