Latest Institutional Transactions on Hewlett Packard Enterprise CO (HPE)
This table provides information on the latest institutional transactions involving Hewlett Packard Enterprise CO (HPE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.19K+ 48.92% |
$76.6K - $127K
|
15.8K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
102+ 3.95% |
$1.51K - $2.49K
|
2.69K
$61.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.59K- 3.63% |
$97.3K - $161K
|
175K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
123New |
$1.82K - $3K
|
123
$2.81K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
379+ 32.67% |
$5.6K - $9.26K
|
1.54K
$35.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12+ 1.74% |
$177 - $293
|
702
$16K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$29.8K - $49.3K
|
2.02K
$46K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
160New |
$2.36K - $3.91K
|
160
$3.65K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
11.3KNew |
$166K - $275K
|
11.3K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.41K- 6.55% |
$20.8K - $34.3K
|
20.1K
$458K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
10.5KNew |
$155K - $257K
|
10.5K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 79.38% |
$2.27K - $3.76K
|
40
$913
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.6KNew |
$23.6K - $39.1K
|
1.6K
$36.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
24New |
$354 - $586
|
24
$548
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
147New |
$2.17K - $3.59K
|
147
$3.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 60.87% |
$414 - $684
|
18
$411
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.95K- 10.97% |
$28.8K - $47.7K
|
15.8K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1K- 6.68% |
$14.8K - $24.4K
|
14K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.5KNew |
$288K - $477K
|
19.5K
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75+ 3.95% |
$1.11K - $1.83K
|
1.98K
$45.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-900- 56.25% |
$13.3K - $22K
|
700
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
13.2K+ 10.97% |
$195K - $323K
|
134K
$3.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.66K+ 26.51% |
$113K - $187K
|
36.5K
$834K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-676- 0.49% |
$9.98K - $16.5K
|
137K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.7K+ 23.01% |
$69.4K - $115K
|
25.1K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
92New |
$1.36K - $2.25K
|
92
$2.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-66.6K- 72.13% |
$984K - $1.63M
|
25.7K
$588K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 120.0% |
$620 - $1.03K
|
77
$1.76K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.6K- 41.2% |
$186K - $308K
|
18K
$411K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.49K- 33.34% |
$81.1K - $134K
|
11K
$251K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-24.9K- 14.42% |
$481K - $596K
|
148K
$3.37M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
200New |
$3.86K - $4.79K
|
200
$4.57K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
223New |
$4.31K - $5.34K
|
223
$5.09K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.32KNew |
$25.5K - $31.6K
|
1.32K
$30.2K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
49.8K+ 401.96% |
$962K - $1.19M
|
62.2K
$1.42M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
500New |
$9.66K - $12K
|
500
$11.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
123New |
$2.38K - $2.95K
|
123
$2.81K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
809New |
$15.6K - $19.4K
|
809
$18.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
28New |
$541 - $671
|
28
$639
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
200New |
$3.86K - $4.79K
|
200
$4.57K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.85K- 20.52% |
$55K - $68.2K
|
11K
$252K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$3.86K - $4.79K
|
200
$4.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.97M- 10.18% |
$38M - $47.2M
|
17.4M
$397M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.2KNew |
$23.2K - $28.7K
|
1.2K
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4+ 0.0% |
$77.2 - $95.8
|
91K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
233New |
$4.5K - $5.58K
|
233
$5.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11+ 0.1% |
$212 - $263
|
11.2K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
116+ 0.67% |
$2.24K - $2.78K
|
17.6K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-300- 0.64% |
$5.79K - $7.19K
|
46.9K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$217K - $269K
|
11.2K
$256K
|
|