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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
13.2KNew |
$191K - $218K
|
13.2K
$280K
|
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14.8KClosed |
$213K - $244K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
500New |
$7.23K - $8.27K
|
500
$10.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-18.9KClosed |
$273K - $313K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-10.5KClosed |
$152K - $174K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-150Closed |
$2.17K - $2.48K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
389New |
$5.62K - $6.43K
|
389
$8.24K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-446Closed |
$6.44K - $7.38K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-10.9KClosed |
$158K - $181K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23Closed |
$332 - $380
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-100Closed |
$1.45K - $1.65K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-50.2KClosed |
$725K - $830K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.41MClosed |
$20.3M - $23.2M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-800Closed |
$11.6K - $13.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$17.3K - $19.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-19.7KClosed |
$284K - $325K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
41.5KNew |
$599K - $686K
|
41.5K
$879K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-139Closed |
$2.01K - $2.3K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-243KClosed |
$3.51M - $4.01M
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-29.3KClosed |
$423K - $484K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
100+ 100.0% |
$1.45K - $1.65K
|
200
$4.24K
|
|
|
Jul 12, 2021
Q2 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.5KClosed |
$152K - $174K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.67KNew |
$24.1K - $27.6K
|
1.67K
$35.4K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.07KClosed |
$12.4K - $17.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-16.6KClosed |
$192K - $266K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-254K- 65.85% |
$2.94M - $4.08M
|
132K
$2.79M
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-178KClosed |
$2.05M - $2.85M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-100Closed |
$1.16K - $1.61K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-36.3K- 51.86% |
$420K - $583K
|
33.7K
$714K
|
|
|
May 13, 2021
Q1 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
466New |
$5.39K - $7.48K
|
466
$9.87K
|
|
|
May 13, 2021
Q1 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.2KClosed |
$118K - $164K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.8KClosed |
$67.1K - $93.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
410New |
$4.74K - $6.58K
|
410
$8.69K
|
|
|
May 11, 2021
Q1 2021
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-618KClosed |
$7.15M - $9.91M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.9KClosed |
$21.9K - $30.4K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-13Closed |
$150 - $209
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-639Closed |
$7.39K - $10.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-100Closed |
$1.16K - $1.61K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-53.6KClosed |
$620K - $861K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$1.16K - $1.61K
|
100
$2.12K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.42KClosed |
$28K - $38.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-15.2KClosed |
$176K - $245K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.4KClosed |
$97.2K - $135K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-622Closed |
$7.2K - $9.98K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Kempner Capital Management Inc.
|
SELL
|
- |
-112KClosed |
$1.3M - $1.8M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-500Closed |
$5.79K - $8.03K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$127 - $177
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Denali Advisors LLC
|
SELL
|
- |
-63KClosed |
$729K - $1.01M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
CALL |
-1KClosed |
$11.6K - $16.1K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-200Closed |
$2.31K - $3.21K
|
0
$0
|
|