Purchases and Sales Made in Q1 2023 in Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.77% |
$97.4 - $120
|
911
$13.8K
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.75% |
$97.4 - $120
|
946
$14.3K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.32% |
$97.4 - $120
|
2.22K
$33.7K
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6+ 0.0% |
$83.5 - $103
|
630K
$9.55M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 1.67% |
$69.6 - $85.6
|
305
$4.62K
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.01% |
$69.6 - $85.6
|
50K
$758K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.69% |
$69.6 - $85.6
|
725
$11K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.75% |
$41.7 - $51.3
|
405
$6.14K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.78% |
$41.7 - $51.3
|
387
$5.86K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.87% |
$41.7 - $51.3
|
346
$5.24K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.11% |
$41.7 - $51.3
|
2.62K
$39.7K
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.98% |
$27.8 - $34.2
|
206
$3.12K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.14% |
$27.8 - $34.2
|
1.46K
$22K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 10.0% |
$27.8 - $34.2
|
22
$333
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.43% |
$27.8 - $34.2
|
462
$7K
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.58% |
$13.9 - $17.1
|
172
$2.61K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$13.9 - $17.1
|
3.79K
$57.4K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.86% |
$13.9 - $17.1
|
117
$1.77K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.5% |
$13.9 - $17.1
|
203
$3.08K
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.0% |
$13.9 - $17.1
|
30.8K
$467K
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.9% |
$13.9 - $17.1
|
112
$1.7K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$13.9 - $17.1
|
8
$121
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 1.18% |
$55.6 - $68.4
|
334
$5.06K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 1.06% |
$111 - $137
|
745
$11.3K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12- 12.63% |
$167 - $205
|
83
$1.26K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-12- 7.14% |
$167 - $205
|
156
$2.36K
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-12- 0.03% |
$167 - $205
|
46K
$697K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 4.36% |
$181 - $222
|
285
$4.32K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 42.86% |
$209 - $257
|
20
$303
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-25- 0.18% |
$348 - $428
|
14.1K
$213K
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.03% |
$362 - $445
|
97.1K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-28- 9.76% |
$389 - $479
|
259
$3.92K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 0.69% |
$445 - $548
|
4.59K
$69.6K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-33- 0.16% |
$459 - $565
|
20.6K
$313K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-35- 30.43% |
$487 - $599
|
80
$1.21K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-35- 0.09% |
$487 - $599
|
40.3K
$610K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-37- 0.22% |
$515 - $633
|
16.5K
$249K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-41- 47.67% |
$570 - $702
|
45
$682
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41- 0.39% |
$570 - $702
|
10.6K
$160K
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-46- 0.1% |
$640 - $787
|
45.1K
$683K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-59- 3.25% |
$821 - $1.01K
|
1.76K
$26.6K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-60- 0.24% |
$835 - $1.03K
|
24.5K
$371K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61- 6.59% |
$849 - $1.04K
|
864
$13.1K
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-62- 0.42% |
$862 - $1.06K
|
14.7K
$222K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-62- 4.99% |
$862 - $1.06K
|
1.18K
$17.9K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-63- 31.34% |
$876 - $1.08K
|
138
$2.09K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-79- 24.31% |
$1.1K - $1.35K
|
246
$3.73K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-80- 0.14% |
$1.11K - $1.37K
|
57.4K
$870K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-84- 3.04% |
$1.17K - $1.44K
|
2.68K
$40.6K
|