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|
|
This page summarizes the HPE holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether HPE is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HPE Share Count |
|---|
| West Paces Advisors Inc. |
18 |
990 |
+972 |
+5400.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
764 |
9,867 |
+9,103 |
+1191.49% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
18,531 |
225,744 |
+207,213 |
+1118.20% |
| AdvisorNet Financial Inc |
360 |
3,719 |
+3,359 |
+933.06% |
| Perkins Coie Trust Co |
740 |
3,282 |
+2,542 |
+343.51% |
| Rise Advisors LLC |
414 |
1,465 |
+1,051 |
+253.86% |
| OFI Invest Asset Management |
98,089 |
243,726 |
+145,637 |
+148.47% |
| IMC Chicago LLC |
35,734 |
87,553 |
+51,819 |
+145.01% |
| Sunbelt Securities Inc. |
274 |
589 |
+315 |
+114.96% |
| Assenagon Asset Management S.A. |
564,388 |
1,169,046 |
+604,658 |
+107.14% |
| American National Bank |
1,029 |
1,949 |
+920 |
+89.41% |
| Raymond James & Associates |
932,921 |
1,760,414 |
+827,493 |
+88.70% |
| Creative Financial Designs Inc. ADV |
464 |
825 |
+361 |
+77.80% |
| Bruce G. Allen Investments LLC |
114 |
198 |
+84 |
+73.68% |
| Caldwell Sutter Capital Inc. |
1,200 |
1,900 |
+700 |
+58.33% |
| Wealthfront Advisers LLC |
45,415 |
70,671 |
+25,256 |
+55.61% |
| Argyle Capital Management Inc. |
46,175 |
64,675 |
+18,500 |
+40.06% |
| Dumont & Blake Investment Advisors LLC |
12,576 |
17,519 |
+4,943 |
+39.31% |
| Raymond James Trust N.A. |
12,070 |
16,578 |
+4,508 |
+37.35% |
| BNP Paribas Arbitrage SA |
1,051,477 |
1,437,118 |
+385,641 |
+36.68% |
| Wedge Capital Management L L P NC |
211,593 |
288,313 |
+76,720 |
+36.26% |
| AustralianSuper Pty Ltd |
2,969,582 |
4,046,080 |
+1,076,498 |
+36.25% |
| HB Wealth Management LLC |
70,277 |
94,781 |
+24,504 |
+34.87% |
| Clear Creek Financial Management LLC |
10,999 |
14,610 |
+3,611 |
+32.83% |
| WFA Asset Management Corp |
967 |
1,275 |
+308 |
+31.85% |
| Proequities Inc. |
7,724 |
10,066 |
+2,342 |
+30.32% |
| CWM LLC |
33,880 |
43,671 |
+9,791 |
+28.90% |
| Janney Montgomery Scott LLC |
129,355 |
165,242 |
+35,887 |
+27.74% |
| Wealth Enhancement Advisory Services LLC |
69,940 |
86,314 |
+16,374 |
+23.41% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
503,960 |
620,960 |
+117,000 |
+23.22% |
| Summit Trail Advisors LLC |
18,035 |
22,174 |
+4,139 |
+22.95% |
| MV Capital Management Inc. |
480 |
590 |
+110 |
+22.92% |
| Amalgamated Bank |
365,752 |
441,311 |
+75,559 |
+20.66% |
| Retirement Systems of Alabama |
3,757,732 |
4,448,812 |
+691,080 |
+18.39% |
| DekaBank Deutsche Girozentrale |
850,581 |
1,006,298 |
+155,717 |
+18.31% |
| V Square Quantitative Management LLC |
28,571 |
33,781 |
+5,210 |
+18.24% |
| Aspire Private Capital LLC |
6,451 |
7,626 |
+1,175 |
+18.21% |
| S.A. Mason LLC |
794 |
917 |
+123 |
+15.49% |
| JJJ Advisors Inc. |
9,290 |
10,614 |
+1,324 |
+14.25% |
| Banque Cantonale Vaudoise |
255,992 |
292,040 |
+36,048 |
+14.08% |
| USA Financial Portformulas Corp |
157 |
179 |
+22 |
+14.01% |
| Farmers & Merchants Trust Co of Chambersburg PA |
372 |
419 |
+47 |
+12.63% |
| Park Avenue Securities LLC |
19,612 |
21,840 |
+2,228 |
+11.36% |
| Abundance Wealth Counselors |
26,205 |
28,920 |
+2,715 |
+10.36% |
| Capital Investment Counsel Inc |
37,269 |
40,769 |
+3,500 |
+9.39% |
| Fortem Financial Group LLC |
47,747 |
52,012 |
+4,265 |
+8.93% |
| Capital Advisors Ltd. LLC |
533 |
570 |
+37 |
+6.94% |
| Brown Advisory Inc. |
16,915 |
17,935 |
+1,020 |
+6.03% |
| Financial Management Professionals Inc. |
749 |
793 |
+44 |
+5.87% |
| Natixis Advisors L.P. |
493,014 |
520,892 |
+27,878 |
+5.65% |
| Alaska Permanent Fund Corp |
148,693 |
157,046 |
+8,353 |
+5.62% |
| Lindbrook Capital LLC |
8,830 |
9,313 |
+483 |
+5.47% |
| Atlas Capital Advisors LLC |
62,831 |
66,216 |
+3,385 |
+5.39% |
| Sumitomo Mitsui Trust Holdings Inc. |
3,659,265 |
3,855,377 |
+196,112 |
+5.36% |
| CVA Family Office LLC |
555 |
583 |
+28 |
+5.05% |
| CX Institutional |
86,586 |
90,918 |
+4,332 |
+5.00% |
| Principal Financial Group Inc. |
1,455,299 |
1,527,973 |
+72,674 |
+4.99% |
| Grimes & Company Inc. |
434,120 |
451,995 |
+17,875 |
+4.12% |
| PDS Planning Inc |
12,445 |
12,952 |
+507 |
+4.07% |
| Van ECK Associates Corp |
78,789 |
81,971 |
+3,182 |
+4.04% |
| GAMMA Investing LLC |
4,473 |
4,638 |
+165 |
+3.69% |
| SOA Wealth Advisors LLC. |
3,784 |
3,919 |
+135 |
+3.57% |
| Greenleaf Trust |
24,896 |
25,699 |
+803 |
+3.23% |
| Perpetual Ltd |
41,491 |
42,818 |
+1,327 |
+3.20% |
| Zurcher Kantonalbank Zurich Cantonalbank |
237,457 |
245,009 |
+7,552 |
+3.18% |
| Financial Synergies Wealth Advisors Inc. |
1,570 |
1,616 |
+46 |
+2.93% |
| Mitchell Mcleod Pugh & Williams Inc. |
24,941 |
25,655 |
+714 |
+2.86% |
| Insight Wealth Strategies LLC |
120,384 |
123,667 |
+3,283 |
+2.73% |
| Checchi Capital Advisers LLC |
19,694 |
20,200 |
+506 |
+2.57% |
| Long Run Wealth Advisors LLC |
63,315 |
64,803 |
+1,488 |
+2.35% |
| Bell Bank |
312,725 |
319,900 |
+7,175 |
+2.29% |
| Werba Rubin Papier Wealth Management |
15,344 |
15,673 |
+329 |
+2.14% |
| Czech National Bank |
224,686 |
228,736 |
+4,050 |
+1.80% |
| Valley National Advisers Inc. |
2,057 |
2,089 |
+32 |
+1.56% |
| Total Clarity Wealth Management Inc. |
26,653 |
27,042 |
+389 |
+1.46% |
| Foster & Motley Inc. |
396,939 |
402,679 |
+5,740 |
+1.45% |
| Lakewood Asset Management LLC |
113,483 |
115,089 |
+1,606 |
+1.42% |
| Global Retirement Partners LLC |
17,516 |
17,731 |
+215 |
+1.23% |
| State of Michigan Retirement System |
490,581 |
495,581 |
+5,000 |
+1.02% |
| First Horizon Advisors Inc. |
10,329 |
10,432 |
+103 |
+1.00% |
| CENTRAL TRUST Co |
9,450 |
9,536 |
+86 |
+0.91% |
| Financial Freedom LLC |
1,209 |
1,219 |
+10 |
+0.83% |
| Newbridge Financial Services Group Inc. |
931 |
938 |
+7 |
+0.75% |
| Concord Wealth Partners |
2,793 |
2,805 |
+12 |
+0.43% |
| Cutter & CO Brokerage Inc. |
12,849 |
12,895 |
+46 |
+0.36% |
| Linden Thomas Advisory Services LLC |
104,504 |
104,761 |
+257 |
+0.25% |
| Bogart Wealth LLC |
433 |
434 |
+1 |
+0.23% |
| Asset Dedication LLC |
2,630 |
2,635 |
+5 |
+0.19% |
| 13F Filers Reporting New Positions In HPE |
|---|
| Greenwood Capital Associates LLC |
0 |
66,694 |
+66,694 |
+100% |
| Capstone Investment Advisors LLC |
0 |
3,631 |
+3,631 |
+100% |
| Northwest Investment Counselors LLC |
0 |
78 |
+78 |
+100% |
| Palisade Asset Management LLC |
0 |
5,759 |
+5,759 |
+100% |
| YHB Investment Advisors Inc. |
0 |
323 |
+323 |
+100% |
| Simplex Trading LLC |
0 |
120,911 |
+120,911 |
+100% |
| Mather Group LLC. |
0 |
6,721 |
+6,721 |
+100% |
| Capital Investment Advisors LLC |
0 |
10,085 |
+10,085 |
+100% |
| First Personal Financial Services |
0 |
286 |
+286 |
+100% |
| Mn Services Vermogensbeheer B.V. |
0 |
525,400 |
+525,400 |
+100% |
| Horizon Financial Services LLC |
0 |
416 |
+416 |
+100% |
| Simon Quick Advisors LLC |
0 |
16,608 |
+16,608 |
+100% |
| Ridgewood Investments LLC |
0 |
37,101 |
+37,101 |
+100% |
| CBOE Vest Financial LLC |
0 |
14,510 |
+14,510 |
+100% |
| CloudAlpha Capital Management Limited Hong Kong |
0 |
278,000 |
+278,000 |
+100% |
| Kathleen S. Wright Associates Inc. |
0 |
63 |
+63 |
+100% |
| Simplicity Wealth LLC |
0 |
44,252 |
+44,252 |
+100% |
| Guidance Capital Inc. |
0 |
53,962 |
+53,962 |
+100% |
| Register Financial Advisors LLC |
0 |
327 |
+327 |
+100% |
| PFG Investments LLC |
0 |
11,661 |
+11,661 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
8 |
+8 |
+100% |
| Lecap Asset Management Ltd. |
0 |
241,240 |
+241,240 |
+100% |
| Wetzel Investment Advisors Inc. |
0 |
500 |
+500 |
+100% |
| Accordant Advisory Group Inc |
0 |
31 |
+31 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
200 |
200 |
UNCH |
0.00% |
| Cigna Investments Inc. New |
13,724 |
13,724 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
16,776 |
16,776 |
UNCH |
0.00% |
| Carret Asset Management LLC |
22,350 |
22,350 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
2,472 |
2,472 |
UNCH |
0.00% |
| Wendell David Associates Inc. |
19,200 |
19,200 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
5,397 |
5,397 |
UNCH |
0.00% |
| Smith Shellnut Wilson LLC ADV |
12,924 |
12,924 |
UNCH |
0.00% |
| Tompkins Financial Corp |
578 |
578 |
UNCH |
0.00% |
| Norwood Financial Corp |
450 |
450 |
UNCH |
0.00% |
| Sanders Morris Harris LLC |
26,000 |
26,000 |
UNCH |
0.00% |
| Albion Financial Group UT |
1,066 |
1,066 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
80 |
80 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
1,160 |
1,160 |
UNCH |
0.00% |
| Bonness Enterprises Inc. |
57,100 |
57,100 |
UNCH |
0.00% |
| Webster Bank N. A. |
3,200 |
3,200 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
560 |
560 |
UNCH |
0.00% |
| First Community Trust NA |
850 |
850 |
UNCH |
0.00% |
| Hollencrest Capital Management |
294 |
294 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
4,774 |
4,774 |
UNCH |
0.00% |
| SeaBridge Investment Advisors LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
2,833 |
2,833 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
5,063 |
5,063 |
UNCH |
0.00% |
| Hourglass Capital LLC |
91,420 |
91,420 |
UNCH |
0.00% |
| Cacti Asset Management LLC |
30,000 |
30,000 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
26,200 |
26,200 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
116 |
116 |
UNCH |
0.00% |
| Oldfield Partners LLP |
17,400 |
17,400 |
UNCH |
0.00% |
| David R. Rahn & Associates Inc. |
15,089 |
15,089 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
5,190 |
5,190 |
UNCH |
0.00% |
| JNBA Financial Advisors |
2,800 |
2,800 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
7,931 |
7,931 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
111,058 |
111,058 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
1,005 |
1,005 |
UNCH |
0.00% |
| CKW Financial Group |
4,321 |
4,321 |
UNCH |
0.00% |
| Private Ocean LLC |
308 |
308 |
UNCH |
0.00% |
| MCF Advisors LLC |
5,481 |
5,481 |
UNCH |
0.00% |
| Grassi Investment Management |
25,600 |
25,600 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
400 |
400 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
164 |
164 |
UNCH |
0.00% |
| Grove Bank & Trust |
534 |
534 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
932 |
932 |
UNCH |
0.00% |
| Perennial Advisors LLC |
13,877 |
13,877 |
UNCH |
0.00% |
| Pinnacle Bank |
994 |
994 |
UNCH |
0.00% |
| Bfsg LLC |
133 |
133 |
UNCH |
0.00% |
| Security National Bank |
5,375 |
5,375 |
UNCH |
0.00% |
| Sawyer & Company Inc |
1,000 |
1,000 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Harbor Island Capital LLC |
235,113 |
235,113 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
596 |
596 |
UNCH |
0.00% |
| West Branch Capital LLC |
200 |
200 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
3,879 |
3,879 |
UNCH |
0.00% |
| Pflug Koory LLC |
416 |
416 |
UNCH |
0.00% |
| Retirement Group LLC |
156 |
156 |
UNCH |
0.00% |
| RHS Financial LLC |
14,987 |
14,987 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
15 |
15 |
UNCH |
0.00% |
| Capital Planning LLC |
11,164 |
11,164 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
98,747 |
98,747 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
10 |
10 |
UNCH |
0.00% |
| Tsfg LLC |
63 |
63 |
UNCH |
0.00% |
| Key Financial Inc |
3,463 |
3,463 |
UNCH |
0.00% |
| Davis Capital Management |
340 |
340 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
1,428 |
1,428 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
20 |
20 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
180 |
180 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
500 |
500 |
UNCH |
0.00% |
| Maryland Capital Advisors Inc. |
19 |
19 |
UNCH |
0.00% |
| Family CFO Inc |
400 |
400 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
709 |
709 |
UNCH |
0.00% |
| Argonautica Private Wealth Management Inc. |
24,686 |
24,686 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
7,413 |
7,413 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
1,523 |
1,523 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
106 |
106 |
UNCH |
0.00% |
| Stephens Consulting LLC |
100 |
100 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
71 |
71 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
971 |
971 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
502 |
502 |
UNCH |
0.00% |
| Park Place Capital Corp |
121 |
121 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
22,494 |
22,494 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
227 |
227 |
UNCH |
0.00% |
| Union Savings Bank |
1,263 |
1,263 |
UNCH |
0.00% |
| Financial Perspectives Inc |
107 |
107 |
UNCH |
0.00% |
| Sentry LLC |
11,024 |
11,024 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
18 |
18 |
UNCH |
0.00% |
| Sachetta LLC |
787 |
787 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
63 |
63 |
UNCH |
0.00% |
| Planning Capital Management Corp |
113 |
113 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
149 |
149 |
UNCH |
0.00% |
| 13F Filers Decreasing HPE Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
1,446 |
9 |
-1,437 |
-99.38% |
| TFC Financial Management |
824 |
29 |
-795 |
-96.48% |
| Berger Financial Group Inc |
284,939 |
11,713 |
-273,226 |
-95.89% |
| Criterion Capital Advisors LLC |
758 |
36 |
-722 |
-95.25% |
| DNB Asset Management AS |
2,015,451 |
284,563 |
-1,730,888 |
-85.88% |
| Exchange Traded Concepts LLC |
3,089 |
550 |
-2,539 |
-82.19% |
| Rakuten Securities Inc. |
567 |
115 |
-452 |
-79.72% |
| Center for Financial Planning Inc. |
1,271 |
316 |
-955 |
-75.14% |
| Cutler Group LP |
1,290 |
400 |
-890 |
-68.99% |
| Salem Investment Counselors Inc. |
1,961 |
700 |
-1,261 |
-64.30% |
| Venturi Wealth Management LLC |
1,097 |
402 |
-695 |
-63.35% |
| SJS Investment Consulting Inc. |
327 |
159 |
-168 |
-51.38% |
| Fortis Group Advisors LLC |
326 |
163 |
-163 |
-50.00% |
| Gradient Investments LLC |
1,112 |
645 |
-467 |
-42.00% |
| Mirae Asset Global Investments Co. Ltd. |
499,247 |
296,554 |
-202,693 |
-40.60% |
| Symmetry Partners LLC |
30,500 |
18,267 |
-12,233 |
-40.11% |
| Ritholtz Wealth Management |
71,313 |
52,188 |
-19,125 |
-26.82% |
| Ronald Blue Trust Inc. |
10,379 |
7,618 |
-2,761 |
-26.60% |
| Hexagon Capital Partners LLC |
4,217 |
3,190 |
-1,027 |
-24.35% |
| IMPACTfolio LLC |
13,963 |
10,572 |
-3,391 |
-24.29% |
| UMB Bank N A MO |
13,231 |
10,220 |
-3,011 |
-22.76% |
| Cambridge Investment Research Advisors Inc. |
51,421 |
40,582 |
-10,839 |
-21.08% |
| Robeco Institutional Asset Management B.V. |
2,841,331 |
2,295,592 |
-545,739 |
-19.21% |
| CAPROCK Group Inc. |
30,156 |
24,492 |
-5,664 |
-18.78% |
| Inlet Private Wealth LLC |
25,035 |
20,590 |
-4,445 |
-17.76% |
| Burke & Herbert Bank & Trust Co. |
15,880 |
13,109 |
-2,771 |
-17.45% |
| State of Alaska Department of Revenue |
408,754 |
348,094 |
-60,660 |
-14.84% |
| Lake Street Financial LLC |
14,499 |
12,537 |
-1,962 |
-13.53% |
| Allworth Financial LP |
42,311 |
36,818 |
-5,493 |
-12.98% |
| Clarius Group LLC |
16,665 |
14,648 |
-2,017 |
-12.10% |
| Private Wealth Management Group LLC |
431 |
379 |
-52 |
-12.06% |
| Westside Investment Management Inc. |
71,038 |
62,738 |
-8,300 |
-11.68% |
| Brookstone Capital Management |
18,994 |
16,790 |
-2,204 |
-11.60% |
| Private Advisor Group LLC |
58,405 |
51,694 |
-6,711 |
-11.49% |
| Premier Path Wealth Partners LLC |
22,902 |
20,277 |
-2,625 |
-11.46% |
| NBC Securities Inc. |
2,052 |
1,827 |
-225 |
-10.96% |
| Sequoia Financial Advisors LLC |
17,951 |
16,101 |
-1,850 |
-10.31% |
| Spire Wealth Management |
4,247 |
3,833 |
-414 |
-9.75% |
| Allspring Global Investments Holdings LLC |
116,785 |
106,471 |
-10,314 |
-8.83% |
| Commonwealth Equity Services LLC |
176,829 |
162,605 |
-14,224 |
-8.04% |
| Raymond James Financial Services Advisors Inc. |
716,330 |
658,811 |
-57,519 |
-8.03% |
| JFS Wealth Advisors LLC |
1,443 |
1,332 |
-111 |
-7.69% |
| First National Bank & Trust Co. of Newtown |
20,024 |
18,624 |
-1,400 |
-6.99% |
| BKD Wealth Advisors LLC |
11,328 |
10,540 |
-788 |
-6.96% |
| Massmutual Trust Co. FSB ADV |
4,431 |
4,126 |
-305 |
-6.88% |
| 180 Wealth Advisors LLC |
60,585 |
56,424 |
-4,161 |
-6.87% |
| Transform Wealth LLC |
81,464 |
76,101 |
-5,363 |
-6.58% |
| Parkside Financial Bank & Trust |
2,398 |
2,252 |
-146 |
-6.09% |
| Fifth Third Bancorp |
32,487 |
30,542 |
-1,945 |
-5.99% |
| First Hawaiian Bank |
83,565 |
78,687 |
-4,878 |
-5.84% |
| Securian Asset Management Inc |
81,247 |
76,516 |
-4,731 |
-5.82% |
| Meyer Handelman Co. |
221,844 |
209,244 |
-12,600 |
-5.68% |
| Hall Laurie J Trustee |
4,450 |
4,200 |
-250 |
-5.62% |
| Prestige Wealth Management Group LLC |
1,459 |
1,379 |
-80 |
-5.48% |
| Pinnacle Financial Partners Inc. |
11,615 |
11,133 |
-482 |
-4.15% |
| New Mexico Educational Retirement Board |
67,408 |
64,608 |
-2,800 |
-4.15% |
| Versant Capital Management Inc |
2,441 |
2,345 |
-96 |
-3.93% |
| Jackson Square Capital LLC |
50,756 |
48,861 |
-1,895 |
-3.73% |
| Cantor Fitzgerald Investment Adviser L.P. |
505,563 |
488,140 |
-17,423 |
-3.45% |
| Yousif Capital Management LLC |
205,855 |
199,044 |
-6,811 |
-3.31% |
| Bank of New York Mellon Corp |
9,520,493 |
9,246,654 |
-273,839 |
-2.88% |
| Hartford Investment Management Co. |
86,537 |
84,080 |
-2,457 |
-2.84% |
| Abacus Planning Group Inc. |
26,901 |
26,201 |
-700 |
-2.60% |
| True Link Financial Advisors LLC |
13,421 |
13,086 |
-335 |
-2.50% |
| Louisiana State Employees Retirement System |
77,600 |
75,700 |
-1,900 |
-2.45% |
| Veriti Management LLC |
33,322 |
32,554 |
-768 |
-2.30% |
| Regions Financial Corp |
40,012 |
39,160 |
-852 |
-2.13% |
| North Star Investment Management Corp. |
11,691 |
11,448 |
-243 |
-2.08% |
| SYSTM Wealth Solutions LLC |
21,099 |
20,717 |
-382 |
-1.81% |
| Stratos Wealth Partners LTD. |
15,119 |
14,846 |
-273 |
-1.81% |
| Radnor Capital Management LLC |
151,073 |
148,488 |
-2,585 |
-1.71% |
| California Public Employees Retirement System |
7,877,490 |
7,744,459 |
-133,031 |
-1.69% |
| Investors Asset Management of Georgia Inc. GA ADV |
30,677 |
30,178 |
-499 |
-1.63% |
| DGS Capital Management LLC |
45,496 |
44,852 |
-644 |
-1.42% |
| IFM Investors Pty Ltd |
333,302 |
330,260 |
-3,042 |
-0.91% |
| SOL Capital Management CO |
30,192 |
29,942 |
-250 |
-0.83% |
| Red Tortoise LLC |
697 |
693 |
-4 |
-0.57% |
| Ballentine Partners LLC |
41,483 |
41,293 |
-190 |
-0.46% |
| Clifford Swan Investment Counsel LLC |
962,493 |
958,473 |
-4,020 |
-0.42% |
| BluePath Capital Management LLC |
10,057 |
10,020 |
-37 |
-0.37% |
| Kinneret Advisory LLC |
124,464 |
124,077 |
-387 |
-0.31% |
| New York State Teachers Retirement System |
1,326,835 |
1,323,233 |
-3,602 |
-0.27% |
| Private Trust Co. NA |
10,352 |
10,331 |
-21 |
-0.20% |
| Mission Wealth Management LP |
39,465 |
39,423 |
-42 |
-0.11% |
| Bridgewater Advisors Inc. |
629,786 |
629,683 |
-103 |
-0.02% |
| 13F Filers Exiting HPE |
|---|
| Traveka Wealth LLC |
15,837 |
0 |
-15,837 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
224 |
0 |
-224 |
-100.00% |
| Drive Wealth Management LLC |
10,241 |
0 |
-10,241 |
-100.00% |
| Fortitude Family Office LLC |
578 |
0 |
-578 |
-100.00% |
| Level Financial Advisors Inc. |
918 |
0 |
-918 |
-100.00% |
| Tennessee Valley Asset Management Partners |
669 |
0 |
-669 |
-100.00% |
| International Assets Investment Management LLC |
73,005 |
0 |
-73,005 |
-100.00% |
| First Pacific Financial |
1,216 |
0 |
-1,216 |
-100.00% |
| Kathmere Capital Management LLC |
10,018 |
0 |
-10,018 |
-100.00% |
| Northwest Capital Management Inc |
80 |
0 |
-80 |
-100.00% |
| Verdence Capital Advisors LLC |
23,822 |
0 |
-23,822 |
-100.00% |
| Seelaus Asset Management LLC |
14,694 |
0 |
-14,694 |
-100.00% |
| Polianta Ltd |
54,300 |
0 |
-54,300 |
-100.00% |
| Ibex Wealth Advisors |
26 |
0 |
-26 |
-100.00% |
| BSW Wealth Partners |
14,826 |
0 |
-14,826 |
-100.00% |
| GHP Investment Advisors Inc. |
200 |
0 |
-200 |
-100.00% |
| Contravisory Investment Management Inc. |
31,373 |
0 |
-31,373 |
-100.00% |
| Hennessy Advisors Inc. |
341,553 |
0 |
-341,553 |
-100.00% |
| Bourgeon Capital Management LLC |
89 |
0 |
-89 |
-100.00% |
| Charter Trust Co. |
10,147 |
0 |
-10,147 |
-100.00% |
See Summary: Institutional Holders of HPE
See Details: Top 10 Hedge Funds Holding HPE
Also See: HPE Insider Buying
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