Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Hewlett Packard Enterprise Company - Preferred Security include
TORYX - Torray Fund,
SPFF - Global X SuperIncome Preferred ETF,
Annis Gardner Whiting Capital Advisors, LLC,
Mount Yale Investment Advisors, LLC,
and
Cwm, Llc
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-04-29 |
NP |
SCAP - InfraCap Small Cap Income ETF
|
|
|
|
3,570 |
24.22 |
204 |
14.69 |
|
| 2025-08-14 |
13F |
Infrastructure Capital Advisors, Llc
|
|
|
|
49,840 |
232.80 |
2,935 |
310.92 |
|
| 2025-08-13 |
13F |
Mount Yale Investment Advisors, LLC
|
|
|
|
84 |
|
5 |
|
|
| 2025-06-25 |
NP |
WWICX - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
75,800 |
36.82 |
3,805 |
53.80 |
|
| 2025-08-11 |
13F |
Regal Investment Advisors LLC
|
|
|
|
13,045 |
14.28 |
768 |
41.18 |
|
| 2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
50,642 |
31.46 |
2,991 |
61.88 |
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
36,450 |
69.93 |
2,146 |
109.57 |
|
| 2025-06-23 |
NP |
Global Opportunities Portfolio - Global Opportunities Portfolio
|
|
|
|
26,000 |
62.50 |
1,305 |
33.44 |
|
| 2025-08-08 |
13F |
Calamos Advisors LLC
|
|
|
|
1,892,687 |
11.46 |
111,441 |
37.46 |
|
| 2025-08-12 |
13F |
AlphaCore Capital LLC
|
|
|
|
10,233 |
2.67 |
603 |
26.74 |
|
| 2025-07-02 |
13F |
Central Pacific Bank - Trust Division
|
|
|
|
10,620 |
1.29 |
625 |
25.00 |
|
| 2025-08-26 |
NP |
ANZAX - AllianzGI Convertible Fund Class A
|
|
|
|
185,330 |
12.97 |
10,912 |
39.34 |
|
| 2025-06-24 |
NP |
MCOAX - MainStay MacKay Convertible Fund Class A
|
|
|
|
240,100 |
112.01 |
12,053 |
74.13 |
|
| 2025-08-14 |
13F |
Shaolin Capital Management LLC
|
|
|
|
2,165,000 |
7.18 |
127,952 |
32.33 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
|
|
111 |
-9.02 |
|
| 2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
1,570 |
132.25 |
92 |
187.50 |
|
| 2025-07-25 |
NP |
PACIX - Columbia Convertible Securities Fund Class A
|
|
|
|
170,000 |
36.00 |
8,702 |
20.33 |
|
| 2025-08-26 |
NP |
AZNAX - AllianzGI Income & Growth Fund Class A
|
|
|
|
217,320 |
19.97 |
12,796 |
47.97 |
|
| 2025-07-24 |
NP |
FSDIX - Fidelity Strategic Dividend & Income Fund
|
|
|
|
102,500 |
1.79 |
5,245 |
-9.56 |
|
| 2025-07-29 |
NP |
TORYX - Torray Fund
|
|
|
|
204,000 |
|
10,512 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
190,220 |
0.46 |
11,200 |
23.91 |
|
| 2025-08-26 |
NP |
GFSYX - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
707 |
141.30 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
3,100 |
1.64 |
183 |
25.52 |
|
| 2025-08-14 |
13F |
Two Sigma Investments, Lp
|
|
|
|
138,251 |
16.96 |
8,140 |
44.28 |
|
| 2025-07-29 |
13F |
Portman Square Capital LLP
|
|
|
|
1,450,000 |
52.63 |
85,637 |
88.82 |
|
| 2025-08-14 |
13F |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
754,756 |
32.53 |
44,440 |
63.46 |
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
21 |
|
0 |
|
|
| 2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
162,282 |
30.17 |
10 |
80.00 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
246,498 |
95.70 |
14,514 |
141.36 |
|
| 2025-08-05 |
13F |
Bank Of Montreal /can/
|
|
|
|
3,201 |
27.99 |
188 |
57.98 |
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
75,200 |
97.63 |
89 |
144.44 |
|
| 2025-08-27 |
NP |
AAHYX - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
6,921 |
1.78 |
408 |
25.62 |
|
| 2025-08-13 |
13F |
River Road Asset Management, LLC
|
|
|
|
95,327 |
3.41 |
5,720 |
29.98 |
|
| 2025-08-13 |
13F |
Peloton Wealth Strategists
|
|
|
|
26,825 |
1.90 |
2 |
0.00 |
|
| 2025-08-14 |
13F |
BlueCrest Capital Management Ltd
|
|
|
|
208,790 |
39.78 |
12,294 |
72.39 |
|
| 2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
3,420,215 |
4.62 |
201,382 |
29.03 |
|
| 2025-08-22 |
NP |
Tri-continental Corp
|
|
|
|
185,000 |
12.12 |
10,963 |
37.90 |
|
| 2025-08-07 |
13F |
Samalin Investment Counsel, LLC
|
|
|
|
9,149 |
0.13 |
539 |
23.39 |
|
| 2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
469,700 |
10.52 |
553 |
36.54 |
|
| 2025-06-26 |
NP |
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
56,532 |
370.28 |
2,838 |
286.51 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
6,375 |
|
375 |
|
|
| 2025-08-14 |
13F |
Ssi Investment Management Llc
|
|
|
|
270,165 |
8.57 |
15,942 |
33.75 |
|
| 2025-06-26 |
NP |
AAINX - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
4,662 |
0.76 |
234 |
-17.02 |
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
19,819 |
13.72 |
1,167 |
40.14 |
|
| 2025-08-11 |
13F |
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
172 |
|
10 |
|
|
| 2025-07-25 |
NP |
CFIAX - Columbia Flexible Capital Income Fund Class A
|
|
|
|
225,000 |
7.14 |
11,517 |
-5.21 |
|
| 2025-06-26 |
NP |
MSTVX - Morningstar Alternatives Fund
|
|
|
|
|
|
538 |
-17.38 |
|
| 2025-08-12 |
13F |
Clearbridge Investments, LLC
|
|
|
|
506,342 |
54.25 |
29,813 |
90.24 |
|
| 2025-08-14 |
13F |
Lord, Abbett & Co. Llc
|
|
|
|
|
|
5 |
25.00 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB
|
|
|
|
5,500 |
10.00 |
324 |
35.71 |
|
| 2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
|
|
15 |
36.36 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
10 |
25.00 |
1 |
|
|
| 2025-08-15 |
NP |
SSIJX - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
61,895 |
192.63 |
3,652 |
260.51 |
|
| 2025-06-27 |
NP |
SPFF - Global X SuperIncome Preferred ETF
|
|
|
|
103,249 |
|
5,183 |
|
|
| 2025-07-28 |
NP |
QCON - American Century Quality Convertible Securities ETF
|
|
|
|
14,608 |
12.24 |
748 |
-0.27 |
|
| 2025-08-07 |
13F/A |
Credit Industriel Et Commercial
|
|
|
|
550,000 |
10.00 |
32,648 |
36.55 |
|
