Latest Institutional Transactions on Helen Of Troy LTD (HELE)
This table provides information on the latest institutional transactions involving Helen Of Troy LTD (HELE) 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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.1KClosed |
$1.26M - $1.6M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-19Closed |
$3.93K - $4.99K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-13.5KClosed |
$2.8M - $3.56M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-93Closed |
$19.2K - $24.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-138Closed |
$28.6K - $36.3K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$414K - $526K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-121Closed |
$25K - $31.8K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-1.05KClosed |
$216K - $275K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-972Closed |
$201K - $256K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$414 - $526
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
SELL
|
- |
-180Closed |
$37.2K - $47.3K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-219Closed |
$45.3K - $57.6K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Emerald Advisers, LLC
|
SELL
|
- |
-74.4KClosed |
$15.4M - $19.6M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-73.1KClosed |
$15.1M - $19.2M
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-76Closed |
$15.7K - $20K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-22- 26.51% |
$4.55K - $5.78K
|
61
$1.89K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.01KClosed |
$565K - $686K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-35.9KClosed |
$6.73M - $8.17M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-1.1KClosed |
$206K - $250K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-1.09KClosed |
$204K - $248K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.3KClosed |
$1.56M - $1.89M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.32KClosed |
$248K - $301K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-7K- 66.67% |
$1.31M - $1.59M
|
3.5K
$109K
|
|
Feb 09, 2021
Q4 2020
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.4KClosed |
$825K - $1M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12Closed |
$2.25K - $2.73K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-131KClosed |
$24.6M - $29.9M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-883Closed |
$165K - $201K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.89KClosed |
$354K - $430K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-146Closed |
$27.4K - $33.2K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20Closed |
$3.75K - $4.55K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-6.5KClosed |
$1.22M - $1.48M
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-6.5KClosed |
$1.22M - $1.48M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-181KClosed |
$33.5M - $38.3M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.27KClosed |
$235K - $269K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.38KClosed |
$255K - $291K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Pendal Group LTD
|
SELL
|
- |
-1.29KClosed |
$238K - $272K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-605Closed |
$112K - $128K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-135Closed |
$25K - $28.6K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
SELL
|
- |
-7Closed |
$1.3K - $1.48K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-20Closed |
$3.7K - $4.24K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2- 3.13% |
$253 - $377
|
62
$1.92K
|
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26Closed |
$3.29K - $4.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-4.2KClosed |
$532K - $792K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-6.02KClosed |
$762K - $1.14M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sadoff Investment Management LLC
|
BUY
|
- |
60+ 4.29% |
$7.59K - $11.3K
|
1.46K
$45.3K
|
|
Aug 13, 2020
Q2 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.27KClosed |
$794K - $1.18M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-2.2KClosed |
$278K - $415K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-47Closed |
$5.95K - $8.86K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-16.1KClosed |
$2.03M - $3.03M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-8.56KClosed |
$1.08M - $1.61M
|
0
$0
|