Institutional Ownership Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$2,004
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30
shares
|
$2,004
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
28
shares
|
$1,870
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
25
shares
|
$1,670
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
22
shares
|
$1,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
21
shares
|
$1,402
0.0% of portfolio
|
Q3 2024
Reduced 90.99%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
17
shares
|
$1,135
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
17
shares
|
$1,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,135
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$1,002
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
13
shares
|
$868
0.0% of portfolio
|
Q3 2024
Reduced 71.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$801
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12
shares
|
$801
0.0% of portfolio
|
Q3 2024
Reduced 79.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12
shares
|
$801
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
12
shares
|
$801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
12
shares
|
$801
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
11
shares
|
$734
0.0% of portfolio
|
Q3 2024
Added 1000.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$668
0.0% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7
shares
|
$467
0.0% of portfolio
|
Q3 2024
Reduced 63.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6
shares
|
$400
0.0% of portfolio
|
Q3 2024
Reduced 93.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6
shares
|
$400
0.0% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$334
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4
shares
|
$267
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4
shares
|
$267
0.0% of portfolio
|
Q2 2020
Reduced 3.13%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4
shares
|
$267
0.0% of portfolio
|
Q2 2023
New holding
|