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 280 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
132
shares
|
$8,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
128
shares
|
$8,139
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
127
shares
|
$8,075
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
121
shares
|
$7,694
0.0% of portfolio
|
Q2 2024
Reduced 80.45%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
114
shares
|
$7,249
0.0% of portfolio
|
Q4 2024
Added 54.05%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
105
shares
|
$6,676
0.0% of portfolio
|
Q3 2024
Reduced 98.4%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$5,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
80
shares
|
$5,087
0.0% of portfolio
|
Q3 2024
Reduced 68.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
76
shares
|
$4,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$4,133
0.0% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
61
shares
|
$3,878
0.0% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
55
shares
|
$3,497
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
45
shares
|
$2,861
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
45
shares
|
$2,861
0.0% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
45
shares
|
$2,861
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$2,861
0.0% of portfolio
|
Q3 2024
Reduced 68.97%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
40
shares
|
$2,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
40
shares
|
$2,543
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36
shares
|
$2,289
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$2,098
0.0% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
31
shares
|
$1,971
0.0% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
30
shares
|
$1,907
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30
shares
|
$1,907
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$1,907
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29
shares
|
$1,844
0.0% of portfolio
|
Q4 2024
Reduced 12.12%
|