Purchases and Sales Made in Q1 2024 in Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE) during Q1 2024. The information is specifically focused on institutions that hold shares of HELEN OF TROY LTD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
127New |
$14.2K - $16K
|
127
$7.97K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
112+ 5.27% |
$12.5K - $14.1K
|
2.24K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
111+ 4.02% |
$12.4K - $14K
|
2.87K
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.49% |
$11.2K - $12.6K
|
6.8K
$427K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.75% |
$11.2K - $12.6K
|
5.83K
$366K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.33% |
$11.2K - $12.6K
|
30.6K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
99New |
$11.1K - $12.5K
|
99
$6.22K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
92+ 0.0% |
$10.3K - $11.6K
|
2.4M
$151M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
82+ 0.28% |
$9.18K - $10.4K
|
29.8K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
80+ 0.3% |
$8.96K - $10.1K
|
26.9K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79+ 0.14% |
$8.85K - $9.98K
|
56.8K
$3.56M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 37.1% |
$7.73K - $8.71K
|
255
$16K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
48+ 1.7% |
$5.38K - $6.06K
|
2.88K
$180K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46+ 26.44% |
$5.15K - $5.81K
|
220
$13.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45New |
$5.04K - $5.68K
|
45
$2.83K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 330.0% |
$3.7K - $4.17K
|
43
$2.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$2.69K - $3.03K
|
24
$1.51K
|
|
|
May 15, 2024
Q1 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
24+ 0.2% |
$2.69K - $3.03K
|
12.3K
$773K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
24+ 15.69% |
$2.69K - $3.03K
|
177
$11.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 222.22% |
$2.24K - $2.53K
|
29
$1.82K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20+ 0.34% |
$2.24K - $2.53K
|
5.95K
$374K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.33% |
$2.13K - $2.4K
|
5.75K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17New |
$1.9K - $2.15K
|
17
$1.07K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16+ 0.17% |
$1.79K - $2.02K
|
9.16K
$575K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
14+ 1.18% |
$1.57K - $1.77K
|
1.2K
$75.5K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
14+ 0.27% |
$1.57K - $1.77K
|
5.25K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12New |
$1.34K - $1.52K
|
12
$753
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11+ 220.0% |
$1.23K - $1.39K
|
16
$1K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.12K - $1.26K
|
3.43K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 0.1% |
$784 - $884
|
6.84K
$429K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
7New |
$784 - $884
|
7
$439
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6New |
$672 - $758
|
6
$377
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6+ 0.15% |
$672 - $758
|
4.05K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6+ 0.23% |
$672 - $758
|
2.6K
$163K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 5.36% |
$336 - $379
|
59
$3.7K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 15.0% |
$336 - $379
|
23
$1.44K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2New |
$224 - $253
|
2
$126
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-1- 5.26% |
$112 - $126
|
18
$1.13K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 1.08% |
$224 - $253
|
184
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 6.16% |
$1.01K - $1.14K
|
137
$8.6K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9- 1.5% |
$1.01K - $1.14K
|
593
$37.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-25- 12.82% |
$2.8K - $3.16K
|
170
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-27- 0.07% |
$3.02K - $3.41K
|
37.2K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-30- 0.84% |
$3.36K - $3.79K
|
3.53K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 43.24% |
$3.58K - $4.04K
|
42
$2.64K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-45- 3.42% |
$5.04K - $5.68K
|
1.27K
$79.7K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-46- 0.74% |
$5.15K - $5.81K
|
6.14K
$386K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-53- 0.51% |
$5.93K - $6.69K
|
10.3K
$648K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-66- 55.46% |
$7.39K - $8.33K
|
53
$3.33K
|