Purchases and Sales Made in Q2 2023 in Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39+ 1.45% |
$3.19K - $4.21K
|
2.73K
$171K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25+ 0.03% |
$2.05K - $2.7K
|
81.9K
$5.14M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25New |
$2.05K - $2.7K
|
25
$1.57K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
18New |
$1.47K - $1.94K
|
18
$1.13K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
17+ 1700.0% |
$1.39K - $1.84K
|
18
$1.13K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 375.0% |
$1.23K - $1.62K
|
19
$1.19K
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15+ 0.25% |
$1.23K - $1.62K
|
6.08K
$382K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 3.2% |
$573 - $756
|
226
$14.2K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 4.76% |
$409 - $540
|
110
$6.91K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 100.0% |
$409 - $540
|
10
$628
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 4.76% |
$409 - $540
|
110
$6.91K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$409 - $540
|
5
$314
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$409 - $540
|
5
$314
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4New |
$327 - $432
|
4
$251
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.78% |
$164 - $216
|
257
$16.1K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$81.8 - $108
|
49
$3.08K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 20.0% |
$81.8 - $108
|
6
$377
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$81.8 - $108
|
5
$314
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$81.8 - $108
|
4
$251
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 25.0% |
$81.8 - $108
|
3
$188
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-3- 0.12% |
$245 - $324
|
2.55K
$160K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 19.23% |
$409 - $540
|
21
$1.32K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 36.67% |
$900 - $1.19K
|
19
$1.19K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-35- 16.06% |
$2.86K - $3.78K
|
183
$11.5K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40- 0.83% |
$3.27K - $4.32K
|
4.76K
$299K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-74- 30.33% |
$6.05K - $7.99K
|
170
$10.7K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-99- 93.4% |
$8.1K - $10.7K
|
7
$439
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.66% |
$8.18K - $10.8K
|
5.93K
$372K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.42% |
$8.18K - $10.8K
|
6.96K
$437K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-101- 1.25% |
$8.26K - $10.9K
|
7.99K
$502K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-124- 4.18% |
$10.1K - $13.4K
|
2.85K
$179K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-127- 2.01% |
$10.4K - $13.7K
|
6.21K
$390K
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-147- 0.55% |
$12K - $15.9K
|
26.6K
$1.67M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-161- 85.19% |
$13.2K - $17.4K
|
28
$1.76K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-200- 14.34% |
$16.4K - $21.6K
|
1.2K
$75K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-204- 0.3% |
$16.7K - $22K
|
67.6K
$4.24M
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-212- 3.05% |
$17.3K - $22.9K
|
6.74K
$423K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-213- 1.79% |
$17.4K - $23K
|
11.7K
$734K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228- 3.39% |
$18.7K - $24.6K
|
6.5K
$408K
|
|
Jul 28, 2023
Q2 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-260- 0.54% |
$21.3K - $28.1K
|
48.1K
$3.02M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-260- 97.74% |
$21.3K - $28.1K
|
6
$377
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-294- 7.71% |
$24K - $31.8K
|
3.52K
$221K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-305- 11.59% |
$24.9K - $32.9K
|
2.33K
$146K
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-328- 9.91% |
$26.8K - $35.4K
|
2.98K
$187K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-345- 2.3% |
$28.2K - $37.3K
|
14.6K
$920K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-359- 1.67% |
$29.4K - $38.8K
|
21.1K
$1.33M
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-369- 1.18% |
$30.2K - $39.9K
|
31K
$1.94M
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-407- 4.26% |
$33.3K - $44K
|
9.15K
$574K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-445- 3.63% |
$36.4K - $48.1K
|
11.8K
$743K
|