Purchases and Sales Made in Q3 2024 in Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
189New |
$9.16K - $17.3K
|
189
$11.3K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
184+ 10.68% |
$8.92K - $16.9K
|
1.91K
$114K
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
182+ 30.28% |
$8.83K - $16.7K
|
783
$46.6K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
180+ 268.66% |
$8.73K - $16.5K
|
247
$14.7K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
154New |
$7.47K - $14.1K
|
154
$9.17K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
138New |
$6.69K - $12.6K
|
138
$8.22K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
132New |
$6.4K - $12.1K
|
132
$7.86K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
131+ 8.25% |
$6.35K - $12K
|
1.72K
$102K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
85New |
$4.12K - $7.79K
|
85
$5.06K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
76New |
$3.69K - $6.96K
|
76
$4.52K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66+ 29.2% |
$3.2K - $6.05K
|
292
$17.4K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 362.5% |
$2.81K - $5.31K
|
74
$4.41K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
56+ 19.86% |
$2.72K - $5.13K
|
338
$20.1K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40New |
$1.94K - $3.66K
|
40
$2.38K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
35+ 218.75% |
$1.7K - $3.21K
|
51
$3.04K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 560.0% |
$1.36K - $2.57K
|
33
$1.96K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 500.0% |
$1.21K - $2.29K
|
30
$1.79K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22New |
$1.07K - $2.02K
|
22
$1.31K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 80.0% |
$970 - $1.83K
|
45
$2.68K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17New |
$824 - $1.56K
|
17
$1.01K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 150.0% |
$727 - $1.37K
|
25
$1.49K
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12+ 50.0% |
$582 - $1.1K
|
36
$2.14K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12New |
$582 - $1.1K
|
12
$714
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 1000.0% |
$485 - $916
|
11
$655
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 500.0% |
$485 - $916
|
12
$714
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$145 - $275
|
3
$179
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 100.0% |
$97 - $183
|
4
$238
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1New |
$48.5 - $91.6
|
1
$59.5
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$48.5 - $91.6
|
1
$59.5
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1+ 0.08% |
$48.5 - $91.6
|
1.2K
$71.2K
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 80.0% |
$194 - $366
|
1
$59.5
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 83.33% |
$242 - $458
|
1
$59.5
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 16.67% |
$291 - $550
|
30
$1.79K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 6.57% |
$436 - $825
|
128
$7.62K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 23.26% |
$485 - $916
|
33
$1.96K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 63.16% |
$582 - $1.1K
|
7
$417
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-13- 22.41% |
$630 - $1.19K
|
45
$2.68K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 8.67% |
$630 - $1.19K
|
137
$8.16K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33- 71.74% |
$1.6K - $3.02K
|
13
$774
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-36- 21.18% |
$1.75K - $3.3K
|
134
$7.98K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 36.27% |
$1.79K - $3.39K
|
65
$3.87K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-46- 79.31% |
$2.23K - $4.21K
|
12
$714
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-78- 1.17% |
$3.78K - $7.15K
|
6.57K
$391K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80- 93.02% |
$3.88K - $7.33K
|
6
$357
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 68.97% |
$4.85K - $9.16K
|
45
$2.68K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-173- 68.38% |
$8.39K - $15.9K
|
80
$4.76K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-199- 2.93% |
$9.65K - $18.2K
|
6.59K
$392K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-212- 90.99% |
$10.3K - $19.4K
|
21
$1.25K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-227- 0.44% |
$11K - $20.8K
|
51K
$3.04M
|