Purchases and Sales Made in Q4 2023 in Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
35New |
$3.38K - $4.34K
|
35
$2.26K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30+ 19.23% |
$2.9K - $3.72K
|
186
$12K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.86% |
$2.7K - $3.47K
|
3.3K
$212K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 21.65% |
$2.03K - $2.6K
|
118
$7.6K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21New |
$2.03K - $2.6K
|
21
$1.35K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
19New |
$1.84K - $2.35K
|
19
$1.22K
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
13+ 0.61% |
$1.26K - $1.61K
|
2.13K
$137K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12New |
$1.16K - $1.49K
|
12
$773
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11New |
$1.06K - $1.36K
|
11
$709
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 2.0% |
$483 - $619
|
255
$16.4K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5New |
$483 - $619
|
5
$322
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5New |
$483 - $619
|
5
$322
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$483 - $619
|
5
$322
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$96.6 - $124
|
5
$322
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 9.09% |
$193 - $248
|
20
$1.29K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 16.67% |
$193 - $248
|
10
$644
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 50.0% |
$290 - $372
|
3
$193
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4- 0.14% |
$386 - $496
|
2.89K
$186K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4- 0.14% |
$386 - $496
|
2.89K
$186K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5- 0.06% |
$483 - $619
|
8.3K
$535K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5- 0.19% |
$483 - $619
|
2.59K
$167K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 43.75% |
$676 - $867
|
9
$580
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 47.37% |
$869 - $1.12K
|
10
$644
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-17- 94.44% |
$1.64K - $2.11K
|
1
$64.4
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-23- 3.68% |
$2.22K - $2.85K
|
602
$38.8K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-29- 0.61% |
$2.8K - $3.59K
|
4.69K
$302K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-41- 0.3% |
$3.96K - $5.08K
|
13.8K
$892K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-45- 1.3% |
$4.35K - $5.58K
|
3.42K
$220K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 2.14% |
$4.54K - $5.82K
|
2.15K
$138K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 1.16% |
$4.73K - $6.07K
|
4.16K
$268K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 4.18% |
$4.83K - $6.19K
|
1.15K
$73.8K
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-51- 1.67% |
$4.93K - $6.32K
|
3.01K
$194K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-57- 4.11% |
$5.51K - $7.06K
|
1.33K
$85.6K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-70- 2.47% |
$6.76K - $8.67K
|
2.76K
$178K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-74- 56.92% |
$7.15K - $9.17K
|
56
$3.61K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-81- 34.62% |
$7.82K - $10K
|
153
$9.86K
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-87- 3.19% |
$8.4K - $10.8K
|
2.64K
$170K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.47% |
$9.66K - $12.4K
|
6.7K
$432K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.48% |
$9.66K - $12.4K
|
6.66K
$429K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-103- 1.71% |
$9.95K - $12.8K
|
5.93K
$382K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-117- 37.5% |
$11.3K - $14.5K
|
195
$12.6K
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-125- 1.11% |
$12.1K - $15.5K
|
11.1K
$715K
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-129- 4.07% |
$12.5K - $16K
|
3.04K
$196K
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-141- 1.46% |
$13.6K - $17.5K
|
9.5K
$612K
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-163- 1.7% |
$15.7K - $20.2K
|
9.41K
$606K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-163- 2.09% |
$15.7K - $20.2K
|
7.64K
$492K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-173- 0.64% |
$16.7K - $21.4K
|
26.9K
$1.73M
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-224- 3.26% |
$21.6K - $27.8K
|
6.64K
$428K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-250- 4.18% |
$24.1K - $31K
|
5.73K
$369K
|