Latest Institutional Transactions on Helios Technologies, Inc. (HLIO)
This table provides information on the latest institutional transactions involving Helios Technologies, Inc. (HLIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
144New |
$4.92K - $8.05K
|
144
$7.97K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.16K+ 5.5% |
$73.6K - $120K
|
41.4K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-19K- 74.93% |
$651K - $1.06M
|
6.37K
$353K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
333New |
$11.4K - $18.6K
|
333
$18.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 58.82% |
$342 - $559
|
7
$388
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.95KNew |
$237K - $388K
|
6.95K
$385K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2New |
$68.3 - $112
|
2
$111
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-294K- 15.06% |
$10.1M - $16.5M
|
1.66M
$91.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.3KNew |
$422K - $690K
|
12.3K
$684K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.1K+ 17.46% |
$37.6K - $61.5K
|
7.4K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
50+ 0.53% |
$1.71K - $2.79K
|
9.44K
$523K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.85KNew |
$63.1K - $103K
|
1.85K
$102K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
170K+ 28.09% |
$5.81M - $9.5M
|
775K
$42.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.89% |
$3.62K - $5.92K
|
12.1K
$669K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.7KNew |
$161K - $263K
|
4.7K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.33KNew |
$148K - $242K
|
4.33K
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25New |
$854 - $1.4K
|
25
$1.38K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-164K- 16.25% |
$5.61M - $9.18M
|
846K
$46.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-19.5K- 28.75% |
$667K - $1.09M
|
48.4K
$2.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 1.39% |
$68.3 - $112
|
146
$8.08K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.95K- 25.22% |
$101K - $165K
|
8.74K
$484K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
234+ 14.16% |
$7.99K - $13.1K
|
1.89K
$104K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 480.0% |
$820 - $1.34K
|
29
$1.61K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.94KNew |
$135K - $220K
|
3.94K
$218K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
58.8KNew |
$2.01M - $3.28M
|
58.8K
$3.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
SELL
|
- |
-7.67K- 0.63% |
$262K - $429K
|
1.21M
$66.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 35.14% |
$112K - $184K
|
6.07K
$336K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-183- 2.15% |
$6.25K - $10.2K
|
8.32K
$461K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30+ 19.61% |
$1.02K - $1.68K
|
183
$10.1K
|
|
| Q2 2025 | |||||||
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-246K- 70.5% |
$6.32M - $8.28M
|
103K
$5.69M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12+ 0.8% |
$309 - $405
|
1.52K
$84.1K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
75K+ 146.81% |
$1.93M - $2.53M
|
126K
$6.98M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-340K- 19.35% |
$8.75M - $11.5M
|
1.42M
$78.5M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.25K- 59.93% |
$57.7K - $75.7K
|
1.5K
$83.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.9K+ 7.51% |
$383K - $503K
|
213K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2.6M- 76.19% |
$66.7M - $87.5M
|
811K
$44.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-31.4K- 29.69% |
$807K - $1.06M
|
74.3K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.7K+ 11.15% |
$95K - $125K
|
36.8K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-100- 0.59% |
$2.57K - $3.37K
|
16.8K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.1K+ 7.33% |
$645K - $846K
|
367K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.36K+ 3.08% |
$34.9K - $45.8K
|
45.4K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.61K- 12.98% |
$170K - $223K
|
44.3K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.49K- 23.7% |
$89.7K - $118K
|
11.2K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.59K+ 3.19% |
$40.8K - $53.5K
|
51.3K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12.5K+ 96.64% |
$321K - $421K
|
25.4K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
156K+ 27.49% |
$4.02M - $5.27M
|
724K
$40.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4K+ 22.97% |
$103K - $135K
|
21.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
9.93KNew |
$255K - $335K
|
9.93K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
85.6K+ 365.61% |
$2.2M - $2.89M
|
109K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
21.8K+ 2.79% |
$561K - $736K
|
804K
$44.5M
|
|