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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
68.8K+ 26.94% |
$2.76M - $3.28M
|
324K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5+ 38.46% |
$201 - $238
|
18
$827
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
514+ 30.76% |
$20.6K - $24.5K
|
2.19K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$421K - $499K
|
10.5K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.9K- 60.95% |
$798K - $947K
|
12.7K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-280- 2.3% |
$11.2K - $13.3K
|
11.9K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.84K+ 41.35% |
$73.8K - $87.6K
|
6.28K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20- 0.18% |
$803 - $953
|
11.2K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 13.6% |
$748K - $889K
|
156K
$7.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-544- 0.18% |
$21.8K - $25.9K
|
295K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.75KNew |
$150K - $179K
|
3.75K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66+ 2.93% |
$2.65K - $3.14K
|
2.32K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.22K+ 25.82% |
$169K - $201K
|
20.6K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.81K+ 14.6% |
$72.4K - $86K
|
14.2K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
24.2K+ 99.99% |
$972K - $1.15M
|
48.4K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.87K+ 1.06% |
$316K - $375K
|
753K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$40.1 - $47.6
|
1
$45.9
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
60New |
$2.41K - $2.86K
|
60
$2.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.8K+ 17.1% |
$1.04M - $1.23M
|
177K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-169K- 8.54% |
$6.8M - $8.07M
|
1.81M
$83.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
38.3K+ 11.73% |
$1.54M - $1.82M
|
365K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
18.3K+ 249.21% |
$732K - $870K
|
25.6K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.91K- 1.15% |
$76.6K - $91K
|
165K
$7.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.04KNew |
$323K - $383K
|
8.04K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
3New |
$120 - $143
|
3
$138
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.16K- 4.14% |
$86.5K - $103K
|
49.9K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
931New |
$37.4K - $44.4K
|
931
$42.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
211New |
$8.47K - $10.1K
|
211
$9.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
279+ 3.01% |
$11.2K - $13.3K
|
9.55K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50New |
$2.01K - $2.38K
|
50
$2.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
41+ 0.08% |
$1.65K - $1.95K
|
54.6K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 11.76% |
$1.2K - $1.43K
|
285
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
11.7K+ 31.64% |
$470K - $558K
|
48.7K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
10.2K+ 26.53% |
$410K - $487K
|
48.7K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.7KNew |
$189K - $224K
|
4.7K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
704+ 1.01% |
$28.3K - $33.5K
|
70.4K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.1KNew |
$524K - $622K
|
13.1K
$600K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-650- 7.29% |
$26.1K - $31K
|
8.27K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
75.2K+ 5.85% |
$3.02M - $3.58M
|
1.36M
$62.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
428K+ 30.75% |
$17.2M - $20.4M
|
1.82M
$83.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
98.9K+ 34.13% |
$3.97M - $4.71M
|
389K
$17.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
12.2KNew |
$490K - $582K
|
12.2K
$561K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.53K+ 18.63% |
$222K - $263K
|
35.2K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.9K- 16.84% |
$76K - $90.3K
|
9.36K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.76K+ 23.0% |
$231K - $274K
|
30.8K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
147New |
$5.9K - $7K
|
147
$6.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
286KNew |
$11.5M - $13.6M
|
286K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.3KNew |
$213K - $252K
|
5.3K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101New |
$4.05K - $4.81K
|
101
$4.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$4.01K - $4.76K
|
100
$4.59K
|