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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 1.08% |
$22.5K - $32.3K
|
64.4K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 55.56% |
$160 - $231
|
14
$499
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.05K- 5.37% |
$97.7K - $140K
|
53.7K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
86.3KNew |
$2.77M - $3.98M
|
86.3K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
8.44K+ 0.88% |
$271K - $389K
|
966K
$34.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 4.44% |
$353 - $507
|
237
$8.45K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21+ 0.18% |
$674 - $968
|
11.6K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$225 - $323
|
7
$250
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 14.23% |
$575K - $826K
|
144K
$5.13M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-31.9K- 0.96% |
$1.02M - $1.47M
|
3.3M
$118M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 18.18% |
$64.2 - $92.2
|
13
$463
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
31K+ 7.76% |
$994K - $1.43M
|
430K
$15.3M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.17K- 23.13% |
$69.5K - $99.9K
|
7.2K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$321 - $461
|
10
$357
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17KNew |
$545K - $783K
|
17K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.4K+ 24.3% |
$430K - $618K
|
68.6K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.79K+ 71.44% |
$154K - $221K
|
11.5K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.7KNew |
$343K - $493K
|
10.7K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.33K+ 55.4% |
$203K - $292K
|
17.7K
$633K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
25.6K+ 11.04% |
$821K - $1.18M
|
257K
$9.17M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
2.83K+ 0.65% |
$90.8K - $130K
|
438K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15+ 53.57% |
$481 - $692
|
43
$1.53K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-44.9K- 11.41% |
$1.44M - $2.07M
|
348K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-106- 1.1% |
$3.4K - $4.89K
|
9.54K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-157- 56.68% |
$5.04K - $7.24K
|
120
$4.28K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
56KNew |
$1.8M - $2.58M
|
56K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-268- 39.01% |
$8.6K - $12.4K
|
419
$14.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-87- 0.91% |
$2.79K - $4.01K
|
9.44K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
344+ 583.05% |
$11K - $15.9K
|
403
$14.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 30.3% |
$909K - $1.31M
|
122K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 83.33% |
$160 - $231
|
1
$35.7
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4+ 0.34% |
$128 - $184
|
1.17K
$41.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
805New |
$25.8K - $37.1K
|
805
$28.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 2.99% |
$37.1K - $53.3K
|
39.9K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.95K+ 9.31% |
$94.7K - $136K
|
34.6K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
2.09K+ 9.01% |
$67.1K - $96.4K
|
25.3K
$902K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-15.1K- 0.76% |
$483K - $694K
|
1.97M
$70.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$321 - $461
|
10
$357
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
69K+ 9.57% |
$2.21M - $3.18M
|
790K
$28.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 50.0% |
$96.3 - $138
|
3
$107
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 0.38% |
$128 - $184
|
1.05K
$37.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.62K- 26.86% |
$116K - $167K
|
9.86K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-1.31K- 11.96% |
$42.1K - $60.5K
|
9.66K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-180- 2.27% |
$5.78K - $8.3K
|
7.75K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.51K- 96.88% |
$145K - $208K
|
145
$5.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 54.55% |
$193 - $277
|
5
$178
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-2.29K- 0.19% |
$73.4K - $105K
|
1.22M
$43.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
799+ 8.44% |
$25.6K - $36.8K
|
10.3K
$366K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$64.2 - $92.2
|
3
$107
|