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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$522 - $619
|
13
$597
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 25.0% |
$80.3 - $95.3
|
6
$276
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
40New |
$1.61K - $1.91K
|
40
$1.84K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$40.1 - $47.6
|
1
$45.9
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-99.6K- 53.13% |
$4M - $4.75M
|
87.9K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
140New |
$5.62K - $6.67K
|
140
$6.43K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14- 0.87% |
$562 - $667
|
1.59K
$73.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-288K- 14.33% |
$11.6M - $13.7M
|
1.72M
$79M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.3KNew |
$172K - $205K
|
4.3K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-27.8K- 6.59% |
$1.11M - $1.32M
|
393K
$18.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 10.0% |
$40.1 - $47.6
|
11
$505
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.57K+ 63.76% |
$304K - $361K
|
19.4K
$893K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 80.0% |
$321 - $381
|
2
$91.9
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-493- 4.93% |
$19.8K - $23.5K
|
9.5K
$437K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.05K- 5.23% |
$82.3K - $97.8K
|
37.2K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 4.0% |
$120 - $143
|
72
$3.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 31.64% |
$707K - $839K
|
73.3K
$3.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 66.67% |
$401 - $476
|
25
$1.15K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
89+ 174.51% |
$3.57K - $4.24K
|
140
$6.43K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
108+ 10.78% |
$4.33K - $5.15K
|
1.11K
$51K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$80.3 - $95.3
|
2
$91.9
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.87K+ 14.81% |
$115K - $137K
|
22.2K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800+ 200.0% |
$32.1K - $38.1K
|
1.2K
$55.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 60.0% |
$120 - $143
|
2
$91.9
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.48K+ 47.8% |
$140K - $166K
|
10.8K
$494K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.37K+ 18.84% |
$55.1K - $65.4K
|
8.65K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1Closed |
$40.1 - $47.6
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-4- 1.65% |
$161 - $191
|
238
$10.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-225- 1.98% |
$9.03K - $10.7K
|
11.1K
$511K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-1.07K- 0.11% |
$42.9K - $50.9K
|
970K
$44.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25- 36.23% |
$1K - $1.19K
|
44
$2.02K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
645+ 6.87% |
$25.9K - $30.7K
|
10K
$461K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
900+ 13.12% |
$36.1K - $42.9K
|
7.76K
$356K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.73K+ 302.36% |
$350K - $416K
|
11.6K
$534K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
586+ 9.91% |
$23.5K - $27.9K
|
6.5K
$299K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.26KNew |
$313K - $391K
|
7.26K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-147- 19.12% |
$6.34K - $7.92K
|
622
$28.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
110KNew |
$4.73M - $5.91M
|
110K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.71K- 55.89% |
$246K - $307K
|
4.51K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.53K- 3.25% |
$196K - $244K
|
135K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.24K- 31.98% |
$140K - $175K
|
6.89K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.72K+ 9.84% |
$74.3K - $92.8K
|
19.2K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.27KNew |
$184K - $230K
|
4.27K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
106New |
$4.57K - $5.71K
|
106
$4.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.14K+ 77.68% |
$394K - $492K
|
20.9K
$960K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.99KNew |
$215K - $269K
|
4.99K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.31KNew |
$272K - $340K
|
6.31K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
56.4K+ 2.43% |
$2.43M - $3.04M
|
2.38M
$109M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
51.1KNew |
$2.2M - $2.75M
|
51.1K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
51+ 4.58% |
$2.2K - $2.75K
|
1.17K
$53.5K
|
|