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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
20.4K+ 44.99% |
$524K - $687K
|
65.7K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
181+ 1.9% |
$4.65K - $6.1K
|
9.72K
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.38K- 3.98% |
$164K - $215K
|
154K
$8.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
67.5K+ 19.24% |
$1.73M - $2.27M
|
418K
$23.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.52K- 7.49% |
$39K - $51.1K
|
18.7K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-113K- 63.78% |
$2.91M - $3.81M
|
64.2K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-21.2K- 30.87% |
$544K - $714K
|
47.4K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9K+ 3.82% |
$306K - $402K
|
324K
$17.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.3K+ 58.1% |
$933K - $1.22M
|
98.8K
$5.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
97.9KNew |
$2.52M - $3.3M
|
97.9K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
31.3K+ 99.07% |
$804K - $1.05M
|
62.8K
$3.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
271New |
$6.97K - $9.14K
|
271
$15K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.67K+ 3.12% |
$43K - $56.4K
|
55.3K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
58.7KNew |
$1.51M - $1.98M
|
58.7K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
80.3K+ 23.32% |
$2.07M - $2.71M
|
425K
$23.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
78.6K+ 539.58% |
$2.02M - $2.65M
|
93.2K
$5.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.02K- 21.16% |
$155K - $203K
|
22.4K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
297K+ 30.71% |
$7.63M - $10M
|
1.26M
$69.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.66K+ 5.24% |
$68.4K - $89.7K
|
53.4K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
106KNew |
$2.72M - $3.57M
|
106K
$5.86M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.8K+ 9.63% |
$175K - $229K
|
77.3K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
64.6K+ 4.29% |
$1.66M - $2.18M
|
1.57M
$87M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
110K+ 127.1% |
$2.82M - $3.7M
|
196K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$1.54K - $2.02K
|
60
$3.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-328- 0.86% |
$8.43K - $11.1K
|
37.7K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.11K+ 66.5% |
$183K - $240K
|
17.8K
$986K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25.2K- 0.77% |
$649K - $851K
|
3.27M
$181M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-12.8K- 45.36% |
$329K - $432K
|
15.4K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 266.67% |
$2.06K - $2.7K
|
110
$6.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
19.7K+ 170.05% |
$507K - $665K
|
31.3K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-23.3K- 55.96% |
$600K - $787K
|
18.4K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-52K- 11.87% |
$1.34M - $1.75M
|
386K
$21.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 21.1% |
$1.29K - $1.69K
|
287
$15.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
26.1K+ 3.42% |
$671K - $880K
|
790K
$43.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$514 - $674
|
20
$1.11K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.1KNew |
$799K - $1.05M
|
31.1K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-9.3K- 40.93% |
$239K - $313K
|
13.4K
$743K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
114+ 28.29% |
$2.93K - $3.84K
|
517
$28.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-394- 5.47% |
$10.1K - $13.3K
|
6.8K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.75K+ 19.05% |
$44.9K - $58.9K
|
10.9K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11KNew |
$283K - $371K
|
11K
$609K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
691+ 337.07% |
$17.8K - $23.3K
|
896
$49.6K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 75.0% |
$154 - $202
|
14
$775
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
41New |
$1.05K - $1.38K
|
41
$2.27K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
151New |
$3.88K - $5.09K
|
151
$8.36K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
171New |
$4.4K - $5.77K
|
171
$9.47K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
116New |
$2.98K - $3.91K
|
116
$6.42K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
14.2K+ 79.95% |
$365K - $478K
|
31.9K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
321New |
$8.25K - $10.8K
|
321
$17.8K
|