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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.2K- 19.08% |
$598K - $784K
|
98.5K
$5.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.24KNew |
$135K - $177K
|
5.24K
$290K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1+ 3.57% |
$25.7 - $33.7
|
29
$1.61K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
630KNew |
$16.2M - $21.3M
|
630K
$34.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 55.81% |
$617 - $809
|
19
$1.05K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.98K+ 17.26% |
$51K - $66.9K
|
13.5K
$746K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.61K+ 15.33% |
$67K - $87.8K
|
19.6K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
250New |
$6.43K - $8.43K
|
250
$13.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-3.2K- 33.14% |
$82.3K - $108K
|
6.46K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 15.99% |
$1.72K - $2.26K
|
486
$26.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
81+ 13.64% |
$2.08K - $2.73K
|
675
$37.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-70- 6.7% |
$1.8K - $2.36K
|
975
$54K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$617 - $809
|
24
$1.33K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 1700.0% |
$1.31K - $1.72K
|
54
$2.99K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
56New |
$1.44K - $1.89K
|
56
$3.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
861+ 398.61% |
$22.1K - $29K
|
1.08K
$59.6K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.3K- 2.79% |
$395K - $568K
|
430K
$23.8M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$32.1 - $46.1
|
1
$55.4
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.7K- 18.26% |
$119K - $171K
|
16.6K
$918K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
9.23KNew |
$296K - $425K
|
9.23K
$511K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28New |
$899 - $1.29K
|
28
$1.55K
|
|
|
May 15, 2025
Q1 2025
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 15.39% |
$195K - $280K
|
33.4K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-355K- 23.21% |
$11.4M - $16.4M
|
1.18M
$65.1M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-542- 0.29% |
$17.4K - $25K
|
185K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
149+ 1.47% |
$4.78K - $6.87K
|
10.3K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.12KNew |
$36.1K - $51.8K
|
1.12K
$62.2K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.31K+ 16.93% |
$42.1K - $60.5K
|
9.06K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.1K+ 516.67% |
$99.5K - $143K
|
3.7K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
16+ 1.14% |
$513 - $738
|
1.42K
$78.8K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-42- 0.11% |
$1.35K - $1.94K
|
36.9K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 4.48% |
$219K - $315K
|
159K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-36- 30.51% |
$1.16K - $1.66K
|
82
$4.54K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
25KNew |
$802K - $1.15M
|
25K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
24.9KNew |
$800K - $1.15M
|
24.9K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.38KNew |
$237K - $340K
|
7.38K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
226New |
$7.25K - $10.4K
|
226
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.43KNew |
$206K - $296K
|
6.43K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78.3K- 67.79% |
$2.51M - $3.61M
|
37.2K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 1.08% |
$22.5K - $32.3K
|
64.4K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 18.18% |
$64.2 - $92.2
|
13
$720
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$225 - $323
|
7
$388
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$321 - $461
|
10
$554
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
25.6K+ 11.04% |
$821K - $1.18M
|
257K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 83.33% |
$160 - $231
|
1
$55.4
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4+ 0.34% |
$128 - $184
|
1.17K
$64.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
805New |
$25.8K - $37.1K
|
805
$44.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.95K+ 9.31% |
$94.7K - $136K
|
34.6K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$321 - $461
|
10
$554
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
2.09K+ 9.01% |
$67.1K - $96.4K
|
25.3K
$1.4M
|
|