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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.78KNew |
$334K - $488K
|
8.78K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.6KNew |
$786K - $1.15M
|
20.6K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204New |
$7.76K - $11.3K
|
204
$7.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
20.9KNew |
$795K - $1.16M
|
20.9K
$745K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.3KNew |
$390K - $570K
|
10.3K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.35KNew |
$242K - $353K
|
6.35K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.42KNew |
$282K - $413K
|
7.42K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33.4KNew |
$1.27M - $1.86M
|
33.4K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$38.1 - $55.6
|
722
$25.7K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-39.1K- 81.07% |
$1.49M - $2.17M
|
9.13K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-46- 75.41% |
$1.75K - $2.56K
|
15
$535
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$571 - $834
|
15
$535
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.24KNew |
$352K - $514K
|
9.24K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 18.09% |
$647 - $945
|
111
$3.96K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.5KNew |
$398K - $582K
|
10.5K
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
22.2K+ 51.35% |
$844K - $1.23M
|
65.4K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
51+ 268.42% |
$1.94K - $2.84K
|
70
$2.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
175KNew |
$6.67M - $9.74M
|
175K
$6.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-173- 42.4% |
$6.58K - $9.62K
|
235
$8.38K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
$5.34K - $6.71K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-701- 7.91% |
$37.4K - $47K
|
8.16K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12KNew |
$220K - $277K
|
4.12K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
123KNew |
$6.56M - $8.25M
|
123K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
150New |
$8.01K - $10.1K
|
150
$5.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
433+ 1.2% |
$23.1K - $29.1K
|
36.4K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
551+ 20.35% |
$29.4K - $37K
|
3.26K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Ack Asset Management LLC
Greenwich, CT |
SELL
|
- |
-100K- 15.75% |
$5.34M - $6.71M
|
535K
$19.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17.6K- 3.03% |
$938K - $1.18M
|
562K
$20.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 50.0% |
$534 - $671
|
10
$357
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
88New |
$4.7K - $5.91K
|
88
$3.14K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.08K+ 17.39% |
$57.7K - $72.5K
|
7.29K
$260K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
940New |
$50.2K - $63.1K
|
940
$33.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
5.2KNew |
$278K - $349K
|
5.2K
$185K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$801 - $1.01K
|
15
$535
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 25.0% |
$53.4 - $67.1
|
3
$107
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.1K- 25.0% |
$54.4K - $72.7K
|
3.3K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-20K- 11.71% |
$989K - $1.32M
|
151K
$5.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-700- 7.28% |
$34.6K - $46.3K
|
8.91K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
10.2K+ 11.0% |
$504K - $674K
|
103K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-300- 49.18% |
$14.8K - $19.8K
|
310
$11.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 5.48% |
$9.1K - $12.2K
|
3.54K
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3KNew |
$148K - $198K
|
3K
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-8K- 7.21% |
$396K - $529K
|
103K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.19K- 42.9% |
$158K - $211K
|
4.25K
$151K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
286+ 7.98% |
$14.1K - $18.9K
|
3.87K
$138K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
375+ 9.61% |
$18.5K - $24.8K
|
4.28K
$152K
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
3.54KNew |
$175K - $234K
|
3.54K
$126K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 59.8% |
$5.88K - $7.86K
|
80
$2.85K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 57.89% |
$2.72K - $3.63K
|
40
$1.43K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$445 - $595
|
9
$321
|
|