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 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-20K- 11.71% |
$989K - $1.32M
|
151K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35New |
$1.73K - $2.31K
|
35
$1.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-700- 7.28% |
$34.6K - $46.3K
|
8.91K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-8K- 7.21% |
$396K - $529K
|
103K
$4.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3KNew |
$148K - $198K
|
3K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 5.48% |
$9.1K - $12.2K
|
3.54K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-300- 49.18% |
$14.8K - $19.8K
|
310
$14.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
10.2K+ 11.0% |
$504K - $674K
|
103K
$4.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.74KNew |
$185K - $247K
|
3.74K
$172K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3K- 32.79% |
$148K - $198K
|
6.15K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.19K- 42.9% |
$158K - $211K
|
4.25K
$195K
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
3.54KNew |
$175K - $234K
|
3.54K
$162K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
375+ 9.61% |
$18.5K - $24.8K
|
4.28K
$196K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
286+ 7.98% |
$14.1K - $18.9K
|
3.87K
$178K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 59.8% |
$5.88K - $7.86K
|
80
$3.68K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 57.89% |
$2.72K - $3.63K
|
40
$1.84K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$445 - $595
|
9
$413
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
57+ 0.45% |
$2.82K - $3.77K
|
12.8K
$589K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.24K- 27.92% |
$61.3K - $81.9K
|
3.2K
$147K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$49.5 - $66.1
|
4
$184
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30New |
$1.63K - $2.17K
|
30
$1.38K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.9K+ 76.32% |
$158K - $210K
|
6.7K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.56KNew |
$357K - $475K
|
6.56K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$545K - $725K
|
10K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-59.1K- 23.93% |
$3.22M - $4.28M
|
188K
$8.63M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
216KNew |
$11.7M - $15.6M
|
216K
$9.91M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$21.8K - $28.9K
|
400
$18.4K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
207+ 4.96% |
$11.3K - $15K
|
4.38K
$201K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
194KNew |
$10.6M - $14.1M
|
194K
$8.93M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$653 - $868
|
12
$551
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 14.29% |
$109 - $145
|
16
$735
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$716K - $951K
|
13.2K
$604K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$707 - $940
|
13
$597
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
155KNew |
$8.43M - $11.2M
|
155K
$7.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.1K+ 6.04% |
$59.9K - $79.6K
|
19.3K
$887K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-976- 12.38% |
$49.7K - $56.9K
|
6.91K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.66KNew |
$441K - $504K
|
8.66K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6New |
$305 - $350
|
6
$276
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.84KNew |
$196K - $224K
|
3.84K
$177K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$50.9 - $58.3
|
2
$91.9
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-28- 29.17% |
$1.43K - $1.63K
|
68
$3.12K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.63KNew |
$286K - $328K
|
5.63K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$9.31K - $10.7K
|
183
$8.41K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-100Closed |
$4.93K - $7.03K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.03KNew |
$248K - $354K
|
5.03K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
18.2KNew |
$897K - $1.28M
|
18.2K
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.4KNew |
$316K - $450K
|
6.4K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.99KNew |
$98.2K - $140K
|
1.99K
$91.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-27.4K- 81.36% |
$1.35M - $1.93M
|
6.28K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.8KNew |
$336K - $478K
|
6.8K
$312K
|
|