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 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
57+ 0.45% |
$2.82K - $3.77K
|
12.8K
$457K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.24K- 27.92% |
$61.3K - $81.9K
|
3.2K
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$49.5 - $66.1
|
4
$143
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30New |
$1.63K - $2.17K
|
30
$1.07K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.9K+ 76.32% |
$158K - $210K
|
6.7K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-59.1K- 23.93% |
$3.22M - $4.28M
|
188K
$6.7M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
216KNew |
$11.7M - $15.6M
|
216K
$7.69M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.56KNew |
$357K - $475K
|
6.56K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$545K - $725K
|
10K
$357K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$21.8K - $28.9K
|
400
$14.3K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
207+ 4.96% |
$11.3K - $15K
|
4.38K
$156K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
194KNew |
$10.6M - $14.1M
|
194K
$6.93M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$653 - $868
|
12
$428
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$716K - $951K
|
13.2K
$469K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 14.29% |
$109 - $145
|
16
$570
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$707 - $940
|
13
$463
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.1K+ 6.04% |
$59.9K - $79.6K
|
19.3K
$688K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
155KNew |
$8.43M - $11.2M
|
155K
$5.52M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.66KNew |
$441K - $504K
|
8.66K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-976- 12.38% |
$49.7K - $56.9K
|
6.91K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.84KNew |
$196K - $224K
|
3.84K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6New |
$305 - $350
|
6
$214
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$50.9 - $58.3
|
2
$71.3
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-28- 29.17% |
$1.43K - $1.63K
|
68
$2.42K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.63KNew |
$286K - $328K
|
5.63K
$201K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$9.31K - $10.7K
|
183
$6.52K
|
|
| 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
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-414Closed |
$20.4K - $29.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.4KNew |
$316K - $450K
|
6.4K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.99KNew |
$98.2K - $140K
|
1.99K
$70.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
18.2KNew |
$897K - $1.28M
|
18.2K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.03KNew |
$248K - $354K
|
5.03K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.8KNew |
$336K - $478K
|
6.8K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 13.91% |
$114K - $163K
|
14.4K
$512K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
77New |
$3.8K - $5.41K
|
77
$2.75K
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
10.8K+ 2.08% |
$533K - $759K
|
530K
$18.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
$49.3 - $70.3
|
1
$35.7
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-449- 4.68% |
$22.1K - $31.6K
|
9.15K
$326K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
82New |
$4.05K - $5.76K
|
82
$2.92K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$372 - $473
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
840+ 417.91% |
$52.1K - $66.2K
|
1.04K
$37.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.79KClosed |
$173K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
9.36K+ 11.08% |
$581K - $737K
|
93.8K
$3.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-11.8KClosed |
$735K - $933K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-109KClosed |
$6.76M - $8.58M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.9KClosed |
$304K - $386K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-8.75KClosed |
$543K - $689K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.95KClosed |
$121K - $154K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-897- 89.97% |
$55.6K - $70.6K
|
100
$3.57K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.73KClosed |
$417K - $530K
|
0
$0
|
|