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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
51+ 268.42% |
$1.94K - $2.84K
|
70
$3.88K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
175KNew |
$6.67M - $9.74M
|
175K
$9.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-173- 42.4% |
$6.58K - $9.62K
|
235
$13K
|
|
| 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
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
123KNew |
$6.56M - $8.25M
|
123K
$6.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-701- 7.91% |
$37.4K - $47K
|
8.16K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Ack Asset Management LLC
Greenwich, CT |
SELL
|
- |
-100K- 15.75% |
$5.34M - $6.71M
|
535K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
551+ 20.35% |
$29.4K - $37K
|
3.26K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
433+ 1.2% |
$23.1K - $29.1K
|
36.4K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
150New |
$8.01K - $10.1K
|
150
$8.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17.6K- 3.03% |
$938K - $1.18M
|
562K
$31.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 50.0% |
$534 - $671
|
10
$554
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
88New |
$4.7K - $5.91K
|
88
$4.87K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.08K+ 17.39% |
$57.7K - $72.5K
|
7.29K
$404K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
940New |
$50.2K - $63.1K
|
940
$52K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
5.2KNew |
$278K - $349K
|
5.2K
$288K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$801 - $1.01K
|
15
$830
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 25.0% |
$53.4 - $67.1
|
3
$166
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-700- 7.28% |
$34.6K - $46.3K
|
8.91K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-20K- 11.71% |
$989K - $1.32M
|
151K
$8.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3KNew |
$148K - $198K
|
3K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-300- 49.18% |
$14.8K - $19.8K
|
310
$17.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-8K- 7.21% |
$396K - $529K
|
103K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
10.2K+ 11.0% |
$504K - $674K
|
103K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 5.48% |
$9.1K - $12.2K
|
3.54K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.19K- 42.9% |
$158K - $211K
|
4.25K
$235K
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
3.54KNew |
$175K - $234K
|
3.54K
$196K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
375+ 9.61% |
$18.5K - $24.8K
|
4.28K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
286+ 7.98% |
$14.1K - $18.9K
|
3.87K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 57.89% |
$2.72K - $3.63K
|
40
$2.21K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$445 - $595
|
9
$498
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
57+ 0.45% |
$2.82K - $3.77K
|
12.8K
$710K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$49.5 - $66.1
|
4
$221
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30New |
$1.63K - $2.17K
|
30
$1.66K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.9K+ 76.32% |
$158K - $210K
|
6.7K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-59.1K- 23.93% |
$3.22M - $4.28M
|
188K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$545K - $725K
|
10K
$555K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
207+ 4.96% |
$11.3K - $15K
|
4.38K
$242K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$21.8K - $28.9K
|
400
$22.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
194KNew |
$10.6M - $14.1M
|
194K
$10.8M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$653 - $868
|
12
$664
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$716K - $951K
|
13.2K
$728K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 14.29% |
$109 - $145
|
16
$886
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$707 - $940
|
13
$720
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
155KNew |
$8.43M - $11.2M
|
155K
$8.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.1K+ 6.04% |
$59.9K - $79.6K
|
19.3K
$1.07M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.66KNew |
$441K - $504K
|
8.66K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.84KNew |
$196K - $224K
|
3.84K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6New |
$305 - $350
|
6
$332
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$50.9 - $58.3
|
2
$111
|
|