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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.29K- 68.83% |
$63.7K - $90.8K
|
585
$26.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 13.91% |
$114K - $163K
|
14.4K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-414Closed |
$20.4K - $29.1K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
77New |
$3.8K - $5.41K
|
77
$3.54K
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
10.8K+ 2.08% |
$533K - $759K
|
530K
$24.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
$49.3 - $70.3
|
1
$45.9
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-449- 4.68% |
$22.1K - $31.6K
|
9.15K
$420K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
82New |
$4.05K - $5.76K
|
82
$3.77K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
99New |
$6.14K - $7.8K
|
99
$4.55K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$372 - $473
|
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
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-11.8KClosed |
$735K - $933K
|
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
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.79KClosed |
$173K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
840+ 417.91% |
$52.1K - $66.2K
|
1.04K
$47.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
9.36K+ 11.08% |
$581K - $737K
|
93.8K
$4.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-8.75KClosed |
$543K - $689K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-897- 89.97% |
$55.6K - $70.6K
|
100
$4.59K
|
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.95KClosed |
$121K - $154K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.73KClosed |
$417K - $530K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-26.6K- 40.8% |
$1.65M - $2.09M
|
38.6K
$1.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.55KClosed |
$158K - $201K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 20.0% |
$62 - $78.8
|
6
$276
|
|
|
Aug 03, 2022
Q2 2022
|
Acuitas Investments, LLC
|
SELL
|
- |
-3.5KClosed |
$217K - $276K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
15New |
$930 - $1.18K
|
15
$689
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50Closed |
$3.1K - $3.94K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
65.6KNew |
$4.07M - $5.17M
|
65.6K
$3.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-13KClosed |
$806K - $1.02M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-3.18KClosed |
$197K - $250K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54New |
$3.82K - $5.55K
|
54
$2.48K
|
|
|
May 23, 2022
Q1 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.6KClosed |
$183K - $267K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.13KClosed |
$150K - $219K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.67KClosed |
$330K - $480K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.34KClosed |
$307K - $446K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12.5KClosed |
$883K - $1.28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$148K - $216K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7.93KClosed |
$560K - $815K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.57KClosed |
$182K - $264K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
100New |
$7.07K - $10.3K
|
100
$4.59K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-377Closed |
$26.7K - $38.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aviva PLC
|
SELL
|
- |
-9.63K- 32.3% |
$681K - $990K
|
20.2K
$928K
|
|
|
May 13, 2022
Q1 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-21.1KClosed |
$1.49M - $2.17M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-2.04KClosed |
$144K - $209K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-62- 0.5% |
$4.38K - $6.37K
|
12.3K
$564K
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$247K - $360K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.65KNew |
$116K - $169K
|
1.65K
$75.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-128Closed |
$9.05K - $13.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.87KClosed |
$203K - $294K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 11.36% |
$412 - $571
|
49
$2.25K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.58KClosed |
$212K - $294K
|
0
$0
|
|