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 11, 2022
Q2 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-26.6K- 40.8% |
$1.65M - $2.09M
|
38.6K
$1.38M
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 20.0% |
$62 - $78.8
|
6
$214
|
|
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
$535
|
|
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
$2.34M
|
|
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
$1.93K
|
|
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
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$148K - $216K
|
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
|
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
|
Aviva PLC
|
SELL
|
- |
-9.63K- 32.3% |
$681K - $990K
|
20.2K
$720K
|
|
May 13, 2022
Q1 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-21.1KClosed |
$1.49M - $2.17M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-377Closed |
$26.7K - $38.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
100New |
$7.07K - $10.3K
|
100
$3.57K
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-2.04KClosed |
$144K - $209K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$247K - $360K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-62- 0.5% |
$4.38K - $6.37K
|
12.3K
$438K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.65KNew |
$116K - $169K
|
1.65K
$58.7K
|
|
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
$1.75K
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.58KClosed |
$212K - $294K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.04KClosed |
$333K - $461K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-349- 8.51% |
$28.7K - $39.8K
|
3.75K
$134K
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$220K - $305K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-801- 13.71% |
$66K - $91.5K
|
5.04K
$180K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.83KClosed |
$150K - $208K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
30New |
$2.47K - $3.43K
|
30
$1.07K
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2K- 14.71% |
$165K - $228K
|
11.6K
$414K
|
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
BUY
|
- |
725New |
$59.7K - $82.8K
|
725
$25.8K
|
|
Jan 24, 2022
Q4 2021
|
Strs Ohio
|
BUY
|
- |
700New |
$57.7K - $79.9K
|
700
$25K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-50Closed |
$3.68K - $4.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-79.3KClosed |
$5.84M - $7.14M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12.5KClosed |
$919K - $1.12M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3KClosed |
$221K - $270K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6.94KClosed |
$511K - $625K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.1KClosed |
$228K - $279K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-15.4KClosed |
$1.14M - $1.39M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.84KClosed |
$430K - $526K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-386Closed |
$26.5K - $30.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-75.9KClosed |
$5.22M - $5.97M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-63.2KClosed |
$4.34M - $4.97M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
150K+ 100.0% |
$10.3M - $11.8M
|
300K
$10.7M
|