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 13, 2021
Q2 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-33.9KClosed |
$2.33M - $2.67M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-24.4KClosed |
$1.68M - $1.92M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-40Closed |
$2.75K - $3.15K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
John G Ullman & Associates Inc
|
SELL
|
- |
-600- 8.7% |
$41.3K - $47.2K
|
6.3K
$225K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$68.8K - $78.8K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15Closed |
$1.03K - $1.18K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-48.1KClosed |
$2.49M - $3.57M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-87Closed |
$4.52K - $6.46K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-5.3KClosed |
$275K - $393K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-125Closed |
$6.49K - $9.28K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-84Closed |
$2.83K - $3.64K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.02KClosed |
$68K - $87.7K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
SELL
|
- |
-300Closed |
$10.1K - $13K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-332Closed |
$9.88K - $13.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200Closed |
$5.95K - $8.09K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-187KClosed |
$5.58M - $7.58M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-18.2KClosed |
$542K - $736K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35+ 2.9% |
$1.13K - $1.71K
|
1.24K
$44.2K
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.68KClosed |
$215K - $326K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.04KClosed |
$227K - $344K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.05KClosed |
$39.2K - $49.5K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.94KClosed |
$184K - $233K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-600Closed |
$22.4K - $28.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8Closed |
$308 - $384
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.09KNew |
$296K - $375K
|
7.09K
$253K
|
|