Latest Institutional Purchases of Helios Technologies, Inc. (HLIO)
This list provides information on the latest institutional transactions involving Helios Technologies, Inc. (HLIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
709K+ 5804.38% |
$31.5M - $39.9M
|
721K
$32.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
266K+ 15.47% |
$11.8M - $15M
|
1.99M
$88.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
247K+ 25.46% |
$11M - $13.9M
|
1.22M
$54.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.05KNew |
$313K - $397K
|
7.05K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.86K+ 16.04% |
$82.8K - $105K
|
13.5K
$601K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 4.03% |
$66.7K - $84.5K
|
38.7K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
1K+ 4.5% |
$44.4K - $56.3K
|
23.2K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
726+ 1.46% |
$32.2K - $40.9K
|
50.6K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
615+ 10.0% |
$27.3K - $34.6K
|
6.77K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
301+ 3.48% |
$13.4K - $16.9K
|
8.96K
$399K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 329.55% |
$6.44K - $8.16K
|
189
$8.43K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
123+ 1230.0% |
$5.46K - $6.92K
|
133
$5.93K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 45.0% |
$2.8K - $3.55K
|
203
$9.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$844 - $1.07K
|
9.52K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 600.0% |
$533 - $675
|
14
$625
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 266.67% |
$355 - $450
|
11
$491
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$268
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$268
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$44.4 - $56.3
|
1
$44.6
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
428K+ 30.75% |
$17.2M - $20.4M
|
1.82M
$81.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
286KNew |
$11.5M - $13.6M
|
286K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
164K+ 26.21% |
$6.6M - $7.83M
|
791K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
156K+ 48.18% |
$6.25M - $7.42M
|
479K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
101K+ 11.21% |
$4.04M - $4.8M
|
999K
$44.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
98.9K+ 34.13% |
$3.97M - $4.71M
|
389K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
95.1K+ 20.16% |
$3.82M - $4.53M
|
567K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
87.3K+ 48.8% |
$3.5M - $4.16M
|
266K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
85.5K+ 40.56% |
$3.43M - $4.07M
|
296K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
82.6K+ 2.56% |
$3.31M - $3.93M
|
3.32M
$148M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
75.2K+ 5.85% |
$3.02M - $3.58M
|
1.36M
$60.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
68.8K+ 26.94% |
$2.76M - $3.28M
|
324K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
62.8K+ 118.41% |
$2.52M - $2.99M
|
116K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.4K+ 54.4% |
$2.42M - $2.88M
|
171K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
49.7K+ 101.61% |
$1.99M - $2.37M
|
98.6K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
43.2K+ 58.29% |
$1.73M - $2.06M
|
117K
$5.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
40K+ 230.12% |
$1.61M - $1.91M
|
57.5K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
38.3K+ 11.73% |
$1.54M - $1.82M
|
365K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.8K+ 17.1% |
$1.04M - $1.23M
|
177K
$7.89M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
24.2K+ 99.99% |
$972K - $1.15M
|
48.4K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 155.3% |
$848K - $1.01M
|
34.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.3K+ 60.07% |
$813K - $965K
|
54K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
20KNew |
$802K - $953K
|
20K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 13.6% |
$748K - $889K
|
156K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
18.3K+ 249.21% |
$732K - $870K
|
25.6K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 31.64% |
$707K - $839K
|
73.3K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4K+ 94.33% |
$697K - $827K
|
35.8K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16K+ 46.49% |
$644K - $764K
|
50.5K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.9K+ 13.92% |
$596K - $708K
|
122K
$5.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.1KNew |
$524K - $622K
|
13.1K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
12.7KNew |
$509K - $604K
|
12.7K
$566K
|
|