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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
66.5K+ 24.98% |
$2.95M - $3.74M
|
333K
$11.8M
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
17.5KNew |
$775K - $982K
|
17.5K
$617K
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
17.1KNew |
$758K - $961K
|
17.1K
$603K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.3KNew |
$636K - $806K
|
14.3K
$506K
|
|
Feb 14, 2025
Q4 2024
|
Spartan Fund Management Inc.
|
BUY
|
- |
9KNew |
$400K - $507K
|
9K
$318K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.4KNew |
$329K - $416K
|
7.4K
$262K
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.14KNew |
$317K - $402K
|
7.14K
$252K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.05KNew |
$313K - $397K
|
7.05K
$249K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.83K+ 71.7% |
$170K - $215K
|
9.17K
$324K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.72K+ 9.57% |
$121K - $153K
|
31.2K
$1.1M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.6K+ 20.62% |
$71.1K - $90K
|
9.36K
$331K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
615+ 10.0% |
$27.3K - $34.6K
|
6.77K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
485New |
$21.5K - $27.3K
|
485
$17.1K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
291+ 0.41% |
$12.9K - $16.4K
|
70.7K
$2.5M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 45.0% |
$2.8K - $3.55K
|
203
$7.17K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$1.55K - $1.97K
|
35
$1.24K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$533 - $675
|
12
$424
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 600.0% |
$533 - $675
|
14
$495
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 20.0% |
$222 - $281
|
30
$1.06K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$44.4 - $56.3
|
1
$35.3
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
20KNew |
$802K - $953K
|
20K
$707K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 31.64% |
$707K - $839K
|
73.3K
$2.59M
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.1KNew |
$524K - $622K
|
13.1K
$461K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
11.7K+ 31.64% |
$470K - $558K
|
48.7K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.06KNew |
$364K - $432K
|
9.06K
$320K
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.04KNew |
$323K - $383K
|
8.04K
$284K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.3KNew |
$213K - $252K
|
5.3K
$187K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.3KNew |
$172K - $205K
|
4.3K
$152K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.75KNew |
$150K - $179K
|
3.75K
$133K
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.81K+ 14.6% |
$72.4K - $86K
|
14.2K
$501K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
931New |
$37.4K - $44.4K
|
931
$32.9K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800+ 200.0% |
$32.1K - $38.1K
|
1.2K
$42.4K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
645+ 6.87% |
$25.9K - $30.7K
|
10K
$354K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
147New |
$5.9K - $7K
|
147
$5.19K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101New |
$4.05K - $4.81K
|
101
$3.57K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$4.01K - $4.76K
|
100
$3.53K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50New |
$2.01K - $2.38K
|
50
$1.77K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
40New |
$1.61K - $1.91K
|
40
$1.41K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$522 - $619
|
13
$459
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$40.1 - $47.6
|
1
$35.3
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$40.1 - $47.6
|
1
$35.3
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
110KNew |
$4.73M - $5.91M
|
110K
$3.88M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
56.4K+ 2.43% |
$2.43M - $3.04M
|
2.38M
$84M
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
51.1KNew |
$2.2M - $2.75M
|
51.1K
$1.81M
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
BUY
|
- |
17.6KNew |
$757K - $946K
|
17.6K
$621K
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.31KNew |
$272K - $340K
|
6.31K
$223K
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.99KNew |
$215K - $269K
|
4.99K
$176K
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.84KNew |
$209K - $261K
|
4.84K
$171K
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.27KNew |
$184K - $230K
|
4.27K
$151K
|