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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.35KNew |
$242K - $353K
|
6.35K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 32.24% |
$49.5K - $72.4K
|
5.34K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.4% |
$46.1K - $67.3K
|
87.5K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204New |
$7.76K - $11.3K
|
204
$10.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
51+ 268.42% |
$1.94K - $2.84K
|
70
$3.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28New |
$1.07K - $1.56K
|
28
$1.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 18.09% |
$647 - $945
|
111
$5.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$571 - $834
|
15
$749
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10New |
$381 - $556
|
10
$500
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7New |
$266 - $389
|
7
$350
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$38.1 - $55.6
|
722
$36.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
263KNew |
$14M - $17.6M
|
263K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
123KNew |
$6.56M - $8.25M
|
123K
$6.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
5.2KNew |
$278K - $349K
|
5.2K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12KNew |
$220K - $277K
|
4.12K
$206K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.08K+ 17.39% |
$57.7K - $72.5K
|
7.29K
$364K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
940New |
$50.2K - $63.1K
|
940
$47K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
551+ 20.35% |
$29.4K - $37K
|
3.26K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
433+ 1.2% |
$23.1K - $29.1K
|
36.4K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
150New |
$8.01K - $10.1K
|
150
$7.49K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
88New |
$4.7K - $5.91K
|
88
$4.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$801 - $1.01K
|
15
$749
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
10.2K+ 11.0% |
$504K - $674K
|
103K
$5.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.74KNew |
$185K - $247K
|
3.74K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
3.54KNew |
$175K - $234K
|
3.54K
$177K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3KNew |
$148K - $198K
|
3K
$150K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
375+ 9.61% |
$18.5K - $24.8K
|
4.28K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
286+ 7.98% |
$14.1K - $18.9K
|
3.87K
$193K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 5.48% |
$9.1K - $12.2K
|
3.54K
$177K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
57+ 0.45% |
$2.82K - $3.77K
|
12.8K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35New |
$1.73K - $2.31K
|
35
$1.75K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$445 - $595
|
9
$450
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
216KNew |
$11.7M - $15.6M
|
216K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
194KNew |
$10.6M - $14.1M
|
194K
$9.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
155KNew |
$8.43M - $11.2M
|
155K
$7.73M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$716K - $951K
|
13.2K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$545K - $725K
|
10K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.56KNew |
$357K - $475K
|
6.56K
$328K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.9K+ 76.32% |
$158K - $210K
|
6.7K
$335K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.1K+ 6.04% |
$59.9K - $79.6K
|
19.3K
$964K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$21.8K - $28.9K
|
400
$20K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
207+ 4.96% |
$11.3K - $15K
|
4.38K
$219K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30New |
$1.63K - $2.17K
|
30
$1.5K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$707 - $940
|
13
$649
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$653 - $868
|
12
$599
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 14.29% |
$109 - $145
|
16
$799
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.66KNew |
$441K - $504K
|
8.66K
$432K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.63KNew |
$286K - $328K
|
5.63K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.84KNew |
$196K - $224K
|
3.84K
$192K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$9.31K - $10.7K
|
183
$9.14K
|
|