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 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 14.29% |
$109 - $145
|
16
$886
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.66KNew |
$441K - $504K
|
8.66K
$479K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.63KNew |
$286K - $328K
|
5.63K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.84KNew |
$196K - $224K
|
3.84K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$9.31K - $10.7K
|
183
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6New |
$305 - $350
|
6
$332
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$50.9 - $58.3
|
2
$111
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
18.2KNew |
$897K - $1.28M
|
18.2K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
10.8K+ 2.08% |
$533K - $759K
|
530K
$29.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.8KNew |
$336K - $478K
|
6.8K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.4KNew |
$316K - $450K
|
6.4K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.03KNew |
$248K - $354K
|
5.03K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.99KNew |
$98.2K - $140K
|
1.99K
$110K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
82New |
$4.05K - $5.76K
|
82
$4.54K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
77New |
$3.8K - $5.41K
|
77
$4.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
$49.3 - $70.3
|
1
$55.4
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
65.6KNew |
$4.07M - $5.17M
|
65.6K
$3.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
9.36K+ 11.08% |
$581K - $737K
|
93.8K
$5.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
840+ 417.91% |
$52.1K - $66.2K
|
1.04K
$57.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
15New |
$930 - $1.18K
|
15
$830
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 20.0% |
$62 - $78.8
|
6
$332
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.65KNew |
$116K - $169K
|
1.65K
$91.2K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
100New |
$7.07K - $10.3K
|
100
$5.54K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54New |
$3.82K - $5.55K
|
54
$2.99K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
BUY
|
- |
725New |
$59.7K - $82.8K
|
725
$40.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Strs Ohio
|
BUY
|
- |
700New |
$57.7K - $79.9K
|
700
$38.8K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
30New |
$2.47K - $3.43K
|
30
$1.66K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 11.36% |
$412 - $571
|
49
$2.71K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
150K+ 100.0% |
$10.3M - $11.8M
|
300K
$16.6M
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35+ 2.9% |
$1.13K - $1.71K
|
1.24K
$68.7K
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
47New |
$1.75K - $2.21K
|
47
$2.6K
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.09KNew |
$296K - $375K
|
7.09K
$392K
|
|