Institutional Ownership Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO). We have compiled data on the 185 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
549
shares
|
$26,214
0.0% of portfolio
|
Q1 2024
Reduced 87.28%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
400
shares
|
$19,100
0.0% of portfolio
|
Q4 2023
Reduced 40.03%
|
|
Avalon Trust CO
Santa Fe, NM |
May 07, 2024 Q1 2024 |
400
shares
|
$19,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
334
shares
|
$15,948
0.01% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
275
shares
|
$13,131
0.0% of portfolio
|
Q1 2024
Reduced 11.29%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
235
shares
|
$11,221
0.0% of portfolio
|
Q4 2023
Reduced 42.4%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
233
shares
|
$11,125
0.0% of portfolio
|
Q1 2024
Reduced 21.81%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
170
shares
|
$8,117
0.0% of portfolio
|
Q1 2024
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
150
shares
|
$7,162
0.0% of portfolio
|
Q3 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$4,775
0.0% of portfolio
|
Q2 2022
Reduced 89.97%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 09, 2024 Q1 2024 |
88
shares
|
$4,202
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$3,915
0.0% of portfolio
|
Q3 2022
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
70
shares
|
$3,342
0.0% of portfolio
|
Q4 2023
Added 268.42%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
66
shares
|
$3,151
0.0% of portfolio
|
Q1 2024
Added 2100.0%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
65
shares
|
$3,103
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Financial Corp
|
Apr 12, 2024 Q1 2024 |
35
shares
|
$1,671
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
28
shares
|
$1,337
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ostrum Asset Management
Paris, I0 |
May 13, 2024 Q1 2024 |
19
shares
|
$907
0.0% of portfolio
|
Q1 2024
Reduced 95.47%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$716
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
15
shares
|
$716
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
15
shares
|
$716
0.0% of portfolio
|
Q1 2024
Reduced 97.2%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
13
shares
|
$620
0.0% of portfolio
|
Q1 2024
Added 225.0%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
10
shares
|
$477
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
10
shares
|
$477
0.0% of portfolio
|
Q4 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
10
shares
|
$477
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|