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 182 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
101
shares
|
$4,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$4,594
0.0% of portfolio
|
Q2 2022
Reduced 89.97%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
100
shares
|
$4,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
88
shares
|
$4,042
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$3,767
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
72
shares
|
$3,307
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
65
shares
|
$2,986
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
60
shares
|
$2,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
50
shares
|
$2,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
44
shares
|
$2,021
0.0% of portfolio
|
Q3 2024
Reduced 36.23%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
40
shares
|
$1,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
35
shares
|
$1,607
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
28
shares
|
$1,286
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25
shares
|
$1,148
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
18
shares
|
$826
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
15
shares
|
$689
0.0% of portfolio
|
Q1 2024
Reduced 97.2%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$689
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13
shares
|
$597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
11
shares
|
$505
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
10
shares
|
$459
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
10
shares
|
$459
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7
shares
|
$321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
6
shares
|
$275
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$137
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$91
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|