Purchases and Sales Made in Q1 2024 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q1 2024. The information is specifically focused on institutions that hold shares of HELIOS TECHNOLOGIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.05KNew |
$284K - $332K
|
7.05K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.96K+ 14.33% |
$281K - $327K
|
55.6K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.92K+ 53.19% |
$279K - $326K
|
19.9K
$877K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.76KNew |
$273K - $318K
|
6.76K
$297K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.89K+ 19.41% |
$237K - $277K
|
36.2K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.66K+ 14.19% |
$228K - $266K
|
45.6K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
5.5KNew |
$222K - $259K
|
5.5K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
5.12K+ 1.78% |
$207K - $241K
|
293K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.72KNew |
$190K - $222K
|
4.72K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.7KNew |
$190K - $221K
|
4.7K
$207K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.27K+ 45.64% |
$172K - $201K
|
13.6K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
3.76K+ 1.29% |
$152K - $177K
|
295K
$13M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.09K+ 58.35% |
$125K - $145K
|
8.39K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.97KNew |
$120K - $140K
|
2.97K
$131K
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
2.66K+ 0.13% |
$107K - $125K
|
2.01M
$88.5M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.36K+ 30.07% |
$95.3K - $111K
|
10.2K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.92K+ 5.87% |
$77.3K - $90.2K
|
34.6K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.64K+ 17.38% |
$66.2K - $77.1K
|
11.1K
$487K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.57K+ 4.29% |
$63.3K - $73.8K
|
38.1K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.39K+ 8.16% |
$56K - $65.3K
|
18.4K
$809K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.21K+ 2.58% |
$48.8K - $56.9K
|
48K
$2.11M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 1.09% |
$42.5K - $49.6K
|
97.6K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.05K+ 10.62% |
$42.5K - $49.5K
|
11K
$483K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
866+ 9.18% |
$34.9K - $40.7K
|
10.3K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
769New |
$31K - $36.2K
|
769
$33.8K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
683+ 23.0% |
$27.6K - $32.1K
|
3.65K
$161K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
470+ 8.55% |
$19K - $22.1K
|
5.96K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
334New |
$13.5K - $15.7K
|
334
$14.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
270+ 3.65% |
$10.9K - $12.7K
|
7.67K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
170New |
$6.86K - $8K
|
170
$7.48K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
116+ 0.38% |
$4.68K - $5.46K
|
30.8K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
99+ 10.83% |
$3.99K - $4.66K
|
1.01K
$44.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65New |
$2.62K - $3.06K
|
65
$2.86K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 2100.0% |
$2.54K - $2.96K
|
66
$2.9K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
35New |
$1.41K - $1.65K
|
35
$1.54K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
20+ 0.28% |
$807 - $941
|
7.28K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15New |
$605 - $706
|
15
$660
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 225.0% |
$363 - $423
|
13
$572
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7New |
$282 - $329
|
7
$308
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$242 - $282
|
6
$264
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 11.11% |
$40.3 - $47
|
8
$352
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 20.0% |
$40.3 - $47
|
4
$176
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$40.3 - $47
|
4
$176
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 16.67% |
$80.7 - $94.1
|
10
$440
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3- 0.02% |
$121 - $141
|
16.1K
$707K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5- 0.01% |
$202 - $235
|
66.9K
$2.94M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$403 - $470
|
5
$220
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-14- -0.0% |
$565 - $659
|
421K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 11.29% |
$1.41K - $1.65K
|
275
$12.1K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-62- 0.47% |
$2.5K - $2.92K
|
13.3K
$584K
|