Purchases and Sales Made in Q1 2025 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q1 2025. 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 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$32.1 - $46.1
|
1
$35.7
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 50.0% |
$96.3 - $138
|
3
$107
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 0.38% |
$128 - $184
|
1.05K
$37.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 83.33% |
$160 - $231
|
1
$35.7
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 54.55% |
$193 - $277
|
5
$178
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 4.44% |
$353 - $507
|
237
$8.45K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-16- 11.59% |
$513 - $738
|
122
$4.35K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-36- 30.51% |
$1.16K - $1.66K
|
82
$2.92K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-42- 0.11% |
$1.35K - $1.94K
|
36.9K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-87- 0.91% |
$2.79K - $4.01K
|
9.44K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-106- 1.1% |
$3.4K - $4.89K
|
9.54K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-156- 43.21% |
$5.01K - $7.19K
|
205
$7.31K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-157- 56.68% |
$5.04K - $7.24K
|
120
$4.28K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-180- 2.27% |
$5.78K - $8.3K
|
7.75K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-210- 0.42% |
$6.74K - $9.68K
|
49.7K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-268- 39.01% |
$8.6K - $12.4K
|
419
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-542- 0.29% |
$17.4K - $25K
|
185K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 1.08% |
$22.5K - $32.3K
|
64.4K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-886- 2.08% |
$28.4K - $40.8K
|
41.7K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-1.15K- 0.2% |
$37K - $53.1K
|
568K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.26K- 0.78% |
$40.5K - $58.2K
|
160K
$5.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-1.31K- 11.96% |
$42.1K - $60.5K
|
9.66K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.64K- 5.5% |
$52.7K - $75.7K
|
28.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.15K- 1.15% |
$68.9K - $98.9K
|
185K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.17K- 23.13% |
$69.5K - $99.9K
|
7.2K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-2.29K- 0.19% |
$73.4K - $105K
|
1.22M
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.72K- 8.73% |
$87.4K - $126K
|
28.5K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.05K- 5.37% |
$97.7K - $140K
|
53.7K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-3.17K- 7.09% |
$102K - $146K
|
41.5K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.62K- 26.86% |
$116K - $167K
|
9.86K
$351K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.7K- 18.26% |
$119K - $171K
|
16.6K
$591K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.82K- 96.71% |
$122K - $176K
|
130
$4.63K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.95K- 0.81% |
$127K - $182K
|
485K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.51K- 96.88% |
$145K - $208K
|
145
$5.17K
|
|
|
May 15, 2025
Q1 2025
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 15.39% |
$195K - $280K
|
33.4K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.44K- 71.3% |
$207K - $297K
|
2.59K
$92.5K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.23K- 1.04% |
$264K - $379K
|
782K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-8.34K- 5.96% |
$267K - $384K
|
132K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.2K- 3.16% |
$327K - $470K
|
312K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.4K- 4.23% |
$335K - $481K
|
236K
$8.42M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.8K- 9.23% |
$345K - $496K
|
106K
$3.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-15.1K- 0.76% |
$483K - $694K
|
1.97M
$70.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.1K- 26.23% |
$517K - $742K
|
45.3K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-31.9K- 0.96% |
$1.02M - $1.47M
|
3.3M
$118M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-44.5K- 28.42% |
$1.43M - $2.05M
|
112K
$4M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-44.9K- 11.41% |
$1.44M - $2.07M
|
348K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78.3K- 67.79% |
$2.51M - $3.61M
|
37.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-79.9K- 44.15% |
$2.56M - $3.68M
|
101K
$3.6M
|