Purchases and Sales Made in Q2 2022 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
131+ 1.02% |
$8.13K - $10.3K
|
12.9K
$567K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
102+ 1.7% |
$6.33K - $8.03K
|
6.1K
$268K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
99New |
$6.14K - $7.8K
|
99
$4.35K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
75New |
$4.65K - $5.91K
|
75
$3.29K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 850.0% |
$4.22K - $5.36K
|
76
$3.34K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58+ 12.58% |
$3.6K - $4.57K
|
519
$22.8K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
45+ 0.07% |
$2.79K - $3.54K
|
64.6K
$2.83M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
15New |
$930 - $1.18K
|
15
$658
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$558 - $709
|
9
$395
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
8New |
$496 - $630
|
8
$351
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 116.67% |
$434 - $551
|
13
$571
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 233.33% |
$434 - $551
|
10
$439
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.05% |
$186 - $236
|
6.2K
$272K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2New |
$124 - $158
|
2
$87.8
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.49% |
$124 - $158
|
410
$18K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$62 - $78.8
|
3
$132
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 20.0% |
$62 - $78.8
|
6
$263
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 11.11% |
$124 - $158
|
16
$702
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 30.77% |
$248 - $315
|
9
$395
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$372 - $473
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 4.2% |
$1.67K - $2.13K
|
616
$27K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-30- 27.78% |
$1.86K - $2.36K
|
78
$3.42K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32- 0.1% |
$1.98K - $2.52K
|
32.5K
$1.43M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42- 8.9% |
$2.61K - $3.31K
|
430
$18.9K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50Closed |
$3.1K - $3.94K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-67- 0.02% |
$4.16K - $5.28K
|
413K
$18.1M
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-91Closed |
$5.64K - $7.17K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-99Closed |
$6.14K - $7.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-139- 2.63% |
$8.62K - $10.9K
|
5.16K
$226K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-200- 1.59% |
$12.4K - $15.8K
|
12.4K
$543K
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-257- 1.93% |
$15.9K - $20.2K
|
13.1K
$573K
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-257- 1.93% |
$15.9K - $20.2K
|
13.1K
$573K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-350- 36.46% |
$21.7K - $27.6K
|
610
$26.8K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-413- 6.78% |
$25.6K - $32.5K
|
5.68K
$249K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-422- 1.8% |
$26.2K - $33.2K
|
23K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-496- 5.72% |
$30.8K - $39.1K
|
8.17K
$359K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-513- 17.41% |
$31.8K - $40.4K
|
2.43K
$107K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-568- 11.63% |
$35.2K - $44.7K
|
4.31K
$189K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-680- 2.57% |
$42.2K - $53.6K
|
25.8K
$1.13M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-825- 5.14% |
$51.2K - $65K
|
15.2K
$668K
|
|
Aug 15, 2022
Q2 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-852- 14.0% |
$52.8K - $67.1K
|
5.23K
$230K
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-889- 55.53% |
$55.1K - $70K
|
712
$31.2K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-897- 89.97% |
$55.6K - $70.6K
|
100
$4.39K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-986- 11.27% |
$61.2K - $77.6K
|
7.76K
$341K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 17.79% |
$70.3K - $89.3K
|
5.24K
$230K
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.29K- 20.41% |
$80K - $102K
|
5.03K
$221K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.3K- 48.39% |
$80.4K - $102K
|
1.38K
$60.7K
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.59K- 15.4% |
$98.6K - $125K
|
8.73K
$383K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.94K- 6.98% |
$120K - $152K
|
25.8K
$1.13M
|