Purchases and Sales Made in Q2 2023 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q2 2023. 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 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.03K+ 570.56% |
$50.8K - $67.9K
|
1.21K
$51.2K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
913+ 1.46% |
$45.1K - $60.3K
|
63.5K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
823+ 2.1% |
$40.7K - $54.4K
|
40K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
767+ 16.85% |
$37.9K - $50.7K
|
5.32K
$226K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 1.0% |
$34.6K - $46.3K
|
71K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
673+ 0.64% |
$33.3K - $44.5K
|
106K
$4.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
435+ 11.36% |
$21.5K - $28.7K
|
4.27K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
401+ 0.75% |
$19.8K - $26.5K
|
54.1K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
375+ 9.61% |
$18.5K - $24.8K
|
4.28K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
370+ 8.02% |
$18.3K - $24.5K
|
4.98K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
328+ 10.72% |
$16.2K - $21.7K
|
3.39K
$144K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
286+ 7.98% |
$14.1K - $18.9K
|
3.87K
$164K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
264+ 1.6% |
$13.1K - $17.4K
|
16.8K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
195+ 1.5% |
$9.64K - $12.9K
|
13.2K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 5.48% |
$9.1K - $12.2K
|
3.54K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
165+ 6.49% |
$8.16K - $10.9K
|
2.71K
$115K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148+ 27.51% |
$7.32K - $9.78K
|
686
$29.1K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
76+ 0.48% |
$3.76K - $5.02K
|
15.8K
$669K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
67+ 0.22% |
$3.31K - $4.43K
|
30.6K
$1.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
57+ 0.45% |
$2.82K - $3.77K
|
12.8K
$543K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
48+ 129.73% |
$2.37K - $3.17K
|
85
$3.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35New |
$1.73K - $2.31K
|
35
$1.48K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
21New |
$1.04K - $1.39K
|
21
$890
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20+ 1.76% |
$989 - $1.32K
|
1.16K
$49.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$445 - $595
|
9
$382
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$346 - $463
|
7
$297
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4+ 0.01% |
$198 - $264
|
38.1K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 25.0% |
$49.5 - $66.1
|
5
$212
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$49.5 - $66.1
|
720
$30.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 20.0% |
$49.5 - $66.1
|
4
$170
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$49.5 - $66.1
|
4
$170
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$148 - $198
|
4
$170
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 21.43% |
$148 - $198
|
11
$466
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 61.54% |
$396 - $529
|
5
$212
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 61.54% |
$396 - $529
|
5
$212
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 50.0% |
$396 - $529
|
8
$339
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 31.03% |
$445 - $595
|
20
$848
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-18- 0.13% |
$890 - $1.19K
|
14K
$593K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-40- 53.33% |
$1.98K - $2.64K
|
35
$1.48K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 57.89% |
$2.72K - $3.63K
|
40
$1.7K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
SELL
|
- |
-60- 0.04% |
$2.97K - $3.97K
|
134K
$5.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-61- 0.18% |
$3.02K - $4.03K
|
34.5K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-80- 0.68% |
$3.96K - $5.29K
|
11.7K
$498K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-87- 46.77% |
$4.3K - $5.75K
|
99
$4.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 59.8% |
$5.88K - $7.86K
|
80
$3.39K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-139- 2.23% |
$6.87K - $9.19K
|
6.1K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-150- 1.27% |
$7.42K - $9.91K
|
11.6K
$494K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-200- 0.45% |
$9.89K - $13.2K
|
44.4K
$1.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-211- 2.94% |
$10.4K - $13.9K
|
6.95K
$295K
|