Purchases and Sales Made in Q2 2024 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.72K+ 9.84% |
$74.3K - $92.8K
|
19.2K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.67KNew |
$72.1K - $90K
|
1.67K
$59.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.59K+ 15.05% |
$68.7K - $85.9K
|
12.2K
$435K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.26K+ 4.04% |
$54.1K - $67.6K
|
32.3K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.22K+ 7.58% |
$52.5K - $65.6K
|
17.3K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.09K+ 4.29% |
$47.2K - $58.9K
|
26.6K
$947K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
917+ 14.31% |
$39.6K - $49.4K
|
7.32K
$261K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
727New |
$31.4K - $39.2K
|
727
$25.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
702+ 3.76% |
$30.3K - $37.8K
|
19.4K
$690K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
670+ 1.06% |
$28.9K - $36.1K
|
63.7K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
509+ 0.94% |
$22K - $27.4K
|
54.5K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400New |
$17.3K - $21.6K
|
400
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
374+ 0.98% |
$16.1K - $20.2K
|
38.5K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
266+ 0.89% |
$11.5K - $14.3K
|
30.1K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
254+ 2.32% |
$11K - $13.7K
|
11.2K
$400K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
186+ 2.05% |
$8.02K - $10K
|
9.27K
$330K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
179+ 1.62% |
$7.72K - $9.64K
|
11.3K
$401K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
165New |
$7.12K - $8.89K
|
165
$5.88K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
107+ 0.19% |
$4.61K - $5.77K
|
55.7K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
106New |
$4.57K - $5.71K
|
106
$3.78K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
61+ 762.5% |
$2.63K - $3.29K
|
69
$2.46K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51New |
$2.2K - $2.75K
|
51
$1.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
51+ 4.58% |
$2.2K - $2.75K
|
1.17K
$41.5K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
30+ 0.94% |
$1.29K - $1.62K
|
3.21K
$114K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
26+ 0.26% |
$1.12K - $1.4K
|
10K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23New |
$992 - $1.24K
|
23
$820
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$647 - $808
|
15
$535
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 3.86% |
$388 - $485
|
242
$8.63K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 13.64% |
$388 - $485
|
75
$2.67K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
8+ 0.0% |
$345 - $431
|
421K
$15M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 100.0% |
$216 - $269
|
10
$357
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 25.0% |
$43.1 - $53.9
|
5
$178
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 38.46% |
$216 - $269
|
8
$285
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11- 1.09% |
$474 - $593
|
1K
$35.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 93.33% |
$604 - $754
|
1
$35.7
|
|
|
May 29, 2025
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-17- 0.05% |
$733 - $916
|
33.2K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48- 0.14% |
$2.07K - $2.59K
|
34.5K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56- 2.43% |
$2.42K - $3.02K
|
2.25K
$80.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-147- 19.12% |
$6.34K - $7.92K
|
622
$22.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-165- 0.1% |
$7.12K - $8.89K
|
167K
$5.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-294- 53.55% |
$12.7K - $15.8K
|
255
$9.09K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-395- 19.74% |
$17K - $21.3K
|
1.61K
$57.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-452- 8.02% |
$19.5K - $24.4K
|
5.19K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-746- 2.26% |
$32.2K - $40.2K
|
32.3K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-849- 10.44% |
$36.6K - $45.7K
|
7.28K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.05K- 1.08% |
$45.5K - $56.8K
|
96.5K
$3.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.3K- 12.75% |
$56.2K - $70.2K
|
8.92K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.52K- 25.47% |
$65.5K - $81.8K
|
4.45K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.05K- 11.14% |
$88.4K - $110K
|
16.3K
$582K
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 0.11% |
$91.9K - $115K
|
2.01M
$71.6M
|