Purchases and Sales Made in Q2 2025 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$617 - $809
|
24
$1.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22New |
$566 - $742
|
22
$1.22K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 18.03% |
$566 - $742
|
144
$7.97K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$514 - $674
|
20
$1.11K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12+ 0.8% |
$309 - $405
|
1.52K
$84.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 5.52% |
$206 - $270
|
153
$8.47K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 75.0% |
$154 - $202
|
14
$775
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 21.43% |
$77.1 - $101
|
17
$941
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1+ 3.57% |
$25.7 - $33.7
|
29
$1.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.07% |
$25.7 - $33.7
|
1.51K
$83.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 55.81% |
$617 - $809
|
19
$1.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-27- 0.36% |
$694 - $910
|
7.55K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30- 23.08% |
$771 - $1.01K
|
100
$5.54K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-45- 0.48% |
$1.16K - $1.52K
|
9.39K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-70- 6.7% |
$1.8K - $2.36K
|
975
$54K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-100- 0.59% |
$2.57K - $3.37K
|
16.8K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-153- 2.16% |
$3.93K - $5.16K
|
6.92K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-328- 0.86% |
$8.43K - $11.1K
|
37.7K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-361- 1.16% |
$9.28K - $12.2K
|
30.7K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-394- 5.47% |
$10.1K - $13.3K
|
6.8K
$377K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-662- 1.66% |
$17K - $22.3K
|
39.2K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-878- 0.37% |
$22.6K - $29.6K
|
235K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-912- 89.15% |
$23.4K - $30.8K
|
111
$6.14K
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-1K- 0.08% |
$25.7K - $33.7K
|
1.21M
$67.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.1K- 14.86% |
$28.3K - $37.1K
|
6.3K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.52K- 7.49% |
$39K - $51.1K
|
18.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.59K- 8.03% |
$40.8K - $53.5K
|
18.2K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-2.08K- 24.84% |
$53.5K - $70.2K
|
6.3K
$349K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.25K- 59.93% |
$57.7K - $75.7K
|
1.5K
$83.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-3.2K- 33.14% |
$82.3K - $108K
|
6.46K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.49K- 23.7% |
$89.7K - $118K
|
11.2K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-3.62K- 2.75% |
$93K - $122K
|
128K
$7.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.02K- 21.16% |
$155K - $203K
|
22.4K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.3K- 6.95% |
$162K - $212K
|
84.4K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.38K- 3.98% |
$164K - $215K
|
154K
$8.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.61K- 12.98% |
$170K - $223K
|
44.3K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-9.3K- 40.93% |
$239K - $313K
|
13.4K
$743K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-12.8K- 45.36% |
$329K - $432K
|
15.4K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-16.9K- 16.77% |
$436K - $571K
|
84.1K
$4.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-17.1K- 0.87% |
$439K - $576K
|
1.95M
$108M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-21.2K- 30.87% |
$544K - $714K
|
47.4K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.2K- 19.08% |
$598K - $784K
|
98.5K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-23.3K- 55.96% |
$600K - $787K
|
18.4K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25.2K- 0.77% |
$649K - $851K
|
3.27M
$181M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-31.4K- 29.69% |
$807K - $1.06M
|
74.3K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-41.2K- 53.98% |
$1.06M - $1.39M
|
35.1K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-52K- 11.87% |
$1.34M - $1.75M
|
386K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-63.2K- 56.3% |
$1.62M - $2.13M
|
49K
$2.71M
|