Purchases and Sales Made in Q3 2023 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
940New |
$50.2K - $63.1K
|
940
$33.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
931+ 22.67% |
$49.7K - $62.5K
|
5.04K
$178K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
898+ 3.24% |
$48K - $60.3K
|
28.7K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
896+ 29.25% |
$47.9K - $60.1K
|
3.96K
$140K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 1.13% |
$42.7K - $53.7K
|
71.8K
$2.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
800+ 1.8% |
$42.7K - $53.7K
|
45.2K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
707+ 1.37% |
$37.8K - $47.4K
|
52.5K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
581+ 3.68% |
$31K - $39K
|
16.4K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
551+ 20.35% |
$29.4K - $37K
|
3.26K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
498+ 41.26% |
$26.6K - $33.4K
|
1.71K
$60.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
479+ 1.39% |
$25.6K - $32.1K
|
35K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
433+ 1.2% |
$23.1K - $29.1K
|
36.4K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
397+ 0.15% |
$21.2K - $26.6K
|
263K
$9.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
321+ 41.69% |
$17.1K - $21.5K
|
1.09K
$38.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
278+ 4.0% |
$14.9K - $18.7K
|
7.23K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
211+ 12.04% |
$11.3K - $14.2K
|
1.96K
$69.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
200+ 1.04% |
$10.7K - $13.4K
|
19.5K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
150New |
$8.01K - $10.1K
|
150
$5.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
143+ 1.56% |
$7.64K - $9.6K
|
9.3K
$328K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
88New |
$4.7K - $5.91K
|
88
$3.11K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
50+ 0.54% |
$2.67K - $3.36K
|
9.36K
$331K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$801 - $1.01K
|
15
$530
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 18.18% |
$107 - $134
|
13
$459
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$107 - $134
|
6
$212
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$53.4 - $67.1
|
721
$25.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 25.0% |
$53.4 - $67.1
|
3
$106
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 20.0% |
$53.4 - $67.1
|
4
$141
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-5- 0.12% |
$267 - $336
|
4.26K
$151K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 50.0% |
$534 - $671
|
10
$353
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-16- 45.71% |
$855 - $1.07K
|
19
$671
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 2.77% |
$1.01K - $1.28K
|
667
$23.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22- 5.12% |
$1.18K - $1.48K
|
408
$14.4K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-66- 0.02% |
$3.53K - $4.43K
|
421K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-70- 6.1% |
$3.74K - $4.7K
|
1.08K
$38.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-74- 87.06% |
$3.95K - $4.97K
|
11
$389
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
$5.34K - $6.71K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-168- 64.12% |
$8.97K - $11.3K
|
94
$3.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-172- 0.12% |
$9.19K - $11.5K
|
148K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-243- 0.75% |
$13K - $16.3K
|
32.3K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-557- 2.52% |
$29.8K - $37.4K
|
21.6K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-600- 50.0% |
$32.1K - $40.3K
|
600
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-677- 0.78% |
$36.2K - $45.4K
|
86.3K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-701- 7.91% |
$37.4K - $47K
|
8.16K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 6.57% |
$42.7K - $53.7K
|
11.4K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-858- 13.61% |
$45.8K - $57.6K
|
5.44K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-989- 0.82% |
$52.8K - $66.4K
|
120K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.04K- 5.19% |
$55.5K - $69.7K
|
19K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.52K- 4.83% |
$81K - $102K
|
29.9K
$1.06M
|