Purchases and Sales Made in Q4 2022 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.3K+ 125.12% |
$117K - $134K
|
4.13K
$146K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.11K+ 9.14% |
$107K - $123K
|
25.2K
$890K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.04K+ 0.46% |
$104K - $119K
|
445K
$15.7M
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.72K+ 5.91% |
$87.8K - $100K
|
30.9K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.68K+ 11.39% |
$85.6K - $98K
|
16.5K
$581K
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.5K+ 1.95% |
$76.4K - $87.4K
|
78.5K
$2.77M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44K+ 61.31% |
$73.1K - $83.7K
|
3.78K
$134K
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.09K+ 2.57% |
$55.5K - $63.5K
|
43.5K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07K+ 15.31% |
$54.7K - $62.6K
|
8.09K
$286K
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1.01K+ 14.86% |
$51.6K - $59K
|
7.83K
$277K
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
854+ 20.8% |
$43.5K - $49.8K
|
4.96K
$175K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
542+ 5.53% |
$27.6K - $31.6K
|
10.3K
$365K
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
496+ 1.49% |
$25.2K - $28.9K
|
33.7K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
483+ 1.18% |
$24.6K - $28.1K
|
41.3K
$1.46M
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
355+ 4.02% |
$18.1K - $20.7K
|
9.18K
$325K
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
303+ 2.22% |
$15.4K - $17.7K
|
14K
$494K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
208+ 11.87% |
$10.6K - $12.1K
|
1.96K
$69.3K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183New |
$9.31K - $10.7K
|
183
$6.47K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
177+ 1.38% |
$9.01K - $10.3K
|
13K
$461K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
177+ 1.38% |
$9.01K - $10.3K
|
13K
$461K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
175+ 3.34% |
$8.91K - $10.2K
|
5.41K
$191K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
104New |
$5.29K - $6.06K
|
104
$3.68K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
95New |
$4.84K - $5.54K
|
95
$3.36K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52New |
$2.65K - $3.03K
|
52
$1.84K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
48+ 1.16% |
$2.44K - $2.8K
|
4.17K
$147K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 4.55% |
$1.17K - $1.34K
|
528
$18.7K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 43.48% |
$1.02K - $1.17K
|
66
$2.33K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18New |
$916 - $1.05K
|
18
$636
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
10+ 250.0% |
$509 - $583
|
14
$495
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10New |
$509 - $583
|
10
$353
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6New |
$305 - $350
|
6
$212
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$204 - $233
|
4
$141
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$153 - $175
|
3
$106
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3New |
$153 - $175
|
3
$106
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 66.67% |
$102 - $117
|
5
$177
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$50.9 - $58.3
|
3
$106
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$50.9 - $58.3
|
2
$70.7
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 18.18% |
$204 - $233
|
18
$636
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.03% |
$204 - $233
|
13K
$460K
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.03% |
$204 - $233
|
13K
$460K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 27.78% |
$255 - $291
|
13
$459
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 2.8% |
$560 - $641
|
382
$13.5K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 65.38% |
$865 - $991
|
9
$318
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-28- 29.17% |
$1.43K - $1.63K
|
68
$2.4K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-30- 0.39% |
$1.53K - $1.75K
|
7.73K
$273K
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33- 2.17% |
$1.68K - $1.92K
|
1.49K
$52.6K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-56- 0.36% |
$2.85K - $3.26K
|
15.4K
$544K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-62- 10.69% |
$3.16K - $3.61K
|
518
$18.3K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-78- 0.55% |
$3.97K - $4.55K
|
14K
$494K
|