Purchases and Sales Made in Q4 2023 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.52MNew |
$96M - $140M
|
2.52M
$111M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
240KNew |
$9.13M - $13.3M
|
240K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
212K+ 9.69% |
$8.06M - $11.8M
|
2.4M
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
205K+ 7.03% |
$7.79M - $11.4M
|
3.11M
$137M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
175KNew |
$6.67M - $9.74M
|
175K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
169K+ 607.14% |
$6.45M - $9.42M
|
197K
$8.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 51.99% |
$5.85M - $8.55M
|
450K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
131K+ 836.69% |
$4.99M - $7.29M
|
147K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
117KNew |
$4.44M - $6.49M
|
117K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
88.7K+ 2.83% |
$3.37M - $4.93M
|
3.22M
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 75.8% |
$2.94M - $4.3M
|
179K
$7.87M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.4K+ 61.67% |
$2.6M - $3.8M
|
179K
$7.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
64.8K+ 29.03% |
$2.47M - $3.6M
|
288K
$12.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
64.7K+ 3.33% |
$2.46M - $3.6M
|
2.01M
$88.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
58K+ 5.09% |
$2.21M - $3.22M
|
1.2M
$52.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
56.4KNew |
$2.14M - $3.13M
|
56.4K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
53.1K+ 330.31% |
$2.02M - $2.95M
|
69.2K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
39K+ 155.82% |
$1.48M - $2.17M
|
64K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
38.5KNew |
$1.47M - $2.14M
|
38.5K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
37.2K+ 5.66% |
$1.42M - $2.07M
|
694K
$30.5M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
36.9K+ 5.27% |
$1.4M - $2.05M
|
737K
$32.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33.4KNew |
$1.27M - $1.86M
|
33.4K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.6K+ 64.76% |
$1.2M - $1.75M
|
80.3K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
31K+ 11.93% |
$1.18M - $1.72M
|
291K
$12.8M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$973K - $1.42M
|
25.6K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$973K - $1.42M
|
25.6K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.2KNew |
$921K - $1.35M
|
24.2K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
22.5K+ 78.95% |
$856K - $1.25M
|
51K
$2.24M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
22.2K+ 51.35% |
$844K - $1.23M
|
65.4K
$2.87M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9K+ 35.12% |
$794K - $1.16M
|
80.3K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.6KNew |
$786K - $1.15M
|
20.6K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.3K+ 1.53% |
$774K - $1.13M
|
1.35M
$59.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
20.1KNew |
$765K - $1.12M
|
20.1K
$883K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.7K+ 232.75% |
$674K - $985K
|
25.3K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
17KNew |
$645K - $943K
|
17K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.5KNew |
$629K - $919K
|
16.5K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15K+ 29.79% |
$572K - $836K
|
65.5K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.7K+ 22.31% |
$559K - $817K
|
80.6K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 39.07% |
$516K - $753K
|
48.3K
$2.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13KNew |
$495K - $724K
|
13K
$571K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.5KNew |
$398K - $582K
|
10.5K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.3KNew |
$390K - $570K
|
10.3K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.43KNew |
$359K - $524K
|
9.43K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.24KNew |
$352K - $514K
|
9.24K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.78KNew |
$334K - $488K
|
8.78K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
8.74K+ 130.65% |
$332K - $486K
|
15.4K
$677K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.42KNew |
$282K - $413K
|
7.42K
$326K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
7.4KNew |
$281K - $411K
|
7.4K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.35KNew |
$242K - $353K
|
6.35K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.29K+ 310.15% |
$201K - $294K
|
6.99K
$307K
|