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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.83K+ 95.93% |
$184K - $269K
|
9.87K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.81KNew |
$183K - $267K
|
4.81K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
4.77KNew |
$181K - $265K
|
4.77K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.45K+ 10.71% |
$169K - $248K
|
46K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.89K+ 10.81% |
$148K - $216K
|
39.9K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.78K+ 703.54% |
$144K - $210K
|
4.32K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.5K+ 17.39% |
$133K - $195K
|
23.6K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.24K+ 9.25% |
$123K - $180K
|
38.2K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.2K+ 533.33% |
$122K - $178K
|
3.8K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$113K - $165K
|
2.97K
$99.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.34K+ 2.37% |
$88.9K - $130K
|
101K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.31K+ 26.36% |
$87.9K - $128K
|
11.1K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.86K+ 5.34% |
$70.6K - $103K
|
36.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.64K+ 87.1% |
$62.4K - $91.2K
|
3.52K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 32.24% |
$49.5K - $72.4K
|
5.34K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.23K+ 28.97% |
$47K - $68.6K
|
5.49K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.4% |
$46.1K - $67.3K
|
87.5K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.08K+ 8.37% |
$40.9K - $59.8K
|
13.9K
$468K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.07K+ 3.32% |
$40.8K - $59.6K
|
33.4K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
938+ 6.58% |
$35.7K - $52.1K
|
15.2K
$511K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
877+ 13.73% |
$33.4K - $48.8K
|
7.26K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
867+ 2.11% |
$33K - $48.2K
|
42K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
839+ 2.81% |
$31.9K - $46.6K
|
30.7K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
630+ 15.91% |
$24K - $35K
|
4.59K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Sapience Investments, LLC
Newport Beach, CA |
BUY
|
- |
590+ 0.66% |
$22.4K - $32.8K
|
89.4K
$3.01M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
536New |
$20.4K - $29.8K
|
536
$18K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
310New |
$11.8K - $17.2K
|
310
$10.4K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
294+ 0.07% |
$11.2K - $16.3K
|
421K
$14.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
287+ 2609.09% |
$10.9K - $16K
|
298
$10K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204New |
$7.76K - $11.3K
|
204
$6.86K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
134+ 0.82% |
$5.1K - $7.45K
|
16.5K
$555K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
51+ 268.42% |
$1.94K - $2.84K
|
70
$2.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
34+ 0.21% |
$1.29K - $1.89K
|
16.1K
$541K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 640.0% |
$1.22K - $1.78K
|
37
$1.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28New |
$1.07K - $1.56K
|
28
$942
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$1.07K - $1.56K
|
28
$942
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
28+ 0.28% |
$1.07K - $1.56K
|
9.91K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 18.09% |
$647 - $945
|
111
$3.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$571 - $834
|
15
$505
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10New |
$381 - $556
|
10
$336
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9New |
$342 - $500
|
9
$303
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7New |
$266 - $389
|
7
$235
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$190 - $278
|
5
$168
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$190 - $278
|
5
$168
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 25.0% |
$38.1 - $55.6
|
5
$168
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$38.1 - $55.6
|
722
$24.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$38.1 - $55.6
|
5
$168
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$38.1 - $55.6
|
12
$404
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-27- 0.04% |
$1.03K - $1.5K
|
66.9K
$2.25M
|