Purchases and Sales Made in Q4 2024 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q4 2024. 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 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
709K+ 5804.38% |
$31.5M - $39.9M
|
721K
$30.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
266K+ 15.47% |
$11.8M - $15M
|
1.99M
$84.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
247K+ 25.46% |
$11M - $13.9M
|
1.22M
$51.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
172KNew |
$7.66M - $9.7M
|
172K
$7.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33.9K+ 9.29% |
$1.51M - $1.91M
|
399K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.05KNew |
$313K - $397K
|
7.05K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.11K+ 321.17% |
$227K - $288K
|
6.71K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.83K+ 71.7% |
$170K - $215K
|
9.17K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.86K+ 16.04% |
$82.8K - $105K
|
13.5K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.6K+ 20.62% |
$71.1K - $90K
|
9.36K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 4.03% |
$66.7K - $84.5K
|
38.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
1K+ 4.5% |
$44.4K - $56.3K
|
23.2K
$984K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
880+ 2.86% |
$39.1K - $49.5K
|
31.7K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
726+ 1.46% |
$32.2K - $40.9K
|
50.6K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
615+ 10.0% |
$27.3K - $34.6K
|
6.77K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
301+ 3.48% |
$13.4K - $16.9K
|
8.96K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
291+ 0.41% |
$12.9K - $16.4K
|
70.7K
$3M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 329.55% |
$6.44K - $8.16K
|
189
$8.01K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
123+ 1230.0% |
$5.46K - $6.92K
|
133
$5.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
93+ 0.97% |
$4.13K - $5.23K
|
9.64K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 45.0% |
$2.8K - $3.55K
|
203
$8.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
39+ 16.39% |
$1.73K - $2.19K
|
277
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$844 - $1.07K
|
9.52K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 11.32% |
$533 - $675
|
118
$5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 600.0% |
$533 - $675
|
14
$593
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 266.67% |
$355 - $450
|
11
$466
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 20.0% |
$222 - $281
|
30
$1.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$254
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$254
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$44.4 - $56.3
|
1
$42.4
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.43% |
$88.8 - $113
|
138
$5.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 2.42% |
$178 - $225
|
161
$6.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 18.06% |
$577 - $732
|
59
$2.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 33.85% |
$977 - $1.24K
|
43
$1.82K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 12.98% |
$1.64K - $2.08K
|
248
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-61- 5.5% |
$2.71K - $3.43K
|
1.05K
$44.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-111- 52.61% |
$4.93K - $6.25K
|
100
$4.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 1.35% |
$6.66K - $8.44K
|
11K
$465K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-777- 35.56% |
$34.5K - $43.7K
|
1.41K
$59.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.29K- 12.01% |
$57.4K - $72.7K
|
9.47K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.77K- 21.37% |
$78.5K - $99.4K
|
6.5K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.88K- 80.98% |
$83.4K - $106K
|
441
$18.7K
|