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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.23K+ 148.8% |
$99.1K - $126K
|
3.73K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.21K+ 7.73% |
$98.1K - $124K
|
30.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.14K+ 3.92% |
$94.9K - $120K
|
56.7K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.12K+ 1.33% |
$94K - $119K
|
162K
$5.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.86K+ 16.04% |
$82.8K - $105K
|
13.5K
$481K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.6K+ 20.62% |
$71.1K - $90K
|
9.36K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 4.03% |
$66.7K - $84.5K
|
38.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.12K+ 5.81% |
$49.6K - $62.8K
|
20.3K
$725K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
1K+ 4.5% |
$44.4K - $56.3K
|
23.2K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
880+ 2.86% |
$39.1K - $49.5K
|
31.7K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
726+ 1.46% |
$32.2K - $40.9K
|
50.6K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
649+ 3.55% |
$28.8K - $36.5K
|
18.9K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
615+ 10.0% |
$27.3K - $34.6K
|
6.77K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
543+ 0.89% |
$24.1K - $30.6K
|
61.9K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
485New |
$21.5K - $27.3K
|
485
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
301+ 501.67% |
$13.4K - $16.9K
|
361
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
301+ 3.48% |
$13.4K - $16.9K
|
8.96K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
291+ 0.41% |
$12.9K - $16.4K
|
70.7K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
287+ 71.75% |
$12.7K - $16.2K
|
687
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
202New |
$8.97K - $11.4K
|
202
$7.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
148+ 2.45% |
$6.57K - $8.33K
|
6.19K
$221K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 329.55% |
$6.44K - $8.16K
|
189
$6.74K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
137+ 34.86% |
$6.09K - $7.71K
|
530
$18.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
123+ 1230.0% |
$5.46K - $6.92K
|
133
$4.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
93+ 0.97% |
$4.13K - $5.23K
|
9.64K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 45.0% |
$2.8K - $3.55K
|
203
$7.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
46New |
$2.04K - $2.59K
|
46
$1.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
42+ 0.11% |
$1.87K - $2.36K
|
36.9K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
39+ 16.39% |
$1.73K - $2.19K
|
277
$9.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$1.55K - $1.97K
|
35
$1.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
25+ 0.07% |
$1.11K - $1.41K
|
36.5K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$844 - $1.07K
|
9.52K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 11.32% |
$533 - $675
|
118
$4.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 600.0% |
$533 - $675
|
14
$499
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$533 - $675
|
12
$428
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 266.67% |
$355 - $450
|
11
$392
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 20.0% |
$222 - $281
|
30
$1.07K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$214
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$214
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 50.0% |
$133 - $169
|
9
$321
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$44.4 - $56.3
|
1
$35.7
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$44.4 - $56.3
|
1
$35.7
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.43% |
$88.8 - $113
|
138
$4.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 2.42% |
$178 - $225
|
161
$5.74K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12- 0.8% |
$533 - $675
|
1.5K
$53.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 18.06% |
$577 - $732
|
59
$2.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 33.85% |
$977 - $1.24K
|
43
$1.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 12.98% |
$1.64K - $2.08K
|
248
$8.84K
|