Advisor Group Holdings, Inc. Helios Technologies, Inc. Transaction History

Advisor Group Holdings, Inc.

  • $67.1 Billion
  • Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Helios Technologies, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 2,579 shares of HLIO stock, worth $138,621. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,579
Previous 1,520 69.67%
Holding current value
$138,621
Previous $50,000 168.0%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$34.16 - $55.89 $36,175 - $59,187
1,059 Added 69.67%
2,579 $134,000
Q2 2025

Sep 04, 2025
BUY
$25.71 - $33.72 $308 - $404
12 Added 0.8%
1,520 $50,000
Q2 2025

Aug 13, 2025
BUY
$25.71 - $33.72 $25 - $33
1 Added 0.07%
1,508 $50,000
Q1 2025

May 12, 2025
BUY
$32.09 - $46.1 $34,207 - $49,142
1,066 Added 241.72%
1,507 $48,000
Q4 2024

Jun 06, 2025
SELL
$44.42 - $56.28 $533 - $675
-12 Reduced 0.8%
1,495 $66,000
Q4 2024

Feb 07, 2025
SELL
$44.42 - $56.28 $83,420 - $105,693
-1,878 Reduced 80.98%
441 $19,000
Q3 2024

Nov 13, 2024
BUY
$40.13 - $47.64 $2,648 - $3,144
66 Added 2.93%
2,319 $110,000
Q2 2024

Aug 13, 2024
SELL
$43.13 - $53.88 $2,415 - $3,017
-56 Reduced 2.43%
2,253 $107,000
Q1 2024

May 10, 2024
SELL
$40.34 - $47.04 $91,975 - $107,251
-2,280 Reduced 49.68%
2,309 $103,000
Q4 2023

Feb 12, 2024
BUY
$38.05 - $55.59 $23,971 - $35,021
630 Added 15.91%
4,589 $208,000
Q3 2023

Nov 13, 2023
BUY
$53.42 - $67.11 $47,864 - $60,130
896 Added 29.25%
3,959 $219,000
Q2 2023

Aug 10, 2023
SELL
$49.45 - $66.09 $11,324 - $15,134
-229 Reduced 6.96%
3,063 $202,000
Q1 2023

May 12, 2023
SELL
$54.41 - $72.34 $26,606 - $35,374
-489 Reduced 12.93%
3,292 $215,000
Q4 2022

Feb 10, 2023
BUY
$50.9 - $58.28 $73,143 - $83,748
1,437 Added 61.31%
3,781 $205,000
Q3 2022

Nov 14, 2022
SELL
$49.33 - $70.28 $164,318 - $234,102
-3,331 Reduced 58.7%
2,344 $119,000
Q2 2022

Aug 10, 2022
SELL
$62.03 - $78.75 $25,618 - $32,523
-413 Reduced 6.78%
5,675 $374,000
Q1 2022

May 04, 2022
BUY
$70.7 - $102.77 $87,102 - $126,612
1,232 Added 25.37%
6,088 $441,000
Q3 2021

Nov 05, 2021
BUY
$73.64 - $90.07 $25,700 - $31,434
349 Added 7.74%
4,856 $400,000
Q2 2021

Aug 02, 2021
BUY
$68.75 - $78.68 $193,325 - $221,248
2,812 Added 165.9%
4,507 $353,000
Q1 2021

May 13, 2021
BUY
$51.92 - $74.27 $19,262 - $27,554
371 Added 28.02%
1,695 $125,000
Q4 2020

Feb 10, 2021
BUY
$36.97 - $53.85 $628 - $915
17 Added 1.3%
1,324 $70,000
Q3 2020

Nov 12, 2020
BUY
$33.64 - $43.38 $336 - $433
10 Added 0.77%
1,307 $48,000
Q2 2020

Aug 14, 2020
BUY
$29.77 - $40.47 $3,542 - $4,815
119 Added 10.1%
1,297 $47,000
Q1 2020

May 18, 2020
BUY
$32.24 - $48.81 $37,978 - $57,498
1,178 New
1,178 $41,000

Others Institutions Holding HLIO

# of Institutions
219
Shares Held
33.4M
Call Options Held
45K
Put Options Held
19.2K
View Full List

About HELIOS TECHNOLOGIES, INC.

HLIO Quotes by TradingView
  • Ticker HLIO
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 32,543,700
  • Market Cap $1.75B
  • Description
  • Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology produc...
More about HLIO
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