Latest Institutional Transactions on Helen Of Troy LTD (HELE)
This table provides information on the latest institutional transactions involving Helen Of Troy LTD (HELE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
236KNew |
$20.6M - $29.4M
|
236K
$7.95M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.39KNew |
$208K - $297K
|
2.39K
$80.3K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.28K- 14.68% |
$460K - $655K
|
30.7K
$1.03M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 10.0% |
$87.2 - $124
|
9
$303
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$87.2 - $124
|
1
$33.6
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
760+ 42.06% |
$66.3K - $94.4K
|
2.57K
$86.3K
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
10.7K+ 140.79% |
$933K - $1.33M
|
18.3K
$615K
|
|
Q4 2022 | |||||||
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
876+ 33.33% |
$73.8K - $97.7K
|
3.5K
$118K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-29- 7.23% |
$2.44K - $3.23K
|
372
$12.5K
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
3.3KNew |
$278K - $368K
|
3.3K
$111K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
35New |
$2.95K - $3.9K
|
35
$1.18K
|
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
62.5KNew |
$5.27M - $6.97M
|
62.5K
$2.1M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$8.43K - $11.2K
|
100
$3.36K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.05KNew |
$172K - $228K
|
2.05K
$68.8K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-8.52K- 5.41% |
$718K - $950K
|
149K
$5.01M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 100.0% |
$2.19K - $2.9K
|
52
$1.75K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.05K+ 57.99% |
$763K - $1.01M
|
24.7K
$829K
|
|
Feb 13, 2023
Q4 2022
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
65.9KNew |
$5.56M - $7.35M
|
65.9K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.55KNew |
$215K - $285K
|
2.55K
$85.8K
|
|
Feb 13, 2023
Q4 2022
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
15KNew |
$1.26M - $1.67M
|
15K
$504K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
47.2KNew |
$3.98M - $5.26M
|
47.2K
$1.59M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.03K+ 174.33% |
$339K - $449K
|
6.34K
$213K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
73+ 108.96% |
$6.15K - $8.14K
|
140
$4.71K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
144New |
$12.1K - $16.1K
|
144
$4.84K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$3.37K - $4.46K
|
40
$1.34K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-3.46K- 11.21% |
$292K - $386K
|
27.4K
$921K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
122New |
$10.3K - $13.6K
|
122
$4.1K
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.77K- 2.62% |
$318K - $421K
|
140K
$4.71M
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-15.5K- 22.61% |
$1.31M - $1.73M
|
53K
$1.78M
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.68K+ 929.54% |
$740K - $1.3M
|
8.5K
$286K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20+ 200.0% |
$1.93K - $3.4K
|
30
$1.01K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
9New |
$868 - $1.53K
|
9
$303
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
17.2K+ 30.73% |
$1.66M - $2.93M
|
73.3K
$2.46M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-18- 0.34% |
$1.74K - $3.06K
|
5.29K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
481+ 5.82% |
$46.4K - $81.7K
|
8.75K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.56K- 32.13% |
$151K - $266K
|
3.3K
$111K
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
844+ 57.65% |
$81.4K - $143K
|
2.31K
$77.6K
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-5.22K- 59.14% |
$504K - $888K
|
3.61K
$121K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-81.4K- 48.71% |
$7.85M - $13.8M
|
85.8K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.37KNew |
$228K - $402K
|
2.37K
$79.5K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-2.08K- 8.53% |
$201K - $354K
|
22.3K
$751K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16New |
$1.54K - $2.72K
|
16
$538
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
110+ 3.41% |
$10.6K - $18.7K
|
3.34K
$112K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
7.91K+ 145.06% |
$763K - $1.34M
|
13.4K
$449K
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6- 60.0% |
$579 - $1.02K
|
4
$134
|
|
Nov 09, 2022
Q3 2022
|
Neumeier Poma Investment Counsel LLC
|
SELL
|
- |
-85.5K- 47.04% |
$8.24M - $14.5M
|
96.2K
$3.23M
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
169+ 0.81% |
$16.3K - $28.7K
|
21K
$707K
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-7.1K- 10.71% |
$685K - $1.21M
|
59.2K
$1.99M
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-883- 68.82% |
$85.2K - $150K
|
400
$13.4K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
182New |
$17.6K - $30.9K
|
182
$6.12K
|