Institutional Ownership Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $675 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
32
shares
|
$1,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
31
shares
|
$1,042
0.0% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
30
shares
|
$1,008
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30
shares
|
$1,008
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
29
shares
|
$974
0.0% of portfolio
|
Q1 2025
Added 2800.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29
shares
|
$974
0.0% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
28
shares
|
$941
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
18
shares
|
$605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$571
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15
shares
|
$504
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
15
shares
|
$504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
15
shares
|
$504
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
13
shares
|
$437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
13
shares
|
$437
0.0% of portfolio
|
Q3 2024
Reduced 71.74%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$403
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$403
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$403
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
10
shares
|
$336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
10
shares
|
$336
0.0% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
9
shares
|
$302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7
shares
|
$235
0.0% of portfolio
|
Q1 2025
Reduced 68.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
6
shares
|
$201
0.0% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$168
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$168
0.0% of portfolio
|
Q4 2024
Reduced 98.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4
shares
|
$134
0.0% of portfolio
|
Q2 2020
Reduced 3.13%
|