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 280 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
28
shares
|
$1,729
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
21
shares
|
$1,297
0.0% of portfolio
|
Q3 2024
Reduced 90.99%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,050
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15
shares
|
$926
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$926
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
15
shares
|
$926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
13
shares
|
$803
0.0% of portfolio
|
Q3 2024
Reduced 71.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12
shares
|
$741
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
12
shares
|
$741
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$741
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$741
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12
shares
|
$741
0.0% of portfolio
|
Q3 2024
Reduced 79.31%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
11
shares
|
$679
0.0% of portfolio
|
Q3 2024
Added 1000.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$617
0.0% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7
shares
|
$432
0.0% of portfolio
|
Q3 2024
Reduced 63.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6
shares
|
$370
0.0% of portfolio
|
Q3 2024
Reduced 93.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6
shares
|
$370
0.0% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$308
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4
shares
|
$247
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4
shares
|
$247
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4
shares
|
$247
0.0% of portfolio
|
Q2 2020
Reduced 3.13%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
3
shares
|
$185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|