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 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
153
shares
|
$8,616
0.0% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
134
shares
|
$7,546
0.0% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
132
shares
|
$7,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
128
shares
|
$7,208
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
127
shares
|
$7,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
121
shares
|
$6,814
0.0% of portfolio
|
Q2 2024
Reduced 80.45%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
114
shares
|
$6,420
0.0% of portfolio
|
Q4 2024
Added 54.05%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
105
shares
|
$5,913
0.0% of portfolio
|
Q3 2024
Reduced 98.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
98
shares
|
$5,519
0.0% of portfolio
|
Q4 2024
Reduced 82.53%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
85
shares
|
$4,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
80
shares
|
$4,505
0.0% of portfolio
|
Q3 2024
Reduced 68.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
76
shares
|
$4,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$3,660
0.0% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
61
shares
|
$3,435
0.0% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
55
shares
|
$3,097
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
47
shares
|
$2,647
0.0% of portfolio
|
Q4 2024
Added 291.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
47
shares
|
$2,647
0.0% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$2,534
0.0% of portfolio
|
Q3 2024
Reduced 68.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
45
shares
|
$2,534
0.0% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
40
shares
|
$2,252
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
40
shares
|
$2,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
40
shares
|
$2,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
40
shares
|
$2,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36
shares
|
$2,027
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$1,858
0.0% of portfolio
|
Q3 2024
Reduced 23.26%
|