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 |
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
128
shares
|
$4,303
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
127
shares
|
$4,269
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
|
$4,068
0.0% of portfolio
|
Q2 2024
Reduced 80.45%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
114
shares
|
$3,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
105
shares
|
$3,530
0.0% of portfolio
|
Q3 2024
Reduced 98.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
98
shares
|
$3,294
0.0% of portfolio
|
Q4 2024
Reduced 82.53%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
90
shares
|
$3,025
0.0% of portfolio
|
Q4 2024
Reduced 32.84%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
85
shares
|
$2,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
73
shares
|
$2,454
0.0% of portfolio
|
Q4 2024
Added 942.86%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
66
shares
|
$2,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
60
shares
|
$2,017
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
60
shares
|
$2,017
0.0% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
55
shares
|
$1,849
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
50
shares
|
$1,680
0.0% of portfolio
|
Q4 2024
Added 1150.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
49
shares
|
$1,647
0.0% of portfolio
|
Q4 2024
Added 308.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
47
shares
|
$1,580
0.0% of portfolio
|
Q4 2024
Added 291.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
47
shares
|
$1,580
0.0% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
45
shares
|
$1,512
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
45
shares
|
$1,512
0.0% of portfolio
|
Q3 2024
Reduced 68.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
45
shares
|
$1,512
0.0% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
40
shares
|
$1,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
40
shares
|
$1,344
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
39
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36
shares
|
$1,210
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$1,109
0.0% of portfolio
|
Q3 2024
Reduced 23.26%
|