Latest Institutional Transactions on Helios Technologies, Inc. (HLIO)
This table provides information on the latest institutional transactions involving Helios Technologies, Inc. (HLIO) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 20.0% |
$222 - $281
|
30
$1.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
39+ 16.39% |
$1.73K - $2.19K
|
277
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.77K- 21.37% |
$78.5K - $99.4K
|
6.5K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.6K+ 20.62% |
$71.1K - $90K
|
9.36K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
615+ 10.0% |
$27.3K - $34.6K
|
6.77K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
1K+ 4.5% |
$44.4K - $56.3K
|
23.2K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 600.0% |
$533 - $675
|
14
$607
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
726+ 1.46% |
$32.2K - $40.9K
|
50.6K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 18.06% |
$577 - $732
|
59
$2.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 266.67% |
$355 - $450
|
11
$477
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
709K+ 5804.38% |
$31.5M - $39.9M
|
721K
$31.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 4.03% |
$66.7K - $84.5K
|
38.7K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 33.85% |
$977 - $1.24K
|
43
$1.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
266K+ 15.47% |
$11.8M - $15M
|
1.99M
$86.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$260
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 45.0% |
$2.8K - $3.55K
|
203
$8.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$178 - $225
|
6
$260
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-61- 5.5% |
$2.71K - $3.43K
|
1.05K
$45.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
301+ 3.48% |
$13.4K - $16.9K
|
8.96K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$844 - $1.07K
|
9.52K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.86K+ 16.04% |
$82.8K - $105K
|
13.5K
$585K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
247K+ 25.46% |
$11M - $13.9M
|
1.22M
$52.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.29K- 12.01% |
$57.4K - $72.7K
|
9.47K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.05KNew |
$313K - $397K
|
7.05K
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$44.4 - $56.3
|
1
$43.4
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 1.35% |
$6.66K - $8.44K
|
11K
$476K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.43% |
$88.8 - $113
|
138
$5.99K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
123+ 1230.0% |
$5.46K - $6.92K
|
133
$5.77K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 329.55% |
$6.44K - $8.16K
|
189
$8.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.5K- 23.75% |
$743K - $882K
|
59.4K
$2.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
40K+ 230.12% |
$1.61M - $1.91M
|
57.5K
$2.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-57.3K- 99.32% |
$2.3M - $2.73M
|
393
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.3K- 3.58% |
$132K - $157K
|
89K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
156K+ 48.18% |
$6.25M - $7.42M
|
479K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16K+ 46.49% |
$644K - $764K
|
50.5K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-95.9K- 13.18% |
$3.85M - $4.57M
|
632K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.53K+ 33.83% |
$61.3K - $72.8K
|
6.05K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.08K- 0.57% |
$43.2K - $51.3K
|
186K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.13K+ 35.24% |
$45.4K - $53.9K
|
4.34K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-872K- 30.12% |
$35M - $41.5M
|
2.02M
$87.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
164K+ 26.21% |
$6.6M - $7.83M
|
791K
$34.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.72K+ 16.1% |
$68.9K - $81.8K
|
12.4K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
43.2K+ 58.29% |
$1.73M - $2.06M
|
117K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.1K- 47.83% |
$44.1K - $52.4K
|
1.2K
$52.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-5.78K- 8.61% |
$232K - $275K
|
61.4K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.14K+ 15.46% |
$126K - $150K
|
23.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.3K+ 60.07% |
$813K - $965K
|
54K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-140- 0.3% |
$5.62K - $6.67K
|
45.9K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
4.7K+ 0.61% |
$189K - $224K
|
774K
$33.6M
|
|