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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
SELL
|
- |
-300Closed |
$10.1K - $13K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-332Closed |
$9.88K - $13.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200Closed |
$5.95K - $8.09K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-187KClosed |
$5.58M - $7.58M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-18.2KClosed |
$542K - $736K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35+ 2.9% |
$1.13K - $1.71K
|
1.24K
$66.7K
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.68KClosed |
$215K - $326K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.04KClosed |
$227K - $344K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
47New |
$1.75K - $2.21K
|
47
$2.53K
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.05KClosed |
$39.2K - $49.5K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.94KClosed |
$184K - $233K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-600Closed |
$22.4K - $28.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8Closed |
$308 - $384
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.09KNew |
$296K - $375K
|
7.09K
$381K
|
|