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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
146+ 1.5% |
$4.99K - $8.16K
|
9.86K
$530K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.8K- 18.3% |
$643K - $1.05M
|
84K
$4.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-19K- 74.93% |
$651K - $1.06M
|
6.37K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.16K+ 5.5% |
$73.6K - $120K
|
41.4K
$2.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
144New |
$4.92K - $8.05K
|
144
$7.74K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
333New |
$11.4K - $18.6K
|
333
$17.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.95KNew |
$237K - $388K
|
6.95K
$374K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 58.82% |
$342 - $559
|
7
$376
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2New |
$68.3 - $112
|
2
$108
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-294K- 15.06% |
$10.1M - $16.5M
|
1.66M
$89.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.1K+ 17.46% |
$37.6K - $61.5K
|
7.4K
$398K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.85KNew |
$63.1K - $103K
|
1.85K
$99.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.89% |
$3.62K - $5.92K
|
12.1K
$649K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25New |
$854 - $1.4K
|
25
$1.34K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.33KNew |
$148K - $242K
|
4.33K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.7KNew |
$161K - $263K
|
4.7K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-164K- 16.25% |
$5.61M - $9.18M
|
846K
$45.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-19.5K- 28.75% |
$667K - $1.09M
|
48.4K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 1.39% |
$68.3 - $112
|
146
$7.85K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.95K- 25.22% |
$101K - $165K
|
8.74K
$470K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
234+ 14.16% |
$7.99K - $13.1K
|
1.89K
$101K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 480.0% |
$820 - $1.34K
|
29
$1.56K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
SELL
|
- |
-7.67K- 0.63% |
$262K - $429K
|
1.21M
$64.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 35.14% |
$112K - $184K
|
6.07K
$326K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.98K+ 7.8% |
$179K - $235K
|
96.4K
$5.18M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
75K+ 146.81% |
$1.93M - $2.53M
|
126K
$6.78M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.25K- 59.93% |
$57.7K - $75.7K
|
1.5K
$80.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12.5K+ 96.64% |
$321K - $421K
|
25.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.49K- 23.7% |
$89.7K - $118K
|
11.2K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-31.4K- 29.69% |
$807K - $1.06M
|
74.3K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
38.1K+ 321.08% |
$978K - $1.28M
|
49.9K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$450K - $590K
|
17.5K
$940K
|
|
|
Aug 14, 2025
Q2 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-16.9K- 16.77% |
$436K - $571K
|
84.1K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.37KNew |
$215K - $282K
|
8.37K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-153- 2.16% |
$3.93K - $5.16K
|
6.92K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.5KNew |
$580K - $760K
|
22.5K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
169KNew |
$4.34M - $5.69M
|
169K
$9.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-2.08K- 24.84% |
$53.5K - $70.2K
|
6.3K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.82KNew |
$46.9K - $61.5K
|
1.82K
$98K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
256New |
$6.58K - $8.63K
|
256
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
31.9KNew |
$819K - $1.07M
|
31.9K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.69KNew |
$172K - $226K
|
6.69K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-27- 0.36% |
$694 - $910
|
7.55K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
16.8KNew |
$432K - $566K
|
16.8K
$903K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
97.9KNew |
$2.52M - $3.3M
|
97.9K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
78.6K+ 539.58% |
$2.02M - $2.65M
|
93.2K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8.66KNew |
$223K - $292K
|
8.66K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22New |
$566 - $742
|
22
$1.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30- 23.08% |
$771 - $1.01K
|
100
$5.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|