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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.11K+ 66.5% |
$183K - $240K
|
17.8K
$957K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$514 - $674
|
20
$1.08K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
41New |
$1.05K - $1.38K
|
41
$2.2K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 75.0% |
$154 - $202
|
14
$753
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
171New |
$4.4K - $5.77K
|
171
$9.19K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
116New |
$2.98K - $3.91K
|
116
$6.24K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
321New |
$8.25K - $10.8K
|
321
$17.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 55.81% |
$617 - $809
|
19
$1.02K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.61K+ 15.33% |
$67K - $87.8K
|
19.6K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
250New |
$6.43K - $8.43K
|
250
$13.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-3.2K- 33.14% |
$82.3K - $108K
|
6.46K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 15.99% |
$1.72K - $2.26K
|
486
$26.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$617 - $809
|
24
$1.29K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 1700.0% |
$1.31K - $1.72K
|
54
$2.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
861+ 398.61% |
$22.1K - $29K
|
1.08K
$57.9K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$32.1 - $46.1
|
1
$53.8
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.31K+ 16.93% |
$42.1K - $60.5K
|
9.06K
$487K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28New |
$899 - $1.29K
|
28
$1.51K
|
|
|
May 15, 2025
Q1 2025
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 15.39% |
$195K - $280K
|
33.4K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-355K- 23.21% |
$11.4M - $16.4M
|
1.18M
$63.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-542- 0.29% |
$17.4K - $25K
|
185K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
149+ 1.47% |
$4.78K - $6.87K
|
10.3K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.12KNew |
$36.1K - $51.8K
|
1.12K
$60.4K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-42- 0.11% |
$1.35K - $1.94K
|
36.9K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
16+ 1.14% |
$513 - $738
|
1.42K
$76.5K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
25KNew |
$802K - $1.15M
|
25K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-36- 30.51% |
$1.16K - $1.66K
|
82
$4.41K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 4.48% |
$219K - $315K
|
159K
$8.56M
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.43KNew |
$206K - $296K
|
6.43K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
226New |
$7.25K - $10.4K
|
226
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.38KNew |
$237K - $340K
|
7.38K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 18.18% |
$64.2 - $92.2
|
13
$699
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$225 - $323
|
7
$376
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$321 - $461
|
10
$538
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 83.33% |
$160 - $231
|
1
$53.8
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4+ 0.34% |
$128 - $184
|
1.17K
$62.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
805New |
$25.8K - $37.1K
|
805
$43.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.95K+ 9.31% |
$94.7K - $136K
|
34.6K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$321 - $461
|
10
$538
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
2.09K+ 9.01% |
$67.1K - $96.4K
|
25.3K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 50.0% |
$96.3 - $138
|
3
$161
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-180- 2.27% |
$5.78K - $8.3K
|
7.75K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
799+ 8.44% |
$25.6K - $36.8K
|
10.3K
$552K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$64.2 - $92.2
|
3
$161
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 1.28% |
$49.6K - $62.8K
|
86.3K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.3KNew |
$636K - $806K
|
14.3K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$1.55K - $1.97K
|
35
$1.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Spartan Fund Management Inc.
|
BUY
|
- |
9KNew |
$400K - $507K
|
9K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-26.8K- 77.15% |
$1.19M - $1.51M
|
7.94K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
66.5K+ 24.98% |
$2.95M - $3.74M
|
333K
$17.9M
|
|