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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-938- 6.18% |
$37.8K - $44.1K
|
14.2K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$242 - $282
|
6
$254
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-521- 97.2% |
$21K - $24.5K
|
15
$636
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
270+ 3.65% |
$10.9K - $12.7K
|
7.67K
$325K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.78KNew |
$314K - $366K
|
7.78K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
20+ 0.28% |
$807 - $941
|
7.28K
$309K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
35New |
$1.41K - $1.65K
|
35
$1.48K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$973K - $1.42M
|
25.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 32.24% |
$49.5K - $72.4K
|
5.34K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.4% |
$46.1K - $67.3K
|
87.5K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.22K- 3.2% |
$46.4K - $67.8K
|
36.9K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.78KNew |
$334K - $488K
|
8.78K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.6KNew |
$786K - $1.15M
|
20.6K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.42KNew |
$282K - $413K
|
7.42K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.35KNew |
$242K - $353K
|
6.35K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.3KNew |
$390K - $570K
|
10.3K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
20.9KNew |
$795K - $1.16M
|
20.9K
$886K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204New |
$7.76K - $11.3K
|
204
$8.65K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-39.1K- 81.07% |
$1.49M - $2.17M
|
9.13K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$38.1 - $55.6
|
722
$30.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33.4KNew |
$1.27M - $1.86M
|
33.4K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$571 - $834
|
15
$636
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-46- 75.41% |
$1.75K - $2.56K
|
15
$636
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28New |
$1.07K - $1.56K
|
28
$1.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.24KNew |
$352K - $514K
|
9.24K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 18.09% |
$647 - $945
|
111
$4.71K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-6.7K- 9.33% |
$255K - $372K
|
65.1K
$2.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.5KNew |
$398K - $582K
|
10.5K
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
22.2K+ 51.35% |
$844K - $1.23M
|
65.4K
$2.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-267- 40.03% |
$10.2K - $14.8K
|
400
$17K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
51+ 268.42% |
$1.94K - $2.84K
|
70
$2.97K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
175KNew |
$6.67M - $9.74M
|
175K
$7.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-173- 42.4% |
$6.58K - $9.62K
|
235
$9.96K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7New |
$266 - $389
|
7
$297
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
263KNew |
$14M - $17.6M
|
263K
$11.1M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
$5.34K - $6.71K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-70- 6.1% |
$3.74K - $4.7K
|
1.08K
$45.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
123KNew |
$6.56M - $8.25M
|
123K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-701- 7.91% |
$37.4K - $47K
|
8.16K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12KNew |
$220K - $277K
|
4.12K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Ack Asset Management LLC
Greenwich, CT |
SELL
|
- |
-100K- 15.75% |
$5.34M - $6.71M
|
535K
$22.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
150New |
$8.01K - $10.1K
|
150
$6.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
433+ 1.2% |
$23.1K - $29.1K
|
36.4K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
551+ 20.35% |
$29.4K - $37K
|
3.26K
$138K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17.6K- 3.03% |
$938K - $1.18M
|
562K
$23.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 50.0% |
$534 - $671
|
10
$424
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
88New |
$4.7K - $5.91K
|
88
$3.73K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.08K+ 17.39% |
$57.7K - $72.5K
|
7.29K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
940New |
$50.2K - $63.1K
|
940
$39.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
5.2KNew |
$278K - $349K
|
5.2K
$220K
|
|