Institutional Ownership Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO). We have compiled data on the 182 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,258
shares
|
$148,629
0.01% of portfolio
|
Q3 2023
Added 20.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,319
shares
|
$105,792
0.0% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,185
shares
|
$99,679
0.0% of portfolio
|
Q3 2024
Added 30.76%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,592
shares
|
$72,627
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$68,430
0.0% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,206
shares
|
$55,017
0.0% of portfolio
|
Q1 2020
Added 2.9%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$54,744
0.0% of portfolio
|
Q3 2024
Reduced 47.83%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$54,744
0.03% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,165
shares
|
$53,147
0.0% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,110
shares
|
$50,638
0.0% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
931
shares
|
$42,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
400
shares
|
$18,248
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
400
shares
|
$18,248
0.0% of portfolio
|
Q4 2023
Reduced 40.03%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
393
shares
|
$17,928
0.0% of portfolio
|
Q3 2024
Reduced 99.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
285
shares
|
$13,001
0.0% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
275
shares
|
$12,545
0.0% of portfolio
|
Q1 2024
Reduced 11.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
238
shares
|
$10,857
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
211
shares
|
$9,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
170
shares
|
$7,755
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
165
shares
|
$7,527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
150
shares
|
$6,843
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
147
shares
|
$6,706
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
140
shares
|
$6,386
0.0% of portfolio
|
Q3 2024
Added 174.51%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
140
shares
|
$6,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
106
shares
|
$4,835
0.0% of portfolio
|
Q2 2024
New holding
|