Purchases and Sales Made in Q1 2023 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q1 2023. The information is specifically focused on institutions that hold shares of HELIOS TECHNOLOGIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.14K+ 11.08% |
$171K - $227K
|
31.5K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
3.06KNew |
$167K - $221K
|
3.06K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3K+ 0.96% |
$163K - $217K
|
315K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.96K+ 2.89% |
$161K - $214K
|
105K
$4.63M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.56K+ 69.43% |
$139K - $185K
|
6.24K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.51K+ 17.95% |
$137K - $182K
|
16.5K
$725K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.42K+ 23.44% |
$132K - $175K
|
12.8K
$561K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.07K+ 4.13% |
$113K - $150K
|
52.3K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.81K+ 4.16% |
$98.5K - $131K
|
45.3K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.26K+ 4.06% |
$68.3K - $90.8K
|
32.2K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.2K+ 0.2% |
$65K - $86.4K
|
587K
$25.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.1K+ 6.04% |
$59.9K - $79.6K
|
19.3K
$848K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.03K+ 3.78% |
$55.8K - $74.2K
|
28.2K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
952+ 92.34% |
$51.8K - $68.9K
|
1.98K
$87.1K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
868+ 2.58% |
$47.2K - $62.8K
|
34.6K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
770New |
$41.9K - $55.7K
|
770
$33.8K
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
BUY
|
- |
500+ 0.25% |
$27.2K - $36.2K
|
200K
$8.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430New |
$23.4K - $31.1K
|
430
$18.9K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
422+ 10.22% |
$23K - $30.5K
|
4.55K
$200K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$21.8K - $28.9K
|
400
$17.6K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
396+ 9.89% |
$21.5K - $28.6K
|
4.4K
$193K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
350New |
$19K - $25.3K
|
350
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
313+ 2.03% |
$17K - $22.6K
|
15.7K
$690K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
274+ 1.96% |
$14.9K - $19.8K
|
14.2K
$626K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
250+ 2.72% |
$13.6K - $18.1K
|
9.43K
$414K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
207+ 4.96% |
$11.3K - $15K
|
4.38K
$192K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
195+ 0.31% |
$10.6K - $14.1K
|
62.6K
$2.75M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
130+ 0.43% |
$7.07K - $9.4K
|
30.5K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
119+ 148.75% |
$6.47K - $8.61K
|
199
$8.74K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94+ 24.61% |
$5.11K - $6.8K
|
476
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
44+ 0.34% |
$2.39K - $3.18K
|
13.1K
$575K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30New |
$1.63K - $2.17K
|
30
$1.32K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30New |
$1.63K - $2.17K
|
30
$1.32K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.15% |
$1.09K - $1.45K
|
13K
$573K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$816 - $1.09K
|
15
$659
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15+ 375.0% |
$816 - $1.09K
|
19
$835
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$707 - $940
|
13
$571
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13New |
$707 - $940
|
13
$571
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$653 - $868
|
12
$527
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 1.89% |
$544 - $723
|
538
$23.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 40.0% |
$218 - $289
|
14
$615
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 44.44% |
$218 - $289
|
13
$571
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 14.29% |
$109 - $145
|
16
$703
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 66.67% |
$109 - $145
|
5
$220
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 66.67% |
$109 - $145
|
5
$220
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 40.0% |
$109 - $145
|
7
$308
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$54.4 - $72.3
|
719
$31.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 77.78% |
$762 - $1.01K
|
4
$176
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-30- 0.39% |
$1.63K - $2.17K
|
7.7K
$338K
|