Purchases and Sales Made in Q4 2025 in Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
256KNew |
$12M - $14.7M
|
256K
$13.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
5.03KNew |
$237K - $289K
|
5.03K
$270K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.77K+ 38.65% |
$225K - $275K
|
17.1K
$920K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.79K+ 3.05% |
$84.4K - $103K
|
60.5K
$3.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
246+ 6.24% |
$11.6K - $14.2K
|
4.19K
$225K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37+ 20.22% |
$1.74K - $2.13K
|
220
$11.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.37% |
$94.2 - $115
|
144
$7.74K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-78- 0.83% |
$3.67K - $4.49K
|
9.36K
$503K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-778- 9.35% |
$36.7K - $44.8K
|
7.54K
$405K
|
|
|
Jan 20, 2026
Q4 2025
|
Sara Bay Financial
|
SELL
|
- |
-1.56K- 0.13% |
$73.3K - $89.5K
|
1.2M
$64.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-16.7K- 2.15% |
$786K - $960K
|
759K
$40.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-613K- 72.46% |
$28.9M - $35.3M
|
233K
$12.5M
|
|