LPL Financial LLC - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 165 filers reported holding HELIOS TECHNOLOGIES INC in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$224,110
-79.8%
4,039
-75.9%
0.00%
-100.0%
Q2 2023$1,107,950
+2.7%
16,764
+1.6%
0.00%0.0%
Q1 2023$1,079,102
+39.5%
16,500
+17.9%
0.00%0.0%
Q4 2022$773,478
+8.6%
13,989
-0.6%
0.00%0.0%
Q3 2022$712,000
-16.0%
14,067
+6.3%
0.00%0.0%
Q2 2022$848,000
-11.0%
13,236
+7.3%
0.00%0.0%
Q1 2022$953,000
-6.8%
12,333
+26.6%
0.00%0.0%
Q4 2021$1,022,000
+92.5%
9,741
+57.4%
0.00%
Q3 2021$531,000
+19.3%
6,189
+8.5%
0.00%
Q2 2021$445,000
+29.7%
5,704
+21.2%
0.00%
Q1 2021$343,000
+35.0%
4,705
-1.1%
0.00%
Q4 2020$254,000
+22.7%
4,759
-12.7%
0.00%
Q1 2020$207,000
-21.3%
5,454
-4.3%
0.00%
Q4 2019$263,000
-5.7%
5,698
-17.2%
0.00%
-100.0%
Q3 2019$279,000
-12.3%
6,884
+1.0%
0.00%0.0%
Q2 2019$318,0006,8140.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q4 2022
NameSharesValueWeighting ↓
Sara-Bay Financial 1,029,496$54,862,000,00024.76%
IAT REINSURANCE CO LTD. 300,000$15,987,0003.27%
RK Capital 191,400$10,200,0002.26%
WASATCH ADVISORS LP 4,811,401$256,399,0001.26%
Conestoga Capital Advisors, LLC 1,382,887$73,694,0001.18%
Brown Capital Management 2,780,456$148,171,0001.02%
Advantage Alpha Capital Partners LP 80,689$4,300,0000.94%
EMC Capital Management 19,295$1,028,0000.78%
ROYCE & ASSOCIATES LP 1,020,095$54,361,0000.45%
GW&K Investment Management, LLC 739,907$39,429,0000.41%
View complete list of HELIOS TECHNOLOGIES INC shareholders