J.P. Morgan Private Wealth Advisors LLC - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 170 filers reported holding HELIOS TECHNOLOGIES INC in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q1 2023$286,452
+26.1%
4,380
+5.0%
0.00%0.0%
Q4 2022$227,178
+8.7%
4,173
+1.2%
0.00%0.0%
Q3 2022$209,000
-26.9%
4,125
-4.4%
0.00%0.0%
Q2 2022$286,000
-27.0%
4,314
-11.6%
0.00%0.0%
Q1 2022$392,000
-25.2%
4,882
-2.0%
0.00%0.0%
Q4 2021$524,000
+9.6%
4,984
-14.3%
0.00%0.0%
Q3 2021$478,000
+6.0%
5,818
+0.7%
0.00%0.0%
Q2 2021$451,000
+13.3%
5,778
+5.7%
0.00%0.0%
Q1 2021$398,000
+29.6%
5,466
-5.2%
0.00%0.0%
Q4 2020$307,0005,7660.00%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q3 2022
NameSharesValueWeighting ↓
Sara-Bay Financial 997,598$72,695,000,00029.65%
IAT REINSURANCE CO LTD. 300,000$21,861,0003.33%
RK Capital 146,800$10,697,0002.13%
WASATCH ADVISORS LP 4,771,857$347,725,0001.56%
Conestoga Capital Advisors, LLC 1,399,309$101,968,0001.54%
Brown Capital Management 2,781,744$202,706,0001.51%
Advantage Alpha Capital Partners LP 72,627$5,292,0001.11%
Sapience Investments, LLC 115,850$8,442,0001.06%
EMC Capital Management 19,676$1,434,0001.02%
EAM Global Investors LLC 33,899$2,470,0000.68%
View complete list of HELIOS TECHNOLOGIES INC shareholders