Aviance Capital Partners, LLC - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 174 filers reported holding HELIOS TECHNOLOGIES INC in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Aviance Capital Partners, LLC ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$393,187
-16.1%
7,0870.0%0.09%
-11.1%
Q2 2023$468,380
+1.1%
7,0870.0%0.10%
-3.9%
Q1 2023$463,490
+20.1%
7,0870.0%0.10%
+14.4%
Q4 2022$385,816
+7.5%
7,0870.0%0.09%
+1.1%
Q3 2022$359,000
-23.6%
7,0870.0%0.09%
-15.2%
Q2 2022$470,000
-17.4%
7,0870.0%0.10%
+1.0%
Q1 2022$569,000
-23.6%
7,0870.0%0.10%
-16.1%
Q4 2021$745,000
+28.0%
7,0870.0%0.12%
+20.4%
Q3 2021$582,000
+5.2%
7,0870.0%0.10%
+6.2%
Q2 2021$553,000
+7.2%
7,0870.0%0.10%
-3.0%
Q1 2021$516,000
+36.5%
7,0870.0%0.10%
+31.6%
Q4 2020$378,000
+46.5%
7,0870.0%0.08%
+31.0%
Q3 2020$258,000
-2.3%
7,0870.0%0.06%
-10.8%
Q2 2020$264,000
-1.9%
7,0870.0%0.06%
-23.5%
Q1 2020$269,000
-18.0%
7,0870.0%0.08%
+1.2%
Q4 2019$328,000
+13.9%
7,0870.0%0.08%
-1.2%
Q3 2019$288,000
-12.5%
7,0870.0%0.08%
-6.6%
Q2 2019$329,0007,0870.09%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q1 2023
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