TCI Wealth Advisors, Inc. - 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
TCI Wealth Advisors, Inc. ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q1 2023$131
+20.2%
20.0%0.00%
Q4 2022$1092
+100.0%
0.00%
Q3 2022$0
-100.0%
1
-98.7%
0.00%
-100.0%
Q2 2022$5,000
-44.4%
78
-27.8%
0.00%0.0%
Q1 2022$9,000
+80.0%
108
+140.0%
0.00%0.0%
Q4 2021$5,000
+25.0%
450.0%0.00%0.0%
Q3 2021$4,000
+33.3%
45
+32.4%
0.00%0.0%
Q2 2021$3,000
+50.0%
34
+30.8%
0.00%0.0%
Q1 2021$2,000260.00%
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