Principle Wealth Partners LLC - HELIOS TECHNOLOGIES INC ownership

HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 135 filers reported holding HELIOS TECHNOLOGIES INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of HELIOS TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$279,786
-16.1%
5,0430.0%0.03%
-15.2%
Q2 2023$333,292
+1.1%
5,0430.0%0.03%
-5.7%
Q1 2023$329,812
+20.1%
5,0430.0%0.04%
+12.9%
Q4 2022$274,541
+7.7%
5,0430.0%0.03%
+29.2%
Q3 2022$255,000
-23.7%
5,0430.0%0.02%
-40.0%
Q2 2022$334,000
-17.5%
5,0430.0%0.04%
-7.0%
Q1 2022$405,000
-23.6%
5,0430.0%0.04%
-23.2%
Q4 2021$530,000
+10.4%
5,043
-13.7%
0.06%
+1.8%
Q3 2021$480,000
+5.3%
5,8440.0%0.06%
+5.8%
Q2 2021$456,000
+7.0%
5,8440.0%0.05%
+4.0%
Q1 2021$426,000
+37.0%
5,8440.0%0.05%
+22.0%
Q4 2020$311,0005,8440.04%
Other shareholders
HELIOS TECHNOLOGIES INC shareholders Q4 2020
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