HELIOS TECHNOLOGIES INC shareholder history

Current and past HELIOS TECHNOLOGIES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1050.00%0.00%0.00%Q4 2019Q3 202332
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2019Q3 202328
BALDWIN BROTHERS LLC/MA 19190.03%0.06%0.08%Q2 2019Q4 202319
BANK OF AMERICA CORP /DE/ 18180.00%0.00%0.00%Q2 2019Q3 202318
RHUMBLINE ADVISERS 18180.00%0.00%0.01%Q2 2019Q3 202318
ISTHMUS PARTNERS, LLC 18180.27%0.35%0.53%Q2 2019Q3 202318
SIGNATUREFD, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
ROYCE & ASSOCIATES LP 18180.11%0.35%0.79%Q2 2019Q3 202318
GOLDMAN SACHS GROUP INC 18180.00%0.00%0.00%Q2 2019Q3 202318
BROWN ADVISORY INC 18180.00%0.00%0.00%Q2 2019Q3 202318
VANGUARD GROUP INC 18180.00%0.00%0.01%Q2 2019Q3 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Invesco Ltd. 18180.00%0.00%0.01%Q2 2019Q3 202318
Brown Capital Management 18180.84%2.08%2.91%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
ALLIANCEBERNSTEIN L.P. 18180.00%0.00%0.00%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 18180.00%0.00%0.00%Q2 2019Q3 202318
US BANCORP \DE\ 18180.00%0.00%0.00%Q2 2019Q3 202318
MetLife Investment Management, LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
AMERICAN INTERNATIONAL GROUP, INC. 18180.00%0.01%0.01%Q2 2019Q3 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18180.00%0.00%0.00%Q2 2019Q3 202318
MORGAN STANLEY 18180.00%0.00%0.00%Q2 2019Q3 202318
BNP PARIBAS FINANCIAL MARKETS 18180.00%0.00%0.00%Q2 2019Q3 202318
CITIGROUP INC 18180.00%0.00%0.00%Q2 2019Q3 202318
D. E. Shaw & Co., Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
DEUTSCHE BANK AG\ 18180.00%0.00%0.00%Q2 2019Q3 202318
IAT REINSURANCE CO LTD. 18181.75%3.17%5.18%Q2 2019Q3 202318
PRICE T ROWE ASSOCIATES INC /MD/ 18180.00%0.01%0.03%Q2 2019Q3 202318
VICTORY CAPITAL MANAGEMENT INC 18180.00%0.00%0.02%Q2 2019Q3 202318
GEODE CAPITAL MANAGEMENT, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
OPPENHEIMER ASSET MANAGEMENT INC. 18180.01%0.02%0.03%Q2 2019Q3 202318
Clean Yield Group 18180.18%0.29%0.43%Q2 2019Q3 202318
Conestoga Capital Advisors, LLC 18181.01%1.65%2.22%Q2 2019Q3 202318
BlackRock Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
Legal & General Group Plc 18180.00%0.00%0.00%Q2 2019Q3 202318
NISA INVESTMENT ADVISORS, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
DIMENSIONAL FUND ADVISORS LP 18180.02%0.02%0.03%Q2 2019Q3 202318
STIFEL FINANCIAL CORP 18180.00%0.00%0.01%Q2 2019Q3 202318
GLENMEDE TRUST CO NA 18180.00%0.00%0.00%Q2 2019Q3 202318
JPMORGAN CHASE & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18180.00%0.01%0.01%Q2 2019Q3 202318
NEW YORK STATE COMMON RETIREMENT FUND 18180.02%0.04%0.05%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.01%0.01%Q2 2019Q3 202318
AMERIPRISE FINANCIAL INC 18180.00%0.01%0.03%Q2 2019Q3 202318
NORTHERN TRUST CORP 18180.00%0.00%0.01%Q2 2019Q3 202318
UBS Group AG 18180.00%0.00%0.00%Q2 2019Q3 202318
UBS ASSET MANAGEMENT AMERICAS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18180.00%0.00%0.00%Q2 2019Q3 202318
VOYA INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.02%Q2 2019Q3 202318
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 18180.01%0.02%0.03%Q2 2019Q3 202318
GW&K Investment Management, LLC 18180.00%0.37%0.58%Q2 2019Q3 202318
FIFTH THIRD BANCORP 18180.00%0.00%0.00%Q2 2019Q3 202318
CREDIT SUISSE AG/ 18180.00%0.00%0.01%Q2 2019Q3 202318
STATE STREET CORP 18180.00%0.00%0.00%Q2 2019Q3 202318
Aviance Capital Partners, LLC 18180.06%0.09%0.12%Q2 2019Q3 202318
WASATCH ADVISORS LP 18181.09%1.52%1.98%Q2 2019Q3 202318
ROYAL BANK OF CANADA 18180.01%0.01%0.01%Q2 2019Q3 202318
Swiss National Bank 18180.00%0.00%0.00%Q2 2019Q3 202318
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 18180.00%0.00%0.01%Q2 2019Q3 202318
Bank of New York Mellon Corp 18180.00%0.00%0.00%Q2 2019Q3 202318
METROPOLITAN LIFE INSURANCE CO/NY 18180.01%0.01%0.01%Q2 2019Q3 202318
ASSETMARK, INC 17170.00%0.00%0.00%Q2 2019Q2 202317
FIRST TRUST ADVISORS LP 1250.00%0.00%0.01%Q2 2019Q3 202317
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 17170.00%0.00%0.03%Q3 2019Q3 202317
PNC FINANCIAL SERVICES GROUP, INC. 17170.00%0.00%0.00%Q3 2019Q3 202317
JOHN G ULLMAN & ASSOCIATES INC 17170.05%0.07%0.09%Q3 2019Q3 202317
TD ASSET MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Zions Bancorporation, N.A. 17170.02%0.04%0.07%Q2 2019Q2 202317
ENVESTNET ASSET MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 17170.00%0.00%0.00%Q3 2019Q3 202317
COMERICA BANK 1520.00%0.04%0.07%Q2 2019Q3 202317
Truvestments Capital LLC 1520.10%0.15%0.31%Q2 2019Q3 202317
COMMERCE BANK 17170.00%0.00%0.01%Q2 2019Q2 202317
GREAT WEST LIFE ASSURANCE CO /CAN/ 16160.00%0.00%0.00%Q4 2019Q3 202316
First Horizon Advisors, Inc. 1150.00%0.00%0.00%Q2 2019Q2 202316
LPL Financial LLC 1240.00%0.00%0.00%Q2 2019Q3 202316
Tower Research Capital LLC (TRC) 1420.00%0.00%0.01%Q3 2019Q3 202316
SEI INVESTMENTS CO 16160.00%0.01%0.02%Q4 2019Q3 202316
INVESTMENT MANAGEMENT OF VIRGINIA LLC 16160.17%0.23%0.32%Q2 2019Q1 202316
Clearstead Advisors, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
Renaissance Technologies 710.00%0.00%0.01%Q2 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
NORGES BANK 15150.00%0.01%0.01%Q2 2019Q4 202215
SG Americas Securities, LLC 710.00%0.01%0.02%Q2 2019Q3 202315
Arizona State Retirement System 15150.00%0.01%0.01%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 15150.04%0.10%0.21%Q1 2020Q3 202315
Sara-Bay Financial 141424.61%30.71%36.78%Q2 2020Q3 202314
AMALGAMATED BANK 1130.00%0.00%0.01%Q2 2019Q3 202314
American Portfolios Advisors 14140.00%0.00%0.01%Q2 2019Q3 202214
LOOMIS SAYLES & CO L P 940.02%0.05%0.07%Q2 2019Q3 202313
RK Capital 13130.77%1.92%2.77%Q2 2020Q2 202313
WELLINGTON MANAGEMENT GROUP LLP 12120.00%0.01%0.01%Q4 2020Q3 202312
Handelsbanken Fonder AB 12120.00%0.00%0.00%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
Natixis Investment Managers International 12120.00%0.01%0.01%Q4 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.00%0.01%Q2 2019Q1 202212
Advantage Alpha Capital Partners LP 840.48%0.77%1.11%Q3 2020Q3 202312
BAMCO INC /NY/ 12120.02%0.08%0.17%Q2 2019Q1 202212
BARCLAYS PLC 1010.00%0.00%0.00%Q2 2019Q2 202312
KING LUTHER CAPITAL MANAGEMENT CORP 12120.02%0.02%0.03%Q4 2020Q3 202312
CULLEN/FROST BANKERS, INC. 11110.00%0.00%0.00%Q4 2020Q2 202311
PRINCIPAL FINANCIAL GROUP INC 11110.00%0.00%0.00%Q4 2020Q2 202311
FRED ALGER MANAGEMENT, LLC 610.00%0.02%0.06%Q2 2019Q3 202311
ProShare Advisors LLC 740.00%0.00%0.00%Q4 2020Q3 202311
AQR Capital Management 10100.00%0.00%0.00%Q3 2020Q4 202210
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.00%Q2 2019Q2 202310
MACQUARIE GROUP LTD 10100.00%0.00%0.00%Q2 2020Q3 202210
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q2 2020Q3 202310
TEACHER RETIREMENT SYSTEM OF TEXAS 10100.00%0.00%0.00%Q1 2021Q2 202310
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
FEDERATED HERMES, INC. 550.00%0.01%0.02%Q2 2020Q3 202310
Cubist Systematic Strategies, LLC 610.00%0.01%0.02%Q2 2020Q1 202310
State of New Jersey Common Pension Fund D 10100.01%0.01%0.01%Q2 2021Q3 202310
State of Wyoming 10100.05%0.08%0.15%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
Parallel Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
IEQ CAPITAL, LLC 540.01%0.01%0.01%Q2 2021Q3 20239
ClariVest Asset Management LLC 720.00%0.01%0.03%Q3 2020Q2 20239
Sapience Investments, LLC 721.06%1.26%1.48%Q1 2021Q3 20239
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 990.00%0.00%0.00%Q2 2019Q2 20219
GPS Wealth Strategies Group, LLC 630.00%0.01%0.01%Q2 2021Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.01%Q3 2021Q3 20239
SIMPLEX TRADING, LLC 320.00%0.00%0.00%Q2 2019Q1 20238
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
FMR LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
BANK OF MONTREAL /CAN/ 880.00%0.00%0.00%Q2 2019Q1 20218
Knights of Columbus Asset Advisors LLC 880.09%0.16%0.20%Q4 2021Q3 20238
DF DENT & CO INC 880.04%0.06%0.08%Q2 2019Q1 20218
STATE OF WISCONSIN INVESTMENT BOARD 620.00%0.00%0.01%Q3 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.03%0.04%0.07%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 410.00%0.00%0.01%Q2 2019Q3 20238
TD Capital Management LLC 530.00%0.00%0.00%Q2 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 770.00%0.01%0.01%Q1 2021Q3 20227
ACK Asset Management 522.28%3.69%5.23%Q2 2020Q3 20237
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.00%0.01%Q3 2020Q3 20237
Ranch Capital Advisors Inc. 770.00%0.00%0.01%Q4 2019Q2 20217
SRS Capital Advisors, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
JFS WEALTH ADVISORS, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
Ameritas Advisory Services, LLC 610.02%0.02%0.03%Q4 2021Q3 20237
TWO SIGMA INVESTMENTS, LP 770.00%0.01%0.01%Q1 2022Q3 20237
LAZARD ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Bell Investment Advisors, Inc 610.00%0.00%0.00%Q4 2021Q3 20237
TWO SIGMA ADVISERS, LP 660.00%0.01%0.01%Q2 2022Q3 20236
Bartlett & Co. LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Hillsdale Investment Management Inc. 660.06%0.08%0.09%Q1 2021Q2 20226
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
AXIOM INVESTORS LLC /DE 660.08%0.12%0.18%Q1 2021Q2 20226
EMC Capital Management 660.09%0.74%1.02%Q4 2020Q1 20226
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Point72 Hong Kong Ltd 310.00%0.00%0.00%Q2 2020Q2 20226
Baird Financial Group, Inc. 420.00%0.00%0.00%Q3 2021Q2 20236
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
abrdn plc 660.02%0.10%0.15%Q2 2021Q3 20226
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q3 2019Q2 20236
Ceredex Value Advisors LLC 510.00%0.10%0.22%Q1 2022Q3 20236
AVIVA PLC 660.01%0.01%0.02%Q1 2021Q2 20226
AIGEN INVESTMENT MANAGEMENT, LP 410.01%0.04%0.05%Q4 2019Q3 20216
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
GHP Investment Advisors, Inc. 660.08%0.12%0.17%Q2 2022Q3 20236
Quantbot Technologies LP 410.00%0.01%0.03%Q3 2019Q3 20226
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2020Q3 20236
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q4 2020Q1 20236
NORTHSTAR WEALTH PARTNERS LLC 660.09%0.11%0.12%Q2 2019Q3 20206
DCM Advisors, LLC 550.11%0.17%0.22%Q4 2020Q4 20215
Mirae Asset Global Investments Co., Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
DARK FOREST CAPITAL MANAGEMENT LP 410.01%0.02%0.04%Q1 2022Q3 20235
ZACKS INVESTMENT MANAGEMENT 410.00%0.01%0.02%Q2 2019Q1 20225
VOLORIDGE INVESTMENT MANAGEMENT, LLC 550.00%0.01%0.02%Q4 2021Q4 20225
Lenox Wealth Management, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
CWM, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
PICTET ASSET MANAGEMENT SA 320.00%0.00%0.00%Q3 2021Q2 20235
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q4 2021Q1 20225
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q2 2021Q2 20225
AMERICAN CENTURY COMPANIES INC 550.00%0.00%0.00%Q3 2022Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Personal Capital Advisors Corp 550.00%0.00%0.01%Q4 2021Q4 20225
STRS OHIO 410.00%0.00%0.00%Q2 2019Q3 20225
T. Rowe Price Investment Management, Inc. 550.11%0.13%0.15%Q3 2022Q3 20235
MARSHALL WACE, LLP 310.00%0.01%0.02%Q2 2020Q3 20224
SILVERCREST ASSET MANAGEMENT GROUP LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Lindbrook Capital, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
WRAPMANAGER INC 440.06%0.11%0.14%Q4 2022Q3 20234
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q2 2019Q1 20204
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.02%0.03%0.04%Q2 2020Q1 20214
Granite Investment Partners, LLC 440.15%0.41%0.51%Q4 2022Q3 20234
Thematics Asset Management 440.28%0.35%0.40%Q4 2022Q3 20234
Penn Capital Management Company, LLC 220.09%0.61%1.10%Q2 2020Q4 20224
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Madison Asset Management, LLC 440.03%0.05%0.06%Q4 2022Q3 20234
VAN DEN BERG MANAGEMENT I, INC 440.13%0.15%0.19%Q2 2019Q1 20204
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q1 2021Q4 20214
PFG Advisors 440.02%0.03%0.03%Q2 2021Q1 20224
Allworth Financial LP 440.00%0.00%0.00%Q4 2022Q3 20234
ALLSTATE CORP 440.02%0.02%0.03%Q1 2021Q4 20214
Xact Kapitalforvaltning AB 440.00%0.00%0.01%Q2 2019Q1 20204
IndexIQ Advisors LLC 440.01%0.02%0.02%Q1 2021Q4 20214
CSM Advisors, LLC 440.06%0.09%0.15%Q1 2021Q4 20214
B. Metzler seel. Sohn & Co. Holding AG 440.04%0.04%0.04%Q4 2020Q3 20214
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
ExodusPoint Capital Management, LP 110.00%0.01%0.01%Q2 2020Q1 20233
DEPRINCE RACE & ZOLLO INC 330.08%0.17%0.22%Q2 2020Q4 20203
Park Place Capital Corp 330.00%0.00%0.00%Q4 2022Q2 20233
OSTRUM ASSET MANAGEMENT 330.00%0.00%0.01%Q1 2023Q3 20233
Silvant Capital Management LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Manchester Capital Management LLC 330.00%0.00%0.00%Q4 2021Q2 20223
ClearBridge Investments 330.00%0.00%0.00%Q4 2020Q2 20213
PEAK6 Investments LLC 210.00%0.00%0.01%Q2 2019Q1 20223
HM PAYSON & CO 330.00%0.00%0.00%Q3 2019Q1 20203
PITCAIRN CO 330.03%0.03%0.03%Q2 2019Q4 20193
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Aperio Group, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Ameritas Investment Company, LLC 210.03%0.04%0.06%Q1 2020Q3 20213
Lindenwold Advisors, INC 210.13%0.15%0.16%Q4 2021Q2 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Engineers Gate Manager LP 110.01%0.02%0.04%Q2 2020Q3 20223
OLD NATIONAL BANCORP /IN/ 330.01%0.01%0.01%Q1 2023Q3 20233
TUDOR INVESTMENT CORP ET AL 110.00%0.01%0.02%Q3 2020Q3 20223
Valeo Financial Advisors, LLC 330.00%0.01%0.01%Q3 2020Q1 20213
CS MCKEE LP 330.08%0.09%0.10%Q2 2019Q4 20193
WESBANCO BANK INC 330.01%0.01%0.01%Q2 2021Q4 20213
NAVELLIER & ASSOCIATES INC 330.04%0.10%0.16%Q3 2021Q1 20223
Polar Asset Management Partners Inc. 330.06%0.14%0.19%Q3 2022Q1 20233
ArrowMark Colorado Holdings LLC 330.04%0.05%0.06%Q3 2020Q1 20213
Schonfeld Strategic Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2019Q2 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
DUALITY ADVISERS, LP 330.02%0.03%0.04%Q2 2020Q4 20203
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Jump Financial, LLC 330.02%0.02%0.03%Q1 2022Q3 20223
Marshall Wace North America L.P. 330.01%0.01%0.01%Q2 2020Q4 20203
Allred Capital Management, LLC 110.00%0.07%0.13%Q2 2019Q1 20213
IFP Advisors, Inc 330.00%0.00%0.00%Q1 2022Q3 20223
C M BIDWELL & ASSOCIATES LTD 330.00%0.00%0.00%Q4 2021Q2 20223
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
KENNEDY CAPITAL MANAGEMENT LLC 330.10%0.15%0.19%Q1 2023Q3 20233
COMMONWEALTH EQUITY SERVICES, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Cutler Group LLC / CA 210.00%0.00%0.00%Q2 2019Q2 20203
Aquatic Capital Management LLC 210.00%0.03%0.08%Q4 2021Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
JNBA Financial Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
QUADRANT CAPITAL GROUP LLC 330.00%0.00%0.00%Q3 2019Q1 20203
INTREPID CAPITAL MANAGEMENT INC 220.55%0.57%0.60%Q3 2022Q4 20222
DRIEHAUS CAPITAL MANAGEMENT LLC 220.08%0.08%0.08%Q1 2021Q2 20212
Aquila Investment Management LLC 220.59%0.75%0.92%Q4 2021Q1 20222
Addison Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Dynamic Technology Lab Private Ltd 110.04%0.07%0.09%Q1 2022Q1 20232
OSTERWEIS CAPITAL MANAGEMENT INC 220.37%0.42%0.47%Q1 2022Q2 20222
Aurora Investment Counsel 220.15%0.16%0.16%Q3 2021Q4 20212
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.01%Q2 2020Q2 20232
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.00%0.00%Q2 2019Q3 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HRT FINANCIAL LP 110.00%0.01%0.02%Q3 2021Q1 20222
BARROW HANLEY MEWHINNEY & STRAUSS LLC 220.00%0.00%0.01%Q2 2019Q3 20192
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q4 2021Q1 20222
ALPS ADVISORS INC 220.00%0.00%0.01%Q3 2021Q4 20212
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q4 2022Q1 20232
Alpha Paradigm Partners, LLC 220.32%0.39%0.46%Q2 2022Q3 20222
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q2 2022Q3 20222
JACOBS LEVY EQUITY MANAGEMENT, INC 220.03%0.03%0.03%Q2 2023Q3 20232
Quantamental Technologies LLC 220.01%0.02%0.02%Q2 2019Q3 20192
EAGLE ASSET MANAGEMENT INC 220.03%0.04%0.04%Q4 2019Q1 20202
Quadrature Capital Ltd 110.02%0.02%0.02%Q4 2020Q4 20212
PINNACLE ASSOCIATES LTD 220.02%0.02%0.02%Q2 2023Q3 20232
EAM Investors, LLC 110.26%0.31%0.36%Q1 2021Q4 20212
VIRGINIA RETIREMENT SYSTEMS ET AL 220.00%0.00%0.00%Q1 2023Q2 20232
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
McIlrath & Eck, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q1 2022Q4 20222
GSA CAPITAL PARTNERS LLP 110.04%0.06%0.08%Q2 2021Q1 20222
OPPENHEIMER & CO INC 220.00%0.00%0.00%Q1 2021Q2 20212
CORNERCAP INVESTMENT COUNSEL INC 110.13%0.15%0.17%Q1 2022Q3 20222
Squarepoint Ops LLC 110.00%0.00%0.01%Q2 2020Q1 20222
ADAGE CAPITAL PARTNERS GP, L.L.C. 220.02%0.02%0.02%Q1 2023Q2 20232
Kore Private Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Virtu Financial LLC 110.02%0.02%0.02%Q3 2021Q3 20211
JENNISON ASSOCIATES LLC 110.01%0.01%0.01%Q1 2023Q1 20231
EAM Global Investors LLC 110.68%0.68%0.68%Q1 2021Q1 20211
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NumerixS Investment Technologies Inc 110.01%0.01%0.01%Q2 2019Q2 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
NinePointTwo Capital LLC 110.14%0.14%0.14%Q3 2022Q3 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Graham Capital Management, L.P. 110.01%0.01%0.01%Q3 2022Q3 20221
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2021Q1 20211
ALGERT GLOBAL LLC 110.05%0.05%0.05%Q1 2022Q1 20221
FIRST QUADRANT LLC/CA 110.01%0.01%0.01%Q2 2020Q2 20201
Jefferies Group LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q1 20221
CAXTON ASSOCIATES LP 110.04%0.04%0.04%Q3 2021Q3 20211
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Yorktown Management & Research Co Inc 110.32%0.32%0.32%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Leap Investments LP 110.17%0.17%0.17%Q2 2020Q2 20201
Ensign Peak Advisors, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
HighTower Trust Company, N.A. 110.69%0.69%0.69%Q2 2022Q2 20221
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.00%0.00%0.00%Q2 2021Q2 20211
Acuitas Investments, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
Numerai GP LLC 110.24%0.24%0.24%Q4 2022Q4 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2023Q4 20231
Inscription Capital, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jackson Creek Investment Advisors LLC 110.36%0.36%0.36%Q1 2023Q1 20231
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q3 2022Q3 20221
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Ergoteles LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2019Q4 20191
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
STEPHENS INC /AR/ 110.00%0.00%0.00%Q4 2021Q4 20211
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Point72 Asset Management, L.P. 110.04%0.04%0.04%Q1 2023Q1 20231
MARCO INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q4 2021Q4 20211
External links

This page lists all the filers that currently own HELIOS TECHNOLOGIES INC or have owned HELIOS TECHNOLOGIES INC in the past.