Stock Transactions — HELIOS TECHNOLOGIES INC

Total Bought
3,277,622
72 transactions
Total Sold
2,881,109
89 transactions
Net
+396,513
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
BARROW HANLEY MEWHINNEY & STRAUSS LLC0898,419+898,4190.000.15+0.15buy
JANUS HENDERSON GROUP PLC13,977727,961+713,9840.000.02+0.02buy
Neuberger Berman Group LLC31,850323,346+291,4960.000.01+0.01buy
SCHRODER INVESTMENT MANAGEMENT GROUP0255,485+255,4850.000.01+0.01buy
FRONTIER CAPITAL MANAGEMENT CO LLC0210,786+210,7860.000.10+0.10buy
VOYA INVESTMENT MANAGEMENT LLC11,082206,745+195,6630.000.01+0.01buy
Ophir Asset Management Pty Ltd0109,773+109,7730.000.93+0.93buy
Bank of New York Mellon Corp372,851463,657+90,8060.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,230,2241,284,429+54,2050.010.02+0.00buy
ESSEX INVESTMENT MANAGEMENT CO LLC051,080+51,0800.000.46+0.46buy
SEI INVESTMENTS CO117,032151,105+34,0730.010.01+0.00buy
Rockefeller Capital Management L.P.033,709+33,7090.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC295,565326,677+31,1120.000.00-0.00buy
GEODE CAPITAL MANAGEMENT, LLC714,665744,673+30,0080.000.00+0.00buy
JANE STREET GROUP, LLC15,87545,519+29,6440.000.00+0.00buy
STATE STREET CORP744,496769,078+24,5820.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,26937,185+22,9160.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC45,56667,131+21,5650.000.00+0.00buy
WASATCH ADVISORS LP4,169,7354,186,962+17,2270.971.07+0.09buy
MARSHALL WACE, LLP38,09152,999+14,9080.000.00+0.00buy
GOLDMAN SACHS GROUP INC93,313106,707+13,3940.000.00+0.00buy
COMERICA BANK139,395150,409+11,0140.030.03+0.00buy
Tower Research Capital LLC (TRC)66710,669+10,0020.000.01+0.01buy
FIRST HAWAIIAN BANK09,384+9,3840.000.02+0.02buy
Trexquant Investment LP11,76520,904+9,1390.010.02+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.16,50225,048+8,5460.010.02+0.00buy
AMERICAN CENTURY COMPANIES INC16,48824,218+7,7300.000.00+0.00buy
Creative Planning07,260+7,2600.000.00+0.00buy
INCEPTIONR LLC06,311+6,3110.000.09+0.09buy
Central Pacific Bank - Trust Division05,912+5,9120.000.03+0.03buy
EntryPoint Capital, LLC2,9668,527+5,5610.120.19+0.07buy
Diametric Capital, LP04,992+4,9920.000.13+0.13buy
AIGEN INVESTMENT MANAGEMENT, LP04,835+4,8350.000.04+0.04buy
Squarepoint Ops LLC04,517+4,5170.000.00+0.00buy
Pictet Asset Management Holding SA04,268+4,2680.000.00+0.00buy
RHUMBLINE ADVISERS48,01552,041+4,0260.000.00+0.00buy
GHP Investment Advisors, Inc.36,20539,271+3,0660.080.09+0.01buy
SG Americas Securities, LLC02,887+2,8870.000.00+0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP66,90769,738+2,8310.010.02+0.00buy
Procyon Advisors, LLC4,7167,280+2,5640.020.03+0.01buy
SILVERCREST ASSET MANAGEMENT GROUP LLC184,915187,475+2,5600.060.06+0.01buy
CANADA PENSION PLAN INVESTMENT BOARD02,300+2,3000.000.00+0.00buy
MetLife Investment Management, LLC17,50019,222+1,7220.010.01+0.00buy
Amundi01,671+1,6710.000.00+0.00buy
WELLS FARGO & COMPANY/MN10,59412,188+1,5940.000.00+0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE16,07417,292+1,2180.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/25,47826,572+1,0940.000.00+0.00buy
CITIGROUP INC6,4077,324+9170.000.00+0.00buy
INNEALTA CAPITAL, LLC0727+7270.000.01+0.01buy
Cardinal Capital Management18,65119,353+7020.140.16+0.02buy
ISTHMUS PARTNERS, LLC62,99963,669+6700.320.16-0.16buy
Invesco Ltd.54,01254,521+5090.000.00+0.00buy
nVerses Capital, LLC0400+4000.000.01+0.01buy
B. Metzler seel. Sohn & Co. AG38,14338,517+3740.020.02-0.00buy
FMR LLC653951+2980.000.00+0.00buy
Madison Asset Management, LLC29,87530,141+2660.020.02+0.00buy
Arizona State Retirement System9,0849,270+1860.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC11,07711,256+1790.000.00+0.00buy
Arax Advisory Partners0165+1650.000.00+0.00buy
Smartleaf Asset Management LLC0106+1060.000.00+0.00buy
GAMMA Investing LLC869+610.000.00+0.00buy
Blue Trust, Inc.051+510.000.00+0.00buy
AMALGAMATED BANK1,1141,165+510.000.00+0.00buy
State of Wyoming3,1793,209+300.020.03+0.00buy
NISA INVESTMENT ADVISORS, LLC9,9709,996+260.000.00+0.00buy
Redwood Wealth Management Group, LLC023+230.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC515+100.000.00+0.00buy
CWM, LLC233242+90.000.00+0.00buy
Allworth Financial LP6675+90.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND421,070421,078+80.020.03+0.00buy
Farther Finance Advisors, LLC510+50.000.00+0.00buy
DiNuzzo Private Wealth, Inc.45+10.000.00+0.00buy
BALDWIN WEALTH PARTNERS LLC/MA7,9267,92600.030.03+0.00hold
CANADA LIFE ASSURANCE Co12,36412,36400.000.00-0.00hold
Ameritas Investment Partners, Inc.3,2583,25800.000.01+0.00hold
INTREPID CAPITAL MANAGEMENT INC19,20319,20300.560.58+0.03hold
MassMutual Private Wealth & Trust, FSB7700.000.00+0.00hold
ALLIANCEBERNSTEIN L.P.36,85036,85000.000.00+0.00hold
MONETA GROUP INVESTMENT ADVISORS LLC10,02510,02500.010.01+0.00hold
PRINCIPAL SECURITIES, INC.27527500.000.00-0.00hold
CIBC Private Wealth Group LLC17017000.000.00+0.00hold
BROWN ADVISORY INC12,27312,27300.000.00+0.00hold
Handelsbanken Fonder AB6,8586,85800.000.00+0.00hold
SIGNATUREFD, LLC40040000.000.00+0.00hold
Mitsubishi UFJ Asset Management Co., Ltd.888800.000.00-0.00hold
Clean Yield Group11,34411,34400.200.20+0.01hold
MATHER GROUP, LLC.656500.000.00-0.00hold
Aviance Capital Partners, LLC7,0877,08700.050.05+0.00hold
JFS WEALTH ADVISORS, LLC101000.000.00+0.00hold
Swiss National Bank65,10065,10000.000.00+0.00hold
First Horizon Advisors, Inc.151500.000.00+0.00hold
IAT REINSURANCE CO LTD.300,000300,00002.983.02+0.04hold
QUADRANT CAPITAL GROUP LLC7700.000.00+0.00hold
Knights of Columbus Asset Advisors LLC1,8911,89100.010.01-0.00hold
GPS Wealth Strategies Group, LLC23523500.000.00-0.00hold
Versant Capital Management, Inc101000.000.00-0.00hold
Principle Wealth Partners LLC5,0435,04300.020.02+0.00hold
Salomon & Ludwin, LLC15015000.000.00+0.00hold
Avalon Trust Co40040000.000.00+0.00hold
Bell Investment Advisors, Inc101000.000.00+0.00hold
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