Beaumont Financial Advisors, LLC Heico Corp Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	SELL	$187.69 - $228.95 $38,664 - $47,163	-206 Reduced 18.39%	914 $204,000
Q4 2023 Jan 31, 2024	BUY	$156.87 - $186.0 $175,694 - $208,320	1,120 New	1,120 $200,000

Others Institutions Holding HEI

# of Institutions

595

Shares Held

39M

Call Options Held

106K

Put Options Held

97.1K

Black Rock Inc. New York, NY

4.83M
Shares

$1.22 Billion
0.02% of portfolio
Capital World Investors Los Angeles, CA

3.74M
Shares

$947 Million
0.14% of portfolio
Vanguard Group Inc Valley Forge, PA

3.71M
Shares

$939 Million
0.02% of portfolio
Capital International Investors Los Angeles, CA

2.11M
Shares

$535 Million
0.1% of portfolio
Lazard Asset Management LLC New York, NY

1.5M
Shares

$380 Million
0.46% of portfolio

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $13.8B

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