Hbk Sorce Advisory LLC Heico Crp Cl A Transaction History

Hbk Sorce Advisory LLC

$2.56 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	N/A	124 Added 7.14%	1,860 $379,000
Q4 2022 Feb 09, 2023	SELL	N/A	-307 Reduced 15.03%	1,736 $208,000
Q3 2022 Nov 14, 2022	BUY	N/A	2,043 New	2,043 $234,000
Q2 2022 Aug 15, 2022	SELL	N/A	-1,635 Closed	0 $0
Q1 2022 May 13, 2022	SELL	N/A	-359 Reduced 18.0%	1,635 $207,000
Q4 2021 Feb 15, 2022	BUY	N/A	24 Added 1.22%	1,994 $256,000
Q3 2021 Nov 15, 2021	SELL	N/A	-271 Reduced 12.09%	1,970 $233,000
Q2 2021 Aug 12, 2021	BUY	N/A	34 Added 1.54%	2,241 $278,000
Q1 2021 May 14, 2021	BUY	N/A	88 Added 4.15%	2,207 $251,000
Q4 2020 Feb 12, 2021	SELL	N/A	-979 Reduced 31.6%	2,119 $248,000
Q3 2020 Nov 13, 2020	BUY	N/A	289 Added 10.29%	3,098 $275,000
Q2 2020 Aug 14, 2020	BUY	N/A	2,809 New	2,809 $228,000

Others Institutions Holding HEIA

# of Institutions

519

Shares Held

67.9M

Call Options Held

10.6K

Put Options Held

2.9K

About HEICO CRP CL-A

Ticker HEIA

More about HEIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.