Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 580 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$2,852
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
10
shares
|
$2,593
0.0% of portfolio
|
Q2 2024
Added 150.0%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
9
shares
|
$2,333
0.0% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
9
shares
|
$2,333
0.0% of portfolio
|
Q4 2022
Reduced 79.07%
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
7
shares
|
$1,815
0.0% of portfolio
|
Q2 2022
Added 40.0%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
6
shares
|
$1,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
6
shares
|
$1,555
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
5
shares
|
$1,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
5
shares
|
$1,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
5
shares
|
$1,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
5
shares
|
$1,296
0.0% of portfolio
|
Q4 2023
Added 25.0%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
4
shares
|
$1,037
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
Tradewinds Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
4
shares
|
$1,037
0.0% of portfolio
|
Q2 2024
New holding
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
4
shares
|
$1,037
0.0% of portfolio
|
Q3 2023
New holding
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
2
shares
|
$518
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
2
shares
|
$518
0.0% of portfolio
|
Q2 2024
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
2
shares
|
$518
0.0% of portfolio
|
Q1 2022
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|