Purchases and Sales Made in Q1 2022 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q1 2022. The information is specifically focused on institutions that hold shares of HEICO CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$541 - $620
|
4
$960
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3New |
$406 - $465
|
3
$720
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$406 - $465
|
484
$116K
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3+ 25.0% |
$406 - $465
|
15
$3.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
BUY
|
- |
3+ 0.08% |
$406 - $465
|
3.57K
$856K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$270 - $310
|
2.74K
$659K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2New |
$270 - $310
|
2
$480
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$270 - $310
|
1.96K
$470K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.11% |
$270 - $310
|
1.9K
$457K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$135 - $155
|
1
$240
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1+ 0.06% |
$135 - $155
|
1.57K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.05% |
$135 - $155
|
1.98K
$476K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$135 - $155
|
3.85K
$923K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1Closed |
$135 - $155
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$135 - $155
|
1.44K
$345K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- -0.0% |
$406 - $465
|
326K
$78.3M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-4Closed |
$541 - $620
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5- 2.55% |
$676 - $775
|
191
$45.8K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6- 0.34% |
$811 - $931
|
1.78K
$428K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8- 1.33% |
$1.08K - $1.24K
|
592
$142K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-9- 0.12% |
$1.22K - $1.4K
|
7.24K
$1.74M
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
SELL
|
- |
-10- 0.29% |
$1.35K - $1.55K
|
3.48K
$835K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-10Closed |
$1.35K - $1.55K
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-12- 0.43% |
$1.62K - $1.86K
|
2.8K
$673K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-14- 1.0% |
$1.89K - $2.17K
|
1.39K
$334K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-19- 0.17% |
$2.57K - $2.95K
|
11.1K
$2.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-25- 1.62% |
$3.38K - $3.88K
|
1.52K
$364K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-25- 1.24% |
$3.38K - $3.88K
|
1.99K
$477K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25Closed |
$3.38K - $3.88K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-28Closed |
$3.79K - $4.34K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-28- 0.41% |
$3.79K - $4.34K
|
6.81K
$1.63M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42- 0.15% |
$5.68K - $6.51K
|
28.1K
$6.75M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 3.7% |
$6.08K - $6.98K
|
1.17K
$281K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 7.67% |
$6.63K - $7.6K
|
590
$142K
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-56Closed |
$7.57K - $8.69K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-57- 25.45% |
$7.71K - $8.84K
|
167
$40.1K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-61- 6.63% |
$8.25K - $9.46K
|
859
$206K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-64- 0.98% |
$8.65K - $9.93K
|
6.48K
$1.56M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-72- 2.47% |
$9.74K - $11.2K
|
2.84K
$682K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-73- 3.79% |
$9.87K - $11.3K
|
1.85K
$444K
|
|
|
May 10, 2022
Q1 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-79- 0.28% |
$10.7K - $12.3K
|
28.3K
$6.79M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-81- 4.79% |
$11K - $12.6K
|
1.61K
$386K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-88- 1.91% |
$11.9K - $13.6K
|
4.53K
$1.09M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-93- 79.49% |
$12.6K - $14.4K
|
24
$5.76K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-97- 4.73% |
$13.1K - $15K
|
1.95K
$469K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 1.16% |
$13.5K - $15.5K
|
8.5K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.24% |
$13.5K - $15.5K
|
7.99K
$1.92M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-102- 4.09% |
$13.8K - $15.8K
|
2.39K
$574K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-114- 5.19% |
$15.4K - $17.7K
|
2.08K
$500K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-134- 29.13% |
$18.1K - $20.8K
|
326
$78.3K
|