Purchases and Sales Made in Q1 2023 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
65+ 14.81% |
$9.85K - $11.5K
|
504
$114K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 37.13% |
$9.39K - $11K
|
229
$51.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
56+ 0.73% |
$8.49K - $9.93K
|
7.72K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
54+ 4.05% |
$8.18K - $9.57K
|
1.39K
$313K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
50+ 0.0% |
$7.58K - $8.87K
|
3.39M
$765M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 2.99% |
$7.58K - $8.87K
|
1.72K
$388K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
46+ 2.36% |
$6.97K - $8.16K
|
2K
$451K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$6.82K - $7.98K
|
45
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 8.68% |
$6.36K - $7.45K
|
526
$119K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
42+ 0.17% |
$6.36K - $7.45K
|
24.7K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 15.75% |
$6.06K - $7.09K
|
294
$66.3K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
39New |
$5.91K - $6.92K
|
39
$8.8K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37+ 2.53% |
$5.61K - $6.56K
|
1.5K
$339K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
35New |
$5.3K - $6.21K
|
35
$7.89K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35+ 34.31% |
$5.3K - $6.21K
|
137
$30.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
29+ 21.48% |
$4.39K - $5.14K
|
164
$37K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 3.47% |
$4.24K - $4.96K
|
834
$188K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26+ 0.52% |
$3.94K - $4.61K
|
5.05K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24+ 0.14% |
$3.64K - $4.26K
|
17.5K
$3.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 6.85% |
$3.48K - $4.08K
|
359
$81K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 1.61% |
$3.33K - $3.9K
|
1.39K
$314K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
20+ 0.98% |
$3.03K - $3.55K
|
2.06K
$466K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
20+ 0.79% |
$3.03K - $3.55K
|
2.56K
$577K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 8.87% |
$2.73K - $3.19K
|
221
$49.9K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
17+ 1.22% |
$2.58K - $3.01K
|
1.42K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17+ 0.35% |
$2.58K - $3.01K
|
4.92K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17+ 1.26% |
$2.58K - $3.01K
|
1.37K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.27% |
$2.42K - $2.84K
|
5.86K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
16+ 0.88% |
$2.42K - $2.84K
|
1.83K
$412K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
13+ 0.75% |
$1.97K - $2.31K
|
1.75K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
12+ 1.66% |
$1.82K - $2.13K
|
736
$166K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11+ 17.46% |
$1.67K - $1.95K
|
74
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11+ 0.17% |
$1.67K - $1.95K
|
6.53K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10+ 111.11% |
$1.52K - $1.77K
|
19
$4.29K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7New |
$1.06K - $1.24K
|
7
$1.58K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.23% |
$909 - $1.06K
|
2.61K
$589K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 42.86% |
$909 - $1.06K
|
20
$4.51K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$758 - $887
|
5
$1.13K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 2.6% |
$758 - $887
|
197
$44.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.51% |
$606 - $709
|
269
$60.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 5.36% |
$455 - $532
|
59
$13.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$455 - $532
|
3
$677
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 18.75% |
$455 - $532
|
19
$4.29K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 50.0% |
$303 - $355
|
6
$1.35K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$303 - $355
|
1.94K
$438K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 3.64% |
$303 - $355
|
57
$12.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 6.25% |
$152 - $177
|
17
$3.83K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$152 - $177
|
229
$51.7K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$152 - $177
|
514
$116K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$152 - $177
|
4.04K
$910K
|