Purchases and Sales Made in Q1 2024 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 13.79% |
$171K - $200K
|
8.27K
$1.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
920+ 2.19% |
$157K - $183K
|
42.9K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
891New |
$152K - $178K
|
891
$214K
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
805+ 3.86% |
$137K - $161K
|
21.7K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
787+ 2.66% |
$134K - $157K
|
30.3K
$7.28M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
758+ 3.36% |
$129K - $151K
|
23.3K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
750+ 60.73% |
$128K - $150K
|
1.99K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
573+ 47.01% |
$97.8K - $114K
|
1.79K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
550+ 14.26% |
$93.8K - $110K
|
4.41K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
548+ 3.56% |
$93.5K - $109K
|
15.9K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
513+ 13.8% |
$87.5K - $102K
|
4.23K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
479+ 958.0% |
$81.7K - $95.5K
|
529
$127K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
477+ 10.15% |
$81.4K - $95.1K
|
5.18K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
333+ 1.07% |
$56.8K - $66.4K
|
31.6K
$7.58M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
303+ 14.2% |
$51.7K - $60.4K
|
2.44K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
300+ 100.0% |
$51.2K - $59.8K
|
600
$144K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
298+ 14.57% |
$50.8K - $59.4K
|
2.34K
$563K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
289+ 525.45% |
$49.3K - $57.6K
|
344
$82.6K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
278+ 10.97% |
$47.4K - $55.4K
|
2.81K
$675K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
268+ 4.84% |
$45.7K - $53.4K
|
5.81K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
196New |
$33.4K - $39.1K
|
196
$47K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
188+ 4.1% |
$32.1K - $37.5K
|
4.78K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
184+ 12.46% |
$31.4K - $36.7K
|
1.66K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166+ 3320.0% |
$28.3K - $33.1K
|
171
$41K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
164+ 0.73% |
$28K - $32.7K
|
22.8K
$5.46M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
164+ 12.88% |
$28K - $32.7K
|
1.44K
$345K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159+ 9.61% |
$27.1K - $31.7K
|
1.81K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
155+ 11.61% |
$26.4K - $30.9K
|
1.49K
$358K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
153+ 26.33% |
$26.1K - $30.5K
|
734
$176K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
152+ 3.02% |
$25.9K - $30.3K
|
5.19K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
142+ 137.86% |
$24.2K - $28.3K
|
245
$58.8K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
140+ 15.68% |
$23.9K - $27.9K
|
1.03K
$248K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
139+ 2.22% |
$23.7K - $27.7K
|
6.4K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
134+ 1.27% |
$22.9K - $26.7K
|
10.7K
$2.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
129+ 14.78% |
$22K - $25.7K
|
1K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
127+ 5.3% |
$21.7K - $25.3K
|
2.52K
$605K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
124+ 51.03% |
$21.2K - $24.7K
|
367
$88.1K
|
|
|
May 15, 2024
Q1 2024
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
122+ 3.01% |
$20.8K - $24.3K
|
4.18K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
103New |
$17.6K - $20.5K
|
103
$24.7K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.53% |
$17.1K - $19.9K
|
2.94K
$705K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
98New |
$16.7K - $19.5K
|
98
$23.5K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
92+ 0.52% |
$15.7K - $18.3K
|
17.7K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
91+ 5.21% |
$15.5K - $18.1K
|
1.84K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
64+ 3.81% |
$10.9K - $12.8K
|
1.74K
$419K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
59New |
$10.1K - $11.8K
|
59
$14.2K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
55New |
$9.38K - $11K
|
55
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
55+ 18.15% |
$9.38K - $11K
|
358
$85.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
55+ 1.21% |
$9.38K - $11K
|
4.61K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
49+ 1.29% |
$8.36K - $9.77K
|
3.86K
$927K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 18.46% |
$8.19K - $9.57K
|
308
$73.9K
|