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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
48+ 3.93% |
$8.19K - $9.57K
|
1.27K
$305K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 11.78% |
$6.65K - $7.78K
|
370
$88.8K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
35+ 2.59% |
$5.97K - $6.98K
|
1.39K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
33+ 11.7% |
$5.63K - $6.58K
|
315
$75.6K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
33+ 1.17% |
$5.63K - $6.58K
|
2.86K
$686K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32+ 1.95% |
$5.46K - $6.38K
|
1.67K
$401K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
30+ 0.73% |
$5.12K - $5.98K
|
4.12K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29New |
$4.95K - $5.78K
|
29
$6.96K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26New |
$4.44K - $5.18K
|
26
$6.24K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
24+ 3.12% |
$4.09K - $4.79K
|
793
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22+ 0.18% |
$3.75K - $4.39K
|
12.5K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$3.41K - $3.99K
|
20
$4.8K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
12+ 0.19% |
$2.05K - $2.39K
|
6.24K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12+ 1.01% |
$2.05K - $2.39K
|
1.21K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
12+ 9.3% |
$2.05K - $2.39K
|
141
$33.8K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12+ 0.86% |
$2.05K - $2.39K
|
1.41K
$338K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
11+ 0.09% |
$1.88K - $2.19K
|
12K
$2.89M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11New |
$1.88K - $2.19K
|
11
$2.64K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9+ 0.57% |
$1.54K - $1.79K
|
1.58K
$379K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9+ 0.42% |
$1.54K - $1.79K
|
2.15K
$517K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 23.68% |
$1.54K - $1.79K
|
47
$11.3K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.67% |
$1.36K - $1.6K
|
1.2K
$289K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.1% |
$1.36K - $1.6K
|
8.18K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 5.93% |
$1.36K - $1.6K
|
143
$34.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 2.87% |
$1.19K - $1.4K
|
251
$60.3K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.27% |
$853 - $997
|
1.85K
$443K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 44.44% |
$682 - $798
|
13
$3.12K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$682 - $798
|
1.55K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$682 - $798
|
4
$960
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$341 - $399
|
542
$130K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2New |
$341 - $399
|
2
$480
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$171 - $199
|
1.93K
$463K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$171 - $199
|
3.57K
$858K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.49% |
$171 - $199
|
204
$49K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.38% |
$171 - $199
|
265
$63.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.13% |
$171 - $199
|
791
$190K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$171 - $199
|
2
$480
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.09% |
$171 - $199
|
1.11K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.87% |
$341 - $399
|
227
$54.5K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 2.34% |
$682 - $798
|
167
$40.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 0.98% |
$853 - $997
|
505
$121K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6- 0.33% |
$1.02K - $1.2K
|
1.8K
$433K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.37% |
$1.19K - $1.4K
|
1.89K
$453K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10- 1.38% |
$1.71K - $1.99K
|
715
$172K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-10- 1.25% |
$1.71K - $1.99K
|
791
$190K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-11- 0.81% |
$1.88K - $2.19K
|
1.34K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-13- 3.32% |
$2.22K - $2.59K
|
379
$91K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13- 0.64% |
$2.22K - $2.59K
|
2.03K
$488K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13- 0.45% |
$2.22K - $2.59K
|
2.91K
$697K
|