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
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-15- 3.81% |
$2.56K - $2.99K
|
379
$85.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-20- 0.03% |
$3.41K - $3.99K
|
68.1K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 1.76% |
$3.41K - $3.99K
|
1.12K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-23- 1.1% |
$3.92K - $4.59K
|
2.08K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 2.83% |
$4.27K - $4.98K
|
857
$193K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 7.08% |
$4.44K - $5.18K
|
341
$76.9K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-31- 0.87% |
$5.29K - $6.18K
|
3.54K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32- 1.72% |
$5.46K - $6.38K
|
1.83K
$412K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 7.28% |
$5.63K - $6.58K
|
420
$94.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-34- 2.26% |
$5.8K - $6.78K
|
1.47K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-39- 1.99% |
$6.65K - $7.78K
|
1.92K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-45- 3.13% |
$7.68K - $8.97K
|
1.39K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-46- 0.3% |
$7.85K - $9.17K
|
15.5K
$3.49M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-48- 0.8% |
$8.19K - $9.57K
|
5.93K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 4.81% |
$8.36K - $9.77K
|
969
$219K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-50- 3.98% |
$8.53K - $9.97K
|
1.21K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-54- 13.53% |
$9.21K - $10.8K
|
345
$77.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-56- 9.67% |
$9.55K - $11.2K
|
523
$118K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59- 1.27% |
$10.1K - $11.8K
|
4.58K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-60- 0.74% |
$10.2K - $12K
|
8.05K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-65- 1.7% |
$11.1K - $13K
|
3.76K
$848K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 21.43% |
$12.3K - $14.4K
|
264
$59.6K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-72- 6.52% |
$12.3K - $14.4K
|
1.03K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-73- 17.72% |
$12.5K - $14.6K
|
339
$76.5K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-73- 4.69% |
$12.5K - $14.6K
|
1.48K
$335K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-77- 3.8% |
$13.1K - $15.4K
|
1.95K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-97- 0.66% |
$16.5K - $19.3K
|
14.7K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-97- 4.02% |
$16.5K - $19.3K
|
2.32K
$522K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-99- 0.64% |
$16.9K - $19.7K
|
15.3K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 31.85% |
$17.1K - $19.9K
|
214
$48.3K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-100- 0.1% |
$17.1K - $19.9K
|
95.6K
$21.6M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-107- 1.93% |
$18.3K - $21.3K
|
5.43K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-122- 6.83% |
$20.8K - $24.3K
|
1.66K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-126- 7.86% |
$21.5K - $25.1K
|
1.48K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-132- 5.66% |
$22.5K - $26.3K
|
2.2K
$496K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-133- 85.81% |
$22.7K - $26.5K
|
22
$4.96K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-139- 6.1% |
$23.7K - $27.7K
|
2.14K
$482K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-140- 3.7% |
$23.9K - $27.9K
|
3.65K
$823K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-154- 1.08% |
$26.3K - $30.7K
|
14.1K
$3.19M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-155- 20.13% |
$26.4K - $30.9K
|
615
$139K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-175- 0.11% |
$29.9K - $34.9K
|
166K
$37.5M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-189- 1.28% |
$32.2K - $37.7K
|
14.6K
$3.3M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-200- 2.92% |
$34.1K - $39.9K
|
6.66K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-202- 2.97% |
$34.5K - $40.3K
|
6.59K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-207- 2.26% |
$35.3K - $41.3K
|
8.95K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-221- 0.5% |
$37.7K - $44.1K
|
43.6K
$9.84M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-225- 0.49% |
$38.4K - $44.9K
|
45.8K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-245- 6.87% |
$41.8K - $48.8K
|
3.32K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-253- 1.34% |
$43.2K - $50.4K
|
18.7K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-260- 0.21% |
$44.4K - $51.8K
|
123K
$27.8M
|