Purchases and Sales Made in Q1 2025 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q1 2025. 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, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
231+ 2.86% |
$50.7K - $62.6K
|
8.32K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
230+ 15.65% |
$50.5K - $62.3K
|
1.7K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
215+ 182.2% |
$47.2K - $58.2K
|
333
$108K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
213+ 3.5% |
$46.8K - $57.7K
|
6.3K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
204+ 0.63% |
$44.8K - $55.3K
|
32.4K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
200+ 0.16% |
$43.9K - $54.2K
|
124K
$40.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
194+ 8.36% |
$42.6K - $52.5K
|
2.52K
$817K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
187+ 0.29% |
$41.1K - $50.6K
|
64.6K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
183New |
$40.2K - $49.6K
|
183
$59.4K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
179New |
$39.3K - $48.5K
|
179
$58.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
177+ 18.19% |
$38.9K - $47.9K
|
1.15K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
177+ 2.91% |
$38.9K - $47.9K
|
6.27K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
166+ 2.7% |
$36.5K - $45K
|
6.32K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
156+ 1.65% |
$34.3K - $42.3K
|
9.62K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
154+ 5.74% |
$33.8K - $41.7K
|
2.84K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
148+ 5.33% |
$32.5K - $40.1K
|
2.92K
$949K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
141+ 12.76% |
$31K - $38.2K
|
1.25K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
138+ 0.78% |
$30.3K - $37.4K
|
17.8K
$5.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
127+ 1.18% |
$27.9K - $34.4K
|
10.9K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125+ 37.54% |
$27.5K - $33.9K
|
458
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
110+ 1.73% |
$24.2K - $29.8K
|
6.49K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
101New |
$22.2K - $27.4K
|
101
$32.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101+ 8.95% |
$22.2K - $27.4K
|
1.23K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 6.33% |
$22K - $27.1K
|
1.68K
$546K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$22K - $27.1K
|
100
$32.5K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 2.83% |
$22K - $27.1K
|
3.64K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
99+ 2.78% |
$21.7K - $26.8K
|
3.66K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
97+ 0.09% |
$21.3K - $26.3K
|
111K
$36.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 581.25% |
$20.4K - $25.2K
|
109
$35.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
92+ 20.35% |
$20.2K - $24.9K
|
544
$177K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
88+ 0.68% |
$19.3K - $23.8K
|
12.9K
$4.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
87+ 2.96% |
$19.1K - $23.6K
|
3.03K
$984K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
85+ 14.94% |
$18.7K - $23K
|
654
$212K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
85+ 2.3% |
$18.7K - $23K
|
3.78K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.12% |
$16K - $19.8K
|
6.59K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
71+ 0.49% |
$15.6K - $19.2K
|
14.4K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
70+ 75.27% |
$15.4K - $19K
|
163
$52.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
68+ 36.76% |
$14.9K - $18.4K
|
253
$82.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
65+ 7.0% |
$14.3K - $17.6K
|
993
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
58+ 3.09% |
$12.7K - $15.7K
|
1.93K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
46+ 92.0% |
$10.1K - $12.5K
|
96
$31.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
44+ 6.94% |
$9.66K - $11.9K
|
678
$220K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
42New |
$9.22K - $11.4K
|
42
$13.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
39+ 1950.0% |
$8.56K - $10.6K
|
41
$13.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
38+ 760.0% |
$8.34K - $10.3K
|
43
$14K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 8.22% |
$7.69K - $9.48K
|
461
$150K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 3.28% |
$6.81K - $8.4K
|
975
$317K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$6.59K - $8.13K
|
30
$9.74K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27New |
$5.93K - $7.31K
|
27
$8.77K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
26+ 0.21% |
$5.71K - $7.04K
|
12.3K
$3.98M
|