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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 325.0% |
$5.71K - $7.04K
|
34
$11K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26+ 31.33% |
$5.71K - $7.04K
|
109
$35.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 0.8% |
$5.49K - $6.77K
|
3.17K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 1.33% |
$4.39K - $5.42K
|
1.53K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 1.47% |
$4.39K - $5.42K
|
1.38K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18+ 0.91% |
$3.95K - $4.88K
|
2K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
17New |
$3.73K - $4.6K
|
17
$5.52K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 8.67% |
$3.73K - $4.6K
|
213
$69.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
17New |
$3.73K - $4.6K
|
17
$5.52K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17+ 0.16% |
$3.73K - $4.6K
|
10.5K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16+ 1.32% |
$3.51K - $4.33K
|
1.23K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16New |
$3.51K - $4.33K
|
16
$5.19K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16+ 24.62% |
$3.51K - $4.33K
|
81
$26.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$3.29K - $4.06K
|
15
$4.87K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
15+ 0.18% |
$3.29K - $4.06K
|
8.42K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 750.0% |
$3.29K - $4.06K
|
17
$5.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 8.11% |
$2.64K - $3.25K
|
160
$51.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$2.64K - $3.25K
|
12
$3.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$2.42K - $2.98K
|
11
$3.57K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 1.03% |
$2.2K - $2.71K
|
980
$318K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 500.0% |
$2.2K - $2.71K
|
12
$3.9K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9+ 0.49% |
$1.98K - $2.44K
|
1.86K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 2.21% |
$1.98K - $2.44K
|
416
$135K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.06% |
$1.76K - $2.17K
|
12.3K
$4M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
8+ 7.08% |
$1.76K - $2.17K
|
121
$39.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7+ 0.02% |
$1.54K - $1.9K
|
35.3K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
7+ 0.45% |
$1.54K - $1.9K
|
1.57K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.76% |
$1.54K - $1.9K
|
929
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$1.32K - $1.63K
|
6
$1.95K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6+ 0.66% |
$1.32K - $1.63K
|
910
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.05% |
$1.1K - $1.35K
|
10.5K
$3.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$1.1K - $1.35K
|
5
$1.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 6.9% |
$878 - $1.08K
|
62
$20.1K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 7.27% |
$878 - $1.08K
|
59
$19.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$878 - $1.08K
|
4
$1.3K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$659 - $813
|
3
$974
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.24% |
$659 - $813
|
1.28K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 4.44% |
$439 - $542
|
47
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.14% |
$439 - $542
|
1.39K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2+ 0.03% |
$439 - $542
|
5.95K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.22% |
$439 - $542
|
920
$299K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 7.41% |
$439 - $542
|
29
$9.42K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$439 - $542
|
2
$649
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 100.0% |
$439 - $542
|
4
$1.3K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2New |
$439 - $542
|
2
$649
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 10.53% |
$439 - $542
|
21
$6.82K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 100.0% |
$439 - $542
|
4
$1.3K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$220 - $271
|
1
$325
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$220 - $271
|
1.93K
$626K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.12% |
$220 - $271
|
860
$279K
|