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 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$220 - $271
|
1
$325
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$220 - $271
|
1
$325
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.03% |
$220 - $271
|
3.27K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1+ 0.11% |
$220 - $271
|
889
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.12% |
$220 - $271
|
862
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.13% |
$220 - $271
|
792
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 1.22% |
$220 - $271
|
83
$26.9K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.03% |
$220 - $271
|
2.95K
$957K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$220 - $271
|
1
$325
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
1+ 0.11% |
$220 - $271
|
874
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 100.0% |
$220 - $271
|
2
$649
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2- 0.91% |
$439 - $542
|
218
$70.8K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2- 0.1% |
$439 - $542
|
1.92K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$878 - $1.08K
|
1.55K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4- 0.31% |
$878 - $1.08K
|
1.27K
$412K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 17.24% |
$1.1K - $1.35K
|
24
$7.79K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5- 0.18% |
$1.1K - $1.35K
|
2.71K
$880K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.49% |
$1.32K - $1.63K
|
1.21K
$394K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-7- 25.0% |
$1.54K - $1.9K
|
21
$6.82K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-7- 0.57% |
$1.54K - $1.9K
|
1.23K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8- 7.55% |
$1.76K - $2.17K
|
98
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8- 0.05% |
$1.76K - $2.17K
|
15K
$4.88M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-10- 9.09% |
$2.2K - $2.71K
|
100
$32.5K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 22.45% |
$2.42K - $2.98K
|
38
$12.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-12- 1.3% |
$2.64K - $3.25K
|
908
$295K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-12- 13.48% |
$2.64K - $3.25K
|
77
$25K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-12- 0.71% |
$2.64K - $3.25K
|
1.67K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-13- 0.1% |
$2.85K - $3.52K
|
12.7K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-15- 0.18% |
$3.29K - $4.06K
|
8.2K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-20- 0.68% |
$4.39K - $5.42K
|
2.92K
$946K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-20- 0.68% |
$4.39K - $5.42K
|
2.92K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-21- 0.56% |
$4.61K - $5.69K
|
3.76K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22- 3.22% |
$4.83K - $5.96K
|
661
$215K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 4.17% |
$5.05K - $6.23K
|
529
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24- 8.6% |
$5.27K - $6.5K
|
255
$82.8K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-26- 3.85% |
$5.71K - $7.04K
|
649
$211K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27- 2.26% |
$5.93K - $7.31K
|
1.17K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-29- 7.59% |
$6.37K - $7.85K
|
353
$115K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 11.9% |
$6.59K - $8.13K
|
222
$72.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-30- 3.06% |
$6.59K - $8.13K
|
950
$308K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-30- 4.11% |
$6.59K - $8.13K
|
700
$227K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-32- 0.22% |
$7.03K - $8.67K
|
14.4K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-38- 33.93% |
$8.34K - $10.3K
|
74
$24K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-40- 2.04% |
$8.78K - $10.8K
|
1.93K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-45- 1.43% |
$9.88K - $12.2K
|
3.11K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47- 0.91% |
$10.3K - $12.7K
|
5.12K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-51- 0.69% |
$11.2K - $13.8K
|
7.34K
$2.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 11.57% |
$11.6K - $14.4K
|
405
$131K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-55- 1.4% |
$12.1K - $14.9K
|
3.86K
$1.25M
|