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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-63- 4.11% |
$13.8K - $17.1K
|
1.47K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-67- 37.64% |
$14.7K - $18.1K
|
111
$36K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-73- 23.03% |
$16K - $19.8K
|
244
$79.2K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-77- 0.95% |
$16.9K - $20.9K
|
8.06K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-81- 1.91% |
$17.8K - $21.9K
|
4.17K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-82- 14.77% |
$18K - $22.2K
|
473
$154K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91Closed |
$20K - $24.6K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92- 0.28% |
$20.2K - $24.9K
|
33.2K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 2.72% |
$22K - $27.1K
|
3.58K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100- 0.67% |
$22K - $27.1K
|
14.8K
$4.81M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 5.0% |
$22K - $27.1K
|
1.9K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-100- 2.46% |
$22K - $27.1K
|
3.96K
$1.29M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 30.03% |
$22K - $27.1K
|
233
$75.6K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-102- 4.94% |
$22.4K - $27.6K
|
1.96K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-103- 4.21% |
$22.6K - $27.9K
|
2.34K
$761K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-106- 6.87% |
$23.3K - $28.7K
|
1.44K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-108- 2.44% |
$23.7K - $29.3K
|
4.33K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-115- 3.29% |
$25.3K - $31.1K
|
3.39K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 11.37% |
$25.5K - $31.4K
|
904
$294K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-120- 6.23% |
$26.4K - $32.5K
|
1.81K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-120- 1.11% |
$26.4K - $32.5K
|
10.7K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-136- 1.76% |
$29.9K - $36.8K
|
7.61K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 16.04% |
$29.9K - $36.8K
|
712
$231K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-138- 2.01% |
$30.3K - $37.4K
|
6.74K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-141- 4.48% |
$31K - $38.2K
|
3K
$975K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-141- 53.41% |
$31K - $38.2K
|
123
$39.9K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-145- 15.33% |
$31.8K - $39.3K
|
801
$260K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-146- 4.17% |
$32.1K - $39.5K
|
3.35K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-150- 12.33% |
$32.9K - $40.6K
|
1.07K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-164- 5.28% |
$36K - $44.4K
|
2.94K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175- 98.31% |
$38.4K - $47.4K
|
3
$974
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-175- 9.2% |
$38.4K - $47.4K
|
1.73K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 85.84% |
$43.9K - $54.2K
|
33
$10.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-200- 5.71% |
$43.9K - $54.2K
|
3.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-204- 0.45% |
$44.8K - $55.3K
|
45.2K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-208- 1.36% |
$45.7K - $56.3K
|
15.1K
$4.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-211- 7.85% |
$46.3K - $57.1K
|
2.48K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-227- 0.96% |
$49.8K - $61.5K
|
23.3K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-230- 2.58% |
$50.5K - $62.3K
|
8.67K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-244- 17.45% |
$53.6K - $66.1K
|
1.15K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-259- 14.09% |
$56.9K - $70.2K
|
1.58K
$513K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-259- 17.3% |
$56.9K - $70.2K
|
1.24K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-270- 0.92% |
$59.3K - $73.1K
|
29.2K
$9.47M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-272- 13.1% |
$59.7K - $73.7K
|
1.81K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-293- 11.23% |
$64.3K - $79.4K
|
2.32K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-343- 22.66% |
$75.3K - $92.9K
|
1.17K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-355- 5.8% |
$78K - $96.2K
|
5.77K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-370- 61.56% |
$81.3K - $100K
|
231
$75K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-388- 2.93% |
$85.2K - $105K
|
12.9K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-391- 2.07% |
$85.9K - $106K
|
18.5K
$6M
|