Purchases and Sales Made in Q2 2022 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
45+ 0.09% |
$5.74K - $7.07K
|
52.9K
$12.7M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44+ 9.87% |
$5.61K - $6.92K
|
490
$118K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41+ 2.92% |
$5.23K - $6.45K
|
1.45K
$347K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
37New |
$4.72K - $5.82K
|
37
$8.88K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
37+ 0.93% |
$4.72K - $5.82K
|
4.03K
$968K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35New |
$4.47K - $5.5K
|
35
$8.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
33+ 14.29% |
$4.21K - $5.19K
|
264
$63.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
26+ 13.27% |
$3.32K - $4.09K
|
222
$53.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
25+ 1.65% |
$3.19K - $3.93K
|
1.54K
$370K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 237.5% |
$2.42K - $2.99K
|
27
$6.48K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 3.51% |
$2.17K - $2.67K
|
501
$120K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
15+ 0.18% |
$1.91K - $2.36K
|
8.52K
$2.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
15+ 1.82% |
$1.91K - $2.36K
|
837
$201K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
14New |
$1.79K - $2.2K
|
14
$3.36K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 35.9% |
$1.79K - $2.2K
|
53
$12.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 3.29% |
$1.53K - $1.89K
|
377
$90.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$766 - $943
|
6
$1.44K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 1.87% |
$766 - $943
|
327
$78.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5+ 0.16% |
$638 - $786
|
3.08K
$738K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5+ 0.29% |
$638 - $786
|
1.74K
$418K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
4+ 80.0% |
$510 - $629
|
9
$2.16K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
4+ 0.2% |
$510 - $629
|
2.01K
$483K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 9.52% |
$510 - $629
|
46
$11K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3+ 20.0% |
$383 - $472
|
18
$4.32K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$383 - $472
|
3
$720
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$383 - $472
|
3
$720
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 23.08% |
$383 - $472
|
16
$3.84K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3New |
$383 - $472
|
3
$720
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2+ 0.13% |
$255 - $314
|
1.58K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 40.0% |
$255 - $314
|
7
$1.68K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 14.29% |
$255 - $314
|
16
$3.84K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 0.72% |
$128 - $157
|
140
$33.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.0% |
$128 - $157
|
30.2K
$7.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2- 0.12% |
$255 - $314
|
1.63K
$390K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2- 4.0% |
$255 - $314
|
48
$11.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3- 8.57% |
$383 - $472
|
32
$7.68K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3Closed |
$383 - $472
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7Closed |
$893 - $1.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-7Closed |
$893 - $1.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 5.24% |
$1.28K - $1.57K
|
181
$43.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10- 0.93% |
$1.28K - $1.57K
|
1.06K
$255K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-10- 0.56% |
$1.28K - $1.57K
|
1.77K
$426K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 8.82% |
$1.91K - $2.36K
|
155
$37.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-17- 0.7% |
$2.17K - $2.67K
|
2.42K
$581K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-18- 0.92% |
$2.3K - $2.83K
|
1.94K
$466K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-19Closed |
$2.42K - $2.99K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-22- 10.89% |
$2.81K - $3.46K
|
180
$43.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-22Closed |
$2.81K - $3.46K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-24Closed |
$3.06K - $3.77K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 1.08% |
$3.19K - $3.93K
|
2.3K
$551K
|