Purchases and Sales Made in Q2 2023 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q2 2023. 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 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$318K - $368K
|
2.06K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.03K+ 152.18% |
$313K - $363K
|
3.36K
$806K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2KNew |
$309K - $358K
|
2K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.96KNew |
$304K - $351K
|
1.96K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.89K+ 1381.02% |
$292K - $339K
|
2.03K
$487K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.84KNew |
$285K - $330K
|
1.84K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.83KNew |
$283K - $327K
|
1.83K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.55KNew |
$239K - $277K
|
1.55K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
1.54K+ 17.29% |
$238K - $276K
|
10.5K
$2.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
1.52K+ 1.61% |
$234K - $271K
|
95.6K
$22.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.5KNew |
$232K - $268K
|
1.5K
$360K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.45KNew |
$224K - $260K
|
1.45K
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 4.02% |
$220K - $254K
|
36.8K
$8.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.4KNew |
$216K - $250K
|
1.4K
$335K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.38K+ 2.05% |
$214K - $247K
|
68.9K
$16.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.38K+ 3.28% |
$213K - $247K
|
43.4K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3KNew |
$201K - $233K
|
1.3K
$313K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.29KNew |
$199K - $230K
|
1.29K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.22KNew |
$189K - $218K
|
1.22K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
1.2KNew |
$185K - $215K
|
1.2K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.2KNew |
$185K - $214K
|
1.2K
$287K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.16KNew |
$179K - $207K
|
1.16K
$278K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.05KNew |
$163K - $189K
|
1.05K
$253K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1K+ 6.34% |
$155K - $179K
|
16.8K
$4.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
833+ 2.16% |
$129K - $149K
|
39.3K
$9.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
759+ 23.43% |
$117K - $136K
|
4K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
756+ 0.14% |
$117K - $135K
|
535K
$128M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
742+ 13.15% |
$115K - $133K
|
6.39K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
706+ 5.96% |
$109K - $126K
|
12.6K
$3.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
638+ 53.61% |
$98.6K - $114K
|
1.83K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
635+ 88.81% |
$98.2K - $114K
|
1.35K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
610+ 3.34% |
$94.3K - $109K
|
18.9K
$4.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
592+ 13.95% |
$91.5K - $106K
|
4.84K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
524+ 3.31% |
$81K - $93.8K
|
16.3K
$3.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
365New |
$56.4K - $65.3K
|
365
$87.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
364+ 2.35% |
$56.3K - $65.1K
|
15.9K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
350+ 1.75% |
$54.1K - $62.6K
|
20.3K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
301+ 24.81% |
$46.5K - $53.9K
|
1.51K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
300New |
$46.4K - $53.7K
|
300
$72K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 731.71% |
$46.4K - $53.7K
|
341
$81.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
286+ 6.01% |
$44.2K - $51.2K
|
5.05K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
234+ 0.26% |
$36.2K - $41.9K
|
91.6K
$22M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 3483.33% |
$32.3K - $37.4K
|
215
$51.6K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
200+ 1.07% |
$30.9K - $35.8K
|
18.9K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
177New |
$27.4K - $31.7K
|
177
$42.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
161+ 2.75% |
$24.9K - $28.8K
|
6.02K
$1.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
160+ 11.66% |
$24.7K - $28.6K
|
1.53K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
150+ 2.34% |
$23.2K - $26.8K
|
6.57K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
149+ 1.83% |
$23K - $26.7K
|
8.31K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
140+ 21.34% |
$21.6K - $25.1K
|
796
$191K
|