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 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
133+ 1.39% |
$20.6K - $23.8K
|
9.73K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
125+ 3.26% |
$19.3K - $22.4K
|
3.97K
$952K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
116+ 4.49% |
$17.9K - $20.8K
|
2.7K
$648K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
111+ 0.12% |
$17.2K - $19.9K
|
90.4K
$21.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
105+ 1.79% |
$16.2K - $18.8K
|
5.96K
$1.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
104+ 0.56% |
$16.1K - $18.6K
|
18.5K
$4.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
101+ 1.2% |
$15.6K - $18.1K
|
8.49K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
101+ 0.4% |
$15.6K - $18.1K
|
25.6K
$6.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 5.68% |
$14.1K - $16.3K
|
1.69K
$407K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
86+ 13.37% |
$13.3K - $15.4K
|
729
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
84+ 4.6% |
$13K - $15K
|
1.91K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
80+ 11.22% |
$12.4K - $14.3K
|
793
$190K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
79+ 5.14% |
$12.2K - $14.1K
|
1.62K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
78+ 0.05% |
$12.1K - $14K
|
150K
$36M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
75New |
$11.6K - $13.4K
|
75
$18K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 13.69% |
$10.7K - $12.3K
|
573
$138K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
65+ 1.56% |
$10K - $11.6K
|
4.22K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
60+ 1.92% |
$9.27K - $10.7K
|
3.18K
$764K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$7.73K - $8.95K
|
50
$12K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
48+ 3.46% |
$7.42K - $8.59K
|
1.43K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44New |
$6.8K - $7.87K
|
44
$10.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
26+ 0.43% |
$4.02K - $4.65K
|
6.14K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
25+ 0.72% |
$3.86K - $4.47K
|
3.49K
$837K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 9.95% |
$3.4K - $3.94K
|
243
$58.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 5.29% |
$2.94K - $3.4K
|
378
$90.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 3.31% |
$2.63K - $3.04K
|
531
$127K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
16+ 0.43% |
$2.47K - $2.86K
|
3.75K
$901K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
16+ 0.8% |
$2.47K - $2.86K
|
2.02K
$485K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 6.55% |
$2.32K - $2.68K
|
244
$58.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 6.55% |
$2.32K - $2.68K
|
244
$58.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.93% |
$2.16K - $2.51K
|
1.51K
$363K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12New |
$1.85K - $2.15K
|
12
$2.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 2.08% |
$1.55K - $1.79K
|
491
$118K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9+ 0.1% |
$1.39K - $1.61K
|
8.6K
$2.07M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8New |
$1.24K - $1.43K
|
8
$1.92K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 4.08% |
$309 - $358
|
51
$12.2K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$155 - $179
|
1
$240
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1- 0.03% |
$155 - $179
|
3.07K
$737K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.51% |
$155 - $179
|
196
$47K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$155 - $179
|
4
$960
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.05% |
$309 - $358
|
4.03K
$968K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 5.08% |
$464 - $537
|
56
$13.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 1.49% |
$618 - $716
|
265
$63.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8- 0.27% |
$1.24K - $1.43K
|
2.92K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8- 0.59% |
$1.24K - $1.43K
|
1.36K
$326K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 0.81% |
$1.39K - $1.61K
|
1.11K
$266K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 2.75% |
$1.55K - $1.79K
|
354
$85K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-10- 0.43% |
$1.55K - $1.79K
|
2.33K
$560K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 55.0% |
$1.7K - $1.97K
|
9
$2.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-12- 0.22% |
$1.85K - $2.15K
|
5.5K
$1.32M
|