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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-14- 1.1% |
$2.16K - $2.51K
|
1.26K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 3.53% |
$2.32K - $2.68K
|
410
$92.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-16- 1.13% |
$2.47K - $2.86K
|
1.4K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-16- 0.6% |
$2.47K - $2.86K
|
2.67K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16- 2.94% |
$2.47K - $2.86K
|
528
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-18- 0.93% |
$2.78K - $3.22K
|
1.93K
$434K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-18- 0.42% |
$2.78K - $3.22K
|
4.28K
$966K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-20- 0.97% |
$3.09K - $3.58K
|
2.04K
$461K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22- 1.96% |
$3.4K - $3.94K
|
1.1K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-26- 1.0% |
$4.02K - $4.65K
|
2.59K
$583K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27- 3.24% |
$4.17K - $4.83K
|
807
$182K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-29- 17.68% |
$4.48K - $5.19K
|
135
$30.5K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-36- 12.77% |
$5.56K - $6.44K
|
246
$55.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 9.66% |
$5.72K - $6.62K
|
346
$78K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-38- 1.48% |
$5.87K - $6.8K
|
2.52K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-41- 1.45% |
$6.34K - $7.34K
|
2.78K
$626K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-43- 2.29% |
$6.65K - $7.69K
|
1.83K
$413K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 4.51% |
$6.96K - $8.05K
|
952
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-49- 0.33% |
$7.57K - $8.77K
|
15K
$3.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 14.53% |
$7.88K - $9.13K
|
300
$67.7K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-55- 6.01% |
$8.5K - $9.84K
|
860
$194K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-68- 0.1% |
$10.5K - $12.2K
|
66.1K
$14.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-76- 0.95% |
$11.7K - $13.6K
|
7.94K
$1.79M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-76- 0.95% |
$11.7K - $13.6K
|
7.94K
$1.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-77- 1.47% |
$11.9K - $13.8K
|
5.18K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-83- 1.18% |
$12.8K - $14.9K
|
6.94K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-96- 5.58% |
$14.8K - $17.2K
|
1.63K
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-100- 5.83% |
$15.5K - $17.9K
|
1.61K
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-115- 5.57% |
$17.8K - $20.6K
|
1.95K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-115- 32.03% |
$17.8K - $20.6K
|
244
$55K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-119- 8.92% |
$18.4K - $21.3K
|
1.22K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-124- 4.74% |
$19.2K - $22.2K
|
2.49K
$562K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-125- 0.1% |
$19.3K - $22.4K
|
124K
$27.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-133- 2.63% |
$20.6K - $23.8K
|
4.92K
$1.11M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-133- 1.43% |
$20.6K - $23.8K
|
9.18K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-139- 1.51% |
$21.5K - $24.9K
|
9.08K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-146- 0.73% |
$22.6K - $26.1K
|
19.9K
$4.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-151- 2.83% |
$23.3K - $27K
|
5.19K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-155- 0.74% |
$24K - $27.7K
|
20.8K
$4.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-158- 6.5% |
$24.4K - $28.3K
|
2.27K
$513K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-161- 0.31% |
$24.9K - $28.8K
|
52.1K
$11.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-165- 11.51% |
$25.5K - $29.5K
|
1.27K
$286K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-182- 16.76% |
$28.1K - $32.6K
|
904
$204K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-200- 93.02% |
$30.9K - $35.8K
|
15
$3.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-205- 2.65% |
$31.7K - $36.7K
|
7.52K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-207- 4.25% |
$32K - $37K
|
4.66K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-211- 40.11% |
$32.6K - $37.8K
|
315
$71.1K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-212- 5.49% |
$32.8K - $37.9K
|
3.65K
$824K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-237- 5.13% |
$36.6K - $42.4K
|
4.39K
$989K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-241- 34.68% |
$37.3K - $43.1K
|
454
$102K
|