Purchases and Sales Made in Q2 2024 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q2 2024. 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 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
952New |
$179K - $218K
|
952
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
949New |
$178K - $217K
|
949
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
939New |
$176K - $215K
|
939
$212K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
923New |
$173K - $211K
|
923
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
920New |
$173K - $211K
|
920
$208K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
909New |
$171K - $208K
|
909
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
895New |
$168K - $205K
|
895
$202K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
885+ 1.65% |
$166K - $203K
|
54.7K
$12.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
836+ 51.99% |
$157K - $191K
|
2.44K
$551K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
830+ 1.4% |
$156K - $190K
|
60K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
809+ 1.36% |
$152K - $185K
|
60.4K
$13.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
760+ 5.93% |
$143K - $174K
|
13.6K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
756+ 62.74% |
$142K - $173K
|
1.96K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
755+ 0.98% |
$142K - $173K
|
77.8K
$17.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
742+ 20.94% |
$139K - $170K
|
4.29K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
658+ 33.15% |
$124K - $151K
|
2.64K
$596K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
626+ 17.41% |
$117K - $143K
|
4.22K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
620+ 26.77% |
$116K - $142K
|
2.94K
$662K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
619New |
$116K - $142K
|
619
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
612+ 5.72% |
$115K - $140K
|
11.3K
$2.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
600+ 100.0% |
$113K - $137K
|
1.2K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
571+ 31.86% |
$107K - $131K
|
2.36K
$533K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
565+ 6.83% |
$106K - $129K
|
8.84K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
528+ 8.25% |
$99.1K - $121K
|
6.93K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
507+ 20.32% |
$95.2K - $116K
|
3K
$677K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500+ 18.69% |
$93.8K - $114K
|
3.18K
$716K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
497+ 4518.18% |
$93.3K - $114K
|
508
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
455+ 0.34% |
$85.4K - $104K
|
135K
$30.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
445New |
$83.5K - $102K
|
445
$100K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
442+ 8.14% |
$83K - $101K
|
5.87K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
440+ 30.56% |
$82.6K - $101K
|
1.88K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
430+ 5.89% |
$80.7K - $98.4K
|
7.73K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
419New |
$78.6K - $95.9K
|
419
$94.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
371+ 6.76% |
$69.6K - $84.9K
|
5.86K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
358New |
$67.2K - $82K
|
358
$80.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
349+ 146.03% |
$65.5K - $79.9K
|
588
$133K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
325New |
$61K - $74.4K
|
325
$73.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
313+ 3.89% |
$58.7K - $71.7K
|
8.36K
$1.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
312+ 0.44% |
$58.6K - $71.4K
|
71.9K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
300+ 7.05% |
$56.3K - $68.7K
|
4.56K
$1.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
296+ 0.94% |
$55.6K - $67.8K
|
31.9K
$7.19M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
295New |
$55.4K - $67.5K
|
295
$66.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
274+ 10.71% |
$51.4K - $62.7K
|
2.83K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
268+ 23.26% |
$50.3K - $61.4K
|
1.42K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
259+ 20.92% |
$48.6K - $59.3K
|
1.5K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
257+ 12.02% |
$48.2K - $58.8K
|
2.4K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
252+ 2.17% |
$47.3K - $57.7K
|
11.9K
$2.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
237+ 68.9% |
$44.5K - $54.3K
|
581
$131K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
233New |
$43.7K - $53.3K
|
233
$52.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
221+ 3.72% |
$41.5K - $50.6K
|
6.17K
$1.39M
|