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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
216+ 1.73% |
$40.5K - $49.5K
|
12.7K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
214+ 4.65% |
$40.2K - $49K
|
4.82K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
213+ 18.11% |
$40K - $48.8K
|
1.39K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
200New |
$37.5K - $45.8K
|
200
$45.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200New |
$37.5K - $45.8K
|
200
$45.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
200+ 14.71% |
$37.5K - $45.8K
|
1.56K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 6.81% |
$37.5K - $45.8K
|
3.14K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
198New |
$37.2K - $45.3K
|
198
$44.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195+ 3.36% |
$36.6K - $44.6K
|
6K
$1.35M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
175+ 8.97% |
$32.8K - $40.1K
|
2.13K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
168+ 46.93% |
$31.5K - $38.5K
|
526
$119K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
166+ 3.77% |
$31.2K - $38K
|
4.57K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151New |
$28.3K - $34.6K
|
151
$34.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
138+ 230.0% |
$25.9K - $31.6K
|
198
$44.7K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
123+ 3.52% |
$23.1K - $28.2K
|
3.61K
$815K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
121+ 16.49% |
$22.7K - $27.7K
|
855
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
120+ 7.18% |
$22.5K - $27.5K
|
1.79K
$404K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
117+ 82.98% |
$22K - $26.8K
|
258
$58.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
104New |
$19.5K - $23.8K
|
104
$23.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 3.7% |
$18.8K - $22.9K
|
2.8K
$632K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
91+ 1.99% |
$17.1K - $20.8K
|
4.66K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
80+ 0.35% |
$15K - $18.3K
|
22.8K
$5.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78+ 1.89% |
$14.6K - $17.9K
|
4.2K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
75+ 0.43% |
$14.1K - $17.2K
|
17.5K
$3.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
75+ 3.55% |
$14.1K - $17.2K
|
2.19K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75+ 1.59% |
$14.1K - $17.2K
|
4.8K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72+ 6.97% |
$13.5K - $16.5K
|
1.11K
$249K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71+ 0.5% |
$13.3K - $16.3K
|
14.2K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
70+ 1.68% |
$13.1K - $16K
|
4.25K
$958K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
68+ 3.7% |
$12.8K - $15.6K
|
1.91K
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
67+ 0.16% |
$12.6K - $15.3K
|
43K
$9.69M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
65New |
$12.2K - $14.9K
|
65
$14.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
65+ 1.68% |
$12.2K - $14.9K
|
3.93K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
58New |
$10.9K - $13.3K
|
58
$13.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
56+ 17.78% |
$10.5K - $12.8K
|
371
$83.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52New |
$9.76K - $11.9K
|
52
$11.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
50New |
$9.38K - $11.4K
|
50
$11.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 33.57% |
$9.01K - $11K
|
191
$43.1K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
45+ 0.62% |
$8.45K - $10.3K
|
7.3K
$1.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 12.9% |
$8.26K - $10.1K
|
385
$86.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
42New |
$7.88K - $9.62K
|
42
$9.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 11.5% |
$7.32K - $8.93K
|
378
$85.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
39+ 1.33% |
$7.32K - $8.93K
|
2.98K
$672K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
38+ 22.49% |
$7.13K - $8.7K
|
207
$46.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 63.64% |
$6.57K - $8.01K
|
90
$20.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 3100.0% |
$5.82K - $7.1K
|
32
$7.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29+ 0.63% |
$5.44K - $6.64K
|
4.61K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 2.79% |
$5.07K - $6.18K
|
996
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27New |
$5.07K - $6.18K
|
27
$6.09K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 14.97% |
$4.69K - $5.72K
|
192
$43.3K
|