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 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.32K - $5.27K
|
23
$5.19K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22+ 1.48% |
$4.13K - $5.04K
|
1.51K
$341K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
19+ 1.19% |
$3.57K - $4.35K
|
1.61K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18+ 0.97% |
$3.38K - $4.12K
|
1.87K
$421K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.38K - $4.12K
|
18
$4.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 2.77% |
$2.82K - $3.43K
|
557
$126K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15+ 1.25% |
$2.82K - $3.43K
|
1.22K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 7.6% |
$2.44K - $2.98K
|
184
$41.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$2.44K - $2.98K
|
13
$2.93K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.51% |
$2.06K - $2.52K
|
2.17K
$488K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11+ 0.51% |
$2.06K - $2.52K
|
2.17K
$488K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 150.0% |
$1.13K - $1.37K
|
10
$2.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$1.13K - $1.37K
|
6
$1.35K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
6+ 0.01% |
$1.13K - $1.37K
|
53.6K
$12.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$938 - $1.14K
|
5
$1.13K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$938 - $1.14K
|
5
$1.13K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$938 - $1.14K
|
5
$1.13K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$751 - $916
|
4
$902
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4+ 0.02% |
$751 - $916
|
17.7K
$3.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.32% |
$563 - $687
|
230
$51.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 6.38% |
$563 - $687
|
50
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$563 - $687
|
2.08K
$469K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 300.0% |
$563 - $687
|
4
$902
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$375 - $458
|
2
$451
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$188 - $229
|
6
$1.35K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$188 - $229
|
4.03K
$910K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1- 0.03% |
$188 - $229
|
3.57K
$806K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.13% |
$375 - $458
|
1.58K
$355K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-4- 0.03% |
$751 - $916
|
12K
$2.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$751 - $916
|
1.55K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-4- 0.38% |
$751 - $916
|
1.05K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5- 0.21% |
$938 - $1.14K
|
2.37K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-5- 0.03% |
$938 - $1.14K
|
14.6K
$3.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7- 7.87% |
$1.31K - $1.6K
|
82
$18.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 3.43% |
$1.31K - $1.6K
|
197
$44.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 18.92% |
$1.31K - $1.6K
|
30
$6.77K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 2.43% |
$1.69K - $2.06K
|
361
$81.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 59.09% |
$2.44K - $2.98K
|
9
$2.03K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 1.17% |
$2.44K - $2.98K
|
1.1K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 3.96% |
$2.82K - $3.43K
|
364
$82.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-22- 0.58% |
$4.13K - $5.04K
|
3.78K
$853K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-24- 3.03% |
$4.5K - $5.49K
|
769
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-25- 0.06% |
$4.69K - $5.72K
|
42.7K
$9.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-25- 48.08% |
$4.69K - $5.72K
|
27
$6.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-25- 0.78% |
$4.69K - $5.72K
|
3.19K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35- 1.85% |
$6.57K - $8.01K
|
1.85K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-36- 2.43% |
$6.76K - $8.24K
|
1.45K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-39- 0.95% |
$7.32K - $8.93K
|
4.08K
$920K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 16.39% |
$7.32K - $8.93K
|
199
$44.9K
|