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 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27New |
$5.07K - $6.18K
|
27
$8.77K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 2.79% |
$5.07K - $6.18K
|
996
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 14.97% |
$4.69K - $5.72K
|
192
$62.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.32K - $5.27K
|
23
$7.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22+ 1.48% |
$4.13K - $5.04K
|
1.51K
$491K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
19+ 1.19% |
$3.57K - $4.35K
|
1.61K
$524K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.38K - $4.12K
|
18
$5.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18+ 0.97% |
$3.38K - $4.12K
|
1.87K
$606K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15+ 1.25% |
$2.82K - $3.43K
|
1.22K
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 2.77% |
$2.82K - $3.43K
|
557
$181K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$2.44K - $2.98K
|
13
$4.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 7.6% |
$2.44K - $2.98K
|
184
$59.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.51% |
$2.06K - $2.52K
|
2.17K
$703K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11+ 0.51% |
$2.06K - $2.52K
|
2.17K
$703K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
6+ 0.01% |
$1.13K - $1.37K
|
53.6K
$17.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$1.13K - $1.37K
|
6
$1.95K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 150.0% |
$1.13K - $1.37K
|
10
$3.25K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$938 - $1.14K
|
5
$1.62K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$938 - $1.14K
|
5
$1.62K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$938 - $1.14K
|
5
$1.62K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4+ 0.02% |
$751 - $916
|
17.7K
$5.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$751 - $916
|
4
$1.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 6.38% |
$563 - $687
|
50
$16.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 300.0% |
$563 - $687
|
4
$1.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$563 - $687
|
2.08K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.32% |
$563 - $687
|
230
$74.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$375 - $458
|
2
$649
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$188 - $229
|
6
$1.95K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$188 - $229
|
4.03K
$1.31M
|
|
|
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
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.13% |
$375 - $458
|
1.58K
$511K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$751 - $916
|
1.55K
$502K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-4- 0.03% |
$751 - $916
|
12K
$3.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-4- 0.38% |
$751 - $916
|
1.05K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-5- 0.03% |
$938 - $1.14K
|
14.6K
$4.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5- 0.21% |
$938 - $1.14K
|
2.37K
$768K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 18.92% |
$1.31K - $1.6K
|
30
$9.74K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 3.43% |
$1.31K - $1.6K
|
197
$64K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7- 7.87% |
$1.31K - $1.6K
|
82
$26.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 2.43% |
$1.69K - $2.06K
|
361
$117K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 1.17% |
$2.44K - $2.98K
|
1.1K
$356K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 59.09% |
$2.44K - $2.98K
|
9
$2.92K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 3.96% |
$2.82K - $3.43K
|
364
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-22- 0.58% |
$4.13K - $5.04K
|
3.78K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-24- 3.03% |
$4.5K - $5.49K
|
769
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-25- 0.78% |
$4.69K - $5.72K
|
3.19K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-25- 0.06% |
$4.69K - $5.72K
|
42.7K
$13.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-25- 48.08% |
$4.69K - $5.72K
|
27
$8.77K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35- 1.85% |
$6.57K - $8.01K
|
1.85K
$602K
|