Purchases and Sales Made in Q2 2025 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q2 2025. 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 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
16.1K+ 2032.95% |
$3.81M - $5.28M
|
16.9K
$5.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.1K+ 254.54% |
$3.8M - $5.27M
|
22.4K
$7.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
4.53KNew |
$1.07M - $1.49M
|
4.53K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.61KNew |
$854K - $1.18M
|
3.61K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.32K+ 14.72% |
$548K - $760K
|
18.1K
$5.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.42KNew |
$336K - $467K
|
1.42K
$462K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
785New |
$186K - $257K
|
785
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
765New |
$181K - $251K
|
765
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
687New |
$162K - $225K
|
687
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
671New |
$159K - $220K
|
671
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
600+ 3.85% |
$142K - $197K
|
16.2K
$5.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
299+ 0.84% |
$70.7K - $98.1K
|
35.9K
$11.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
291+ 12.87% |
$68.8K - $95.4K
|
2.55K
$829K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 42.83% |
$62.9K - $87.2K
|
887
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
231+ 0.52% |
$54.6K - $75.8K
|
45.1K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 12.36% |
$17.7K - $24.6K
|
682
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.41% |
$236 - $328
|
245
$79.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 1.2% |
$236 - $328
|
84
$27.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 2.44% |
$236 - $328
|
40
$13K
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-2- 0.25% |
$473 - $656
|
800
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.23% |
$1.18K - $1.64K
|
400
$130K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 38.46% |
$1.18K - $1.64K
|
8
$2.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 0.9% |
$1.42K - $1.97K
|
658
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-113- 2.71% |
$26.7K - $37.1K
|
4.05K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-204- 3.65% |
$48.2K - $66.9K
|
5.39K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-257- 6.84% |
$60.8K - $84.3K
|
3.5K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.74K- 9.77% |
$411K - $570K
|
16.1K
$5.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.79K- 38.65% |
$423K - $587K
|
2.84K
$923K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.44K- 11.99% |
$814K - $1.13M
|
25.3K
$8.2M
|