Purchases and Sales Made in Q3 2021 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
51+ 0.4% |
$6.28K - $7.25K
|
12.8K
$2.88M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$6.03K - $6.97K
|
49
$11.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
40New |
$4.92K - $5.69K
|
40
$9.02K
|
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
39+ 2.35% |
$4.8K - $5.55K
|
1.7K
$384K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39New |
$4.8K - $5.55K
|
39
$8.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
37New |
$4.55K - $5.26K
|
37
$8.35K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27+ 1.26% |
$3.32K - $3.84K
|
2.16K
$488K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
26+ 0.31% |
$3.2K - $3.7K
|
8.49K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25+ 1.12% |
$3.08K - $3.55K
|
2.25K
$507K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22+ 1.16% |
$2.71K - $3.13K
|
1.93K
$434K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20+ 0.87% |
$2.46K - $2.84K
|
2.32K
$522K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 5.25% |
$2.34K - $2.7K
|
381
$85.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
18+ 0.91% |
$2.22K - $2.56K
|
2K
$451K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 0.94% |
$1.72K - $1.99K
|
1.51K
$340K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
12+ 0.05% |
$1.48K - $1.71K
|
22.1K
$4.98M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 9.71% |
$1.23K - $1.42K
|
113
$25.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9+ 0.54% |
$1.11K - $1.28K
|
1.67K
$377K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 20.0% |
$861 - $995
|
42
$9.47K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.23% |
$615 - $711
|
2.14K
$484K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 9.43% |
$615 - $711
|
58
$13.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
4New |
$492 - $569
|
4
$902
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3New |
$369 - $427
|
3
$677
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.1% |
$246 - $284
|
1.98K
$447K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$123 - $142
|
1.96K
$441K
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1+ 0.06% |
$123 - $142
|
1.57K
$354K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 1.35% |
$123 - $142
|
75
$16.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$123 - $142
|
3.85K
$867K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$123 - $142
|
118
$26.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.58% |
$123 - $142
|
172
$38.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.05% |
$123 - $142
|
1.9K
$429K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$246 - $284
|
2.43K
$549K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 12.5% |
$738 - $853
|
42
$9.47K
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-11Closed |
$1.35K - $1.56K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-19- 1.09% |
$2.34K - $2.7K
|
1.72K
$388K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-24Closed |
$2.95K - $3.41K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.99% |
$3.69K - $4.27K
|
3.01K
$678K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36- 0.19% |
$4.43K - $5.12K
|
19.2K
$4.34M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-38- 0.34% |
$4.68K - $5.4K
|
11.2K
$2.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-39Closed |
$4.8K - $5.55K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-42- 0.53% |
$5.17K - $5.97K
|
7.96K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-55- 1.01% |
$6.77K - $7.82K
|
5.41K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-64- 9.34% |
$7.88K - $9.1K
|
621
$140K
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-64- 3.08% |
$7.88K - $9.1K
|
2.01K
$454K
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-78Closed |
$9.6K - $11.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-78- 0.61% |
$9.6K - $11.1K
|
12.6K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-83- 2.51% |
$10.2K - $11.8K
|
3.23K
$728K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-84- 2.8% |
$10.3K - $11.9K
|
2.92K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-86- 11.81% |
$10.6K - $12.2K
|
642
$145K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-87- 0.71% |
$10.7K - $12.4K
|
12.2K
$2.74M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-92- 0.44% |
$11.3K - $13.1K
|
20.7K
$4.66M
|