Purchases and Sales Made in Q3 2023 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q3 2023. 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 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
106+ 4.2% |
$16.7K - $19.1K
|
2.63K
$631K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
106+ 2.61% |
$16.7K - $19.1K
|
4.16K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
102+ 0.5% |
$16.1K - $18.4K
|
20.4K
$4.91M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
100+ 46.73% |
$15.7K - $18K
|
314
$75.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.94% |
$15.7K - $18K
|
2.64K
$633K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
97+ 6.95% |
$15.3K - $17.5K
|
1.49K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
93+ 1.69% |
$14.6K - $16.8K
|
5.59K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81+ 0.28% |
$12.8K - $14.6K
|
28.6K
$6.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
80+ 2.45% |
$12.6K - $14.4K
|
3.35K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
79+ 49.38% |
$12.4K - $14.2K
|
239
$57.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
75+ 2.27% |
$11.8K - $13.5K
|
3.38K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 1.14% |
$11.8K - $13.5K
|
6.64K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
70+ 0.14% |
$11K - $12.6K
|
49.6K
$11.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
69+ 18.25% |
$10.9K - $12.4K
|
447
$107K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
65+ 5.42% |
$10.2K - $11.7K
|
1.27K
$304K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
57+ 7.19% |
$8.97K - $10.3K
|
850
$204K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 1.41% |
$8.34K - $9.56K
|
3.81K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
50+ 1.25% |
$7.87K - $9.01K
|
4.05K
$973K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 3.71% |
$7.4K - $8.47K
|
1.32K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
40New |
$6.3K - $7.21K
|
40
$9.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 72.55% |
$5.82K - $6.67K
|
88
$21.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
36+ 1.33% |
$5.67K - $6.49K
|
2.74K
$657K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
35+ 0.59% |
$5.51K - $6.31K
|
5.99K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
33New |
$5.19K - $5.95K
|
33
$7.92K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
29New |
$4.56K - $5.23K
|
29
$6.96K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
28New |
$4.41K - $5.05K
|
28
$6.72K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 9.81% |
$4.09K - $4.69K
|
291
$69.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
21New |
$3.31K - $3.79K
|
21
$5.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.82% |
$2.52K - $2.88K
|
1.96K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16+ 3.26% |
$2.52K - $2.88K
|
507
$122K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.64% |
$2.05K - $2.34K
|
2.04K
$491K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$1.73K - $1.98K
|
11
$2.64K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10+ 7.41% |
$1.57K - $1.8K
|
145
$34.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$1.42K - $1.62K
|
9
$2.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7+ 0.38% |
$1.1K - $1.26K
|
1.85K
$443K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.52% |
$1.1K - $1.26K
|
1.37K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$1.1K - $1.26K
|
7
$1.68K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
5+ 0.04% |
$787 - $901
|
11.9K
$2.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4New |
$630 - $721
|
4
$960
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.75% |
$630 - $721
|
535
$128K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.21% |
$630 - $721
|
1.91K
$459K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$472 - $541
|
3
$720
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 20.0% |
$472 - $541
|
18
$4.32K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 50.0% |
$157 - $180
|
3
$720
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 0.04% |
$157 - $180
|
2.59K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 0.04% |
$157 - $180
|
2.59K
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.33% |
$157 - $180
|
301
$72.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.05% |
$157 - $180
|
2K
$480K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$157 - $180
|
1.93K
$462K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|