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 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.41% |
$157 - $180
|
243
$58.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-2- -0.0% |
$315 - $361
|
54K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 10.53% |
$315 - $361
|
17
$4.08K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 0.25% |
$630 - $721
|
1.62K
$389K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4- 0.13% |
$630 - $721
|
3.13K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6- 0.63% |
$944 - $1.08K
|
946
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 4.4% |
$1.1K - $1.26K
|
152
$36.5K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 1.22% |
$1.1K - $1.26K
|
566
$136K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-9- 0.49% |
$1.42K - $1.62K
|
1.82K
$438K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10- 0.31% |
$1.57K - $1.8K
|
3.21K
$771K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 2.89% |
$1.57K - $1.8K
|
336
$80.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 17.86% |
$1.57K - $1.8K
|
46
$11K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14- 0.92% |
$2.2K - $2.52K
|
1.5K
$360K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-15- 0.82% |
$2.36K - $2.7K
|
1.81K
$435K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 1.64% |
$3.15K - $3.61K
|
1.2K
$288K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 8.54% |
$3.31K - $3.79K
|
225
$54K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-22- 0.82% |
$3.46K - $3.97K
|
2.65K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 7.62% |
$3.78K - $4.33K
|
291
$69.9K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25- 0.96% |
$3.94K - $4.51K
|
2.59K
$621K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-27- 0.05% |
$4.25K - $4.87K
|
52.1K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30- 0.68% |
$4.72K - $5.41K
|
4.36K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-33- 4.5% |
$5.19K - $5.95K
|
700
$168K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-38- 1.67% |
$5.98K - $6.85K
|
2.24K
$537K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 16.46% |
$6.3K - $7.21K
|
203
$48.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43- 2.66% |
$6.77K - $7.75K
|
1.57K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-44- 2.0% |
$6.93K - $7.93K
|
2.16K
$518K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-45- 5.23% |
$7.08K - $8.11K
|
815
$196K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-47- 6.45% |
$7.4K - $8.47K
|
682
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 19.26% |
$7.4K - $8.47K
|
197
$47.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 19.26% |
$7.4K - $8.47K
|
197
$47.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-50- 0.04% |
$7.87K - $9.01K
|
124K
$29.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-50- 0.59% |
$7.87K - $9.01K
|
8.44K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-52- 6.53% |
$8.19K - $9.38K
|
744
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
SELL
|
- |
-66- 4.7% |
$10.4K - $11.9K
|
1.34K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-78- 3.79% |
$12.3K - $14.1K
|
1.98K
$475K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-79- 4.89% |
$12.4K - $14.2K
|
1.54K
$369K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-79- 0.31% |
$12.4K - $14.2K
|
25.7K
$6.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-97- 2.08% |
$15.3K - $17.5K
|
4.56K
$1.1M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-110- 31.07% |
$17.3K - $19.8K
|
244
$58.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-117- 2.77% |
$18.4K - $21.1K
|
4.11K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-120- 4.32% |
$18.9K - $21.6K
|
2.66K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-121- 0.84% |
$19K - $21.8K
|
14.3K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-128- 1.85% |
$20.1K - $23.1K
|
6.81K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-139- 2.31% |
$21.9K - $25.1K
|
5.89K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-141- 2.72% |
$22.2K - $25.4K
|
5.05K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-150- 2.45% |
$23.6K - $27K
|
5.98K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-150- 10.46% |
$23.6K - $27K
|
1.28K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-153- 9.19% |
$24.1K - $27.6K
|
1.51K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-177- 4.6% |
$27.9K - $31.9K
|
3.67K
$881K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-179- 1.43% |
$28.2K - $32.3K
|
12.4K
$2.97M
|