Purchases and Sales Made in Q3 2024 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 0.24% |
$291K - $353K
|
551K
$132M
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.3K+ 50.0% |
$287K - $348K
|
3.9K
$936K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.27KNew |
$281K - $341K
|
1.27K
$306K
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.25KNew |
$276K - $335K
|
1.25K
$300K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.25KNew |
$275K - $334K
|
1.25K
$299K
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.25KNew |
$275K - $334K
|
1.25K
$299K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.25K+ 58.59% |
$275K - $334K
|
3.37K
$809K
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
1.22K+ 17.18% |
$268K - $326K
|
8.29K
$1.99M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.21KNew |
$266K - $323K
|
1.21K
$290K
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.18K+ 1.16% |
$260K - $316K
|
103K
$24.8M
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
1.09KNew |
$240K - $291K
|
1.09K
$261K
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.08K+ 0.98% |
$238K - $290K
|
112K
$26.8M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.06KNew |
$233K - $283K
|
1.06K
$253K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.02K+ 15.95% |
$224K - $273K
|
7.39K
$1.77M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.01KNew |
$223K - $271K
|
1.01K
$243K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
981New |
$216K - $263K
|
981
$235K
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
969+ 2.67% |
$214K - $260K
|
37.3K
$8.94M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
965+ 48.66% |
$213K - $259K
|
2.95K
$708K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
958New |
$211K - $257K
|
958
$230K
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
949+ 1.36% |
$209K - $254K
|
71K
$17M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
944New |
$208K - $253K
|
944
$227K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
934New |
$206K - $250K
|
934
$224K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
928New |
$205K - $249K
|
928
$223K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
890+ 35.67% |
$196K - $238K
|
3.39K
$813K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
889New |
$196K - $238K
|
889
$213K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
875New |
$193K - $234K
|
875
$210K
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
874+ 84.2% |
$193K - $234K
|
1.91K
$459K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
872New |
$192K - $234K
|
872
$209K
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
867New |
$191K - $232K
|
867
$208K
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
866+ 49.37% |
$191K - $232K
|
2.62K
$629K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
861New |
$190K - $231K
|
861
$207K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
859New |
$189K - $230K
|
859
$206K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
856New |
$189K - $229K
|
856
$205K
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
850New |
$188K - $228K
|
850
$204K
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
833New |
$184K - $223K
|
833
$200K
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
820New |
$181K - $220K
|
820
$197K
|
|
Nov 14, 2024
Q3 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
808New |
$178K - $217K
|
808
$194K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
802New |
$177K - $215K
|
802
$193K
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
800New |
$176K - $214K
|
800
$192K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
787New |
$174K - $211K
|
787
$189K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
781New |
$172K - $209K
|
781
$187K
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
781New |
$172K - $209K
|
781
$187K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
771New |
$170K - $207K
|
771
$185K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
766New |
$169K - $205K
|
766
$184K
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
760+ 5.18% |
$168K - $204K
|
15.4K
$3.71M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
645+ 15.28% |
$142K - $173K
|
4.87K
$1.17M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
645+ 26.39% |
$142K - $173K
|
3.09K
$742K
|
|
Nov 14, 2024
Q3 2024
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
640+ 15.08% |
$141K - $171K
|
4.89K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
638+ 2.99% |
$141K - $171K
|
22K
$5.28M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
604+ 3.41% |
$133K - $162K
|
18.3K
$4.4M
|