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 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117New |
$25.8K - $31.4K
|
117
$38K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
114+ 7.9% |
$25.1K - $30.5K
|
1.56K
$506K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
114New |
$25.1K - $30.5K
|
114
$37K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
106+ 6.57% |
$23.4K - $28.4K
|
1.72K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 3.57% |
$22.1K - $26.8K
|
2.9K
$942K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
91+ 0.75% |
$20.1K - $24.4K
|
12.3K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.42% |
$17.6K - $21.4K
|
19.3K
$6.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
73+ 1.77% |
$16.1K - $19.6K
|
4.19K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 8.19% |
$15.4K - $18.8K
|
925
$300K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
66New |
$14.6K - $17.7K
|
66
$21.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
62New |
$13.7K - $16.6K
|
62
$20.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60+ 1.02% |
$13.2K - $16.1K
|
5.92K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
60+ 8.94% |
$13.2K - $16.1K
|
731
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
57+ 0.48% |
$12.6K - $15.3K
|
11.9K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 8.91% |
$9.93K - $12.1K
|
550
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
38+ 0.62% |
$8.38K - $10.2K
|
6.21K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
31+ 1.61% |
$6.84K - $8.31K
|
1.96K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25+ 2.52% |
$5.51K - $6.7K
|
1.02K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 1.76% |
$5.51K - $6.7K
|
1.45K
$469K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24+ 1.11% |
$5.29K - $6.43K
|
2.19K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24+ 0.5% |
$5.29K - $6.43K
|
4.87K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 8.37% |
$4.85K - $5.9K
|
285
$92.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21New |
$4.63K - $5.63K
|
21
$6.82K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 65.63% |
$4.63K - $5.63K
|
53
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
21+ 2.35% |
$4.63K - $5.63K
|
916
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 1.68% |
$4.41K - $5.36K
|
1.21K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 5.03% |
$4.19K - $5.09K
|
397
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14+ 0.16% |
$3.09K - $3.75K
|
8.59K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14New |
$3.09K - $3.75K
|
14
$4.55K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 133.33% |
$2.65K - $3.22K
|
21
$6.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12New |
$2.65K - $3.22K
|
12
$3.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11+ 0.05% |
$2.43K - $2.95K
|
22.9K
$7.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$2.21K - $2.68K
|
10
$3.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9+ 0.92% |
$1.99K - $2.41K
|
982
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 1.71% |
$1.99K - $2.41K
|
535
$174K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.52% |
$1.76K - $2.14K
|
1.55K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8+ 0.42% |
$1.76K - $2.14K
|
1.91K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7+ 0.38% |
$1.54K - $1.88K
|
1.83K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7+ 0.08% |
$1.54K - $1.88K
|
8.37K
$2.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$1.32K - $1.61K
|
6
$1.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
6+ 2.33% |
$1.32K - $1.61K
|
264
$85.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 10.0% |
$1.1K - $1.34K
|
55
$17.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.1K - $1.34K
|
5
$1.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 2.05% |
$882 - $1.07K
|
199
$64.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 80.0% |
$882 - $1.07K
|
9
$2.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.41% |
$882 - $1.07K
|
981
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$662 - $804
|
560
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 5.17% |
$662 - $804
|
61
$19.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 1.52% |
$662 - $804
|
200
$64.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.09% |
$441 - $536
|
186
$60.4K
|