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
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.42% |
$17.6K - $21.4K
|
19.3K
$4.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
73+ 1.77% |
$16.1K - $19.6K
|
4.19K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 8.19% |
$15.4K - $18.8K
|
925
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
66New |
$14.6K - $17.7K
|
66
$15.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
62New |
$13.7K - $16.6K
|
62
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
60+ 8.94% |
$13.2K - $16.1K
|
731
$175K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60+ 1.02% |
$13.2K - $16.1K
|
5.92K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
57+ 0.48% |
$12.6K - $15.3K
|
11.9K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 8.91% |
$9.93K - $12.1K
|
550
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
38+ 0.62% |
$8.38K - $10.2K
|
6.21K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
31+ 1.61% |
$6.84K - $8.31K
|
1.96K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25+ 2.52% |
$5.51K - $6.7K
|
1.02K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 1.76% |
$5.51K - $6.7K
|
1.45K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24+ 0.5% |
$5.29K - $6.43K
|
4.87K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24+ 1.11% |
$5.29K - $6.43K
|
2.19K
$525K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 8.37% |
$4.85K - $5.9K
|
285
$68.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
21+ 2.35% |
$4.63K - $5.63K
|
916
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 65.63% |
$4.63K - $5.63K
|
53
$12.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21New |
$4.63K - $5.63K
|
21
$5.04K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 1.68% |
$4.41K - $5.36K
|
1.21K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 5.03% |
$4.19K - $5.09K
|
397
$95.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14+ 0.16% |
$3.09K - $3.75K
|
8.59K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14New |
$3.09K - $3.75K
|
14
$3.36K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12New |
$2.65K - $3.22K
|
12
$2.88K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 133.33% |
$2.65K - $3.22K
|
21
$5.04K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11+ 0.05% |
$2.43K - $2.95K
|
22.9K
$5.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$2.21K - $2.68K
|
10
$2.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 1.71% |
$1.99K - $2.41K
|
535
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9+ 0.92% |
$1.99K - $2.41K
|
982
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.52% |
$1.76K - $2.14K
|
1.55K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
8+ 0.42% |
$1.76K - $2.14K
|
1.91K
$459K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7+ 0.08% |
$1.54K - $1.88K
|
8.37K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7+ 0.38% |
$1.54K - $1.88K
|
1.83K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
6+ 2.33% |
$1.32K - $1.61K
|
264
$63.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$1.32K - $1.61K
|
6
$1.44K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 10.0% |
$1.1K - $1.34K
|
55
$13.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.1K - $1.34K
|
5
$1.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 80.0% |
$882 - $1.07K
|
9
$2.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 2.05% |
$882 - $1.07K
|
199
$47.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.41% |
$882 - $1.07K
|
981
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 5.17% |
$662 - $804
|
61
$14.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$662 - $804
|
560
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 1.52% |
$662 - $804
|
200
$48K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2+ 1.92% |
$441 - $536
|
106
$25.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 100.0% |
$441 - $536
|
4
$960
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.09% |
$441 - $536
|
186
$44.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 33.33% |
$441 - $536
|
8
$1.92K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.56% |
$221 - $268
|
19
$4.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$221 - $268
|
4.04K
$969K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|