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 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.08% |
$221 - $268
|
1.22K
$292K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1- 0.11% |
$221 - $268
|
916
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2- 0.15% |
$441 - $536
|
1.34K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 50.0% |
$441 - $536
|
2
$480
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.92% |
$662 - $804
|
322
$77.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3- 2.17% |
$662 - $804
|
135
$32.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4- 0.11% |
$882 - $1.07K
|
3.78K
$907K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4- 0.44% |
$882 - $1.07K
|
905
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 50.0% |
$1.1K - $1.34K
|
5
$1.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 0.55% |
$1.32K - $1.61K
|
1.09K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-7- 0.26% |
$1.54K - $1.88K
|
2.64K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-7- 0.31% |
$1.54K - $1.88K
|
2.24K
$539K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 1.94% |
$1.54K - $1.88K
|
354
$85K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-8- 0.37% |
$1.76K - $2.14K
|
2.18K
$524K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8- 0.44% |
$1.76K - $2.14K
|
1.8K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9- 34.62% |
$1.99K - $2.41K
|
17
$4.08K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-10- 3.19% |
$2.21K - $2.68K
|
303
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$2.21K - $2.68K
|
42.7K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12- 0.01% |
$2.65K - $3.22K
|
135K
$32.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.28% |
$2.87K - $3.48K
|
4.59K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15- 3.37% |
$3.31K - $4.02K
|
430
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 0.25% |
$4.63K - $5.63K
|
8.49K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-25- 0.32% |
$5.51K - $6.7K
|
7.7K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-27- 0.24% |
$5.96K - $7.23K
|
11.4K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-31- 0.07% |
$6.84K - $8.31K
|
43.1K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-33- 0.92% |
$7.28K - $8.84K
|
3.56K
$854K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-36- 1.21% |
$7.94K - $9.65K
|
2.94K
$706K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-43- 0.86% |
$9.49K - $11.5K
|
4.99K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-44- 2.6% |
$9.71K - $11.8K
|
1.65K
$395K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-49- 0.75% |
$10.8K - $13.1K
|
6.53K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 0.29% |
$11K - $13.4K
|
17.4K
$4.19M
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-50- 1.56% |
$11K - $13.4K
|
3.16K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-55- 1.94% |
$12.1K - $14.7K
|
2.78K
$667K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-55- 2.26% |
$12.1K - $14.7K
|
2.38K
$572K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-55- 0.89% |
$12.1K - $14.7K
|
6.15K
$1.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-71- 16.95% |
$15.7K - $19K
|
348
$83.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-71- 1.21% |
$15.7K - $19K
|
5.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-72- 3.24% |
$15.9K - $19.3K
|
2.15K
$516K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75- 1.25% |
$16.5K - $20.1K
|
5.93K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-80- 0.96% |
$17.6K - $21.4K
|
8.28K
$1.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-80- 0.53% |
$17.6K - $21.4K
|
14.9K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84- 34.29% |
$18.5K - $22.5K
|
161
$38.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-86- 43.22% |
$19K - $23K
|
113
$27.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-86- 21.99% |
$19K - $23K
|
305
$73.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-90- 7.79% |
$19.9K - $24.1K
|
1.07K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-91- 4.1% |
$20.1K - $24.4K
|
2.13K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-92- 2.97% |
$20.3K - $24.7K
|
3K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-92- 6.08% |
$20.3K - $24.7K
|
1.42K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-94- 1.93% |
$20.7K - $25.2K
|
4.77K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-98- 9.74% |
$21.6K - $26.3K
|
908
$218K
|