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 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-100- 1.46% |
$22.1K - $26.8K
|
6.77K
$1.62M
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 4.76% |
$22.1K - $26.8K
|
2K
$480K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-101- 2.08% |
$22.3K - $27.1K
|
4.75K
$1.14M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-103- 3.25% |
$22.7K - $27.6K
|
3.06K
$736K
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-107- 3.56% |
$23.6K - $28.7K
|
2.9K
$695K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-126- 11.97% |
$27.8K - $33.8K
|
927
$223K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-128- 3.05% |
$28.2K - $34.3K
|
4.07K
$977K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-133- 14.16% |
$29.3K - $35.6K
|
806
$193K
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-140- 3.84% |
$30.9K - $37.5K
|
3.51K
$842K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-142- 0.83% |
$31.3K - $38.1K
|
17K
$4.09M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-154- 2.14% |
$34K - $41.3K
|
7.04K
$1.69M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-156- 9.4% |
$34.4K - $41.8K
|
1.5K
$361K
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-156- 8.65% |
$34.4K - $41.8K
|
1.65K
$395K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-160- 7.7% |
$35.3K - $42.9K
|
1.92K
$460K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-167- 29.56% |
$36.8K - $44.7K
|
398
$95.5K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-186- 1.11% |
$41K - $49.8K
|
16.6K
$3.98M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-186- 9.17% |
$41K - $49.8K
|
1.84K
$442K
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-190- 5.06% |
$41.9K - $50.9K
|
3.57K
$856K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-200- 19.59% |
$44.1K - $53.6K
|
821
$197K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-200- 5.09% |
$44.1K - $53.6K
|
3.73K
$895K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-204- 5.2% |
$45K - $54.7K
|
3.72K
$893K
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-214- 1.46% |
$47.2K - $57.3K
|
14.4K
$3.46M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-244- 2.53% |
$53.8K - $65.4K
|
9.4K
$2.26M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-245- 16.93% |
$54K - $65.7K
|
1.2K
$289K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-247- 0.18% |
$54.5K - $66.2K
|
135K
$32.3M
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-248- 0.79% |
$54.7K - $66.5K
|
31.2K
$7.48M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 55.93% |
$55.1K - $67K
|
197
$47.3K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-279- 10.71% |
$61.5K - $74.8K
|
2.33K
$558K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-286- 4.28% |
$63.1K - $76.6K
|
6.39K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-288- 3.19% |
$63.5K - $77.2K
|
8.74K
$2.1M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-325- 2.07% |
$71.7K - $87.1K
|
15.4K
$3.69M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-336- 14.08% |
$74.1K - $90K
|
2.05K
$492K
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-340- 14.36% |
$75K - $91.1K
|
2.03K
$487K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-340- 17.62% |
$75K - $91.1K
|
1.59K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-353- 0.82% |
$77.9K - $94.6K
|
42.6K
$10.2M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-358Closed |
$79K - $95.9K
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-360- 9.46% |
$79.4K - $96.5K
|
3.45K
$827K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-361- 8.85% |
$79.6K - $96.7K
|
3.72K
$892K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-375- 11.81% |
$82.7K - $100K
|
2.8K
$672K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-376- 2.65% |
$82.9K - $101K
|
13.8K
$3.32M
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-381- 6.01% |
$84K - $102K
|
5.96K
$1.43M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-385- 24.44% |
$84.9K - $103K
|
1.19K
$286K
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-408- 2.05% |
$90K - $109K
|
19.5K
$4.68M
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-426- 0.96% |
$94K - $114K
|
44K
$10.6M
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-427- 6.16% |
$94.2K - $114K
|
6.5K
$1.56M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-435- 30.7% |
$96K - $117K
|
982
$236K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-436- 4.93% |
$96.2K - $117K
|
8.4K
$2.02M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 98.43% |
$110K - $134K
|
8
$1.92K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-509- 8.87% |
$112K - $136K
|
5.23K
$1.26M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-530- 4.29% |
$117K - $142K
|
11.8K
$2.84M
|