Purchases and Sales Made in Q4 2021 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
110+ 0.68% |
$14.7K - $16.5K
|
16.2K
$3.9M
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
110+ 1.3% |
$14.7K - $16.5K
|
8.6K
$2.06M
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
100+ 0.35% |
$13.3K - $15K
|
28.4K
$6.81M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
89New |
$11.9K - $13.3K
|
89
$21.4K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
87+ 35.66% |
$11.6K - $13K
|
331
$79.5K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
86+ 76.11% |
$11.5K - $12.9K
|
199
$47.8K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
79+ 2.97% |
$10.5K - $11.8K
|
2.74K
$658K
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
75+ 0.7% |
$10K - $11.2K
|
10.7K
$2.58M
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
69+ 8.11% |
$9.2K - $10.3K
|
920
$221K
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
60New |
$8K - $8.99K
|
60
$14.4K
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
56New |
$7.47K - $8.39K
|
56
$13.4K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
55New |
$7.34K - $8.24K
|
55
$13.2K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53+ 1.06% |
$7.07K - $7.94K
|
5.07K
$1.22M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
41New |
$5.47K - $6.14K
|
41
$9.84K
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
33+ 0.0% |
$4.4K - $4.94K
|
1.31M
$315M
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
28+ 0.97% |
$3.73K - $4.19K
|
2.91K
$699K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
28New |
$3.73K - $4.19K
|
28
$6.72K
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
25+ 0.54% |
$3.33K - $3.75K
|
4.62K
$1.11M
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
22New |
$2.93K - $3.3K
|
22
$5.28K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21+ 1.26% |
$2.8K - $3.15K
|
1.69K
$406K
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
20+ 0.02% |
$2.67K - $3K
|
125K
$30M
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
19+ 0.59% |
$2.53K - $2.85K
|
3.25K
$779K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 42.86% |
$2.4K - $2.7K
|
60
$14.4K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2K - $2.25K
|
15
$3.6K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13+ 0.67% |
$1.73K - $1.95K
|
1.94K
$465K
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
12New |
$1.6K - $1.8K
|
12
$2.88K
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
10New |
$1.33K - $1.5K
|
10
$2.4K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9New |
$1.2K - $1.35K
|
9
$2.16K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
9New |
$1.2K - $1.35K
|
9
$2.16K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 6.78% |
$1.07K - $1.2K
|
126
$30.2K
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 3.7% |
$1.07K - $1.2K
|
224
$53.8K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8New |
$1.07K - $1.2K
|
8
$1.92K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
7+ 100.0% |
$934 - $1.05K
|
14
$3.36K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$667 - $749
|
5
$1.2K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5New |
$667 - $749
|
5
$1.2K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$667 - $749
|
5
$1.2K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$400 - $449
|
3
$720
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2+ 0.07% |
$267 - $300
|
3.07K
$737K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.26% |
$133 - $150
|
382
$91.7K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3Closed |
$400 - $449
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-5- 0.04% |
$667 - $749
|
11.2K
$2.69M
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5- 8.62% |
$667 - $749
|
53
$12.7K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 1.45% |
$934 - $1.05K
|
476
$114K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7- 0.06% |
$934 - $1.05K
|
11.3K
$2.7M
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-12- 0.05% |
$1.6K - $1.8K
|
22.1K
$5.29M
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-16- 0.13% |
$2.13K - $2.4K
|
12.6K
$3.03M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-17- 0.4% |
$2.27K - $2.55K
|
4.24K
$1.02M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-20- 0.07% |
$2.67K - $3K
|
26.9K
$6.45M
|
|
Feb 03, 2022
Q4 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-20- 1.12% |
$2.67K - $3K
|
1.77K
$425K
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-21- 0.71% |
$2.8K - $3.15K
|
2.94K
$705K
|