Purchases and Sales Made in Q4 2022 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12+ 0.37% |
$1.68K - $1.98K
|
3.22K
$770K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
10New |
$1.4K - $1.65K
|
10
$2.39K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 2.75% |
$1.26K - $1.48K
|
336
$80.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9+ 3.52% |
$1.26K - $1.48K
|
265
$63.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7+ 0.68% |
$978 - $1.15K
|
1.03K
$247K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 1.18% |
$838 - $988
|
513
$123K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 45.45% |
$699 - $824
|
16
$3.82K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$559 - $659
|
4
$956
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$559 - $659
|
4
$956
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 8.11% |
$419 - $494
|
40
$9.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3New |
$419 - $494
|
3
$717
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 66.67% |
$279 - $329
|
5
$1.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2New |
$279 - $329
|
2
$478
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.52% |
$140 - $165
|
192
$45.9K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$140 - $165
|
1
$239
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$140 - $165
|
4.03K
$964K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.05% |
$140 - $165
|
1.91K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$140 - $165
|
3.92K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- -0.0% |
$140 - $165
|
348K
$83M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1- 0.05% |
$140 - $165
|
1.94K
$464K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 7.69% |
$140 - $165
|
12
$2.87K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$279 - $329
|
4
$956
|
|
|
Feb 14, 2023
Q4 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-6- 0.04% |
$838 - $988
|
15.2K
$3.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6- 0.1% |
$838 - $988
|
6.26K
$1.5M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6- 0.23% |
$838 - $988
|
2.61K
$622K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 3.39% |
$1.12K - $1.32K
|
228
$54.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 15.38% |
$1.4K - $1.65K
|
55
$13.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12- 0.76% |
$1.68K - $1.98K
|
1.56K
$372K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-12- 0.41% |
$1.68K - $1.98K
|
2.93K
$699K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-14- 0.83% |
$1.96K - $2.31K
|
1.67K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 2.32% |
$2.24K - $2.64K
|
674
$161K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.21% |
$2.79K - $3.29K
|
9.36K
$2.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-21- 0.83% |
$2.93K - $3.46K
|
2.52K
$602K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 6.31% |
$2.93K - $3.46K
|
312
$74.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-23- 1.6% |
$3.21K - $3.79K
|
1.42K
$339K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-24- 72.73% |
$3.35K - $3.95K
|
9
$2.15K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-30- 0.96% |
$4.19K - $4.94K
|
3.11K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-31- 0.83% |
$4.33K - $5.11K
|
3.72K
$888K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-32- 13.06% |
$4.47K - $5.27K
|
213
$50.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-34- 79.07% |
$4.75K - $5.6K
|
9
$2.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 17.29% |
$5.17K - $6.09K
|
177
$42.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-42- 1.18% |
$5.87K - $6.92K
|
3.52K
$840K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-42- 17.14% |
$5.87K - $6.92K
|
203
$48.5K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-51- 10.41% |
$7.13K - $8.4K
|
439
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-57- 2.47% |
$7.96K - $9.39K
|
2.25K
$537K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-58- 36.94% |
$8.1K - $9.55K
|
99
$23.7K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-66- 2.47% |
$9.22K - $10.9K
|
2.61K
$622K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-66- 2.47% |
$9.22K - $10.9K
|
2.61K
$622K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-66- 2.47% |
$9.22K - $10.9K
|
2.61K
$622K
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-88- 5.22% |
$12.3K - $14.5K
|
1.6K
$382K
|