Purchases and Sales Made in Q4 2023 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q4 2023. 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 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.83K+ 6.88% |
$286K - $340K
|
28.4K
$6.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.8KNew |
$282K - $334K
|
1.8K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77KNew |
$277K - $328K
|
1.77K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.75KNew |
$274K - $325K
|
1.75K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.74K+ 2.68% |
$273K - $324K
|
66.8K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.71K+ 18.84% |
$269K - $318K
|
10.8K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.7KNew |
$267K - $316K
|
1.7K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.61KNew |
$253K - $299K
|
1.61K
$379K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.6KNew |
$251K - $298K
|
1.6K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.49K+ 13.38% |
$233K - $277K
|
12.6K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.48KNew |
$232K - $275K
|
1.48K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.4K+ 73.0% |
$219K - $260K
|
3.31K
$780K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.39KNew |
$219K - $259K
|
1.39K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.35K+ 65.81% |
$212K - $252K
|
3.41K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.34KNew |
$209K - $248K
|
1.34K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.31K+ 12.31% |
$205K - $243K
|
11.9K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.3KNew |
$204K - $242K
|
1.3K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.27KNew |
$200K - $237K
|
1.27K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
1.27K+ 40.98% |
$199K - $236K
|
4.36K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.24KNew |
$194K - $230K
|
1.24K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.22KNew |
$191K - $227K
|
1.22K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.22KNew |
$191K - $227K
|
1.22K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.21KNew |
$189K - $225K
|
1.21K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.2KNew |
$188K - $222K
|
1.2K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.19KNew |
$187K - $222K
|
1.19K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.15K+ 2.03% |
$180K - $214K
|
57.8K
$13.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.14KNew |
$178K - $211K
|
1.14K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.14KNew |
$178K - $211K
|
1.14K
$268K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$177K - $210K
|
1.13K
$266K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 28.95% |
$176K - $209K
|
5.01K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 28.95% |
$176K - $209K
|
5.01K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.12KNew |
$176K - $208K
|
1.12K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.1K+ 78.86% |
$173K - $205K
|
2.5K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 1.29% |
$173K - $205K
|
86.7K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.07K+ 27.01% |
$168K - $199K
|
5.04K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.06K+ 23.24% |
$166K - $197K
|
5.62K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
972+ 21.18% |
$152K - $181K
|
5.56K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
955+ 33.3% |
$150K - $178K
|
3.82K
$900K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
940+ 1.33% |
$147K - $175K
|
71.4K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
893New |
$140K - $166K
|
893
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
889+ 0.61% |
$139K - $165K
|
146K
$34.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
881+ 57.51% |
$138K - $164K
|
2.41K
$568K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
860New |
$135K - $160K
|
860
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
759+ 15.88% |
$119K - $141K
|
5.54K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
667+ 34.87% |
$105K - $124K
|
2.58K
$608K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
616+ 11.27% |
$96.6K - $115K
|
6.08K
$1.43M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
611+ 6.85% |
$95.8K - $114K
|
9.53K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
611+ 6.85% |
$95.8K - $114K
|
9.53K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
581New |
$91.1K - $108K
|
581
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
541+ 2.74% |
$84.9K - $101K
|
20.3K
$4.77M
|