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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
47New |
$7.37K - $8.74K
|
47
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
42+ 1.88% |
$6.59K - $7.81K
|
2.28K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
39New |
$6.12K - $7.25K
|
39
$8.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36New |
$5.65K - $6.7K
|
36
$8.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
35+ 1.4% |
$5.49K - $6.51K
|
2.54K
$572K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
32+ 1.55% |
$5.02K - $5.95K
|
2.1K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 428.57% |
$4.71K - $5.58K
|
37
$8.35K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 7.62% |
$4.08K - $4.84K
|
367
$82.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
24New |
$3.76K - $4.46K
|
24
$5.41K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
23+ 2.71% |
$3.61K - $4.28K
|
873
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 111.11% |
$3.14K - $3.72K
|
38
$8.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19+ 1.24% |
$2.98K - $3.53K
|
1.56K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18+ 1.11% |
$2.82K - $3.35K
|
1.64K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
15+ 0.14% |
$2.35K - $2.79K
|
10.6K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13New |
$2.04K - $2.42K
|
13
$2.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13+ 0.7% |
$2.04K - $2.42K
|
1.86K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
13+ 0.43% |
$2.04K - $2.42K
|
3.05K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10+ 0.38% |
$1.57K - $1.86K
|
2.67K
$602K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 125.0% |
$1.57K - $1.86K
|
18
$4.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 19.57% |
$1.41K - $1.67K
|
55
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7+ 0.17% |
$1.1K - $1.3K
|
4.09K
$922K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
7New |
$1.1K - $1.3K
|
7
$1.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 0.49% |
$941 - $1.12K
|
1.22K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$784 - $930
|
5
$1.13K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
5+ 0.24% |
$784 - $930
|
2.12K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 5.26% |
$784 - $930
|
100
$22.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.93% |
$784 - $930
|
540
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$627 - $744
|
4
$902
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.03% |
$627 - $744
|
14.3K
$3.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.18% |
$314 - $372
|
1.11K
$250K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$157 - $186
|
1
$226
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$157 - $186
|
1
$226
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 25.0% |
$157 - $186
|
5
$1.13K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.85% |
$157 - $186
|
55
$12.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$157 - $186
|
18
$4.06K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1- 0.03% |
$157 - $186
|
3.81K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 0.03% |
$314 - $372
|
5.88K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3- 0.19% |
$471 - $558
|
1.57K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-6- 0.04% |
$941 - $1.12K
|
14.8K
$3.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-7- 4.83% |
$1.1K - $1.3K
|
138
$31.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 3.09% |
$1.41K - $1.67K
|
282
$63.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-10- 0.79% |
$1.57K - $1.86K
|
1.26K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16- 48.48% |
$2.51K - $2.98K
|
17
$3.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-16- 0.88% |
$2.51K - $2.98K
|
1.81K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16- 0.81% |
$2.51K - $2.98K
|
1.96K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-18- 0.26% |
$2.82K - $3.35K
|
6.79K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18- 0.29% |
$2.82K - $3.35K
|
6.26K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-19- 4.63% |
$2.98K - $3.53K
|
391
$88.2K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-19- 2.55% |
$2.98K - $3.53K
|
725
$164K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-19- 0.72% |
$2.98K - $3.53K
|
2.61K
$589K
|