Purchases and Sales Made in Q4 2024 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
37.9K+ 30.99% |
$8.99M - $10.6M
|
160K
$38.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.07KNew |
$1.68M - $1.97M
|
7.07K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
3.5KNew |
$830K - $977K
|
3.5K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.23KNew |
$765K - $900K
|
3.23K
$774K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2.64K+ 2400.0% |
$626K - $737K
|
2.75K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.75K+ 5.29% |
$414K - $487K
|
34.8K
$8.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.36K+ 43.87% |
$321K - $378K
|
4.44K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05KNew |
$249K - $293K
|
1.05K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.01KNew |
$239K - $281K
|
1.01K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
543+ 476.32% |
$129K - $152K
|
657
$158K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
413+ 44.65% |
$97.9K - $115K
|
1.34K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$94.8K - $112K
|
400
$96K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
368+ 7.79% |
$87.2K - $103K
|
5.09K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
355+ 1.08% |
$84.2K - $99.1K
|
33.2K
$7.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
229+ 167.15% |
$54.3K - $63.9K
|
366
$87.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
217+ 0.95% |
$51.4K - $60.5K
|
23.1K
$5.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
138+ 1.29% |
$32.7K - $38.5K
|
10.8K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 133.96% |
$16.8K - $19.8K
|
124
$29.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66+ 26.29% |
$15.6K - $18.4K
|
317
$76.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
65+ 1.55% |
$15.4K - $18.1K
|
4.25K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64+ 13.03% |
$15.2K - $17.9K
|
555
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
37New |
$8.77K - $10.3K
|
37
$8.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
28+ 1.28% |
$6.64K - $7.81K
|
2.21K
$531K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
24New |
$5.69K - $6.7K
|
24
$5.76K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17New |
$4.03K - $4.74K
|
17
$4.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10+ 1.07% |
$2.37K - $2.79K
|
944
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.66K - $1.95K
|
7
$1.68K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 100.0% |
$948 - $1.12K
|
8
$1.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2New |
$474 - $558
|
2
$480
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$474 - $558
|
2.91K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 1.75% |
$237 - $279
|
58
$13.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 2.0% |
$237 - $279
|
51
$12.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.85% |
$237 - $279
|
118
$28.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$237 - $279
|
4
$960
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 3.7% |
$237 - $279
|
26
$6.24K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 1.5% |
$711 - $837
|
197
$47.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.23% |
$3.56K - $4.19K
|
6.51K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-20- 0.13% |
$4.74K - $5.58K
|
14.9K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-26- 8.52% |
$6.16K - $7.25K
|
279
$67K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-39- 0.51% |
$9.25K - $10.9K
|
7.61K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-50- 1.34% |
$11.9K - $14K
|
3.68K
$883K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-60- 6.11% |
$14.2K - $16.7K
|
922
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61- 5.13% |
$14.5K - $17K
|
1.13K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 17.82% |
$23.2K - $27.3K
|
452
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-415- 96.51% |
$98.4K - $116K
|
15
$3.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-467- 39.28% |
$111K - $130K
|
722
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-689- 1.85% |
$163K - $192K
|
36.6K
$8.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-800- 10.13% |
$190K - $223K
|
7.1K
$1.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-870- 2.04% |
$206K - $243K
|
41.7K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.86K- 9.53% |
$441K - $519K
|
17.7K
$4.24M
|