Institutional Ownership Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA). We have compiled data on the 526 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
659
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
655
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
650
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
648
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
585
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
581
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
539
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
469
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 266.41%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
422
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
417
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
415
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 43.1%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
392
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
391
shares
|
$0
0.03% of portfolio
|
Q4 2020
Reduced 5.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
360
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 429.41%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
345
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
333
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 369.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
312
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
291
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 55.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
288
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 38.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
282
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
270
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
245
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 45.71%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
237
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
205
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 521.21%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
196
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|