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 520 institutions that hold shares in the stock, with a total of 67.9 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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
86
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
85
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
84
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
83
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
75
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
73
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
71
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
65
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 12.07%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
65
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 58.54%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
64
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 113.33%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
61
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
57
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 75.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
56
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
55
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 12.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
54
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
50
shares
|
$0
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
43
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 19.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
43
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
40
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
40
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 90.48%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
39
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
36
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
36
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
36
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
36
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|