Purchases and Sales Made in Q1 2024 in Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA) during Q1 2024. The information is specifically focused on institutions that hold shares of HEICO CRP CL-A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 4.95% |
N/A
|
106
$0
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.22% |
N/A
|
1.82K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.41% |
N/A
|
972
$0
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
3+ 0.0% |
N/A
|
65.5K
$0
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.06% |
N/A
|
3.4K
$0
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2+ 0.11% |
N/A
|
1.78K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 3.57% |
N/A
|
58
$0
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
N/A
|
544
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.7% |
N/A
|
38
$0
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.01% |
N/A
|
8.57K
$0
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1+ 0.0% |
N/A
|
35.7K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
18.1K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 2.5% |
N/A
|
41
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 16.67% |
N/A
|
10
$0
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 7.69% |
N/A
|
36
$0
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 50.0% |
N/A
|
4
$0
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 13.89% |
N/A
|
62
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-16- 0.58% |
N/A
|
2.76K
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-17- 1.31% |
N/A
|
1.29K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-33- 3.44% |
N/A
|
927
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-34- 53.97% |
N/A
|
29
$0
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-49- 4.67% |
N/A
|
1K
$0
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-53- 5.4% |
N/A
|
929
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-61- 5.88% |
N/A
|
976
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-63- 2.41% |
N/A
|
2.55K
$0
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-75- 1.45% |
N/A
|
5.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-75- 4.07% |
N/A
|
1.77K
$0
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80- 0.03% |
N/A
|
236K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80- 3.07% |
N/A
|
2.53K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-81- 39.71% |
N/A
|
123
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-87- 17.68% |
N/A
|
405
$0
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 0.83% |
N/A
|
12K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-121- 66.85% |
N/A
|
60
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-121- 3.51% |
N/A
|
3.33K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-122- 3.77% |
N/A
|
3.12K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-133- 3.73% |
N/A
|
3.44K
$0
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-215- 3.06% |
N/A
|
6.81K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-245- 3.82% |
N/A
|
6.16K
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-255- 66.23% |
N/A
|
130
$0
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-263- 3.91% |
N/A
|
6.46K
$0
|
|
|
May 13, 2024
Q1 2024
|
R.P. Boggs & Co.
|
SELL
|
- |
-292- 0.54% |
N/A
|
53.8K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-341- 8.4% |
N/A
|
3.72K
$0
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-375- 12.79% |
N/A
|
2.56K
$0
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-395- 4.78% |
N/A
|
7.87K
$0
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-406- 4.58% |
N/A
|
8.47K
$0
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-420Closed |
N/A
|
0
$0
|