Purchases and Sales Made in Q3 2024 in Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 21.13% |
N/A
|
56
$0
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 2.91% |
N/A
|
635
$0
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-19- 8.76% |
N/A
|
198
$0
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-27- 17.42% |
N/A
|
128
$0
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-27- 0.74% |
N/A
|
3.65K
$0
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-28- 0.6% |
N/A
|
4.67K
$0
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-33- 27.73% |
N/A
|
86
$0
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-34- 2.72% |
N/A
|
1.22K
$0
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35- 0.46% |
N/A
|
7.59K
$0
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-38- 3.06% |
N/A
|
1.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43- 1.75% |
N/A
|
2.41K
$0
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-45- 3.05% |
N/A
|
1.43K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-45- 3.75% |
N/A
|
1.15K
$0
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-48- 3.09% |
N/A
|
1.5K
$0
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-54- 5.53% |
N/A
|
922
$0
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54- 0.66% |
N/A
|
8.08K
$0
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-55- 2.38% |
N/A
|
2.26K
$0
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-68- 5.61% |
N/A
|
1.14K
$0
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-70- 1.04% |
N/A
|
6.65K
$0
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-75- 2.97% |
N/A
|
2.45K
$0
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-78- 1.19% |
N/A
|
6.46K
$0
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-80- 1.19% |
N/A
|
6.66K
$0
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-82- 1.49% |
N/A
|
5.41K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85- 44.97% |
N/A
|
104
$0
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-90- 1.79% |
N/A
|
4.93K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-90- 12.77% |
N/A
|
615
$0
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-92- 1.32% |
N/A
|
6.9K
$0
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-98- 3.16% |
N/A
|
3.01K
$0
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 0.84% |
N/A
|
11.8K
$0
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-100- 1.92% |
N/A
|
5.12K
$0
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-105- 12.22% |
N/A
|
754
$0
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-106- 11.62% |
N/A
|
806
$0
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-107- 2.99% |
N/A
|
3.48K
$0
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-116- 0.86% |
N/A
|
13.4K
$0
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-138- 3.54% |
N/A
|
3.76K
$0
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-151- 3.07% |
N/A
|
4.76K
$0
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-156- 0.14% |
N/A
|
112K
$0
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-161- 0.64% |
N/A
|
25K
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-162- 4.39% |
N/A
|
3.53K
$0
|
|
Nov 13, 2024
Q3 2024
|
Makaira Partners LLC
La Jolla, CA |
SELL
|
- |
-165- 3.55% |
N/A
|
4.48K
$0
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-172- 2.6% |
N/A
|
6.45K
$0
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-179- 5.02% |
N/A
|
3.39K
$0
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-181- 3.52% |
N/A
|
4.96K
$0
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-193- 2.33% |
N/A
|
8.11K
$0
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-196- 5.21% |
N/A
|
3.57K
$0
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-217- 10.6% |
N/A
|
1.83K
$0
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-245- 3.86% |
N/A
|
6.11K
$0
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-250- 7.82% |
N/A
|
2.95K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-251- 3.13% |
N/A
|
7.76K
$0
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-256- 4.78% |
N/A
|
5.1K
$0
|