Purchases and Sales Made in Q4 2021 in Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
96+ 39.18% |
N/A
|
341
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88New |
N/A
|
88
$0
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
76+ 14.37% |
N/A
|
605
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
75New |
N/A
|
75
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
72+ 3.23% |
N/A
|
2.3K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71New |
N/A
|
71
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68New |
N/A
|
68
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 1.24% |
N/A
|
5.13K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
51+ 118.6% |
N/A
|
94
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
45New |
N/A
|
45
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
43+ 26.06% |
N/A
|
208
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
39New |
N/A
|
39
$0
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
33New |
N/A
|
33
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 15.26% |
N/A
|
219
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
28New |
N/A
|
28
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24+ 1.22% |
N/A
|
1.99K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23+ 1.18% |
N/A
|
1.96K
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
22+ 0.22% |
N/A
|
10.1K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17+ 4.17% |
N/A
|
425
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
17New |
N/A
|
17
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.73% |
N/A
|
2.33K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
14+ 11.11% |
N/A
|
140
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13+ 0.42% |
N/A
|
3.14K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 1.19% |
N/A
|
1.02K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
12+ 0.29% |
N/A
|
4.19K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 52.38% |
N/A
|
32
$0
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
N/A
|
9
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
9New |
N/A
|
9
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
6+ 46.15% |
N/A
|
19
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 12.5% |
N/A
|
45
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 1.05% |
N/A
|
483
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 31.25% |
N/A
|
21
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 400.0% |
N/A
|
5
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 16.67% |
N/A
|
28
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.99K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
N/A
|
1.78K
$0
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.19% |
N/A
|
534
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-5- 0.28% |
N/A
|
1.79K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-24- 1.34% |
N/A
|
1.77K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24- 1.16% |
N/A
|
2.05K
$0
|