Purchases and Sales Made in Q4 2023 in Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 12.5% |
N/A
|
36
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 8.33% |
N/A
|
39
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.06% |
N/A
|
3.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 8.0% |
N/A
|
27
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.78% |
N/A
|
37
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1+ 0.02% |
N/A
|
4.29K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 2.56% |
N/A
|
40
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 20.0% |
N/A
|
6
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
18.1K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 0.01% |
N/A
|
7.58K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 11.76% |
N/A
|
15
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.06% |
N/A
|
3.4K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 1.08% |
N/A
|
183
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2- 0.12% |
N/A
|
1.61K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 33.33% |
N/A
|
8
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4- 11.76% |
N/A
|
30
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 11.11% |
N/A
|
40
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8- 53.33% |
N/A
|
7
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 56.25% |
N/A
|
7
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 0.2% |
N/A
|
4.88K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 1.21% |
N/A
|
1.3K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-16- 4.64% |
N/A
|
329
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-20- 26.32% |
N/A
|
56
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-24- 5.11% |
N/A
|
446
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-30- 1.09% |
N/A
|
2.72K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-33- 0.32% |
N/A
|
10.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36- 0.75% |
N/A
|
4.75K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-37- 0.43% |
N/A
|
8.57K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-47- 87.04% |
N/A
|
7
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-77- 27.4% |
N/A
|
204
$0
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-91- 1.33% |
N/A
|
6.75K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 0.82% |
N/A
|
12.1K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-105- 0.09% |
N/A
|
121K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-107- 2.34% |
N/A
|
4.47K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-112- 4.12% |
N/A
|
2.61K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-125- 2.44% |
N/A
|
5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-150- 0.83% |
N/A
|
18K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-151- 0.4% |
N/A
|
37.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-153- 0.3% |
N/A
|
51.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-166- 5.36% |
N/A
|
2.93K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-180- 6.9% |
N/A
|
2.43K
$0
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-218- 3.43% |
N/A
|
6.13K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-227- 2.49% |
N/A
|
8.87K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-230- 7.39% |
N/A
|
2.88K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-239- 14.52% |
N/A
|
1.41K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-250- 40.0% |
N/A
|
375
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-253- 3.35% |
N/A
|
7.31K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-255- 1.89% |
N/A
|
13.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 5.97% |
N/A
|
4.12K
$0
|