Purchases and Sales Made in Q4 2024 in Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10+ 0.81% |
N/A
|
1.25K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
10+ 0.18% |
N/A
|
5.42K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
6+ 5.31% |
N/A
|
119
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4New |
N/A
|
4
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 2.82% |
N/A
|
73
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 3.13% |
N/A
|
66
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 1.2% |
N/A
|
84
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 50.0% |
N/A
|
3
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6- 0.71% |
N/A
|
845
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 64.29% |
N/A
|
5
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.11% |
N/A
|
8.05K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.13% |
N/A
|
7.58K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 45.45% |
N/A
|
12
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 2.49% |
N/A
|
392
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-12- 0.44% |
N/A
|
2.74K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 8.0% |
N/A
|
161
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-18- 50.0% |
N/A
|
18
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-24- 0.71% |
N/A
|
3.37K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 0.03% |
N/A
|
89.7K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 20.0% |
N/A
|
124
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-32- 1.75% |
N/A
|
1.8K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-38- 0.55% |
N/A
|
6.91K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-43- 1.57% |
N/A
|
2.69K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 61.64% |
N/A
|
28
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-45- 3.74% |
N/A
|
1.16K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-46- 1.62% |
N/A
|
2.79K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-49- 50.0% |
N/A
|
49
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-55- 7.29% |
N/A
|
699
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-56- 0.61% |
N/A
|
9.13K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-65- 4.54% |
N/A
|
1.37K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-67- 1.78% |
N/A
|
3.7K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-111- 13.77% |
N/A
|
695
$0
|
|
|
Jan 29, 2025
Q4 2024
|
R.P. Boggs & Co.
|
SELL
|
- |
-116- 0.21% |
N/A
|
54.1K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-130- 1.31% |
N/A
|
9.81K
$0
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-150- 2.25% |
N/A
|
6.5K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-165- 3.35% |
N/A
|
4.77K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-291- 8.37% |
N/A
|
3.19K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-316- 1.54% |
N/A
|
20.1K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-318- 1.11% |
N/A
|
28.4K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-329- 4.77% |
N/A
|
6.57K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-396- 83.72% |
N/A
|
77
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-496- 9.73% |
N/A
|
4.6K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-520- 22.02% |
N/A
|
1.84K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-910- 57.59% |
N/A
|
670
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.05K- 11.33% |
N/A
|
8.2K
$0
|