Kelly Financial Services LLC Heico Crp Cl A Transaction History

Kelly Financial Services LLC

$258 Million
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	N/A	-130 Closed	0 $0
Q1 2024 Jul 17, 2024	SELL	N/A	-255 Reduced 66.23%	130 $0
Q4 2023 Jul 17, 2024	BUY	N/A	27 Added 7.54%	385 $54.8 Million
Q3 2023 Jul 17, 2024	SELL	N/A	-67 Reduced 15.76%	358 $46.2 Million
Q2 2023 Jul 17, 2024	BUY	N/A	32 Added 8.14%	425 $59.8 Million
Q1 2023 Jul 17, 2024	SELL	N/A	-445 Reduced 53.1%	393 $53.3 Million
Q4 2022 Jul 17, 2024	BUY	N/A	196 Added 30.53%	838 $100 Million
Q3 2022 Jul 17, 2024	SELL	N/A	-76 Reduced 10.58%	642 $73.6 Million
Q2 2022 Jul 17, 2024	SELL	N/A	-69 Reduced 8.77%	718 $75.6 Million
Q1 2022 Jul 17, 2024	SELL	N/A	-79 Reduced 9.12%	787 $99.8 Million
Q4 2021 Jul 17, 2024	BUY	N/A	391 Added 82.32%	866 $111 Million
Q3 2021 Jul 17, 2024	SELL	N/A	-44,235 Reduced 98.94%	475 $56.3 Million
Q2 2021 Jul 17, 2024	BUY	N/A	44,651 Added 75679.66%	44,710 $360,000
Q1 2021 Jul 17, 2024	SELL	N/A	-2 Reduced 3.28%	59 $6.71 Million
Q4 2020 Jul 17, 2024	BUY	N/A	61 New	61 $7.14 Million

Others Institutions Holding HEIA

# of Institutions

521

Shares Held

69.6M

Call Options Held

10.6K

Put Options Held

2.9K

About HEICO CRP CL-A

Ticker HEIA

More about HEIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.