Purchases and Sales Made in Q1 2023 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q1 2023. The information is specifically focused on institutions that hold shares of HEICO CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 6.25% |
$152 - $177
|
17
$3.82K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 15.38% |
$303 - $355
|
11
$2.47K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 3.45% |
$303 - $355
|
56
$12.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 0.56% |
$606 - $709
|
713
$160K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-6- 0.3% |
$909 - $1.06K
|
2.01K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 26.09% |
$909 - $1.06K
|
17
$3.82K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6- 1.23% |
$909 - $1.06K
|
481
$108K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10- 0.31% |
$1.52K - $1.77K
|
3.22K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-12- 0.87% |
$1.82K - $2.13K
|
1.37K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 19.67% |
$1.82K - $2.13K
|
49
$11K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-17- 0.52% |
$2.58K - $3.01K
|
3.26K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-18- 0.97% |
$2.73K - $3.19K
|
1.84K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 10.17% |
$2.73K - $3.19K
|
159
$35.8K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18- 2.67% |
$2.73K - $3.19K
|
656
$148K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-20- 0.04% |
$3.03K - $3.55K
|
52.3K
$11.8M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-20- 0.04% |
$3.03K - $3.55K
|
52.3K
$11.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-27- 0.46% |
$4.09K - $4.79K
|
5.85K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-30- 9.62% |
$4.55K - $5.32K
|
282
$63.4K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-38- 17.84% |
$5.76K - $6.74K
|
175
$39.4K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-40- 2.32% |
$6.06K - $7.09K
|
1.69K
$380K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-42- 1.33% |
$6.36K - $7.45K
|
3.12K
$703K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-43- 0.34% |
$6.52K - $7.62K
|
12.5K
$2.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-51- 2.27% |
$7.73K - $9.04K
|
2.19K
$493K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-51- 2.89% |
$7.73K - $9.04K
|
1.71K
$386K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-54- 1.54% |
$8.18K - $9.57K
|
3.46K
$779K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-60- 5.68% |
$9.09K - $10.6K
|
997
$224K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-61- 3.3% |
$9.24K - $10.8K
|
1.79K
$402K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-68- 93.15% |
$10.3K - $12.1K
|
5
$1.12K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-69- 1.76% |
$10.5K - $12.2K
|
3.85K
$866K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-70- 1.52% |
$10.6K - $12.4K
|
4.54K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-76- 0.05% |
$11.5K - $13.5K
|
154K
$34.7M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-88- 10.72% |
$13.3K - $15.6K
|
733
$165K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-90- 1.61% |
$13.6K - $16K
|
5.51K
$1.24M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-90- 94.74% |
$13.6K - $16K
|
5
$1.12K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 2.35% |
$15.2K - $17.7K
|
4.16K
$935K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-103- 5.2% |
$15.6K - $18.3K
|
1.88K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-107- 0.05% |
$16.2K - $19K
|
226K
$50.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-110- 2.64% |
$16.7K - $19.5K
|
4.05K
$911K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-113- 0.05% |
$17.1K - $20K
|
220K
$49.5M
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-118- 0.78% |
$17.9K - $20.9K
|
15K
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-146- 60.58% |
$22.1K - $25.9K
|
95
$21.4K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-147- 2.35% |
$22.3K - $26.1K
|
6.11K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-147- 0.57% |
$22.3K - $26.1K
|
25.5K
$5.74M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-148- 2.76% |
$22.4K - $26.2K
|
5.21K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-165- 0.39% |
$25K - $29.3K
|
42.1K
$9.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-169- 12.44% |
$25.6K - $30K
|
1.19K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-182- 5.59% |
$27.6K - $32.3K
|
3.07K
$691K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-185- 8.23% |
$28K - $32.8K
|
2.06K
$464K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-199- 7.57% |
$30.2K - $35.3K
|
2.43K
$547K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-221- 0.41% |
$33.5K - $39.2K
|
53.1K
$12M
|