Purchases and Sales Made in Q4 2023 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
541+ 2.74% |
$84.9K - $101K
|
20.3K
$4.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
536+ 5955.56% |
$84.1K - $99.7K
|
545
$123K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
520+ 5.17% |
$81.6K - $96.7K
|
10.6K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
517+ 13.42% |
$81.1K - $96.2K
|
4.37K
$983K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
516+ 2.78% |
$80.9K - $96K
|
19.1K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
495+ 2.9% |
$77.7K - $92.1K
|
17.6K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
481New |
$75.5K - $89.5K
|
481
$108K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
443+ 0.93% |
$69.5K - $82.4K
|
48.1K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
397+ 1.36% |
$62.3K - $73.8K
|
29.6K
$6.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
394New |
$61.8K - $73.3K
|
394
$88.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
391New |
$61.3K - $72.7K
|
391
$88K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
391+ 11.28% |
$61.3K - $72.7K
|
3.86K
$868K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
381+ 0.83% |
$59.8K - $70.9K
|
46.1K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
372+ 1.67% |
$58.4K - $69.2K
|
22.6K
$5.08M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
347+ 25.33% |
$54.4K - $64.5K
|
1.72K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
335+ 6.28% |
$52.6K - $62.3K
|
5.67K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
329+ 59.39% |
$51.6K - $61.2K
|
883
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
326+ 3.71% |
$51.1K - $60.6K
|
9.11K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
280+ 6.43% |
$43.9K - $52.1K
|
4.64K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
274+ 7.22% |
$43K - $51K
|
4.07K
$916K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
271+ 20.24% |
$42.5K - $50.4K
|
1.61K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
263+ 1.31% |
$41.3K - $48.9K
|
20.3K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
251+ 0.4% |
$39.4K - $46.7K
|
63.3K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
227+ 2.86% |
$35.6K - $42.2K
|
8.17K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
211+ 1.03% |
$33.1K - $39.2K
|
20.7K
$4.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 7.59% |
$31.4K - $37.2K
|
2.84K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
198+ 0.29% |
$31.1K - $36.8K
|
68K
$15.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
164+ 8.71% |
$25.7K - $30.5K
|
2.05K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
153New |
$24K - $28.5K
|
153
$34.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
141+ 4.22% |
$22.1K - $26.2K
|
3.49K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
124+ 6.98% |
$19.5K - $23.1K
|
1.9K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
123+ 9.35% |
$19.3K - $22.9K
|
1.44K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
121+ 41.58% |
$19K - $22.5K
|
412
$92.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
107+ 7.88% |
$16.8K - $19.9K
|
1.47K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
101New |
$15.8K - $18.8K
|
101
$22.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
91+ 0.76% |
$14.3K - $16.9K
|
12K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90+ 1800.0% |
$14.1K - $16.7K
|
95
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
88+ 3.22% |
$13.8K - $16.4K
|
2.82K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
83+ 1.25% |
$13K - $15.4K
|
6.72K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
81+ 0.65% |
$12.7K - $15.1K
|
12.5K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
77+ 0.16% |
$12.1K - $14.3K
|
49.7K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
77+ 50.66% |
$12.1K - $14.3K
|
229
$51.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71+ 1.1% |
$11.1K - $13.2K
|
6.5K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
62+ 0.24% |
$9.73K - $11.5K
|
25.7K
$5.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 2.57% |
$9.41K - $11.2K
|
2.4K
$539K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 6.26% |
$9.41K - $11.2K
|
1.02K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1966.67% |
$9.26K - $11K
|
62
$13.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
52New |
$8.16K - $9.67K
|
52
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
50+ 2.1% |
$7.84K - $9.3K
|
2.43K
$547K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$7.84K - $9.3K
|
50
$11.2K
|