Purchases and Sales Made in Q4 2024 in Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI) during Q4 2024. 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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
111+ 7.82% |
$26.3K - $31K
|
1.53K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
110New |
$26.1K - $30.7K
|
110
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104+ 3.46% |
$24.7K - $29K
|
3.11K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
101+ 66.89% |
$23.9K - $28.2K
|
252
$56.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 2.91% |
$23.7K - $27.9K
|
3.54K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97+ 6.71% |
$23K - $27.1K
|
1.54K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
96+ 6.8% |
$22.8K - $26.8K
|
1.51K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
93New |
$22K - $25.9K
|
93
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
93+ 0.71% |
$22K - $25.9K
|
13.3K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
89New |
$21.1K - $24.8K
|
89
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
81+ 5.2% |
$19.2K - $22.6K
|
1.64K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
76+ 8.05% |
$18K - $21.2K
|
1.02K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
74+ 7.4% |
$17.5K - $20.6K
|
1.07K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
72New |
$17.1K - $20.1K
|
72
$16.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
71+ 0.62% |
$16.8K - $19.8K
|
11.4K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
71New |
$16.8K - $19.8K
|
71
$16K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 133.96% |
$16.8K - $19.8K
|
124
$27.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
70+ 0.79% |
$16.6K - $19.5K
|
8.96K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70+ 1.22% |
$16.6K - $19.5K
|
5.82K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
67+ 2.45% |
$15.9K - $18.7K
|
2.81K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66+ 26.29% |
$15.6K - $18.4K
|
317
$71.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
65+ 1.55% |
$15.4K - $18.1K
|
4.25K
$956K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64+ 13.03% |
$15.2K - $17.9K
|
555
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
56New |
$13.3K - $15.6K
|
56
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
56+ 5.67% |
$13.3K - $15.6K
|
1.04K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
51+ 1.93% |
$12.1K - $14.2K
|
2.69K
$605K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 16.49% |
$11.1K - $13.1K
|
332
$74.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46+ 4.96% |
$10.9K - $12.8K
|
973
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 1.71% |
$9.25K - $10.9K
|
2.32K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
38New |
$9.01K - $10.6K
|
38
$8.55K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
37New |
$8.77K - $10.3K
|
37
$8.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 1.98% |
$8.77K - $10.3K
|
1.9K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 3.92% |
$7.59K - $8.93K
|
848
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31+ 0.09% |
$7.35K - $8.65K
|
35.3K
$7.95M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
30+ 0.77% |
$7.11K - $8.37K
|
3.92K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 7.3% |
$6.87K - $8.09K
|
426
$95.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
28+ 1.28% |
$6.64K - $7.81K
|
2.21K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28+ 0.47% |
$6.64K - $7.81K
|
5.94K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26+ 2.65% |
$6.16K - $7.25K
|
1.01K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
25+ 1.3% |
$5.93K - $6.98K
|
1.95K
$439K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
24New |
$5.69K - $6.7K
|
24
$5.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
23+ 25.56% |
$5.45K - $6.42K
|
113
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$4.98K - $5.86K
|
21
$4.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 10.56% |
$4.03K - $4.74K
|
178
$40K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17New |
$4.03K - $4.74K
|
17
$3.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16+ 0.78% |
$3.79K - $4.46K
|
2.07K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
15New |
$3.56K - $4.19K
|
15
$3.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
15New |
$3.56K - $4.19K
|
15
$3.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15+ 0.82% |
$3.56K - $4.19K
|
1.85K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14New |
$3.32K - $3.91K
|
14
$3.15K
|