Purchases and Sales Made in Q4 2025 in Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA) during Q4 2025. 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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
27.2K+ 2098.92% |
N/A
|
28.5K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.85KNew |
N/A
|
9.85K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
7.32K+ 104.37% |
N/A
|
14.3K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
3.85K+ 26.79% |
N/A
|
18.2K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.47K+ 102.58% |
N/A
|
4.87K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.91K+ 5.96% |
N/A
|
34K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.76KNew |
N/A
|
1.76K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.59K+ 9.77% |
N/A
|
17.9K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.03KNew |
N/A
|
1.03K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
883+ 24.22% |
N/A
|
4.53K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
813New |
N/A
|
813
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
747New |
N/A
|
747
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
639+ 2.55% |
N/A
|
25.7K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
541New |
N/A
|
541
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
500+ 83.75% |
N/A
|
1.1K
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
490+ 33.38% |
N/A
|
1.96K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
489+ 1.72% |
N/A
|
29K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
207+ 58.47% |
N/A
|
561
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
120New |
N/A
|
120
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
59+ 6.0% |
N/A
|
1.04K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56+ 52.34% |
N/A
|
163
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
46New |
N/A
|
46
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 2.44% |
N/A
|
1.72K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
34+ 2.64% |
N/A
|
1.32K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
29+ 1.51% |
N/A
|
1.95K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
26New |
N/A
|
26
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 119.05% |
N/A
|
46
$0
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
22New |
N/A
|
22
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
19+ 1.09% |
N/A
|
1.77K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16+ 0.57% |
N/A
|
2.83K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 3.17% |
N/A
|
423
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5+ 0.06% |
N/A
|
8.69K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 150.0% |
N/A
|
5
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 0.95% |
N/A
|
318
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.04% |
N/A
|
2.47K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
1+ 0.0% |
N/A
|
65.5K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 3.03% |
N/A
|
32
$0
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 9.52% |
N/A
|
19
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 2.6% |
N/A
|
75
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3- 0.18% |
N/A
|
1.62K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 30.0% |
N/A
|
7
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 16.13% |
N/A
|
26
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-8- 14.81% |
N/A
|
46
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 7.22% |
N/A
|
411
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-51- 5.76% |
N/A
|
834
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-57- 1.7% |
N/A
|
3.29K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-61- 12.3% |
N/A
|
435
$0
|
|