Pensionmark Financial Group, LLC Heico Corp Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Heico Corp stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,597 shares of HEI stock, worth $500,883. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,663 3.97%
Holding current value
$500,883
Previous $545,000 5.5%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$304.5 - $337.56 $20,097 - $22,278
-66 Reduced 3.97%
1,597 $515,000
Q2 2025

Aug 04, 2025
SELL
$236.44 - $328.0 $4,255 - $5,904
-18 Reduced 1.07%
1,663 $545,000
Q1 2025

Apr 29, 2025
BUY
$219.6 - $270.85 $21,960 - $27,085
100 Added 6.33%
1,681 $449,000
Q4 2024

Feb 12, 2025
BUY
$237.06 - $279.02 $88,897 - $104,632
375 Added 31.09%
1,581 $375,000
Q3 2024

Nov 14, 2024
BUY
$220.59 - $267.96 $266,031 - $323,159
1,206 New
1,206 $315,000

Others Institutions Holding HEI

# of Institutions
798
Shares Held
41.4M
Call Options Held
173K
Put Options Held
105K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $17.1B
More about HEI
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