Summit Trail Advisors, LLC Heico Corp Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,367 shares of HEI stock, worth $2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,367
Previous 3,122 103.94%
Holding current value
$2 Million
Previous $1.02 Million 100.68%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
$304.5 - $337.56 $988,102 - $1.1 Million
3,245 Added 103.94%
6,367 $2.06 Million
Q2 2025

Aug 14, 2025
BUY
$236.44 - $328.0 $738,165 - $1.02 Million
3,122 New
3,122 $1.02 Million
Q1 2018

May 21, 2018
BUY
$59.7 - $72.45 $5.49 Million - $6.67 Million
92,004 Added 6133.6%
93,504 $94,000
Q4 2017

Feb 14, 2018
BUY
$55.75 - $62.21 $83,625 - $93,315
1,500
1,500 $122,000

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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