Latest Institutional Transactions on Heico Corp (HEI)
This table provides information on the latest institutional transactions involving Heico Corp (HEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-80- 7.07% |
$24.5K - $26.5K
|
1.05K
$330K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
200New |
$61.4K - $66.1K
|
200
$62.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
620+ 51.84% |
$190K - $205K
|
1.82K
$570K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 2.61% |
$1.23K - $1.32K
|
157
$49.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-380- 8.24% |
$117K - $126K
|
4.23K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.07% |
$1.53K - $1.65K
|
473
$148K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 0.2% |
$19.3K - $20.8K
|
32K
$10M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 8.05% |
$34.1K - $36.7K
|
1.49K
$467K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-46- 1.28% |
$14.1K - $15.2K
|
3.55K
$1.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11+ 1.19% |
$3.38K - $3.64K
|
934
$293K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
185+ 0.7% |
$56.8K - $61.2K
|
26.5K
$8.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 10.0% |
$307 - $331
|
11
$3.45K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
154New |
$47.3K - $50.9K
|
154
$48.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
3+ 42.86% |
$920 - $992
|
10
$3.14K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-224- 2.51% |
$68.7K - $74.1K
|
8.7K
$2.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$614 - $661
|
4.27K
$1.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-9- 1.01% |
$2.76K - $2.98K
|
878
$275K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
235+ 1.39% |
$72.1K - $77.7K
|
17.1K
$5.37M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.67KNew |
$2.35M - $2.54M
|
7.67K
$2.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
228+ 0.65% |
$70K - $75.4K
|
35.6K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
523+ 42.52% |
$160K - $173K
|
1.75K
$550K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2New |
$614 - $661
|
2
$627
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.68K+ 175.71% |
$2.36M - $2.54M
|
12.1K
$3.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
483+ 47.21% |
$148K - $160K
|
1.51K
$472K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10New |
$3.07K - $3.31K
|
10
$3.14K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.12% |
$307 - $331
|
825
$259K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.45KNew |
$444K - $478K
|
1.45K
$454K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-147- 15.54% |
$45.1K - $48.6K
|
799
$251K
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.17KNew |
$360K - $388K
|
1.17K
$368K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
296+ 5.86% |
$90.8K - $97.9K
|
5.35K
$1.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
772New |
$237K - $255K
|
772
$242K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-540- 10.08% |
$166K - $179K
|
4.82K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
19New |
$5.83K - $6.28K
|
19
$5.96K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4- 0.16% |
$1.23K - $1.32K
|
2.54K
$795K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
724+ 8.48% |
$222K - $239K
|
9.26K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26+ 86.67% |
$7.98K - $8.6K
|
56
$17.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
132+ 3.22% |
$40.5K - $43.6K
|
4.24K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-83- 6.13% |
$25.5K - $27.4K
|
1.27K
$399K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-51- 6.59% |
$15.6K - $16.9K
|
723
$227K
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-63.7K- 9.75% |
$19.5M - $21.1M
|
590K
$185M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
130+ 2.57% |
$39.9K - $43K
|
5.19K
$1.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.68K- 94.85% |
$514K - $554K
|
91
$28.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-137- 4.88% |
$42K - $45.3K
|
2.67K
$838K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40+ 3.97% |
$12.3K - $13.2K
|
1.05K
$328K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 31.58% |
$1.84K - $1.98K
|
25
$7.84K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$307 - $331
|
1.09K
$341K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
361+ 0.8% |
$111K - $119K
|
45.2K
$14.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 5.88% |
$614 - $661
|
36
$11.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 3.95% |
$4.6K - $4.96K
|
395
$124K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
14K+ 480.84% |
$4.3M - $4.64M
|
16.9K
$5.31M
|
|