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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.34KNew |
$407K - $452K
|
1.34K
$420K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
224+ 6.46% |
$68.2K - $75.6K
|
3.69K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
54+ 2.48% |
$16.4K - $18.2K
|
2.23K
$699K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.55KNew |
$472K - $523K
|
1.55K
$486K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
622New |
$189K - $210K
|
622
$195K
|
|
|
Oct 29, 2025
Q3 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-151- 4.85% |
$46K - $51K
|
2.96K
$928K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
65New |
$19.8K - $21.9K
|
65
$20.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.3K+ 162.91% |
$396K - $439K
|
2.1K
$658K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
835+ 100.6% |
$254K - $282K
|
1.67K
$522K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-11- 25.58% |
$3.35K - $3.71K
|
32
$10K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
200+ 5.25% |
$60.9K - $67.5K
|
4.01K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.41KNew |
$1.65M - $1.82M
|
5.41K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Eulav Asset Management
|
SELL
|
- |
-42K- 9.1% |
$12.8M - $14.2M
|
420K
$132M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-126- 8.29% |
$38.4K - $42.5K
|
1.39K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.35K+ 1.29% |
$410K - $454K
|
106K
$33.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.66% |
$357K - $396K
|
26.4K
$8.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
89+ 7.94% |
$27.1K - $30K
|
1.21K
$380K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-31- 1.47% |
$9.44K - $10.5K
|
2.07K
$650K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$546K - $605K
|
1.79K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
867+ 0.7% |
$264K - $293K
|
124K
$39M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
401+ 27.54% |
$122K - $135K
|
1.86K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87+ 0.25% |
$26.5K - $29.4K
|
35.1K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
21New |
$6.39K - $7.09K
|
21
$6.59K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.18KNew |
$2.19M - $2.42M
|
7.18K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11- 8.87% |
$3.35K - $3.71K
|
113
$35.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12- 1.83% |
$3.65K - $4.05K
|
643
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.48% |
$1.22K - $1.35K
|
840
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
332+ 23.33% |
$101K - $112K
|
1.76K
$550K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
146New |
$44.5K - $49.3K
|
146
$45.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
193+ 20.86% |
$58.8K - $65.1K
|
1.12K
$351K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.8K+ 65.14% |
$3.58M - $3.97M
|
29.8K
$9.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-33- 12.45% |
$10K - $11.1K
|
232
$72.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 0.24% |
$305 - $338
|
418
$131K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-5- 1.42% |
$1.52K - $1.69K
|
346
$109K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
171+ 1.77% |
$52.1K - $57.7K
|
9.82K
$3.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-79- 1.76% |
$24.1K - $26.7K
|
4.41K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-50- 2.72% |
$15.2K - $16.9K
|
1.79K
$560K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
21New |
$6.39K - $7.09K
|
21
$6.59K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-145- 6.84% |
$44.2K - $48.9K
|
1.97K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20+ 2.48% |
$6.09K - $6.75K
|
828
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
106+ 13.37% |
$32.3K - $35.8K
|
899
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 7.41% |
$3.05K - $3.38K
|
145
$45.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.49K+ 36.96% |
$757K - $839K
|
9.21K
$2.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
625+ 26.58% |
$190K - $211K
|
2.98K
$933K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8- 0.03% |
$2.44K - $2.7K
|
26.5K
$8.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-768- 1.81% |
$234K - $259K
|
41.7K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.21K- 3.06% |
$674K - $747K
|
70K
$22M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59+ 0.39% |
$18K - $19.9K
|
15.3K
$4.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-297- 2.8% |
$90.4K - $100K
|
10.3K
$3.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86- 55.84% |
$26.2K - $29K
|
68
$21.3K
|
|