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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.77K- 32.16% |
$845K - $936K
|
5.85K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.32K+ 33.94% |
$403K - $446K
|
5.22K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
93+ 3.97% |
$28.3K - $31.4K
|
2.44K
$764K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
506+ 14.02% |
$154K - $171K
|
4.12K
$1.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
36+ 5.84% |
$11K - $12.2K
|
652
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$305 - $338
|
1
$314
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 13.64% |
$3.65K - $4.05K
|
100
$31.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-356- 1.41% |
$108K - $120K
|
24.9K
$7.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9- 0.57% |
$2.74K - $3.04K
|
1.57K
$491K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
68.3K+ 30.83% |
$20.8M - $23M
|
290K
$90.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
100+ 12.8% |
$30.5K - $33.8K
|
881
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
381+ 30.24% |
$116K - $129K
|
1.64K
$515K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5New |
$1.52K - $1.69K
|
5
$1.57K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8New |
$2.44K - $2.7K
|
8
$2.51K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-6- 0.67% |
$1.83K - $2.03K
|
891
$279K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-13- 1.87% |
$3.96K - $4.39K
|
681
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 10.0% |
$305 - $338
|
11
$3.45K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.77KNew |
$540K - $598K
|
1.77K
$556K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.03% |
$914 - $1.01K
|
9.95K
$3.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45- 0.3% |
$13.7K - $15.2K
|
15K
$4.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13- 0.45% |
$3.96K - $4.39K
|
2.85K
$894K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
134+ 17.49% |
$40.8K - $45.2K
|
900
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-66- 3.97% |
$20.1K - $22.3K
|
1.6K
$501K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 3.34% |
$6.7K - $7.43K
|
680
$213K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
49+ 0.38% |
$14.9K - $16.5K
|
12.9K
$4.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 21.01% |
$64.6K - $71.6K
|
1.22K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73+ 10.7% |
$22.2K - $24.6K
|
755
$237K
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-21- 2.37% |
$6.39K - $7.09K
|
864
$271K
|
|
|
Oct 14, 2025
Q3 2025
|
Munro Partners
Melbourne, C3 |
BUY
|
- |
15.6K+ 8.55% |
$4.74M - $5.25M
|
198K
$62M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-200- 5.83% |
$60.9K - $67.5K
|
3.23K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$609 - $675
|
4
$1.25K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-219- 4.51% |
$66.7K - $73.9K
|
4.63K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
87.6K+ 80.68% |
$26.7M - $29.6M
|
196K
$61.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2New |
$609 - $675
|
2
$627
|
|
|
Oct 08, 2025
Q3 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-50- 0.26% |
$15.2K - $16.9K
|
19.5K
$6.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
18.5KNew |
$5.63M - $6.25M
|
18.5K
$5.8M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.23KNew |
$373K - $414K
|
1.23K
$384K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
25+ 11.11% |
$7.61K - $8.44K
|
250
$78.4K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.45K+ 39.09% |
$1.05M - $1.17M
|
12.3K
$3.85M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-100- 0.52% |
$23.6K - $32.8K
|
19.3K
$6.05M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.8K+ 49.11% |
$17M - $23.6M
|
218K
$68.4M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-48.6K- 33.11% |
$11.5M - $15.9M
|
98.1K
$30.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
BUY
|
- |
28.8KNew |
$6.8M - $9.43M
|
28.8K
$9.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
1.1K+ 21.52% |
$260K - $360K
|
6.2K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.08K- 5.92% |
$1.44M - $2M
|
96.7K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-68- 26.88% |
$16.1K - $22.3K
|
185
$58K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 8.82% |
$17.7K - $24.6K
|
775
$243K
|
|