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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12.9K+ 498.07% |
$2.85M - $3.46M
|
15.5K
$3.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-43- 0.86% |
$9.49K - $11.5K
|
4.99K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-36- 1.21% |
$7.94K - $9.65K
|
2.94K
$664K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$662 - $804
|
560
$126K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
600New |
$132K - $161K
|
600
$135K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
781New |
$172K - $209K
|
781
$176K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.56% |
$221 - $268
|
19
$4.29K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.02K+ 15.95% |
$224K - $273K
|
7.39K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
771New |
$170K - $207K
|
771
$174K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
550New |
$121K - $147K
|
550
$124K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
66New |
$14.6K - $17.7K
|
66
$14.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
17.2KNew |
$3.8M - $4.61M
|
17.2K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
760+ 5.18% |
$168K - $204K
|
15.4K
$3.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-381- 6.01% |
$84K - $102K
|
5.96K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75- 1.25% |
$16.5K - $20.1K
|
5.93K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
300New |
$66.2K - $80.4K
|
300
$67.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-509- 8.87% |
$112K - $136K
|
5.23K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3- 2.17% |
$662 - $804
|
135
$30.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.92% |
$662 - $804
|
322
$72.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
549+ 0.76% |
$121K - $147K
|
72.4K
$16.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 267.31% |
$2.95M - $3.59M
|
18.4K
$4.15M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.1K+ 1550.0% |
$684K - $831K
|
3.3K
$745K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
872New |
$192K - $234K
|
872
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.52% |
$1.76K - $2.14K
|
1.55K
$351K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
178New |
$39.3K - $47.7K
|
178
$40.2K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8- 0.44% |
$1.76K - $2.14K
|
1.8K
$406K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
981New |
$216K - $263K
|
981
$221K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$1.32K - $1.61K
|
6
$1.35K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.25KNew |
$275K - $334K
|
1.25K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.82K+ 15.47% |
$401K - $487K
|
13.6K
$3.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 98.43% |
$110K - $134K
|
8
$1.81K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.25K+ 58.59% |
$275K - $334K
|
3.37K
$760K
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
7KNew |
$1.54M - $1.88M
|
7K
$1.58M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$2.44K - $2.98K
|
13
$2.93K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
920New |
$173K - $211K
|
920
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.32K - $5.27K
|
23
$5.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 18.92% |
$1.31K - $1.6K
|
30
$6.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 12.04% |
$37.5K - $45.8K
|
1.46K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-120- 15.17% |
$22.5K - $27.5K
|
671
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
13.2KNew |
$2.48M - $3.02M
|
13.2K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-107- 7.99% |
$20.1K - $24.5K
|
1.23K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.3KNew |
$432K - $527K
|
2.3K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.12KNew |
$211K - $257K
|
1.12K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$601K - $733K
|
3.2K
$722K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-500- 6.42% |
$93.8K - $114K
|
7.29K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.39KNew |
$448K - $547K
|
2.39K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-116- 43.94% |
$21.8K - $26.6K
|
148
$33.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.4KNew |
$263K - $321K
|
1.4K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.96KNew |
$368K - $449K
|
1.96K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-96.8K- 1.97% |
$18.2M - $22.2M
|
4.83M
$1.09B
|
|