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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27New |
$5.07K - $6.18K
|
27
$6.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.9KNew |
$357K - $435K
|
1.9K
$429K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
972New |
$182K - $223K
|
972
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.96KNew |
$368K - $449K
|
1.96K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
1.89KNew |
$355K - $433K
|
1.89K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
756+ 62.74% |
$142K - $173K
|
1.96K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.32% |
$563 - $687
|
230
$51.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-156- 12.05% |
$29.3K - $35.7K
|
1.14K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.48K- 24.92% |
$278K - $339K
|
4.46K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
214+ 4.65% |
$40.2K - $49K
|
4.82K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-41- 1.33% |
$7.7K - $9.39K
|
3.05K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
2.5KNew |
$469K - $572K
|
2.5K
$564K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
973New |
$183K - $223K
|
973
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
200New |
$37.5K - $45.8K
|
200
$45.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.56KNew |
$293K - $357K
|
1.56K
$352K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.38K - $4.12K
|
18
$4.06K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
29.9KNew |
$5.61M - $6.84M
|
29.9K
$6.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1KNew |
$188K - $229K
|
1K
$226K
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
600+ 100.0% |
$113K - $137K
|
1.2K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
7.3KNew |
$1.37M - $1.67M
|
7.3K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.06KNew |
$199K - $243K
|
1.06K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
259+ 20.92% |
$48.6K - $59.3K
|
1.5K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
13.8KNew |
$2.59M - $3.16M
|
13.8K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52New |
$9.76K - $11.9K
|
52
$11.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-427- 7.82% |
$80.1K - $97.8K
|
5.03K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.73K- 52.86% |
$513K - $625K
|
2.44K
$549K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$188 - $229
|
6
$1.35K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.56K- 68.3% |
$668K - $815K
|
1.65K
$373K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
50New |
$9.38K - $11.4K
|
50
$11.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7- 7.87% |
$1.31K - $1.6K
|
82
$18.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-178- 6.42% |
$33.4K - $40.8K
|
2.59K
$585K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 12.9% |
$8.26K - $10.1K
|
385
$86.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-400- 2.26% |
$75.1K - $91.6K
|
17.3K
$3.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.07KNew |
$200K - $245K
|
1.07K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 3.96% |
$2.82K - $3.43K
|
364
$82.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-712- 0.74% |
$134K - $163K
|
94.9K
$21.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2K+ 7.71% |
$375K - $458K
|
27.9K
$6.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
200+ 14.71% |
$37.5K - $45.8K
|
1.56K
$352K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-206- 18.39% |
$38.7K - $47.2K
|
914
$206K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
295New |
$55.4K - $67.5K
|
295
$66.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
923New |
$173K - $211K
|
923
$208K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 59.09% |
$2.44K - $2.98K
|
9
$2.03K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
233New |
$43.7K - $53.3K
|
233
$52.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.05KNew |
$197K - $241K
|
1.05K
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$751 - $916
|
4
$903
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200New |
$37.5K - $45.8K
|
200
$45.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1- 0.03% |
$188 - $229
|
3.57K
$806K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$938 - $1.14K
|
5
$1.13K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
619New |
$116K - $142K
|
619
$140K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11+ 0.51% |
$2.06K - $2.52K
|
2.17K
$488K
|