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 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-8.72K- 99.73% |
$1.35M - $1.56M
|
24
$5.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
610+ 3.34% |
$94.3K - $109K
|
18.9K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
15KNew |
$2.32M - $2.68M
|
15K
$3.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
365New |
$56.4K - $65.3K
|
365
$82.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.16KNew |
$179K - $207K
|
1.16K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44New |
$6.8K - $7.87K
|
44
$9.93K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
25+ 0.72% |
$3.86K - $4.47K
|
3.49K
$787K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9+ 0.1% |
$1.39K - $1.61K
|
8.6K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-378- 4.98% |
$58.4K - $67.6K
|
7.21K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
592+ 13.95% |
$91.5K - $106K
|
4.84K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$7.73K - $8.95K
|
50
$11.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$343K - $397K
|
2.22K
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-182- 16.76% |
$28.1K - $32.6K
|
904
$204K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-636- 9.01% |
$98.3K - $114K
|
6.42K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3KNew |
$201K - $233K
|
1.3K
$294K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22- 1.96% |
$3.4K - $3.94K
|
1.1K
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12New |
$1.85K - $2.15K
|
12
$2.71K
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-71K- 95.43% |
$10.8M - $12.6M
|
3.4K
$767K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.67K- 15.87% |
$253K - $296K
|
8.85K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.1KNew |
$621K - $727K
|
4.1K
$925K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
9.82KNew |
$1.49M - $1.74M
|
9.82K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
501KNew |
$75.9M - $88.9M
|
501K
$113M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.68KNew |
$407K - $476K
|
2.68K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-61- 3.3% |
$9.24K - $10.8K
|
1.79K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-2.56K- 49.65% |
$387K - $453K
|
2.59K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.79KNew |
$422K - $494K
|
2.79K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-3.34K- 15.25% |
$506K - $592K
|
18.6K
$4.19M
|
|
|
May 11, 2023
Q1 2023
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-10K- 6.67% |
$1.52M - $1.77M
|
140K
$31.6M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.24KNew |
$188K - $220K
|
1.24K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 26.09% |
$909 - $1.06K
|
17
$3.84K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10- 0.31% |
$1.52K - $1.77K
|
3.22K
$726K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-38- 17.84% |
$5.76K - $6.74K
|
175
$39.5K
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
19KNew |
$2.87M - $3.36M
|
19K
$4.28M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
228KNew |
$34.5M - $40.3M
|
228K
$51.3M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.57KNew |
$540K - $632K
|
3.57K
$804K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10+ 111.11% |
$1.52K - $1.77K
|
19
$4.29K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 3.64% |
$303 - $355
|
57
$12.9K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
39New |
$5.91K - $6.92K
|
39
$8.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 15.38% |
$303 - $355
|
11
$2.48K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.22KNew |
$185K - $217K
|
1.22K
$276K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7New |
$1.06K - $1.24K
|
7
$1.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
328New |
$49.7K - $58.2K
|
328
$74K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$6.82K - $7.98K
|
45
$10.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 3.45% |
$303 - $355
|
56
$12.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
35New |
$5.3K - $6.21K
|
35
$7.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
170+ 11.72% |
$25.8K - $30.1K
|
1.62K
$366K
|
|
| Q4 2022 | |||||||
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
12.8KNew |
$1.79M - $2.11M
|
12.8K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60New |
$8.38K - $9.88K
|
60
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.4KClosed |
$755K - $889K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.92KNew |
$407K - $480K
|
2.92K
$658K
|
|