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 12, 2024
Q3 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
14KNew |
$3.09M - $3.75M
|
14K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
36.8KNew |
$8.12M - $9.86M
|
36.8K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 3.57% |
$22.1K - $26.8K
|
2.9K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
10.3KNew |
$2.26M - $2.75M
|
10.3K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
14.7KNew |
$3.24M - $3.93M
|
14.7K
$4.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
365New |
$80.5K - $97.8K
|
365
$114K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.25KNew |
$275K - $334K
|
1.25K
$390K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
787New |
$174K - $211K
|
787
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 1.68% |
$4.41K - $5.36K
|
1.21K
$380K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-22K- 95.7% |
$4.86M - $5.9M
|
990
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.61K- 35.63% |
$356K - $432K
|
2.91K
$914K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12New |
$2.65K - $3.22K
|
12
$3.76K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$2.21K - $2.68K
|
10
$3.14K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12.9K+ 498.07% |
$2.85M - $3.46M
|
15.5K
$4.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$662 - $804
|
560
$176K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
600New |
$132K - $161K
|
600
$188K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
781New |
$172K - $209K
|
781
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
66New |
$14.6K - $17.7K
|
66
$20.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
300New |
$66.2K - $80.4K
|
300
$94.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3- 2.17% |
$662 - $804
|
135
$42.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.92% |
$662 - $804
|
322
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
549+ 0.76% |
$121K - $147K
|
72.4K
$22.7M
|
|
|
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
$5.77M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.1K+ 1550.0% |
$684K - $831K
|
3.3K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
981New |
$216K - $263K
|
981
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$1.32K - $1.61K
|
6
$1.88K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.25KNew |
$275K - $334K
|
1.25K
$390K
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.82K+ 15.47% |
$401K - $487K
|
13.6K
$4.26M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.25K+ 58.59% |
$275K - $334K
|
3.37K
$1.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
7KNew |
$1.54M - $1.88M
|
7K
$2.2M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$2.44K - $2.98K
|
13
$4.08K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.32K - $5.27K
|
23
$7.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 12.04% |
$37.5K - $45.8K
|
1.46K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
13.2KNew |
$2.48M - $3.02M
|
13.2K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$601K - $733K
|
3.2K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.39KNew |
$448K - $547K
|
2.39K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.4KNew |
$263K - $321K
|
1.4K
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-96.8K- 1.97% |
$18.2M - $22.2M
|
4.83M
$1.51B
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27New |
$5.07K - $6.18K
|
27
$8.47K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
972New |
$182K - $223K
|
972
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.96KNew |
$368K - $449K
|
1.96K
$615K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
1.89KNew |
$355K - $433K
|
1.89K
$594K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
756+ 62.74% |
$142K - $173K
|
1.96K
$615K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-156- 12.05% |
$29.3K - $35.7K
|
1.14K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
214+ 4.65% |
$40.2K - $49K
|
4.82K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-41- 1.33% |
$7.7K - $9.39K
|
3.05K
$958K
|
|
|
Aug 12, 2024
Q2 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
2.5KNew |
$469K - $572K
|
2.5K
$784K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.38K - $4.12K
|
18
$5.65K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
29.9KNew |
$5.61M - $6.84M
|
29.9K
$9.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1KNew |
$188K - $229K
|
1K
$314K
|
|