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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-307Closed |
$41.5K - $47.6K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-175Closed |
$23.7K - $27.1K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.41K+ 72.35% |
$190K - $218K
|
3.35K
$755K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25Closed |
$3.38K - $3.88K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5New |
$667 - $749
|
5
$1.13K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-196Closed |
$26.1K - $29.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
SELL
|
- |
-15KClosed |
$2M - $2.25M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-30.8KClosed |
$4.11M - $4.61M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-55Closed |
$7.34K - $8.24K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
19+ 0.59% |
$2.53K - $2.85K
|
3.25K
$732K
|
|
|
Feb 11, 2022
Q4 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-16.1KClosed |
$2.14M - $2.41M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
137New |
$18.3K - $20.5K
|
137
$30.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
499New |
$66.6K - $74.8K
|
499
$113K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-172Closed |
$22.9K - $25.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.13KClosed |
$284K - $319K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-3.68KClosed |
$490K - $551K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-24.8KClosed |
$3.31M - $3.72M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-43Closed |
$5.73K - $6.44K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3Closed |
$400 - $449
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-22Closed |
$2.93K - $3.3K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
SELL
|
- |
-6KClosed |
$800K - $899K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-210KClosed |
$25.8M - $29.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.5KClosed |
$430K - $497K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-717Closed |
$88.2K - $102K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mangrove Partners
New York, NY |
SELL
|
- |
-44.9KClosed |
$5.53M - $6.39M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-7.17KClosed |
$882K - $1.02M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-300Closed |
$36.9K - $42.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.56KClosed |
$192K - $222K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-200Closed |
$24.6K - $28.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-4.03KClosed |
$495K - $572K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-144Closed |
$17.7K - $20.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-102KClosed |
$12.6M - $14.5M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-2.94KClosed |
$362K - $418K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500Closed |
$61.5K - $71.1K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.9KClosed |
$234K - $270K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-200Closed |
$24.6K - $28.4K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
PUT |
-6KClosed |
$738K - $853K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-592Closed |
$72.9K - $84.2K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-350Closed |
$43.1K - $49.8K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
167New |
$20.6K - $23.7K
|
167
$37.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
CALL |
-50Closed |
$6.15K - $7.11K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Baillie Gifford & CO
|
SELL
|
- |
-179KClosed |
$22.1M - $25.5M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-55.7KClosed |
$6.85M - $7.92M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-57Closed |
$7.29K - $8.45K
|
0
$0
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
290+ 22.71% |
$37.1K - $43K
|
1.57K
$354K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.59KClosed |
$204K - $236K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
40New |
$5.12K - $5.93K
|
40
$9.03K
|
|
|
Aug 17, 2021
Q2 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-148Closed |
$18.9K - $21.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
15K+ 60.0% |
$1.92M - $2.22M
|
40K
$9.03M
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.5KClosed |
$320K - $371K
|
0
$0
|
|