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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-6.08KClosed |
$375K - $789K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.59KClosed |
$221K - $466K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.94KClosed |
$366K - $771K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-645Closed |
$39.8K - $83.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.27KClosed |
$448K - $944K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-100Closed |
$6.17K - $13K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-9.7KClosed |
$598K - $1.26M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-600Closed |
$37K - $77.9K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-96Closed |
$5.92K - $12.5K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-2.54KClosed |
$156K - $329K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-8Closed |
$493 - $1.04K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Washington Capital Management Inc
|
SELL
|
- |
-3KClosed |
$185K - $389K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-258Closed |
$15.9K - $33.5K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Cim, LLC
|
SELL
|
- |
-10.5KClosed |
$650K - $1.37M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.32KClosed |
$390K - $820K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-3.89KClosed |
$240K - $505K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.4K+ 77.78% |
$86.3K - $182K
|
3.2K
$722K
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-2.57KClosed |
$159K - $334K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.8KClosed |
$173K - $364K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$61.7K - $130K
|
1K
$226K
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
50+ 28.57% |
$3.08K - $6.49K
|
225
$50.8K
|
|
|
Apr 16, 2020
Q1 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.79KClosed |
$110K - $232K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.03KClosed |
$125K - $264K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2KClosed |
$123K - $260K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-8.45KClosed |
$521K - $1.1M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-14.3KClosed |
$880K - $1.85M
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-3.67KClosed |
$226K - $476K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-13.5KClosed |
$1.54M - $1.79M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-25.5KClosed |
$2.91M - $3.38M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-312Closed |
$35.6K - $41.4K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9.99KClosed |
$1.14M - $1.33M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.8KClosed |
$205K - $239K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1K- 11.06% |
$114K - $133K
|
8.04K
$1.81M
|
|
|
Feb 11, 2020
Q4 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-24.3KClosed |
$2.78M - $3.23M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-66.7KClosed |
$7.61M - $8.86M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
- |
-2.5KClosed |
$285K - $332K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.7KClosed |
$1.34M - $1.56M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Highland Capital Management, LLC
|
SELL
|
- |
-15.4KClosed |
$1.76M - $2.05M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Bfsg, LLC
|
SELL
|
- |
-3.82KClosed |
$436K - $507K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-50Closed |
$5.71K - $6.64K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Polianta LTD
|
SELL
|
- |
-7.8KClosed |
$890K - $1.04M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 25, 2023
Q3 2019
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-312- 14.27% |
$38.6K - $45.5K
|
1.88K
$423K
|
|
|
Nov 14, 2019
Q3 2019
|
Nicholas Company, Inc.
|
SELL
|
- |
-53.8KClosed |
$6.66M - $7.85M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-56Closed |
$6.93K - $8.17K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.7KClosed |
$210K - $248K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ubs Group Ag
|
BUY
|
PUT |
3K+ 93.75% |
$371K - $438K
|
6.2K
$1.4M
|
|
|
Nov 14, 2019
Q3 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-20KClosed |
$2.47M - $2.92M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.2KClosed |
$767K - $905K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4Closed |
$495 - $584
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
46.9KNew |
$5.8M - $6.85M
|
46.9K
$10.6M
|
|