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 30, 2020
Q1 2020
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-3.89KClosed |
$240K - $505K
|
0
$0
|
|
|
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
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
50+ 28.57% |
$3.08K - $6.49K
|
225
$70.6K
|
|
|
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 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
58New |
$6.62K - $7.7K
|
58
$18.2K
|
|
|
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
$2.52M
|
|
|
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
|
|
|
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
$588K
|
|
|
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
$1.94M
|
|
|
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
$14.7M
|
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-2.76KClosed |
$342K - $403K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-230Closed |
$28.5K - $33.6K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-316Closed |
$39.1K - $46.1K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Ibex Investors LLC
|
SELL
|
- |
-1.71KClosed |
$212K - $250K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-20.3KClosed |
$2.51M - $2.96M
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-125Closed |
$15.5K - $18.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-17KClosed |
$1.66M - $2.27M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.82KClosed |
$569K - $779K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-4Closed |
$391 - $535
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-244KClosed |
$23.9M - $32.7M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-31Closed |
$3.03K - $4.15K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.11KClosed |
$109K - $149K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-65Closed |
$4.74K - $6.17K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-4.85KClosed |
$354K - $460K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-250Closed |
$18.2K - $23.7K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-860Closed |
$62.8K - $81.6K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-22.6KClosed |
$1.65M - $2.14M
|
0
$0
|
|