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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1KNew |
$237K - $279K
|
1K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-27.8K- 2.87% |
$6.58M - $7.74M
|
938K
$212M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
70+ 0.79% |
$16.6K - $19.5K
|
8.96K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
22.2M+ 415415.75% |
$5.27B - $6.2B
|
22.2M
$5.02B
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46+ 4.96% |
$10.9K - $12.8K
|
973
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.3K+ 365.16% |
$22.6M - $26.6M
|
121K
$27.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-760- 15.94% |
$180K - $212K
|
4.01K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
982+ 1785.45% |
$233K - $274K
|
1.04K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 34.38% |
$574K - $676K
|
9.46K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 5.38% |
$2.37K - $2.79K
|
196
$44.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$237 - $279
|
1
$226
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.32K- 11.21% |
$314K - $369K
|
10.5K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.07% |
$237 - $279
|
1.39K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 10.56% |
$4.03K - $4.74K
|
178
$40.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.6K+ 3.93% |
$4.4M - $5.18M
|
490K
$111M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 1.12% |
$2.61K - $3.07K
|
970
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-4.69K- 7.98% |
$1.11M - $1.31M
|
54.1K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.14K+ 59.83% |
$271K - $319K
|
3.06K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
71+ 0.62% |
$16.8K - $19.8K
|
11.4K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-559- 2.32% |
$133K - $156K
|
23.6K
$5.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-855- 36.77% |
$203K - $239K
|
1.47K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
173+ 1.38% |
$41K - $48.3K
|
12.7K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
117KNew |
$27.8M - $32.7M
|
117K
$26.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 2.62% |
$1.19K - $1.4K
|
196
$44.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-30- 1.53% |
$7.11K - $8.37K
|
1.93K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-10.1K- 66.94% |
$2.38M - $2.81M
|
4.97K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.8KNew |
$427K - $502K
|
1.8K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-345- 4.07% |
$81.8K - $96.3K
|
8.14K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-84- 2.4% |
$19.9K - $23.4K
|
3.42K
$772K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.4KNew |
$14.3M - $16.8M
|
60.4K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
360+ 23.78% |
$85.3K - $100K
|
1.87K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-201- 9.45% |
$47.6K - $56.1K
|
1.93K
$434K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-55- 0.45% |
$13K - $15.3K
|
12.2K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
68.3K+ 19.67% |
$16.2M - $19.1M
|
416K
$93.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
313+ 11.21% |
$74.2K - $87.3K
|
3.1K
$700K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-288- 0.68% |
$68.3K - $80.4K
|
42.3K
$9.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 220.0% |
$2.61K - $3.07K
|
16
$3.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
96+ 6.8% |
$22.8K - $26.8K
|
1.51K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
685+ 24.34% |
$162K - $191K
|
3.5K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
569New |
$135K - $159K
|
569
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.5K+ 7.51% |
$1.07M - $1.26M
|
64.5K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-989- 17.66% |
$234K - $276K
|
4.61K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 3.92% |
$7.59K - $8.93K
|
848
$191K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12+ 1.31% |
$2.84K - $3.35K
|
928
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
101+ 66.89% |
$23.9K - $28.2K
|
252
$56.9K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
30+ 0.77% |
$7.11K - $8.37K
|
3.92K
$884K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
416+ 2.79% |
$98.6K - $116K
|
15.3K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2K+ 11.4% |
$474K - $558K
|
19.5K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-69- 7.44% |
$16.4K - $19.3K
|
859
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-336- 27.95% |
$79.7K - $93.8K
|
866
$195K
|