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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5KNew |
$1.19M - $1.4M
|
5K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 0.41% |
$2.13K - $2.51K
|
2.18K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-126- 1.94% |
$29.9K - $35.2K
|
6.38K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
74+ 7.4% |
$17.5K - $20.6K
|
1.07K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
319+ 105.28% |
$75.6K - $89K
|
622
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$711 - $837
|
3
$677
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
56New |
$13.3K - $15.6K
|
56
$12.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-50K- 19.81% |
$11.8M - $13.9M
|
202K
$45.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
72New |
$17.1K - $20.1K
|
72
$16.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-5.42K- 66.38% |
$1.28M - $1.51M
|
2.74K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-540- 6.51% |
$128K - $151K
|
7.75K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.14K+ 408.29% |
$980K - $1.15M
|
5.15K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
PUT |
2.5K+ 62.5% |
$593K - $698K
|
6.5K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.02KNew |
$241K - $283K
|
1.02K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-800- 10.13% |
$190K - $223K
|
7.1K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-415- 96.51% |
$98.4K - $116K
|
15
$3.38K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.02K- 9.17% |
$480K - $565K
|
20.1K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.23KNew |
$765K - $900K
|
3.23K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.86K- 9.53% |
$441K - $519K
|
17.7K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-126- 9.38% |
$29.9K - $35.2K
|
1.22K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.35K- 11.1% |
$557K - $655K
|
18.8K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 3.7% |
$237 - $279
|
26
$5.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
37.9K+ 30.99% |
$8.99M - $10.6M
|
160K
$36.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
138+ 1.29% |
$32.7K - $38.5K
|
10.8K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$94.8K - $112K
|
400
$90.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.85% |
$237 - $279
|
118
$26.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.23% |
$3.56K - $4.19K
|
6.51K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 1.5% |
$711 - $837
|
197
$44.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$237 - $279
|
4
$903
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
65+ 1.55% |
$15.4K - $18.1K
|
4.25K
$959K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05KNew |
$249K - $293K
|
1.05K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.01KNew |
$239K - $281K
|
1.01K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-26- 8.52% |
$6.16K - $7.25K
|
279
$63K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
355+ 1.08% |
$84.2K - $99.1K
|
33.2K
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.66K - $1.95K
|
7
$1.58K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-467- 39.28% |
$111K - $130K
|
722
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
28+ 1.28% |
$6.64K - $7.81K
|
2.21K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-45K- 4.94% |
$10.7M - $12.6M
|
867K
$196M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61- 5.13% |
$14.5K - $17K
|
1.13K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.75K+ 5.29% |
$414K - $487K
|
34.8K
$7.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 2.0% |
$237 - $279
|
51
$11.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$474 - $558
|
2.91K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2New |
$474 - $558
|
2
$451
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66+ 26.29% |
$15.6K - $18.4K
|
317
$71.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10+ 1.07% |
$2.37K - $2.79K
|
944
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
217+ 0.95% |
$51.4K - $60.5K
|
23.1K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-60- 6.11% |
$14.2K - $16.7K
|
922
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
543+ 476.32% |
$129K - $152K
|
657
$148K
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-689- 1.85% |
$163K - $192K
|
36.6K
$8.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17New |
$4.03K - $4.74K
|
17
$3.84K
|