Latest Institutional Purchases of Heico Corp (HEI)
This list provides information on the latest institutional transactions involving Heico Corp (HEI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
14K+ 480.84% |
$4.3M - $4.64M
|
16.9K
$5.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.68K+ 175.71% |
$2.36M - $2.54M
|
12.1K
$3.78M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.67KNew |
$2.35M - $2.54M
|
7.67K
$2.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.45KNew |
$444K - $478K
|
1.45K
$454K
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.17KNew |
$360K - $388K
|
1.17K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 4.58% |
$318K - $343K
|
23.7K
$7.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
772New |
$237K - $255K
|
772
$242K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
726New |
$223K - $240K
|
726
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
724+ 8.48% |
$222K - $239K
|
9.26K
$2.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
673+ 41.19% |
$206K - $223K
|
2.31K
$724K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
523+ 42.52% |
$160K - $173K
|
1.75K
$550K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
483+ 47.21% |
$148K - $160K
|
1.51K
$472K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
452+ 10.71% |
$139K - $149K
|
4.67K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
361+ 0.8% |
$111K - $119K
|
45.2K
$14.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
335+ 0.91% |
$103K - $111K
|
37.3K
$11.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
296+ 5.86% |
$90.8K - $97.9K
|
5.35K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
235+ 1.39% |
$72.1K - $77.7K
|
17.1K
$5.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
228+ 0.65% |
$70K - $75.4K
|
35.6K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
200+ 21.44% |
$61.4K - $66.1K
|
1.13K
$355K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
185+ 0.7% |
$56.8K - $61.2K
|
26.5K
$8.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
154New |
$47.3K - $50.9K
|
154
$48.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
138+ 5.19% |
$42.3K - $45.6K
|
2.8K
$877K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
132+ 3.22% |
$40.5K - $43.6K
|
4.24K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
130+ 2.57% |
$39.9K - $43K
|
5.19K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 8.05% |
$34.1K - $36.7K
|
1.49K
$467K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
80New |
$24.5K - $26.5K
|
80
$25.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
76+ 1.2% |
$23.3K - $25.1K
|
6.43K
$2.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 0.2% |
$19.3K - $20.8K
|
32K
$10M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40+ 3.97% |
$12.3K - $13.2K
|
1.05K
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26+ 86.67% |
$7.98K - $8.6K
|
56
$17.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23+ 2.96% |
$7.06K - $7.6K
|
799
$251K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
19New |
$5.83K - $6.28K
|
19
$5.96K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 3.95% |
$4.6K - $4.96K
|
395
$124K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 118.18% |
$3.99K - $4.3K
|
24
$7.53K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11+ 1.19% |
$3.38K - $3.64K
|
934
$293K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10New |
$3.07K - $3.31K
|
10
$3.14K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 31.58% |
$1.84K - $1.98K
|
25
$7.84K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.07% |
$1.53K - $1.65K
|
473
$148K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
3+ 42.86% |
$920 - $992
|
10
$3.14K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$614 - $661
|
4.27K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2New |
$614 - $661
|
2
$627
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 5.88% |
$614 - $661
|
36
$11.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 10.0% |
$307 - $331
|
11
$3.45K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.12% |
$307 - $331
|
825
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$307 - $331
|
1.09K
$341K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
242K+ 45.74% |
$73.6M - $81.5M
|
770K
$241M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 15.65% |
$41.8M - $46.3M
|
1.01M
$318M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
104K+ 2.66% |
$31.8M - $35.3M
|
4.03M
$1.27B
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
99.7K+ 8211.61% |
$30.4M - $33.7M
|
101K
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
96.9K+ 7.07% |
$29.5M - $32.7M
|
1.47M
$460M
|
|