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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
28New |
$4.41K - $5.05K
|
28
$6.3K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$1.73K - $1.98K
|
11
$2.47K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.52% |
$1.1K - $1.26K
|
1.37K
$307K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4New |
$630 - $721
|
4
$900
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.33% |
$157 - $180
|
301
$67.7K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
18KNew |
$2.78M - $3.22M
|
18K
$4.05M
|
|
Aug 10, 2023
Q2 2023
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
15KNew |
$2.32M - $2.68M
|
15K
$3.37M
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.3KNew |
$1.6M - $1.85M
|
10.3K
$2.33M
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.59KNew |
$554K - $642K
|
3.59K
$807K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$343K - $397K
|
2.22K
$500K
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.83KNew |
$283K - $327K
|
1.83K
$412K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3KNew |
$201K - $233K
|
1.3K
$293K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.16KNew |
$179K - $207K
|
1.16K
$261K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
610+ 3.34% |
$94.3K - $109K
|
18.9K
$4.25M
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
592+ 13.95% |
$91.5K - $106K
|
4.84K
$1.09M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
365New |
$56.4K - $65.3K
|
365
$82.1K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
75New |
$11.6K - $13.4K
|
75
$16.9K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$7.73K - $8.95K
|
50
$11.2K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44New |
$6.8K - $7.87K
|
44
$9.9K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
25+ 0.72% |
$3.86K - $4.47K
|
3.49K
$785K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12New |
$1.85K - $2.15K
|
12
$2.7K
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9+ 0.1% |
$1.39K - $1.61K
|
8.6K
$1.94M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$155 - $179
|
1
$225
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
501KNew |
$75.9M - $88.9M
|
501K
$113M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
228KNew |
$34.5M - $40.3M
|
228K
$51.2M
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
19KNew |
$2.87M - $3.36M
|
19K
$4.27M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
9.82KNew |
$1.49M - $1.74M
|
9.82K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.1KNew |
$621K - $727K
|
4.1K
$922K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.57KNew |
$540K - $632K
|
3.57K
$802K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.79KNew |
$422K - $494K
|
2.79K
$627K
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.68KNew |
$407K - $476K
|
2.68K
$604K
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.24KNew |
$188K - $220K
|
1.24K
$279K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.22KNew |
$185K - $217K
|
1.22K
$275K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
328New |
$49.7K - $58.2K
|
328
$73.8K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
170+ 11.72% |
$25.8K - $30.1K
|
1.62K
$364K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$6.82K - $7.98K
|
45
$10.1K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
39New |
$5.91K - $6.92K
|
39
$8.77K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
35New |
$5.3K - $6.21K
|
35
$7.87K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10+ 111.11% |
$1.52K - $1.77K
|
19
$4.27K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7New |
$1.06K - $1.24K
|
7
$1.57K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 3.64% |
$303 - $355
|
57
$12.8K
|
|
Q4 2022 | |||||||
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
12.8KNew |
$1.79M - $2.11M
|
12.8K
$2.88M
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.83KNew |
$675K - $796K
|
4.83K
$1.09M
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.04KNew |
$425K - $501K
|
3.04K
$685K
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
3.02K+ 32.1% |
$422K - $498K
|
12.4K
$2.8M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.95K+ 103.81% |
$412K - $485K
|
5.78K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.92KNew |
$407K - $480K
|
2.92K
$656K
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
108New |
$15.1K - $17.8K
|
108
$24.3K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60New |
$8.38K - $9.88K
|
60
$13.5K
|