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 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20+ 2.48% |
$6.09K - $6.75K
|
828
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.39% |
$4.87K - $5.4K
|
4.12K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
15New |
$4.57K - $5.06K
|
15
$4.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
15New |
$4.57K - $5.06K
|
15
$4.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 0.81% |
$4.57K - $5.06K
|
1.86K
$584K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
15+ 0.29% |
$4.57K - $5.06K
|
5.24K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 13.64% |
$3.65K - $4.05K
|
100
$31.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$3.05K - $3.38K
|
10
$3.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 1.18% |
$3.05K - $3.38K
|
861
$270K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10+ 1.19% |
$3.05K - $3.38K
|
847
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10+ 1.45% |
$3.05K - $3.38K
|
700
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 7.41% |
$3.05K - $3.38K
|
145
$45.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 900.0% |
$2.74K - $3.04K
|
10
$3.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 6.77% |
$2.74K - $3.04K
|
142
$44.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8New |
$2.44K - $2.7K
|
8
$2.51K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8New |
$2.44K - $2.7K
|
8
$2.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
7New |
$2.13K - $2.36K
|
7
$2.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6+ 0.07% |
$1.83K - $2.03K
|
8.25K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6New |
$1.83K - $2.03K
|
6
$1.88K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$1.83K - $2.03K
|
6
$1.88K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.56% |
$1.52K - $1.69K
|
902
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5New |
$1.52K - $1.69K
|
5
$1.57K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
4New |
$1.22K - $1.35K
|
4
$1.25K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.5% |
$1.22K - $1.35K
|
804
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.48% |
$1.22K - $1.35K
|
840
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3+ 0.44% |
$914 - $1.01K
|
683
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.66% |
$914 - $1.01K
|
457
$143K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.03% |
$914 - $1.01K
|
9.95K
$3.12M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.72% |
$609 - $675
|
118
$37K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2New |
$609 - $675
|
2
$627
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.66% |
$609 - $675
|
307
$96.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.94% |
$609 - $675
|
214
$67.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2New |
$609 - $675
|
2
$627
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$609 - $675
|
4
$1.25K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2New |
$609 - $675
|
2
$627
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1New |
$305 - $338
|
1
$314
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$305 - $338
|
1.93K
$605K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.16% |
$305 - $338
|
623
$195K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$305 - $338
|
1.58K
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$305 - $338
|
1
$314
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 10.0% |
$305 - $338
|
11
$3.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
PUT |
128KNew |
$30.3M - $42M
|
128K
$40.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
79.1K+ 375.41% |
$18.7M - $25.9M
|
100K
$31.4M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.8K+ 49.11% |
$17M - $23.6M
|
218K
$68.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
42.5K+ 53.29% |
$10M - $13.9M
|
122K
$38.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
BUY
|
- |
28.8KNew |
$6.8M - $9.43M
|
28.8K
$9.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.7K+ 648.26% |
$6.07M - $8.42M
|
29.6K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
24.3KNew |
$5.75M - $7.97M
|
24.3K
$7.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
13.4K+ 52.56% |
$3.18M - $4.41M
|
39K
$12.2M
|
|