Atria Investments LLC Heico Corp Transaction History

Atria Investments LLC

$7.33 Billion
Q1 2025

A detailed history of Atria Investments LLC transactions in Heico Corp stock. As of the latest transaction made, Atria Investments LLC holds 1,700 shares of HEI stock, worth $455,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,700

Previous 1,470 15.65%

Holding current value

$455,685

Previous $349,000 30.09%

% of portfolio

0.01%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$219.6 - $270.85 $50,508 - $62,295	230 Added 15.65%	1,700 $454,000
Q4 2024 Feb 06, 2025	SELL	$237.06 - $279.02 $202,686 - $238,562	-855 Reduced 36.77%	1,470 $349,000
Q3 2024 Nov 01, 2024	SELL	$220.59 - $267.96 $61,544 - $74,760	-279 Reduced 10.71%	2,325 $607,000
Q2 2024 Aug 13, 2024	BUY	$187.69 - $228.95 $488,744 - $596,185	2,604 New	2,604 $582,000
Q3 2019 Nov 14, 2019	SELL	$123.77 - $145.95 $413,639 - $487,764	-3,342 Closed	0 $0
Q2 2019 Aug 26, 2019	BUY	$97.75 - $133.81 $326,680 - $447,193	3,342 New	3,342 $468,000
Q4 2018 Feb 12, 2019	SELL	$71.65 - $92.35 $183,065 - $235,954	-2,555 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	$72.38 - $93.61 $184,930 - $239,173	2,555 New	2,555 $237,000
Q2 2018 Jul 13, 2018	SELL	$68.74 - $76.66 $177,142 - $197,552	-2,577 Closed	0 $0
Q1 2018 Apr 30, 2018	BUY	$59.7 - $72.45 $153,846 - $186,703	2,577 New	2,577 $224,000

Others Institutions Holding HEI

# of Institutions

699

Shares Held

40.9M

Call Options Held

261K

Put Options Held

251K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $14.6B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Account

Atria Investments LLC Heico Corp Transaction History