Atria Wealth Solutions, Inc. Heico Corp Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Heico Corp stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,283 shares of HEI stock, worth $4.16 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,283

Previous 14,051 5.47%

Holding current value

$4.16 Million

Previous $3.75 Million 16.04%

% of portfolio

0.11%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$236.44 - $328.0 $181,585 - $251,904	-768 Reduced 5.47%	13,283 $4.36 Million
Q1 2025 May 09, 2025	BUY	$219.6 - $270.85 $117,925 - $145,446	537 Added 3.97%	14,051 $3.75 Million
Q4 2024 Jan 31, 2025	SELL	$237.06 - $279.02 $24,891 - $29,297	-105 Reduced 0.77%	13,514 $3.21 Million
Q3 2024 Nov 08, 2024	SELL	$220.59 - $267.96 $126,398 - $153,541	-573 Reduced 4.04%	13,619 $3.56 Million
Q2 2024 Jul 22, 2024	BUY	$187.69 - $228.95 $13,325 - $16,255	71 Added 0.5%	14,192 $3.17 Million
Q1 2024 May 13, 2024	SELL	$170.61 - $199.38 $26,273 - $30,704	-154 Reduced 1.08%	14,121 $2.7 Million
Q4 2023 Feb 02, 2024	BUY	$156.87 - $186.0 $627 - $744	4 Added 0.03%	14,275 $2.55 Million
Q3 2023 Nov 08, 2023	SELL	$157.41 - $180.29 $19,046 - $21,815	-121 Reduced 0.84%	14,271 $2.31 Million
Q2 2023 Aug 03, 2023	SELL	$154.58 - $178.94 $78,217 - $90,543	-506 Reduced 3.4%	14,392 $2.55 Million
Q1 2023 Aug 22, 2023	BUY	$151.52 - $177.31 $17,576 - $20,567	116 Added 0.81%	14,508 $2.48 Million
Q1 2023 Jun 14, 2023	BUY	$151.52 - $177.31 $59,092 - $69,150	390 Added 2.69%	14,898 $2.55 Million
Q1 2023 May 10, 2023	SELL	$151.52 - $177.31 $308,494 - $361,003	-2,036 Reduced 12.31%	14,508 $2.48 Million
Q4 2022 Aug 30, 2023	BUY	$139.73 - $164.7 $70,703 - $83,338	506 Added 3.52%	14,898 $2.29 Million
Q4 2022 Feb 13, 2023	BUY	$139.73 - $164.7 $140,009 - $165,029	1,002 Added 6.45%	16,544 $2.54 Million
Q3 2022 Nov 14, 2022	BUY	$130.94 - $165.56 $245,250 - $310,093	1,873 Added 13.7%	15,542 $2.24 Million
Q2 2022 Aug 15, 2022	SELL	$127.59 - $157.21 $124,655 - $153,594	-977 Reduced 6.67%	13,669 $1.79 Million
Q1 2022 May 16, 2022	BUY	$135.21 - $155.09 $1.98 Million - $2.27 Million	14,646 New	14,646 $2.25 Million

Others Institutions Holding HEI

# of Institutions

746

Shares Held

41.1M

Call Options Held

257K

Put Options Held

233K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.1B

More about HEI

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Atria Wealth Solutions, Inc. Heico Corp Transaction History