Clearstead Advisors, LLC Heico Corp Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,274 shares of HEI stock, worth $399,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,274
Previous 1,674 23.89%
Holding current value
$399,577
Previous $549,000 25.14%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$304.5 - $337.56 $121,800 - $135,024
-400 Reduced 23.89%
1,274 $411,000
Q2 2025

Aug 08, 2025
SELL
$236.44 - $328.0 $30,973 - $42,968
-131 Reduced 7.26%
1,674 $549,000
Q1 2025

May 13, 2025
SELL
$219.6 - $270.85 $59,731 - $73,671
-272 Reduced 13.1%
1,805 $482,000
Q4 2024

Feb 10, 2025
BUY
$237.06 - $279.02 $55,709 - $65,569
235 Added 12.76%
2,077 $493,000
Q3 2024

Nov 13, 2024
SELL
$220.59 - $267.96 $41,029 - $49,840
-186 Reduced 9.17%
1,842 $481,000
Q2 2024

Aug 09, 2024
BUY
$187.69 - $228.95 $380,635 - $464,310
2,028 New
2,028 $453,000

Others Institutions Holding HEI

# of Institutions
794
Shares Held
41.5M
Call Options Held
173K
Put Options Held
105K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • 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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