Concurrent Investment Advisors, LLC Heico Corp Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 643 shares of HEI stock, worth $202,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
643
Previous 655 1.83%
Holding current value
$202,635
Previous $215 Million 3.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
SELL
$304.5 - $337.56 $3,654 - $4,050
-12 Reduced 1.83%
643 $208 Million
Q2 2025

Jul 25, 2025
BUY
$236.44 - $328.0 $154,868 - $214,840
655 New
655 $215 Million
Q1 2024

May 07, 2024
SELL
$170.61 - $199.38 $21,496 - $25,121
-126 Reduced 7.86%
1,477 $282 Million
Q4 2023

Apr 15, 2024
BUY
$156.87 - $186.0 $251,462 - $298,158
1,603 New
1,603 $287 Million

Others Institutions Holding HEI

# of Institutions
777
Shares Held
41.5M
Call Options Held
200K
Put Options Held
469K
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 $17.2B
More about HEI
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