Plante Moran Financial Advisors, LLC Heico Corp Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 560 shares of HEI stock, worth $133,806. This represents 0.01% of its overall portfolio holdings.

Number of Shares
560
Previous 557 0.54%
Holding current value
$133,806
Previous $124,000 17.74%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$220.59 - $267.96 $661 - $803
3 Added 0.54%
560 $146,000
Q2 2024

Aug 12, 2024
BUY
$187.69 - $228.95 $2,815 - $3,434
15 Added 2.77%
557 $124,000
Q1 2024

May 09, 2024
BUY
$170.61 - $199.38 $341 - $398
2 Added 0.37%
542 $103,000
Q4 2023

Feb 05, 2024
BUY
$156.87 - $186.0 $784 - $930
5 Added 0.93%
540 $96,000
Q3 2023

Nov 07, 2023
BUY
$157.41 - $180.29 $629 - $721
4 Added 0.75%
535 $86,000
Q2 2023

Aug 07, 2023
BUY
$154.58 - $178.94 $2,627 - $3,041
17 Added 3.31%
531 $93,000
Q1 2023

May 08, 2023
BUY
$151.52 - $177.31 $151 - $177
1 Added 0.19%
514 $87,000
Q4 2022

Feb 09, 2023
BUY
$139.73 - $164.7 $838 - $988
6 Added 1.18%
513 $78,000
Q3 2022

Nov 02, 2022
BUY
$130.94 - $165.56 $785 - $993
6 Added 1.2%
507 $73,000
Q2 2022

Aug 02, 2022
BUY
$127.59 - $157.21 $2,169 - $2,672
17 Added 3.51%
501 $66,000
Q1 2022

May 06, 2022
BUY
$135.21 - $155.09 $405 - $465
3 Added 0.62%
484 $74,000
Q4 2021

Feb 09, 2022
SELL
$133.37 - $149.8 $11,603 - $13,032
-87 Reduced 15.32%
481 $69,000
Q3 2021

Nov 08, 2021
BUY
$123.07 - $142.2 $12,060 - $13,935
98 Added 20.85%
568 $75,000
Q2 2021

Aug 10, 2021
BUY
$127.98 - $148.24 $639 - $741
5 Added 1.08%
470 $66,000
Q1 2021

May 13, 2021
SELL
$116.13 - $138.78 $7,083 - $8,465
-61 Reduced 11.6%
465 $59,000
Q4 2020

Feb 09, 2021
BUY
$104.18 - $135.47 $520 - $677
5 Added 0.96%
526 $70,000
Q3 2020

Nov 12, 2020
BUY
$93.63 - $114.51 $561 - $687
6 Added 1.17%
521 $55,000
Q2 2020

Aug 10, 2020
BUY
$68.08 - $116.72 $1,770 - $3,034
26 Added 5.32%
515 $51,000
Q1 2020

May 07, 2020
SELL
$61.66 - $129.76 $4,809 - $10,121
-78 Reduced 13.76%
489 $36,000
Q4 2019

Feb 14, 2020
BUY
$114.15 - $132.76 $18,606 - $21,639
163 Added 40.35%
567 $65,000
Q3 2019

Nov 13, 2019
BUY
$123.77 - $145.95 $742 - $875
6 Added 1.51%
404 $0
Q2 2019

Aug 13, 2019
BUY
$97.75 - $133.81 $3,128 - $4,281
32 Added 8.74%
398 $53,000
Q1 2019

May 13, 2019
BUY
$72.97 - $94.87 $437 - $569
6 Added 1.67%
366 $35,000
Q4 2018

Jan 29, 2019
BUY
$71.65 - $92.35 $501 - $646
7 Added 1.98%
360 $28,000
Q3 2018

Nov 09, 2018
BUY
$72.38 - $93.61 $796 - $1,029
11 Added 3.22%
353 $33,000
Q2 2018

Jul 26, 2018
BUY
$68.74 - $76.66 $6,942 - $7,742
101 Added 41.91%
342 $25,000
Q1 2018

May 01, 2018
BUY
$59.7 - $72.45 $3,223 - $3,912
54 Added 28.88%
241 $21,000
Q4 2017

Feb 01, 2018
BUY
$55.75 - $62.21 $390 - $435
7 Added 3.89%
187 $18,000
Q3 2017

Nov 08, 2017
BUY
$57.32 - $58.21 $10,317 - $10,477
180
180 $16,000

Others Institutions Holding HEI

# of Institutions
636
Shares Held
38.2M
Call Options Held
211K
Put Options Held
142K
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 $13B
More about HEI
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email