Regent Peak Wealth Advisors LLC Heico Corp Transaction History

Regent Peak Wealth Advisors LLC

$428 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$116.13 - $138.78 $14,516 - $17,347	-125 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$104.18 - $135.47 $13,022 - $16,933	125 New	125 $17,000

Others Institutions Holding HEI

# of Institutions

723

Shares Held

40.7M

Call Options Held

257K

Put Options Held

233K

Capital World Investors Los Angeles, CA

4.92M
Shares

$1.59 Billion
0.22% of portfolio
Black Rock Inc. New York, NY

4.83M
Shares

$1.56 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

3.84M
Shares

$1.24 Billion
0.02% of portfolio
State Street Corp Boston, MA

1.43M
Shares

$463 Million
0.02% of portfolio
Lazard Asset Management LLC New York, NY

1.04M
Shares

$336 Million
0.48% of portfolio

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.6B

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