Sequoia Financial Advisors, LLC Heico Corp Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,150 shares of HEI stock, worth $282,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,150
Previous 973 18.19%
Holding current value
$282,911
Previous $231,000 32.9%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$219.6 - $270.85 $38,869 - $47,940
177 Added 18.19%
1,150 $307,000
Q4 2024

Feb 07, 2025
BUY
$237.06 - $279.02 $10,904 - $12,834
46 Added 4.96%
973 $231,000
Q3 2024

Oct 21, 2024
SELL
$220.59 - $267.96 $27,794 - $33,762
-126 Reduced 11.97%
927 $242,000
Q2 2024

Jul 15, 2024
BUY
$187.69 - $228.95 $197,637 - $241,084
1,053 New
1,053 $235,000
Q4 2023

Jan 25, 2024
BUY
$156.87 - $186.0 $177,106 - $209,994
1,129 New
1,129 $201,000

Others Institutions Holding HEI

# of Institutions
665
Shares Held
40.4M
Call Options Held
220K
Put Options Held
193K
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 $13.4B
More about HEI
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