Steward Partners Investment Advisory, LLC Heico Corp Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Heico Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 161 shares of HEI stock, worth $41,125. This represents 0.0% of its overall portfolio holdings.

Number of Shares

161

Previous 245 34.29%

Holding current value

$41,125

Previous $54,000 22.22%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$220.59 - $267.96 $18,529 - $22,508	-84 Reduced 34.29%	161 $42,000
Q1 2024 May 15, 2024	BUY	$170.61 - $199.38 $24,226 - $28,311	142 Added 137.86%	245 $46,000
Q4 2022 Feb 15, 2023	BUY	$139.73 - $164.7 $11,737 - $13,834	84 Added 442.11%	103 $15,000
Q3 2022 Nov 10, 2022	SELL	$130.94 - $165.56 $2,095 - $2,648	-16 Reduced 45.71%	19 $3,000
Q2 2022 Aug 04, 2022	BUY	$127.59 - $157.21 $4,465 - $5,502	35 New	35 $5,000
Q4 2019 Jan 17, 2020	SELL	$114.15 - $132.76 $1,940 - $2,256	-17 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	$97.75 - $133.81 $1,661 - $2,274	17 New	17 $2,000
Q4 2018 Jan 15, 2019	SELL	$71.65 - $92.35 $1,218 - $1,569	-17 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$72.38 - $93.61 $1,230 - $1,591	17 New	17 $2,000

Others Institutions Holding HEI

# of Institutions

629

Shares Held

38.3M

Call Options Held

211K

Put Options Held

140K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $13.9B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Heico Corp Transaction History