United Capital Financial Advisers, LLC Heico Corp Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Heico Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,043 shares of HEI stock, worth $272,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,043
Previous 987 5.67%
Holding current value
$272,744
Previous $258,000 4.26%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$237.06 - $279.02 $13,275 - $15,625
56 Added 5.67%
1,043 $247,000
Q3 2024

Nov 12, 2024
SELL
$220.59 - $267.96 $191,251 - $232,321
-867 Reduced 46.76%
987 $258,000
Q2 2024

Aug 14, 2024
SELL
$187.69 - $228.95 $6,569 - $8,013
-35 Reduced 1.85%
1,854 $414,000
Q1 2024

May 15, 2024
SELL
$170.61 - $199.38 $1,194 - $1,395
-7 Reduced 0.37%
1,889 $360,000
Q4 2023

Feb 14, 2024
BUY
$156.87 - $186.0 $297,425 - $352,656
1,896 New
1,896 $339,000

Others Institutions Holding HEI

# of Institutions
659
Shares Held
62.3M
Call Options Held
220K
Put Options Held
200K
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 $14.3B
More about HEI
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