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 987 shares of HEI stock, worth $236,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares
987
Previous 1,854 46.76%
Holding current value
$236,929
Previous $414,000 37.68%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $13.1B
More about HEI
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