United Capital Financial Advisers, LLC Heico Corp Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

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 36,165 shares of HEI stock, worth $9.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

36,165

Previous 1,043 3367.4%

Holding current value

$9.77 Million

Previous $247,000 3811.74%

% of portfolio

0.08%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$219.6 - $270.85 $7.71 Million - $9.51 Million	35,122 Added 3367.4%	36,165 $9.66 Million
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

699

Shares Held

40.9M

Call Options Held

261K

Put Options Held

251K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $14.7B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Account

United Capital Financial Advisers, LLC Heico Corp Transaction History