Latest Institutional Transactions on Heico Corp (HEI)
This table provides information on the latest institutional transactions involving Heico Corp (HEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 1.22% |
$220 - $271
|
83
$22.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
411+ 209.69% |
$90.3K - $111K
|
607
$161K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.05% |
$1.1K - $1.35K
|
10.5K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 2.72% |
$22K - $27.1K
|
3.58K
$952K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
664New |
$146K - $180K
|
664
$177K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
880+ 7.69% |
$193K - $238K
|
12.3K
$3.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
828+ 1.27% |
$182K - $224K
|
66.2K
$17.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.97K- 6.42% |
$433K - $534K
|
28.7K
$7.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 100.0% |
$220 - $271
|
2
$532
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$439 - $542
|
2
$532
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-141- 4.48% |
$31K - $38.2K
|
3K
$799K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
476+ 10.71% |
$105K - $129K
|
4.92K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1K+ 100.0% |
$220K - $271K
|
2K
$532K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16+ 24.62% |
$3.51K - $4.33K
|
81
$21.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
1.46KNew |
$321K - $397K
|
1.46K
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
101New |
$22.2K - $27.4K
|
101
$26.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
792New |
$174K - $215K
|
792
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-38- 33.93% |
$8.34K - $10.3K
|
74
$19.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 11.9% |
$6.59K - $8.13K
|
222
$59.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
774New |
$170K - $210K
|
774
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-799- 1.16% |
$175K - $216K
|
68K
$18.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
3.09K+ 7.39% |
$677K - $836K
|
44.8K
$11.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
92+ 20.35% |
$20.2K - $24.9K
|
544
$145K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
368K+ 27477.65% |
$80.7M - $99.6M
|
369K
$98.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 11.57% |
$11.6K - $14.4K
|
405
$108K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 6.9% |
$878 - $1.08K
|
62
$16.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-7- 25.0% |
$1.54K - $1.9K
|
21
$5.59K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
255+ 69.67% |
$56K - $69.1K
|
621
$165K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-73- 23.03% |
$16K - $19.8K
|
244
$64.9K
|
|
| Q4 2024 | |||||||
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
16.3KNew |
$3.87M - $4.55M
|
16.3K
$4.34M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-22.2M- 99.98% |
$5.27B - $6.2B
|
5.15K
$1.37M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3.27KNew |
$775K - $913K
|
3.27K
$870K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
224+ 3.78% |
$53.1K - $62.5K
|
6.15K
$1.64M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-48- 6.57% |
$11.4K - $13.4K
|
683
$182K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
51+ 3.93% |
$12.1K - $14.2K
|
1.35K
$359K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
69.7KNew |
$16.5M - $19.5M
|
69.7K
$18.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.68KNew |
$636K - $748K
|
2.68K
$713K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
420+ 2.72% |
$99.6K - $117K
|
15.9K
$4.22M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.24KNew |
$293K - $345K
|
1.24K
$329K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-81- 41.12% |
$19.2K - $22.6K
|
116
$30.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.86KNew |
$441K - $520K
|
1.86K
$495K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.85KNew |
$440K - $517K
|
1.85K
$493K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-831- 3.35% |
$197K - $232K
|
24K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-79- 0.02% |
$18.7K - $22K
|
494K
$131M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
173+ 13.56% |
$41K - $48.3K
|
1.45K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.9K+ 122.5% |
$1.16M - $1.37M
|
8.9K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.32K- 1.2% |
$1.97M - $2.32M
|
684K
$182M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
264+ 17.56% |
$62.6K - $73.7K
|
1.77K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
8.01K+ 94.93% |
$1.9M - $2.23M
|
16.4K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.34K+ 96.61% |
$318K - $374K
|
2.73K
$726K
|
|