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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
671New |
$159K - $220K
|
671
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-204- 3.65% |
$48.2K - $66.9K
|
5.39K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 1.2% |
$236 - $328
|
84
$27.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 12.36% |
$17.7K - $24.6K
|
682
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-2- 0.25% |
$473 - $656
|
800
$260K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.32K+ 14.72% |
$548K - $760K
|
18.1K
$5.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.74K- 9.77% |
$411K - $570K
|
16.1K
$5.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.1K+ 254.54% |
$3.8M - $5.27M
|
22.4K
$7.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
231+ 0.52% |
$54.6K - $75.8K
|
45.1K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
600+ 3.85% |
$142K - $197K
|
16.2K
$5.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
785New |
$186K - $257K
|
785
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
299+ 0.84% |
$70.7K - $98.1K
|
35.9K
$11.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.79K- 38.65% |
$423K - $587K
|
2.84K
$923K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-113- 2.71% |
$26.7K - $37.1K
|
4.05K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 2.44% |
$236 - $328
|
40
$13K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
687New |
$162K - $225K
|
687
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.44K- 11.99% |
$814K - $1.13M
|
25.3K
$8.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-257- 6.84% |
$60.8K - $84.3K
|
3.5K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
765New |
$181K - $251K
|
765
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 0.9% |
$1.42K - $1.97K
|
658
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.61KNew |
$854K - $1.18M
|
3.61K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 38.46% |
$1.18K - $1.64K
|
8
$2.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
4.53KNew |
$1.07M - $1.49M
|
4.53K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
16.1K+ 2032.95% |
$3.81M - $5.28M
|
16.9K
$5.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.41% |
$236 - $328
|
245
$79.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 42.83% |
$62.9K - $87.2K
|
887
$288K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
291+ 12.87% |
$68.8K - $95.4K
|
2.55K
$829K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.23% |
$1.18K - $1.64K
|
400
$130K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.42KNew |
$336K - $467K
|
1.42K
$462K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-20- 0.68% |
$4.39K - $5.42K
|
2.92K
$946K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
3.57KNew |
$785K - $968K
|
3.57K
$1.16M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$439 - $542
|
2
$649
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
868+ 25.89% |
$191K - $235K
|
4.22K
$1.37M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
945+ 216.74% |
$208K - $256K
|
1.38K
$448K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 30.03% |
$22K - $27.1K
|
233
$75.6K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-33.9K- 86.56% |
$7.45M - $9.19M
|
5.27K
$1.71M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
455K+ 92.22% |
$100M - $123M
|
949K
$308M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
948New |
$208K - $257K
|
948
$308K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$220 - $271
|
1
$325
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
246+ 16.68% |
$54K - $66.6K
|
1.72K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
334+ 24.76% |
$73.3K - $90.5K
|
1.68K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
930New |
$204K - $252K
|
930
$302K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-12- 0.71% |
$2.64K - $3.25K
|
1.67K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.58K- 34.99% |
$566K - $698K
|
4.79K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.77K- 2.62% |
$608K - $749K
|
103K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.41KNew |
$530K - $653K
|
2.41K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 22.45% |
$2.42K - $2.98K
|
38
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.14K- 96.11% |
$1.13M - $1.39M
|
208
$67.5K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
363+ 6.93% |
$79.7K - $98.3K
|
5.6K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
37.3K+ 27.55% |
$8.18M - $10.1M
|
173K
$56M
|
|