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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.5KNew |
$8.89M - $10.5M
|
37.5K
$8.96M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-127- 1.01% |
$30.1K - $35.4K
|
12.5K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.88K- 1.11% |
$683K - $804K
|
256K
$61.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
23+ 25.56% |
$5.45K - $6.42K
|
113
$27K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-354- 2.14% |
$83.9K - $98.8K
|
16.2K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
291+ 5.02% |
$69K - $81.2K
|
6.09K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1- 0.11% |
$237 - $279
|
888
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-105- 0.77% |
$24.9K - $29.3K
|
13.5K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 0.27% |
$711 - $837
|
1.09K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.44K- 5.0% |
$578K - $681K
|
46.4K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.74K- 6.65% |
$1.12M - $1.32M
|
66.6K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-122- 98.39% |
$28.9K - $34K
|
2
$478
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.11K- 2.97% |
$500K - $588K
|
68.8K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-883- 1.33% |
$209K - $246K
|
65.4K
$15.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.12% |
$1.66K - $1.95K
|
634
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 16.49% |
$11.1K - $13.1K
|
332
$79.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
25+ 1.3% |
$5.93K - $6.98K
|
1.95K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7+ 33.33% |
$1.66K - $1.95K
|
28
$6.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.11KNew |
$262K - $308K
|
1.11K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.08% |
$237 - $279
|
1.27K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31+ 0.09% |
$7.35K - $8.65K
|
35.3K
$8.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 11.11% |
$237 - $279
|
10
$2.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
6+ 1.5% |
$1.42K - $1.67K
|
407
$97.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-11.7K- 30.99% |
$2.76M - $3.25M
|
26K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.4K+ 43.87% |
$331K - $390K
|
4.59K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.46K- 1.25% |
$345K - $406K
|
115K
$27.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
341+ 12.18% |
$80.8K - $95.1K
|
3.14K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
51.5K+ 12.8% |
$12.2M - $14.4M
|
454K
$108M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26+ 2.65% |
$6.16K - $7.25K
|
1.01K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-85- 7.98% |
$20.2K - $23.7K
|
980
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-87- 4.55% |
$20.6K - $24.3K
|
1.83K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
110New |
$26.1K - $30.7K
|
110
$26.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$4.98K - $5.86K
|
21
$5.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
71New |
$16.8K - $19.8K
|
71
$17K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12- 1.25% |
$2.84K - $3.35K
|
946
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.02% |
$1.9K - $2.23K
|
32.2K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3- 1.68% |
$711 - $837
|
176
$42.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-288- 9.4% |
$68.3K - $80.4K
|
2.78K
$663K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5KNew |
$1.19M - $1.4M
|
5K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 0.41% |
$2.13K - $2.51K
|
2.18K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-126- 1.94% |
$29.9K - $35.2K
|
6.38K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
74+ 7.4% |
$17.5K - $20.6K
|
1.07K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
319+ 105.28% |
$75.6K - $89K
|
622
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$711 - $837
|
3
$717
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
56New |
$13.3K - $15.6K
|
56
$13.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-50K- 19.81% |
$11.8M - $13.9M
|
202K
$48.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
72New |
$17.1K - $20.1K
|
72
$17.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-5.42K- 66.38% |
$1.28M - $1.51M
|
2.74K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-540- 6.51% |
$128K - $151K
|
7.75K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.14K+ 408.29% |
$980K - $1.15M
|
5.15K
$1.23M
|