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 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-200- 5.71% |
$43.9K - $54.2K
|
3.3K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
154+ 5.74% |
$33.8K - $41.7K
|
2.84K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
28.5KNew |
$6.26M - $7.72M
|
28.5K
$9.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7+ 0.02% |
$1.54K - $1.9K
|
35.3K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 20.47% |
$878K - $1.08M
|
15.5K
$5.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.76K+ 4.15% |
$607K - $749K
|
69.3K
$22.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.13% |
$220 - $271
|
792
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-211- 7.85% |
$46.3K - $57.1K
|
2.48K
$804K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-426- 68.49% |
$93.5K - $115K
|
196
$63.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
99+ 2.78% |
$21.7K - $26.8K
|
3.66K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$2.42K - $2.98K
|
11
$3.57K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 17.24% |
$1.1K - $1.35K
|
24
$7.79K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
177+ 18.19% |
$38.9K - $47.9K
|
1.15K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
127+ 1.18% |
$27.9K - $34.4K
|
10.9K
$3.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
875New |
$192K - $237K
|
875
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.76K+ 24.89% |
$386K - $477K
|
8.83K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-464- 12.99% |
$102K - $126K
|
3.11K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$1.1K - $1.35K
|
5
$1.62K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
17New |
$3.73K - $4.6K
|
17
$5.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.71K+ 10.67% |
$815K - $1.01M
|
38.5K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.77K+ 1.1% |
$389K - $480K
|
162K
$52.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.01KNew |
$661K - $815K
|
3.01K
$977K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.28KNew |
$281K - $347K
|
1.28K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 85.84% |
$43.9K - $54.2K
|
33
$10.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
261+ 14.77% |
$57.3K - $70.7K
|
2.03K
$658K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
562+ 1.33% |
$123K - $152K
|
42.9K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
781New |
$172K - $212K
|
781
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 10.53% |
$439 - $542
|
21
$6.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.08K- 4.16% |
$237K - $293K
|
24.9K
$8.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$1.32K - $1.63K
|
6
$1.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
646+ 74.6% |
$142K - $175K
|
1.51K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.73K- 3.87% |
$600K - $740K
|
67.8K
$22M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 0.8% |
$5.49K - $6.77K
|
3.17K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 750.0% |
$3.29K - $4.06K
|
17
$5.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.55K- 21.68% |
$340K - $419K
|
5.59K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 100.0% |
$439 - $542
|
4
$1.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$3.29K - $4.06K
|
15
$4.87K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-60.6K- 6.99% |
$13.3M - $16.4M
|
806K
$262M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26+ 31.33% |
$5.71K - $7.04K
|
109
$35.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.88KNew |
$413K - $509K
|
1.88K
$610K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
3.03K+ 137.29% |
$666K - $822K
|
5.24K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92- 0.28% |
$20.2K - $24.9K
|
33.2K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
58+ 3.09% |
$12.7K - $15.7K
|
1.93K
$627K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-67- 37.64% |
$14.7K - $18.1K
|
111
$36K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 325.0% |
$5.71K - $7.04K
|
34
$11K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
5.18K+ 18.34% |
$1.14M - $1.4M
|
33.4K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
891+ 123.41% |
$196K - $241K
|
1.61K
$524K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
300New |
$65.9K - $81.3K
|
300
$97.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 100.0% |
$439 - $542
|
4
$1.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
808New |
$177K - $219K
|
808
$262K
|