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 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 3.28% |
$6.81K - $8.4K
|
975
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
335+ 31.9% |
$73.6K - $90.7K
|
1.39K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-10- 9.09% |
$2.2K - $2.71K
|
100
$32.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.76% |
$1.54K - $1.9K
|
929
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.05% |
$1.1K - $1.35K
|
10.5K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 2.72% |
$22K - $27.1K
|
3.58K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.12% |
$220 - $271
|
862
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-368K- 99.63% |
$80.7M - $99.6M
|
1.38K
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
880+ 7.69% |
$193K - $238K
|
12.3K
$4M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
828+ 1.27% |
$182K - $224K
|
66.2K
$21.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 100.0% |
$220 - $271
|
2
$649
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$439 - $542
|
2
$649
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-141- 4.48% |
$31K - $38.2K
|
3K
$975K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
476+ 10.71% |
$105K - $129K
|
4.92K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1K+ 100.0% |
$220K - $271K
|
2K
$649K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16+ 24.62% |
$3.51K - $4.33K
|
81
$26.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
1.46KNew |
$321K - $397K
|
1.46K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
101New |
$22.2K - $27.4K
|
101
$32.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-38- 33.93% |
$8.34K - $10.3K
|
74
$24K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 11.9% |
$6.59K - $8.13K
|
222
$72.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
774New |
$170K - $210K
|
774
$251K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
92+ 20.35% |
$20.2K - $24.9K
|
544
$177K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 6.9% |
$878 - $1.08K
|
62
$20.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-7- 25.0% |
$1.54K - $1.9K
|
21
$6.82K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.4K- 21.34% |
$2.93M - $3.45M
|
45.6K
$14.8M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.07K- 32.34% |
$964K - $1.13M
|
8.51K
$2.76M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
103+ 4.4% |
$24.4K - $28.7K
|
2.45K
$794K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
799+ 1.17% |
$189K - $223K
|
68.8K
$22.4M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
13.5K+ 7.18% |
$3.21M - $3.77M
|
202K
$65.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
420+ 2.72% |
$99.6K - $117K
|
15.9K
$5.15M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.24KNew |
$293K - $345K
|
1.24K
$402K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-81- 41.12% |
$19.2K - $22.6K
|
116
$37.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.86KNew |
$441K - $520K
|
1.86K
$605K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.85KNew |
$440K - $517K
|
1.85K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
173+ 13.56% |
$41K - $48.3K
|
1.45K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.32K- 1.2% |
$1.97M - $2.32M
|
684K
$222M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.34K+ 96.61% |
$318K - $374K
|
2.73K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-87.5K- 50.54% |
$20.7M - $24.4M
|
85.6K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-349- 59.35% |
$82.7K - $97.4K
|
239
$77.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.52KNew |
$359K - $423K
|
1.52K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
CALL |
3.3KNew |
$782K - $921K
|
3.3K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-14.9K- 88.01% |
$3.53M - $4.16M
|
2.03K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
673+ 10.94% |
$160K - $188K
|
6.83K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69- 2.26% |
$16.4K - $19.3K
|
2.98K
$968K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
851+ 22.51% |
$202K - $237K
|
4.63K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
15KNew |
$3.56M - $4.19M
|
15K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-98.9K- 80.69% |
$23.4M - $27.6M
|
23.7K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
53.8KNew |
$12.8M - $15M
|
53.8K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.24KNew |
$1.24M - $1.46M
|
5.24K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-6.39K- 70.13% |
$1.52M - $1.78M
|
2.72K
$884K
|
|