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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.8KNew |
$427K - $502K
|
1.8K
$584K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-84- 2.4% |
$19.9K - $23.4K
|
3.42K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.4KNew |
$14.3M - $16.8M
|
60.4K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
313+ 11.21% |
$74.2K - $87.3K
|
3.1K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-127- 1.01% |
$30.1K - $35.4K
|
12.5K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.88K- 1.11% |
$683K - $804K
|
256K
$83M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 16.49% |
$11.1K - $13.1K
|
332
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 11.11% |
$237 - $279
|
10
$3.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26+ 2.65% |
$6.16K - $7.25K
|
1.01K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
110New |
$26.1K - $30.7K
|
110
$35.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$4.98K - $5.86K
|
21
$6.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
71New |
$16.8K - $19.8K
|
71
$23.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3- 1.68% |
$711 - $837
|
176
$57.1K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5KNew |
$1.19M - $1.4M
|
5K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 0.41% |
$2.13K - $2.51K
|
2.18K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$711 - $837
|
3
$974
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
56New |
$13.3K - $15.6K
|
56
$18.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
72New |
$17.1K - $20.1K
|
72
$23.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-5.42K- 66.38% |
$1.28M - $1.51M
|
2.74K
$891K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
PUT |
2.5K+ 62.5% |
$593K - $698K
|
6.5K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-415- 96.51% |
$98.4K - $116K
|
15
$4.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.02K- 9.17% |
$480K - $565K
|
20.1K
$6.51M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.23KNew |
$765K - $900K
|
3.23K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 3.7% |
$237 - $279
|
26
$8.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$94.8K - $112K
|
400
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 1.5% |
$711 - $837
|
197
$64K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$237 - $279
|
4
$1.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.01KNew |
$239K - $281K
|
1.01K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.66K - $1.95K
|
7
$2.27K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 2.0% |
$237 - $279
|
51
$16.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$474 - $558
|
2.91K
$944K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
543+ 476.32% |
$129K - $152K
|
657
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17New |
$4.03K - $4.74K
|
17
$5.52K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
368+ 7.79% |
$87.2K - $103K
|
5.09K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
37New |
$8.77K - $10.3K
|
37
$12K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-39- 0.51% |
$9.25K - $10.9K
|
7.61K
$2.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
24New |
$5.69K - $6.7K
|
24
$7.79K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
200+ 33.17% |
$44.1K - $53.6K
|
803
$261K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
820New |
$181K - $220K
|
820
$266K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$44.1K - $53.6K
|
200
$64.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
CALL |
-13.2K- 38.82% |
$2.91M - $3.54M
|
20.8K
$6.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9- 34.62% |
$1.99K - $2.41K
|
17
$5.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
40KNew |
$8.82M - $10.7M
|
40K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.55K+ 6.66% |
$341K - $414K
|
24.8K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
62New |
$13.7K - $16.6K
|
62
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 94.76% |
$3.78M - $4.59M
|
947
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-98- 9.74% |
$21.6K - $26.3K
|
908
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-3.35K- 31.99% |
$739K - $897K
|
7.12K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.59KNew |
$350K - $425K
|
1.59K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
263+ 5.77% |
$58K - $70.5K
|
4.82K
$1.57M
|
|