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 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2New |
$341 - $399
|
2
$451
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.13% |
$171 - $199
|
791
$178K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-585- 2.27% |
$99.8K - $117K
|
25.2K
$5.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Zeno Equity Partners LLP
London, X0 |
BUY
|
- |
161K+ 113681.69% |
$27.5M - $32.2M
|
162K
$36.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 44.44% |
$682 - $798
|
13
$2.93K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-122- 6.83% |
$20.8K - $24.3K
|
1.66K
$375K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
98New |
$16.7K - $19.5K
|
98
$22.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
5.61KNew |
$958K - $1.12M
|
5.61K
$1.27M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 18.46% |
$8.19K - $9.57K
|
308
$69.5K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.3KNew |
$2.4M - $2.85M
|
15.3K
$3.45M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.31KNew |
$676K - $802K
|
4.31K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36New |
$5.65K - $6.7K
|
36
$8.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-71- 2.95% |
$11.1K - $13.2K
|
2.34K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 19.57% |
$1.41K - $1.67K
|
55
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
36.4K+ 28.92% |
$5.72M - $6.78M
|
162K
$36.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.4K+ 73.0% |
$219K - $260K
|
3.31K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-27- 2.61% |
$4.24K - $5.02K
|
1.01K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
39New |
$6.12K - $7.25K
|
39
$8.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
481New |
$75.5K - $89.5K
|
481
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.3KNew |
$204K - $242K
|
1.3K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71+ 1.1% |
$11.1K - $13.2K
|
6.5K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
1.27K+ 40.98% |
$199K - $236K
|
4.36K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-197K- 88.95% |
$31M - $36.7M
|
24.5K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
47New |
$7.37K - $8.74K
|
47
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77KNew |
$277K - $328K
|
1.77K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.14KNew |
$178K - $211K
|
1.14K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$1.57M - $1.86M
|
10K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
101New |
$15.8K - $18.8K
|
101
$22.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-86- 3.25% |
$13.5K - $16K
|
2.56K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
7New |
$1.1K - $1.3K
|
7
$1.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
391New |
$61.3K - $72.7K
|
391
$88.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
7KNew |
$1.1M - $1.3M
|
7K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-2.56K- 62.45% |
$402K - $476K
|
1.54K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
50+ 2.1% |
$7.84K - $9.3K
|
2.43K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-409- 95.34% |
$64.2K - $76.1K
|
20
$4.51K
|
|
|
Feb 02, 2024
Q4 2023
|
Eos Management, L.P.
|
SELL
|
- |
-620- 7.97% |
$97.3K - $115K
|
7.16K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-225- 3.91% |
$35.3K - $41.9K
|
5.52K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$7.84K - $9.3K
|
50
$11.3K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$345K - $409K
|
2.2K
$496K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
107+ 7.88% |
$16.8K - $19.9K
|
1.47K
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
329+ 59.39% |
$51.6K - $61.2K
|
883
$199K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.15KNew |
$336K - $399K
|
2.15K
$484K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-250- 6.67% |
$39.2K - $46.5K
|
3.5K
$790K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 125.0% |
$1.57K - $1.86K
|
18
$4.06K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10.5KNew |
$1.64M - $1.95M
|
10.5K
$2.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1966.67% |
$9.26K - $11K
|
62
$14K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-19- 0.72% |
$2.98K - $3.53K
|
2.61K
$589K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.22KNew |
$191K - $227K
|
1.22K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
24New |
$3.76K - $4.46K
|
24
$5.42K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13New |
$2.04K - $2.42K
|
13
$2.93K
|
|