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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.3KNew |
$2.4M - $2.85M
|
15.3K
$4.97M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.31KNew |
$676K - $802K
|
4.31K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36New |
$5.65K - $6.7K
|
36
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
36.4K+ 28.92% |
$5.72M - $6.78M
|
162K
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.4K+ 73.0% |
$219K - $260K
|
3.31K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-27- 2.61% |
$4.24K - $5.02K
|
1.01K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
39New |
$6.12K - $7.25K
|
39
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
481New |
$75.5K - $89.5K
|
481
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.3KNew |
$204K - $242K
|
1.3K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71+ 1.1% |
$11.1K - $13.2K
|
6.5K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
1.27K+ 40.98% |
$199K - $236K
|
4.36K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-197K- 88.95% |
$31M - $36.7M
|
24.5K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
47New |
$7.37K - $8.74K
|
47
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77KNew |
$277K - $328K
|
1.77K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$1.57M - $1.86M
|
10K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
101New |
$15.8K - $18.8K
|
101
$32.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-86- 3.25% |
$13.5K - $16K
|
2.56K
$832K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
7New |
$1.1K - $1.3K
|
7
$2.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
391New |
$61.3K - $72.7K
|
391
$127K
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
7KNew |
$1.1M - $1.3M
|
7K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-2.56K- 62.45% |
$402K - $476K
|
1.54K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
50+ 2.1% |
$7.84K - $9.3K
|
2.43K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-409- 95.34% |
$64.2K - $76.1K
|
20
$6.49K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-225- 3.91% |
$35.3K - $41.9K
|
5.52K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$7.84K - $9.3K
|
50
$16.2K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$345K - $409K
|
2.2K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
107+ 7.88% |
$16.8K - $19.9K
|
1.47K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
329+ 59.39% |
$51.6K - $61.2K
|
883
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.15KNew |
$336K - $399K
|
2.15K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 125.0% |
$1.57K - $1.86K
|
18
$5.84K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1966.67% |
$9.26K - $11K
|
62
$20.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-19- 0.72% |
$2.98K - $3.53K
|
2.61K
$848K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.22KNew |
$191K - $227K
|
1.22K
$396K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
24New |
$3.76K - $4.46K
|
24
$7.79K
|
|
| Q3 2023 | |||||||
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.66KNew |
$576K - $660K
|
3.66K
$1.19M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.05KClosed |
$166K - $190K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
40New |
$6.3K - $7.21K
|
40
$13K
|
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.85M - $2.12M
|
11.7K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-150- 2.45% |
$23.6K - $27K
|
5.98K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.86K- 53.39% |
$608K - $696K
|
3.37K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-265- 1.51% |
$41.7K - $47.8K
|
17.3K
$5.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.46K- 0.74% |
$230K - $264K
|
197K
$64.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.09K- 41.98% |
$172K - $197K
|
1.51K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
56.7KNew |
$8.92M - $10.2M
|
56.7K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.91KNew |
$458K - $525K
|
2.91K
$945K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-153- 9.19% |
$24.1K - $27.6K
|
1.51K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.19K- 77.02% |
$344K - $394K
|
652
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-150- 10.46% |
$23.6K - $27K
|
1.28K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 10.53% |
$315 - $361
|
17
$5.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
17.3K+ 27.32% |
$2.73M - $3.12M
|
80.7K
$26.2M
|
|