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 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
108New |
$15.1K - $17.8K
|
108
$24.4K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.95K+ 103.81% |
$412K - $485K
|
5.78K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-4.17K- 86.07% |
$583K - $687K
|
675
$152K
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-311- 18.84% |
$43.5K - $51.2K
|
1.34K
$302K
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.83KNew |
$675K - $796K
|
4.83K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-202- 11.83% |
$28.2K - $33.3K
|
1.51K
$340K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3New |
$419 - $494
|
3
$677
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
3.02K+ 32.1% |
$422K - $498K
|
12.4K
$2.81M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
31New |
$4.33K - $5.11K
|
31
$6.99K
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-680- 3.27% |
$95K - $112K
|
20.1K
$4.53M
|
|
Feb 07, 2023
Q4 2022
|
Brooktree Capital Management
|
SELL
|
- |
-5.53K- 76.54% |
$772K - $910K
|
1.69K
$382K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$6.85K - $8.07K
|
49
$11.1K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$279 - $329
|
4
$903
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.05% |
$140 - $165
|
1.91K
$430K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 7.69% |
$140 - $165
|
12
$2.71K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.1K- 37.23% |
$153K - $181K
|
1.85K
$417K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 29.41% |
$27.9K - $32.9K
|
480
$108K
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-58- 36.94% |
$8.1K - $9.55K
|
99
$22.3K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.04KNew |
$425K - $501K
|
3.04K
$687K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16New |
$2.24K - $2.64K
|
16
$3.61K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50New |
$6.55K - $8.28K
|
50
$11.3K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.51KNew |
$198K - $250K
|
1.51K
$341K
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.3KNew |
$1.35M - $1.7M
|
10.3K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 0.53% |
$1.18K - $1.49K
|
1.68K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12- 3.18% |
$1.57K - $1.99K
|
365
$82.4K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
301New |
$39.4K - $49.8K
|
301
$67.9K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
15New |
$1.96K - $2.48K
|
15
$3.38K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.58K- 2.74% |
$730K - $923K
|
198K
$44.7M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 5.71% |
$1.05K - $1.32K
|
148
$33.4K
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
42.9KNew |
$5.61M - $7.1M
|
42.9K
$9.67M
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
61New |
$7.99K - $10.1K
|
61
$13.8K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.48KNew |
$194K - $245K
|
1.48K
$334K
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.42KNew |
$185K - $234K
|
1.42K
$319K
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5+ 31.25% |
$655 - $828
|
21
$4.74K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$1.44K - $1.82K
|
11
$2.48K
|
|
Nov 08, 2022
Q3 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-3.21K- 16.71% |
$420K - $531K
|
16K
$3.61M
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.1K- 11.69% |
$144K - $182K
|
8.32K
$1.88M
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
986+ 27.63% |
$129K - $163K
|
4.55K
$1.03M
|
|
Oct 31, 2022
Q3 2022
|
Eos Focused Equity Management, L.P.
|
BUY
|
- |
13.6KNew |
$1.78M - $2.26M
|
13.6K
$3.07M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
339New |
$44.4K - $56.1K
|
339
$76.5K
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.88KNew |
$639K - $808K
|
4.88K
$1.1M
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
47New |
$6.15K - $7.78K
|
47
$10.6K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
27New |
$3.54K - $4.47K
|
27
$6.09K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-302- 42.18% |
$39.5K - $50K
|
414
$93.4K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.45KNew |
$190K - $240K
|
1.45K
$327K
|
|
Q2 2022 | |||||||
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 4.81% |
$176K - $217K
|
27.3K
$6.15M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7Closed |
$893 - $1.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-41Closed |
$5.23K - $6.45K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
125New |
$15.9K - $19.7K
|
125
$28.2K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.9KNew |
$498K - $614K
|
3.9K
$881K
|