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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.94KNew |
$305K - $349K
|
1.94K
$629K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.1K- 61.11% |
$173K - $198K
|
700
$227K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.33% |
$157 - $180
|
301
$97.7K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.52% |
$1.1K - $1.26K
|
1.37K
$443K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
145New |
$22.8K - $26.1K
|
145
$47.1K
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
581New |
$91.5K - $105K
|
581
$189K
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-500- 25.0% |
$78.7K - $90.1K
|
1.5K
$487K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-177- 4.6% |
$27.9K - $31.9K
|
3.67K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.33K- 11.23% |
$210K - $241K
|
10.5K
$3.42M
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
400New |
$63K - $72.1K
|
400
$130K
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.68KNew |
$265K - $304K
|
1.68K
$547K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4New |
$630 - $721
|
4
$1.3K
|
|
Oct 31, 2023
Q3 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-4.4K- 21.46% |
$693K - $793K
|
16.1K
$5.23M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
142+ 11.88% |
$22.4K - $25.6K
|
1.34K
$434K
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-900- 28.99% |
$142K - $162K
|
2.21K
$716K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
28New |
$4.41K - $5.05K
|
28
$9.09K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$1.73K - $1.98K
|
11
$3.57K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
97+ 6.95% |
$15.3K - $17.5K
|
1.49K
$484K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.6KClosed |
$1.33M - $1.54M
|
0
$0
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$155 - $179
|
1
$325
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
75New |
$11.6K - $13.4K
|
75
$24.4K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-346- 9.83% |
$53.5K - $61.9K
|
3.17K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
18KNew |
$2.78M - $3.22M
|
18K
$5.85M
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-124- 4.74% |
$19.2K - $22.2K
|
2.49K
$809K
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.59KNew |
$554K - $642K
|
3.59K
$1.16M
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.3KNew |
$1.6M - $1.85M
|
10.3K
$3.36M
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-2K- 16.41% |
$309K - $358K
|
10.2K
$3.31M
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-8.72K- 99.73% |
$1.35M - $1.56M
|
24
$7.79K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
610+ 3.34% |
$94.3K - $109K
|
18.9K
$6.13M
|
|
Aug 10, 2023
Q2 2023
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
15KNew |
$2.32M - $2.68M
|
15K
$4.87M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
365New |
$56.4K - $65.3K
|
365
$119K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.16KNew |
$179K - $207K
|
1.16K
$376K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44New |
$6.8K - $7.87K
|
44
$14.3K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
25+ 0.72% |
$3.86K - $4.47K
|
3.49K
$1.13M
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9+ 0.1% |
$1.39K - $1.61K
|
8.6K
$2.79M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-378- 4.98% |
$58.4K - $67.6K
|
7.21K
$2.34M
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$7.73K - $8.95K
|
50
$16.2K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$343K - $397K
|
2.22K
$721K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-182- 16.76% |
$28.1K - $32.6K
|
904
$294K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-636- 9.01% |
$98.3K - $114K
|
6.42K
$2.08M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3KNew |
$201K - $233K
|
1.3K
$423K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22- 1.96% |
$3.4K - $3.94K
|
1.1K
$357K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12New |
$1.85K - $2.15K
|
12
$3.9K
|
|
Q1 2023 | |||||||
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-71K- 95.43% |
$10.8M - $12.6M
|
3.4K
$1.1M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.67K- 15.87% |
$253K - $296K
|
8.85K
$2.87M
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.1KNew |
$621K - $727K
|
4.1K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
9.82KNew |
$1.49M - $1.74M
|
9.82K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
501KNew |
$75.9M - $88.9M
|
501K
$163M
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.68KNew |
$407K - $476K
|
2.68K
$871K
|