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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-2.56K- 49.65% |
$387K - $453K
|
2.59K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.79KNew |
$422K - $494K
|
2.79K
$905K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-3.34K- 15.25% |
$506K - $592K
|
18.6K
$6.02M
|
|
|
May 11, 2023
Q1 2023
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-10K- 6.67% |
$1.52M - $1.77M
|
140K
$45.5M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.24KNew |
$188K - $220K
|
1.24K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 26.09% |
$909 - $1.06K
|
17
$5.52K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10- 0.31% |
$1.52K - $1.77K
|
3.22K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-38- 17.84% |
$5.76K - $6.74K
|
175
$56.8K
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
19KNew |
$2.87M - $3.36M
|
19K
$6.16M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
228KNew |
$34.5M - $40.3M
|
228K
$73.9M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.57KNew |
$540K - $632K
|
3.57K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10+ 111.11% |
$1.52K - $1.77K
|
19
$6.17K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 3.64% |
$303 - $355
|
57
$18.5K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
39New |
$5.91K - $6.92K
|
39
$12.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 15.38% |
$303 - $355
|
11
$3.57K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.22KNew |
$185K - $217K
|
1.22K
$397K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7New |
$1.06K - $1.24K
|
7
$2.27K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
328New |
$49.7K - $58.2K
|
328
$106K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 3.45% |
$303 - $355
|
56
$18.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
35New |
$5.3K - $6.21K
|
35
$11.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
170+ 11.72% |
$25.8K - $30.1K
|
1.62K
$526K
|
|
| Q4 2022 | |||||||
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
12.8KNew |
$1.79M - $2.11M
|
12.8K
$4.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60New |
$8.38K - $9.88K
|
60
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.4KClosed |
$755K - $889K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.92KNew |
$407K - $480K
|
2.92K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
108New |
$15.1K - $17.8K
|
108
$35.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.95K+ 103.81% |
$412K - $485K
|
5.78K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-4.17K- 86.07% |
$583K - $687K
|
675
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-311- 18.84% |
$43.5K - $51.2K
|
1.34K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.83KNew |
$675K - $796K
|
4.83K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-202- 11.83% |
$28.2K - $33.3K
|
1.51K
$489K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
31New |
$4.33K - $5.11K
|
31
$10.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-680- 3.27% |
$95K - $112K
|
20.1K
$6.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Brooktree Capital Management
|
SELL
|
- |
-5.53K- 76.54% |
$772K - $910K
|
1.69K
$550K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$6.85K - $8.07K
|
49
$15.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$279 - $329
|
4
$1.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.05% |
$140 - $165
|
1.91K
$618K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 7.69% |
$140 - $165
|
12
$3.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.1K- 37.23% |
$153K - $181K
|
1.85K
$600K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 29.41% |
$27.9K - $32.9K
|
480
$156K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-58- 36.94% |
$8.1K - $9.55K
|
99
$32.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.04KNew |
$425K - $501K
|
3.04K
$988K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16New |
$2.24K - $2.64K
|
16
$5.19K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50New |
$6.55K - $8.28K
|
50
$16.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.51KNew |
$198K - $250K
|
1.51K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.3KNew |
$1.35M - $1.7M
|
10.3K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 0.53% |
$1.18K - $1.49K
|
1.68K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12- 3.18% |
$1.57K - $1.99K
|
365
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
301New |
$39.4K - $49.8K
|
301
$97.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
15New |
$1.96K - $2.48K
|
15
$4.87K
|
|