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 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.58K- 2.74% |
$730K - $923K
|
198K
$64.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
42.9KNew |
$5.61M - $7.1M
|
42.9K
$13.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
61New |
$7.99K - $10.1K
|
61
$19.8K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.42KNew |
$185K - $234K
|
1.42K
$459K
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5+ 31.25% |
$655 - $828
|
21
$6.82K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$1.44K - $1.82K
|
11
$3.57K
|
|
|
Nov 08, 2022
Q3 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-3.21K- 16.71% |
$420K - $531K
|
16K
$5.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.1K- 11.69% |
$144K - $182K
|
8.32K
$2.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
986+ 27.63% |
$129K - $163K
|
4.55K
$1.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Eos Focused Equity Management, L.P.
|
BUY
|
- |
13.6KNew |
$1.78M - $2.26M
|
13.6K
$4.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
339New |
$44.4K - $56.1K
|
339
$110K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.88KNew |
$639K - $808K
|
4.88K
$1.59M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
47New |
$6.15K - $7.78K
|
47
$15.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
27New |
$3.54K - $4.47K
|
27
$8.77K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-302- 42.18% |
$39.5K - $50K
|
414
$134K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.45KNew |
$190K - $240K
|
1.45K
$470K
|
|
| Q2 2022 | |||||||
|
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 4.81% |
$176K - $217K
|
27.3K
$8.85M
|
|
|
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
$40.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 40.0% |
$255 - $314
|
7
$2.27K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6KClosed |
$204K - $252K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.87KNew |
$238K - $294K
|
1.87K
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.57KClosed |
$200K - $247K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-51Closed |
$6.51K - $8.02K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-35.1KClosed |
$4.48M - $5.52M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-486KClosed |
$62.1M - $76.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.67KClosed |
$596K - $734K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-671- 14.09% |
$85.6K - $105K
|
4.09K
$1.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-300- 10.0% |
$38.3K - $47.2K
|
2.7K
$877K
|
|
|
Aug 11, 2022
Q2 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.79K+ 24.52% |
$228K - $281K
|
9.07K
$2.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.55KClosed |
$197K - $243K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-751- 28.61% |
$95.8K - $118K
|
1.87K
$608K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4K+ 126.92% |
$511K - $629K
|
7.16K
$2.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.59K+ 174.08% |
$840K - $1.04M
|
10.4K
$3.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
2.89KNew |
$368K - $454K
|
2.89K
$937K
|
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-60.3KClosed |
$7.7M - $9.48M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-26K- 59.63% |
$3.32M - $4.09M
|
17.6K
$5.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-22- 10.89% |
$2.81K - $3.46K
|
180
$58.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.15KClosed |
$1.04M - $1.28M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-7Closed |
$893 - $1.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-22Closed |
$2.81K - $3.46K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
14New |
$1.79K - $2.2K
|
14
$4.55K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-19Closed |
$2.42K - $2.99K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 5.24% |
$1.28K - $1.57K
|
181
$58.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-24Closed |
$3.06K - $3.77K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.54KClosed |
$197K - $242K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-42Closed |
$5.36K - $6.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
3.09KNew |
$394K - $486K
|
3.09K
$1M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-127- 4.06% |
$16.2K - $20K
|
3K
$974K
|
|