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 05, 2020
Q4 2019
|
Highland Capital Management, LLC
|
SELL
|
- |
-15.4KClosed |
$1.76M - $2.05M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Bfsg, LLC
|
SELL
|
- |
-3.82KClosed |
$436K - $507K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-50Closed |
$5.71K - $6.64K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Polianta LTD
|
SELL
|
- |
-7.8KClosed |
$890K - $1.04M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 25, 2023
Q3 2019
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-312- 14.27% |
$38.6K - $45.5K
|
1.88K
$609K
|
|
|
Nov 14, 2019
Q3 2019
|
Nicholas Company, Inc.
|
SELL
|
- |
-53.8KClosed |
$6.66M - $7.85M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-56Closed |
$6.93K - $8.17K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.7KClosed |
$210K - $248K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ubs Group Ag
|
BUY
|
PUT |
3K+ 93.75% |
$371K - $438K
|
6.2K
$2.01M
|
|
|
Nov 14, 2019
Q3 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-20KClosed |
$2.47M - $2.92M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.2KClosed |
$767K - $905K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4Closed |
$495 - $584
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
46.9KNew |
$5.8M - $6.85M
|
46.9K
$15.2M
|
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-2.76KClosed |
$342K - $403K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-230Closed |
$28.5K - $33.6K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-316Closed |
$39.1K - $46.1K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Ibex Investors LLC
|
SELL
|
- |
-1.71KClosed |
$212K - $250K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-20.3KClosed |
$2.51M - $2.96M
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-125Closed |
$15.5K - $18.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-17KClosed |
$1.66M - $2.27M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.82KClosed |
$569K - $779K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-4Closed |
$391 - $535
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-244KClosed |
$23.9M - $32.7M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-31Closed |
$3.03K - $4.15K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.11KClosed |
$109K - $149K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-618Closed |
$60.4K - $82.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-65Closed |
$4.74K - $6.17K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-4.85KClosed |
$354K - $460K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-250Closed |
$18.2K - $23.7K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-860Closed |
$62.8K - $81.6K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-22.6KClosed |
$1.65M - $2.14M
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-500Closed |
$36.5K - $47.4K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-37- 6.65% |
$2.7K - $3.51K
|
519
$169K
|
|
|
May 01, 2019
Q1 2019
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-15.9KClosed |
$1.16M - $1.51M
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-250Closed |
$18.2K - $23.7K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-937Closed |
$68.4K - $88.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-87Closed |
$6.23K - $8.03K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Meitav Dash Investments LTD
|
SELL
|
- |
-22.3KClosed |
$1.6M - $2.06M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21.8KClosed |
$1.56M - $2.02M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-258Closed |
$18.5K - $23.8K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-222Closed |
$15.9K - $20.5K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-75Closed |
$5.37K - $6.93K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34.9KClosed |
$2.5M - $3.23M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-312Closed |
$22.4K - $28.8K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-1.58KClosed |
$113K - $146K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-185Closed |
$13.3K - $17.1K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.97KClosed |
$213K - $275K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
New Square Capital LLC
|
SELL
|
- |
-2.7KClosed |
$193K - $249K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-125Closed |
$8.96K - $11.5K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-1.63KClosed |
$117K - $150K
|
0
$0
|
|