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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-254Closed |
$18.2K - $23.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3KNew |
$217K - $281K
|
3K
$974K
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-390Closed |
$28.2K - $36.5K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
18.2KNew |
$1.32M - $1.7M
|
18.2K
$5.9M
|
|
|
Nov 14, 2018
Q3 2018
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-898Closed |
$65K - $84.1K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-1Closed |
$72.4 - $93.6
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-20.5KClosed |
$1.48M - $1.92M
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-172KClosed |
$12.4M - $16.1M
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Ardevora Asset Management LLP
|
SELL
|
- |
-500Closed |
$36.2K - $46.8K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 27, 2018
Q2 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.78KClosed |
$122K - $136K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52New |
$3.57K - $3.99K
|
52
$16.9K
|
|
|
Aug 10, 2018
Q2 2018
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-2.75KClosed |
$189K - $211K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-353Closed |
$24.3K - $27.1K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-4.69KClosed |
$322K - $359K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-99.3KClosed |
$6.82M - $7.61M
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
699+ 24.99% |
$48K - $53.6K
|
3.5K
$1.14M
|
|
|
Jul 25, 2018
Q2 2018
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-36.8KClosed |
$2.53M - $2.82M
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.15KNew |
$147K - $164K
|
2.15K
$696K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
92K+ 6133.6% |
$5.49M - $6.67M
|
93.5K
$30.4M
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-113Closed |
$6.75K - $8.19K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-7.9KClosed |
$472K - $572K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-6.75KClosed |
$403K - $489K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-2.93KClosed |
$175K - $212K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.78KClosed |
$226K - $274K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-31Closed |
$1.85K - $2.25K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-3.2KClosed |
$178K - $199K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-100Closed |
$5.58K - $6.22K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-46.2KClosed |
$2.57M - $2.87M
|
0
$0
|
|
|
Jan 12, 2018
Q4 2017
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-18.4KClosed |
$1.03M - $1.15M
|
0
$0
|
|
| Q4 2016 | |||||||
|
Aug 09, 2017
Q4 2016
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|