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 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-822- 5.84% |
$181K - $223K
|
13.2K
$4.3M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
402+ 2.56% |
$88.3K - $109K
|
16.1K
$5.22M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-96.5K- 24.99% |
$21.2M - $26.1M
|
290K
$94.1M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-208- 1.36% |
$45.7K - $56.3K
|
15.1K
$4.9M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-4.95K- 7.27% |
$1.09M - $1.34M
|
63.1K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-55- 1.4% |
$12.1K - $14.9K
|
3.86K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.94K- 19.87% |
$1.3M - $1.61M
|
24K
$7.78M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
46+ 92.0% |
$10.1K - $12.5K
|
96
$31.2K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-26.6K- 15.89% |
$5.84M - $7.2M
|
141K
$45.7M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
784New |
$172K - $212K
|
784
$255K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
153KNew |
$33.7M - $41.5M
|
153K
$49.8M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
42New |
$9.22K - $11.4K
|
42
$13.6K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
148+ 5.33% |
$32.5K - $40.1K
|
2.92K
$949K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-2.07K- 2.97% |
$455K - $561K
|
67.7K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-547- 0.77% |
$120K - $148K
|
70.3K
$22.8M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
802+ 3.46% |
$176K - $217K
|
24K
$7.78M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.13K+ 103.95% |
$248K - $306K
|
2.22K
$720K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100- 0.67% |
$22K - $27.1K
|
14.8K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-115- 3.29% |
$25.3K - $31.1K
|
3.39K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
156+ 1.65% |
$34.3K - $42.3K
|
9.62K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.11K+ 7.53% |
$462K - $570K
|
30.1K
$9.76M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
230+ 15.65% |
$50.5K - $62.3K
|
1.7K
$552K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-227- 0.96% |
$49.8K - $61.5K
|
23.3K
$7.58M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-807- 25.55% |
$177K - $219K
|
2.35K
$763K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.34K- 11.68% |
$514K - $634K
|
17.7K
$5.74M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.5K+ 67.24% |
$1.65M - $2.03M
|
18.7K
$6.06M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-432- 22.15% |
$94.9K - $117K
|
1.52K
$493K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6+ 0.66% |
$1.32K - $1.63K
|
910
$295K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.97K+ 102.5% |
$433K - $534K
|
3.89K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
862New |
$189K - $233K
|
862
$280K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 16.04% |
$29.9K - $36.8K
|
712
$231K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-259- 17.3% |
$56.9K - $70.2K
|
1.24K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 8.67% |
$3.73K - $4.6K
|
213
$69.2K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.18K- 56.67% |
$258K - $319K
|
899
$292K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
800New |
$176K - $217K
|
800
$260K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.03% |
$220 - $271
|
3.27K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.37K+ 37.59% |
$740K - $912K
|
12.3K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.55KNew |
$559K - $690K
|
2.55K
$827K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.74K- 53.12% |
$601K - $741K
|
2.42K
$784K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.21KNew |
$266K - $328K
|
1.21K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
38+ 760.0% |
$8.34K - $10.3K
|
43
$14K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-25.8K- 47.69% |
$5.66M - $6.98M
|
28.3K
$9.18M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
781New |
$172K - $212K
|
781
$254K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1+ 0.11% |
$220 - $271
|
889
$289K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-93.4K- 46.19% |
$20.5M - $25.3M
|
109K
$35.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
8+ 7.08% |
$1.76K - $2.17K
|
121
$39.3K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-20.6K- 44.47% |
$4.53M - $5.59M
|
25.8K
$8.36M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-13- 0.1% |
$2.85K - $3.52K
|
12.7K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-164- 5.28% |
$36K - $44.4K
|
2.94K
$956K
|