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 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27- 2.26% |
$5.93K - $7.31K
|
1.17K
$380K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-989- 54.13% |
$217K - $268K
|
838
$272K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
65+ 7.0% |
$14.3K - $17.6K
|
993
$322K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$2.64K - $3.25K
|
12
$3.9K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
187+ 0.29% |
$41.1K - $50.6K
|
64.6K
$21M
|
|
|
May 01, 2025
Q1 2025
|
Eos Management, L.P.
|
BUY
|
- |
8.38K+ 117.02% |
$1.84M - $2.27M
|
15.5K
$5.04M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 4.44% |
$439 - $542
|
47
$15.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273+ 23.04% |
$60K - $73.9K
|
1.46K
$473K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 5.0% |
$22K - $27.1K
|
1.9K
$617K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
141+ 12.76% |
$31K - $38.2K
|
1.25K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
85+ 14.94% |
$18.7K - $23K
|
654
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.17K- 11.19% |
$258K - $318K
|
9.31K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
204+ 0.63% |
$44.8K - $55.3K
|
32.4K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-51- 0.69% |
$11.2K - $13.8K
|
7.34K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$878 - $1.08K
|
1.55K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.12% |
$16K - $19.8K
|
6.59K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
88+ 0.68% |
$19.3K - $23.8K
|
12.9K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 8.11% |
$2.64K - $3.25K
|
160
$51.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
44+ 6.94% |
$9.66K - $11.9K
|
678
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.49K- 35.57% |
$767K - $946K
|
6.32K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-22.3K- 16.83% |
$4.91M - $6.05M
|
110K
$35.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
9.93KNew |
$2.18M - $2.69M
|
9.93K
$3.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
289+ 3.62% |
$63.5K - $78.3K
|
8.27K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.14% |
$439 - $542
|
1.39K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$878 - $1.08K
|
4
$1.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
492+ 3.03% |
$108K - $133K
|
16.7K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 6.33% |
$22K - $27.1K
|
1.68K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1K+ 12.17% |
$5.72M - $7.06M
|
240K
$78M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.62KNew |
$576K - $711K
|
2.62K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-12- 1.3% |
$2.64K - $3.25K
|
908
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125+ 37.54% |
$27.5K - $33.9K
|
458
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
8K+ 1.76% |
$1.76M - $2.17M
|
462K
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
27.2K+ 26.98% |
$5.96M - $7.35M
|
128K
$41.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-81- 1.91% |
$17.8K - $21.9K
|
4.17K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$220 - $271
|
1
$325
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-141- 53.41% |
$31K - $38.2K
|
123
$39.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
750New |
$165K - $203K
|
750
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.43KNew |
$1.41M - $1.74M
|
6.43K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-34.5K- 91.99% |
$7.58M - $9.34M
|
3K
$975K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101+ 8.95% |
$22.2K - $27.4K
|
1.23K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
7+ 0.45% |
$1.54K - $1.9K
|
1.57K
$509K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-737- 0.64% |
$162K - $200K
|
114K
$37M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.25K+ 11.97% |
$494K - $610K
|
21.1K
$6.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
87+ 2.96% |
$19.1K - $23.6K
|
3.03K
$984K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
110+ 1.73% |
$24.2K - $29.8K
|
6.49K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27New |
$5.93K - $7.31K
|
27
$8.77K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-30- 3.06% |
$6.59K - $8.13K
|
950
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-750- 21.43% |
$165K - $203K
|
2.75K
$893K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$220 - $271
|
1.93K
$626K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24- 8.6% |
$5.27K - $6.5K
|
255
$82.8K
|