Latest Institutional Purchases of Heico Corp (HEI)
This list provides information on the latest institutional transactions involving Heico Corp (HEI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79+ 56.83% |
$24.1K - $26.7K
|
218
$68.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
78+ 2.87% |
$23.8K - $26.3K
|
2.79K
$876K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
77+ 1.91% |
$23.4K - $26K
|
4.1K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
75+ 7.1% |
$22.8K - $25.3K
|
1.13K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
74+ 0.56% |
$22.5K - $25K
|
13.4K
$4.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73+ 0.23% |
$22.2K - $24.6K
|
31.9K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73+ 10.7% |
$22.2K - $24.6K
|
755
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
72+ 1.57% |
$21.9K - $24.3K
|
4.66K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
71+ 9.92% |
$21.6K - $24K
|
787
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
69+ 8.27% |
$21K - $23.3K
|
903
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 5.18% |
$21K - $23.3K
|
1.4K
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
65New |
$19.8K - $21.9K
|
65
$20.4K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
60+ 285.71% |
$18.3K - $20.3K
|
81
$25.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59+ 0.39% |
$18K - $19.9K
|
15.3K
$4.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
57+ 5.3% |
$17.4K - $19.2K
|
1.13K
$355K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
54+ 2.48% |
$16.4K - $18.2K
|
2.23K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
51+ 0.82% |
$15.5K - $17.2K
|
6.27K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
49+ 0.38% |
$14.9K - $16.5K
|
12.9K
$4.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 5.19% |
$14K - $15.5K
|
933
$293K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
43+ 100.0% |
$13.1K - $14.5K
|
86
$27K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
37+ 0.15% |
$11.3K - $12.5K
|
24.8K
$7.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
37+ 4.35% |
$11.3K - $12.5K
|
887
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
36+ 5.84% |
$11K - $12.2K
|
652
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
35New |
$10.7K - $11.8K
|
35
$11K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
25+ 11.11% |
$7.61K - $8.44K
|
250
$78.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 3.34% |
$6.7K - $7.43K
|
680
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
21+ 0.37% |
$6.39K - $7.09K
|
5.65K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
21New |
$6.39K - $7.09K
|
21
$6.59K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
21New |
$6.39K - $7.09K
|
21
$6.59K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20+ 2.48% |
$6.09K - $6.75K
|
828
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.39% |
$4.87K - $5.4K
|
4.12K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
15New |
$4.57K - $5.06K
|
15
$4.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
15New |
$4.57K - $5.06K
|
15
$4.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 0.81% |
$4.57K - $5.06K
|
1.86K
$584K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
15+ 0.29% |
$4.57K - $5.06K
|
5.24K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 13.64% |
$3.65K - $4.05K
|
100
$31.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11New |
$3.35K - $3.71K
|
11
$3.45K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$3.05K - $3.38K
|
10
$3.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 1.18% |
$3.05K - $3.38K
|
861
$270K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10+ 1.19% |
$3.05K - $3.38K
|
847
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10+ 1.45% |
$3.05K - $3.38K
|
700
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 7.41% |
$3.05K - $3.38K
|
145
$45.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 900.0% |
$2.74K - $3.04K
|
10
$3.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 6.77% |
$2.74K - $3.04K
|
142
$44.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8New |
$2.44K - $2.7K
|
8
$2.51K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8+ 36.36% |
$2.44K - $2.7K
|
30
$9.41K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8New |
$2.44K - $2.7K
|
8
$2.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
7New |
$2.13K - $2.36K
|
7
$2.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
7New |
$2.13K - $2.36K
|
7
$2.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7+ 0.7% |
$2.13K - $2.36K
|
1.01K
$316K
|
|