Latest Institutional Transactions on Heico Crp Cl A (HEIA)
This table provides information on the latest institutional transactions involving Heico Crp Cl A (HEIA) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-898Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-7.83KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-780Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.06KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-428Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-66Closed |
N/A
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Pendal Group LTD
|
SELL
|
- |
-2.65KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-242KClosed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-307K- 93.85% |
N/A
|
20.1K
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bp PLC
|
SELL
|
- |
-2.57KClosed |
N/A
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-469Closed |
N/A
|
0
$0
|
|
|
Feb 22, 2021
Q4 2020
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.7KNew |
N/A
|
4.7K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3New |
N/A
|
3
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.56KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-6.75KClosed |
N/A
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-21- 5.1% |
N/A
|
391
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-5.48KClosed |
N/A
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-472Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rk Capital Management, LLC
Denver, CO |
SELL
|
- |
-58.2KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Loomis Sayles & CO L P
|
SELL
|
- |
-164Closed |
N/A
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Private Wealth Group, LLC
|
BUY
|
- |
2.33KNew |
N/A
|
2.33K
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-46Closed |
N/A
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-183Closed |
N/A
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-9.36KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
112+ 45.71% |
N/A
|
357
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14.7KClosed |
N/A
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Highside Global Management LLC
Dallas, TX |
SELL
|
- |
-112KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-118KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
125KNew |
N/A
|
125K
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|