Cornerstone Planning Group LLC Heico Corp Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Heico Corp stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 218 shares of HEI stock, worth $68,373. This represents 0.01% of its overall portfolio holdings.

Number of Shares

218

Previous 139 56.83%

Holding current value

$68,373

Previous $43.5 Million 55.4%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$304.5 - $337.56 $24,055 - $26,667	79 Added 56.83%	218 $67.7 Million
Q2 2025 Aug 11, 2025	SELL	$236.44 - $328.0 $4,965 - $6,888	-21 Reduced 13.13%	139 $43.5 Million
Q1 2025 Apr 30, 2025	BUY	$219.6 - $270.85 $2,635 - $3,250	12 Added 8.11%	160 $38.8 Million
Q2 2024 Aug 13, 2024	SELL	$187.69 - $228.95 $21,772 - $26,558	-116 Reduced 43.94%	148 $33.6 Million
Q1 2024 May 07, 2024	SELL	$170.61 - $199.38 $12,283 - $14,355	-72 Reduced 21.43%	264 $55.8 Million

Q3 2023 Nov 08, 2023	SELL	$157.41 - $180.29 $1,574 - $1,802	-10 Reduced 2.89%	336 $54.4 Million
Q2 2023 Aug 15, 2023	SELL	$154.58 - $178.94 $5,719 - $6,620	-37 Reduced 9.66%	346 $61.2 Million
Q4 2022 Feb 14, 2023	BUY	$139.73 - $164.7 $53,516 - $63,080	383 New	383 $61.5 Million

Others Institutions Holding HEI

# of Institutions

794

Shares Held

41.5M

Call Options Held

173K

Put Options Held

105K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.1B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Account

Cornerstone Planning Group LLC Heico Corp Transaction History