Creative Planning Heico Corp Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Heico Corp stock. As of the latest transaction made, Creative Planning holds 11,234 shares of HEI stock, worth $3.52 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,234
Previous 6,953 61.57%
Holding current value
$3.52 Million
Previous $2.28 Million 59.04%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$304.5 - $337.56 $1.3 Million - $1.45 Million
4,281 Added 61.57%
11,234 $3.63 Million
Q2 2025

Aug 08, 2025
SELL
$236.44 - $328.0 $82,281 - $114,144
-348 Reduced 4.77%
6,953 $2.28 Million
Q1 2025

May 15, 2025
BUY
$219.6 - $270.85 $277,794 - $342,625
1,265 Added 20.96%
7,301 $1.95 Million
Q4 2024

Feb 14, 2025
BUY
$237.06 - $279.02 $277,360 - $326,453
1,170 Added 24.04%
6,036 $1.43 Million
Q3 2024

Oct 11, 2024
BUY
$220.59 - $267.96 $142,280 - $172,834
645 Added 15.28%
4,866 $1.27 Million
Q2 2024

Aug 15, 2024
BUY
$187.69 - $228.95 $117,493 - $143,322
626 Added 17.41%
4,221 $943,000
Q1 2024

May 10, 2024
SELL
$170.61 - $199.38 $353,333 - $412,915
-2,071 Reduced 36.55%
3,595 $686,000
Q4 2023

Feb 14, 2024
BUY
$156.87 - $186.0 $52,551 - $62,310
335 Added 6.28%
5,666 $1.01 Million
Q3 2023

Nov 16, 2023
BUY
$157.41 - $180.29 $111,131 - $127,284
706 Added 15.26%
5,331 $863,000
Q2 2023

Jul 21, 2023
SELL
$154.58 - $178.94 $45,755 - $52,966
-296 Reduced 6.02%
4,625 $818,000
Q1 2023

May 15, 2023
BUY
$151.52 - $177.31 $2,575 - $3,014
17 Added 0.35%
4,921 $841,000
Q4 2022

Feb 10, 2023
SELL
$139.73 - $164.7 $36,190 - $42,657
-259 Reduced 5.02%
4,904 $753,000
Q3 2022

Nov 03, 2022
BUY
$130.94 - $165.56 $46,614 - $58,939
356 Added 7.41%
5,163 $743,000
Q2 2022

Aug 15, 2022
BUY
$127.59 - $157.21 $7,655 - $9,432
60 Added 1.26%
4,807 $630,000
Q1 2022

May 16, 2022
BUY
$135.21 - $155.09 $8,788 - $10,080
65 Added 1.39%
4,747 $729,000
Q4 2021

Feb 11, 2022
BUY
$133.37 - $149.8 $67,885 - $76,248
509 Added 12.2%
4,682 $675,000
Q3 2021

Nov 10, 2021
SELL
$123.07 - $142.2 $124,423 - $143,764
-1,011 Reduced 19.5%
4,173 $550,000
Q2 2021

Aug 04, 2021
SELL
$127.98 - $148.24 $144,489 - $167,362
-1,129 Reduced 17.88%
5,184 $723,000
Q1 2021

Apr 30, 2021
SELL
$116.13 - $138.78 $114,271 - $136,559
-984 Reduced 13.48%
6,313 $794,000
Q3 2020

Nov 05, 2020
SELL
$93.63 - $114.51 $19,194 - $23,474
-205 Reduced 2.73%
7,297 $764,000
Q2 2020

Jul 23, 2020
SELL
$68.08 - $116.72 $27,232 - $46,688
-400 Reduced 5.06%
7,502 $748,000
Q1 2020

May 05, 2020
SELL
$61.66 - $129.76 $61,105 - $128,592
-991 Reduced 11.14%
7,902 $590,000
Q4 2019

Jan 30, 2020
SELL
$114.15 - $132.76 $197,593 - $229,807
-1,731 Reduced 16.29%
8,893 $1.02 Million
Q3 2019

Nov 01, 2019
BUY
$123.77 - $145.95 $223,157 - $263,147
1,803 Added 20.44%
10,624 $1.33 Million
Q2 2019

Jul 26, 2019
BUY
$97.75 - $133.81 $129,714 - $177,565
1,327 Added 17.71%
8,821 $1.18 Million
Q1 2019

Apr 24, 2019
BUY
$72.97 - $94.87 $1,824 - $2,371
25 Added 0.33%
7,494 $711,000
Q4 2018

Feb 01, 2019
SELL
$71.65 - $92.35 $13,756 - $17,731
-192 Reduced 2.51%
7,469 $579,000
Q3 2018

Oct 25, 2018
BUY
$72.38 - $93.61 $73,393 - $94,920
1,014 Added 15.26%
7,661 $709,000
Q2 2018

Jul 20, 2018
BUY
$68.74 - $76.66 $174,599 - $194,716
2,540 Added 61.85%
6,647 $485,000
Q1 2018

Apr 18, 2018
BUY
$59.7 - $72.45 $51,103 - $62,017
856 Added 26.33%
4,107 $357,000
Q4 2017

Jan 17, 2018
SELL
$55.75 - $62.21 $22,188 - $24,759
-398 Reduced 10.91%
3,251 $307,000
Q3 2017

Oct 17, 2017
BUY
$57.32 - $58.21 $209,160 - $212,408
3,649
3,649 $328,000

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

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $17.1B
More about HEI
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