Creative Planning Aaon, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Aaon, Inc. stock. As of the latest transaction made, Creative Planning holds 21,673 shares of AAON stock, worth $2.89 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,673

Previous 18,421 17.65%

Holding current value

$2.89 Million

Previous $1.61 Million 45.3%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$83.58 - $107.82 $271,802 - $350,630	3,252 Added 17.65%	21,673 $2.34 Million
Q2 2024 Aug 15, 2024	BUY	$71.99 - $94.47 $282,560 - $370,794	3,925 Added 27.08%	18,421 $1.61 Million
Q1 2024 May 10, 2024	BUY	$69.81 - $88.35 $170,685 - $216,015	2,445 Added 20.29%	14,496 $1.28 Million
Q4 2023 Feb 14, 2024	BUY	$52.85 - $74.23 $53,695 - $75,417	1,016 Added 9.21%	12,051 $890,000
Q3 2023 Nov 16, 2023	BUY	$55.53 - $106.54 $194,632 - $373,422	3,505 Added 46.55%	11,035 $627,000
Q2 2023 Jul 21, 2023	BUY	$86.61 - $103.26 $9,180 - $10,945	106 Added 1.43%	7,530 $713,000
Q1 2023 May 15, 2023	BUY	$70.5 - $96.69 $58,867 - $80,736	835 Added 12.67%	7,424 $717,000
Q4 2022 Feb 10, 2023	SELL	$53.14 - $80.5 $62,705 - $94,990	-1,180 Reduced 15.19%	6,589 $496,000
Q3 2022 Nov 03, 2022	BUY	$52.23 - $63.36 $91,036 - $110,436	1,743 Added 28.92%	7,769 $419,000
Q2 2022 Aug 15, 2022	BUY	$47.93 - $56.35 $4,313 - $5,071	90 Added 1.52%	6,026 $330,000
Q1 2022 May 16, 2022	BUY	$52.18 - $78.95 $1,617 - $2,447	31 Added 0.52%	5,936 $331,000
Q4 2021 Feb 11, 2022	BUY	$66.61 - $83.2 $15,853 - $19,801	238 Added 4.2%	5,905 $469,000
Q3 2021 Nov 10, 2021	BUY	$59.87 - $70.15 $4,550 - $5,331	76 Added 1.36%	5,667 $370,000
Q2 2021 Aug 04, 2021	BUY	$60.9 - $70.87 $2,375 - $2,763	39 Added 0.7%	5,591 $350,000
Q1 2021 Apr 30, 2021	BUY	$64.71 - $80.8 $2,264 - $2,828	35 Added 0.63%	5,552 $389,000
Q4 2020 Jan 29, 2021	BUY	$57.53 - $67.24 $4,717 - $5,513	82 Added 1.51%	5,517 $368,000
Q3 2020 Nov 05, 2020	BUY	$52.69 - $60.32 $2,687 - $3,076	51 Added 0.95%	5,435 $327,000
Q2 2020 Jul 23, 2020	SELL	$44.8 - $58.37 $492 - $642	-11 Reduced 0.2%	5,384 $292,000
Q1 2020 May 05, 2020	SELL	$41.27 - $59.78 $25,835 - $37,422	-626 Reduced 10.4%	5,395 $261,000
Q4 2019 Jan 30, 2020	SELL	$43.64 - $50.69 $8,160 - $9,479	-187 Reduced 3.01%	6,021 $297,000
Q3 2019 Nov 01, 2019	BUY	$43.82 - $52.57 $1,577 - $1,892	36 Added 0.58%	6,208 $285,000
Q2 2019 Jul 26, 2019	SELL	$44.79 - $51.81 $761 - $880	-17 Reduced 0.27%	6,172 $310,000
Q1 2019 Apr 24, 2019	SELL	$33.77 - $46.18 $11,583 - $15,839	-343 Reduced 5.25%	6,189 $286,000
Q4 2018 Feb 01, 2019	BUY	$31.84 - $43.83 $2,833 - $3,900	89 Added 1.38%	6,532 $229,000
Q3 2018 Oct 25, 2018	BUY	$33.95 - $42.9 $1,697 - $2,145	50 Added 0.78%	6,443 $244,000
Q4 2017 Jan 17, 2018	BUY	$33.35 - $37.55 $1,067 - $1,201	32 Added 0.5%	6,393 $235,000
Q3 2017 Oct 17, 2017	BUY	$31.65 - $35.2 $201,325 - $223,907	6,361	6,361 $219,000

Others Institutions Holding AAON

# of Institutions

397

Shares Held

57.7M

Call Options Held

38.7K

Put Options Held

23.5K

View Full List

About AAON, INC.

Ticker AAON
Exchange NASDAQ
Sector Industrials
Industry Building Products & Equipment
Shares Outstandng 53,158,600
Market Cap $7.09B
Description
AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BasX. It offers rooftop units, data center cooling solutions, cleanroom systems, chil...

More about AAON

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Aaon, Inc. Transaction History