Umb Bank, N.A. Advanced Energy Industries Inc Transaction History

Umb Bank, N.A.

$6.26 Billion
Q2 2025

A detailed history of Umb Bank, N.A. transactions in Advanced Energy Industries Inc stock. As of the latest transaction made, Umb Bank, N.A. holds 313 shares of AEIS stock, worth $61,798. This represents 0.0% of its overall portfolio holdings.

Number of Shares

313

Previous 219 42.92%

Holding current value

$61,798

Previous $29,000 41.38%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$79.03 - $133.84 $7,428 - $12,580	94 Added 42.92%	313 $41,000
Q1 2025 Apr 14, 2025	BUY	$94.8 - $131.54 $4,929 - $6,840	52 Added 31.14%	219 $20,000
Q4 2024 Jan 16, 2025	SELL	$101.71 - $122.72 $203 - $245	-2 Reduced 1.18%	167 $19,000
Q3 2024 Oct 08, 2024	BUY	$92.85 - $119.61 $1,857 - $2,392	20 Added 13.42%	169 $17,000
Q2 2024 Jul 29, 2024	BUY	$89.7 - $109.61 $1,435 - $1,753	16 Added 12.03%	149 $16,000
Q1 2024 Apr 26, 2024	BUY	$94.77 - $107.77 $1,516 - $1,724	16 Added 13.68%	133 $13,000
Q4 2023 Jan 23, 2024	SELL	$84.6 - $112.68 $22,165 - $29,522	-262 Reduced 69.13%	117 $12,000
Q4 2022 Jan 10, 2023	SELL	$70.73 - $94.85 $990 - $1,327	-14 Reduced 3.56%	379 $32,000
Q3 2022 Oct 13, 2022	SELL	$69.35 - $98.01 $4,091 - $5,782	-59 Reduced 13.05%	393 $30,000
Q2 2022 Jul 20, 2022	BUY	$69.33 - $86.33 $13,866 - $17,266	200 Added 79.37%	452 $33,000
Q1 2022 Apr 22, 2022	BUY	$78.42 - $93.73 $13,331 - $15,934	170 Added 207.32%	252 $21,000
Q4 2021 Feb 09, 2022	BUY	$84.4 - $95.15 $6,920 - $7,802	82 New	82 $8,000

Others Institutions Holding AEIS

# of Institutions

404

Shares Held

36.4M

Call Options Held

73.5K

Put Options Held

218K

View Full List

About ADVANCED ENERGY INDUSTRIES INC

Ticker AEIS
Exchange NASDAQ
Sector Industrials
Industry Electrical Equipment & Parts
Shares Outstandng 37,359,000
Market Cap $7.38B
Description
Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF power supplies, R...

More about AEIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Account