Latest Institutional Transactions on Advanced Energy Industries Inc (AEIS)
This table provides information on the latest institutional transactions involving Advanced Energy Industries Inc (AEIS) 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.05K+ 26.6% |
$99K - $113K
|
4.97K
$700K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.11M - $1.26M
|
11.7K
$1.65M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.15K- 6.56% |
$109K - $124K
|
16.3K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$758 - $862
|
8
$1.13K
|
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
59.4K+ 15.69% |
$5.63M - $6.4M
|
438K
$61.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
852+ 6.21% |
$80.7K - $91.8K
|
14.6K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
316+ 12.74% |
$29.9K - $34.1K
|
2.8K
$393K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$2.94K - $3.34K
|
31
$4.36K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.85K+ 2.81% |
$241K - $321K
|
104K
$14.7M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.63KClosed |
$307K - $409K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-176- 8.16% |
$14.9K - $19.8K
|
1.98K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-75.6K- 94.9% |
$6.4M - $8.52M
|
4.06K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.07KNew |
$345K - $459K
|
4.07K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85KNew |
$157K - $209K
|
1.85K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30New |
$2.54K - $3.38K
|
30
$4.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$12.7K - $16.9K
|
150
$21.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
23New |
$1.95K - $2.59K
|
23
$3.24K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.44K+ 169.42% |
$121K - $162K
|
2.28K
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-453- 0.58% |
$38.3K - $51K
|
77.6K
$10.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
51New |
$4.31K - $5.75K
|
51
$7.17K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
17.3K+ 4.27% |
$1.46M - $1.95M
|
422K
$59.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 12.5% |
$84.6 - $113
|
7
$985
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
28New |
$2.37K - $3.16K
|
28
$3.94K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.16KNew |
$183K - $244K
|
2.16K
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
32New |
$2.71K - $3.61K
|
32
$4.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-61- 74.39% |
$5.16K - $6.87K
|
21
$2.95K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
30New |
$2.96K - $3.78K
|
30
$4.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17.5KNew |
$1.73M - $2.21M
|
17.5K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-14.5K- 10.8% |
$1.43M - $1.83M
|
120K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$493K - $630K
|
5K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
8.7KNew |
$859K - $1.1M
|
8.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$1.73M - $2.21M
|
17.5K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.33KNew |
$229K - $293K
|
2.33K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10.9KNew |
$1.08M - $1.37M
|
10.9K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.68KNew |
$264K - $338K
|
2.68K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
8.7KNew |
$859K - $1.1M
|
8.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.7KNew |
$859K - $1.1M
|
8.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
12.5KNew |
$1.23M - $1.58M
|
12.5K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.18K+ 99.68% |
$216K - $275K
|
4.38K
$615K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
228+ 25.97% |
$22.5K - $28.7K
|
1.11K
$156K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.14K+ 42.81% |
$211K - $270K
|
7.14K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
250+ 0.96% |
$24.7K - $31.5K
|
26.3K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
72New |
$7.11K - $9.07K
|
72
$10.1K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.21K- 41.7% |
$218K - $278K
|
3.08K
$434K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
68New |
$6.71K - $8.57K
|
68
$9.57K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.7KNew |
$859K - $1.1M
|
8.7K
$1.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
500+ 15.63% |
$49.3K - $63K
|
3.7K
$521K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
148+ 7.94% |
$14.6K - $18.7K
|
2.01K
$283K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
118New |
$11.6K - $14.9K
|
118
$16.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.11K- 31.86% |
$109K - $140K
|
2.37K
$333K
|
|