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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
19.6KNew |
$1.65M - $2.19M
|
19.6K
$2.22M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.87KNew |
$246K - $286K
|
2.87K
$325K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-906Closed |
$77.5K - $90.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-900- 20.93% |
$77K - $89.5K
|
3.4K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-110- 4.28% |
$9.41K - $10.9K
|
2.46K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
5.05KNew |
$432K - $502K
|
5.05K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.24K+ 663.02% |
$192K - $223K
|
2.58K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
136+ 39.65% |
$11.6K - $13.5K
|
479
$54.2K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
911+ 0.3% |
$77.9K - $90.6K
|
309K
$35M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.7KNew |
$659K - $766K
|
7.7K
$871K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-46- 3.98% |
$3.93K - $4.57K
|
1.11K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.1K+ 231.25% |
$1.04M - $1.21M
|
17.4K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.34KNew |
$200K - $232K
|
2.34K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$85.5 - $99.4
|
7
$792
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-114KClosed |
$9.76M - $11.4M
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
2.51K+ 72.83% |
$215K - $250K
|
5.97K
$675K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$85.5 - $99.4
|
1
$113
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53New |
$4.53K - $5.27K
|
53
$5.99K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.38K- 35.54% |
$545K - $634K
|
11.6K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$1.45K - $1.69K
|
17
$1.92K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-124- 4.07% |
$10.6K - $12.3K
|
2.93K
$331K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.12K- 21.75% |
$267K - $311K
|
11.2K
$1.27M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-129- 32.09% |
$9.12K - $12.2K
|
273
$30.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.05KNew |
$74K - $99.2K
|
1.05K
$118K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
178New |
$12.6K - $16.9K
|
178
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.7KNew |
$191K - $256K
|
2.7K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
436New |
$30.8K - $41.4K
|
436
$49.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.36KNew |
$167K - $224K
|
2.36K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.69K+ 64.92% |
$119K - $160K
|
4.29K
$485K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
144New |
$10.2K - $13.7K
|
144
$16.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
87+ 7.41% |
$6.15K - $8.25K
|
1.26K
$143K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.51KNew |
$461K - $618K
|
6.51K
$736K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
105New |
$7.43K - $9.96K
|
105
$11.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 46.67% |
$495 - $664
|
8
$905
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60+ 1.92% |
$4.24K - $5.69K
|
3.18K
$359K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.51KNew |
$460K - $617K
|
6.51K
$736K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-131- 1.93% |
$9.27K - $12.4K
|
6.65K
$752K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$141 - $190
|
23
$2.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
150New |
$10.6K - $14.2K
|
150
$17K
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
7.22K+ 15.25% |
$511K - $685K
|
54.6K
$6.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
9.39KNew |
$664K - $891K
|
9.39K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.01K+ 90.86% |
$425K - $570K
|
12.6K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-127- 9.35% |
$8.98K - $12K
|
1.23K
$139K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 7.44% |
$637 - $854
|
130
$14.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-45- 39.13% |
$3.18K - $4.27K
|
70
$7.92K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$1.06K - $1.42K
|
15
$1.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
84New |
$5.83K - $8.23K
|
84
$9.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
3.13KNew |
$217K - $307K
|
3.13K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
40+ 0.93% |
$2.77K - $3.92K
|
4.33K
$490K
|
|