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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 7.14% |
$197 - $252
|
26
$3.66K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.76K - $3.53K
|
28
$3.94K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.89K- 26.64% |
$243K - $322K
|
7.96K
$1.12M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
656+ 5.7% |
$55.1K - $73.1K
|
12.2K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-69.2K- 78.45% |
$5.81M - $7.71M
|
19K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
16.7KNew |
$1.41M - $1.87M
|
16.7K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
30+ 0.88% |
$2.52K - $3.34K
|
3.43K
$483K
|
|
|
Aug 11, 2023
Q2 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
19.4KNew |
$1.63M - $2.16M
|
19.4K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.32KNew |
$447K - $593K
|
5.32K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
587+ 15.29% |
$49.3K - $65.4K
|
4.43K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
140New |
$11.8K - $15.6K
|
140
$19.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-84.1K- 77.08% |
$7.06M - $9.37M
|
25K
$3.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
362+ 7.77% |
$30.4K - $40.3K
|
5.02K
$706K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1+ 0.03% |
$84 - $111
|
3.34K
$470K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$12.6K - $16.7K
|
150
$21.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-562- 9.01% |
$47.2K - $62.6K
|
5.68K
$798K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$182K - $242K
|
2.17K
$305K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11New |
$924 - $1.23K
|
11
$1.55K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
410New |
$34.4K - $45.7K
|
410
$57.7K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
2.01KNew |
$169K - $224K
|
2.01K
$283K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
5.13KNew |
$431K - $572K
|
5.13K
$722K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
19.6KNew |
$1.65M - $2.19M
|
19.6K
$2.76M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.87KNew |
$246K - $286K
|
2.87K
$404K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-906Closed |
$77.5K - $90.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-110- 4.28% |
$9.41K - $10.9K
|
2.46K
$346K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-900- 20.93% |
$77K - $89.5K
|
3.4K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
5.05KNew |
$432K - $502K
|
5.05K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.24K+ 663.02% |
$192K - $223K
|
2.58K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
136+ 39.65% |
$11.6K - $13.5K
|
479
$67.4K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
911+ 0.3% |
$77.9K - $90.6K
|
309K
$43.5M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.7KNew |
$659K - $766K
|
7.7K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-46- 3.98% |
$3.93K - $4.57K
|
1.11K
$156K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$85.5 - $99.4
|
7
$985
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.1K+ 231.25% |
$1.04M - $1.21M
|
17.4K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.34KNew |
$200K - $232K
|
2.34K
$329K
|
|
|
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
$839K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$85.5 - $99.4
|
1
$141
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53New |
$4.53K - $5.27K
|
53
$7.46K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.38K- 35.54% |
$545K - $634K
|
11.6K
$1.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$1.45K - $1.69K
|
17
$2.39K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.12K- 21.75% |
$267K - $311K
|
11.2K
$1.58M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-129- 32.09% |
$9.12K - $12.2K
|
273
$38.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.05KNew |
$74K - $99.2K
|
1.05K
$147K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
178New |
$12.6K - $16.9K
|
178
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.36KNew |
$167K - $224K
|
2.36K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.7KNew |
$191K - $256K
|
2.7K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.69K+ 64.92% |
$119K - $160K
|
4.29K
$603K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
144New |
$10.2K - $13.7K
|
144
$20.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
87+ 7.41% |
$6.15K - $8.25K
|
1.26K
$177K
|
|