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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$624 - $882
|
9
$1.01K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 21.39% |
$2.57K - $3.63K
|
210
$23.7K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
18.4KNew |
$1.27M - $1.8M
|
18.4K
$2.07M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.7KNew |
$257K - $363K
|
3.7K
$417K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-31- 39.74% |
$2.15K - $3.04K
|
47
$5.29K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$555 - $784
|
8
$901
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
328New |
$22.7K - $32.1K
|
328
$36.9K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$763 - $950
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
47.6KNew |
$3.3M - $4.11M
|
47.6K
$5.36M
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-413- 9.35% |
$28.6K - $35.7K
|
4K
$451K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$156K - $194K
|
2.25K
$254K
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-2.95KClosed |
$205K - $255K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-261KClosed |
$18.1M - $22.5M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-130KClosed |
$8.99M - $11.2M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-616Closed |
$42.7K - $53.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-349- 71.08% |
$24.2K - $30.1K
|
142
$16K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8Closed |
$555 - $691
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-111- 66.87% |
$7.7K - $9.58K
|
55
$6.2K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-22- 17.74% |
$1.53K - $1.9K
|
102
$11.5K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
18+ 9.38% |
$1.25K - $1.55K
|
210
$23.7K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.37KClosed |
$164K - $205K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11KClosed |
$764K - $951K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-114KClosed |
$7.87M - $9.8M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-109Closed |
$7.56K - $9.41K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-44Closed |
$3.05K - $3.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$693 - $863
|
10
$1.13K
|
|
Q1 2022 | |||||||
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-88.7KClosed |
$6.95M - $8.31M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.38KClosed |
$422K - $504K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-14.3KClosed |
$1.12M - $1.34M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-331Closed |
$26K - $31K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-54.9KClosed |
$4.3M - $5.14M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-447Closed |
$35.1K - $41.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-12.7KClosed |
$994K - $1.19M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
SELL
|
- |
-2.69KClosed |
$211K - $252K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-77Closed |
$6.04K - $7.22K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-7Closed |
$549 - $656
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-10.8KClosed |
$846K - $1.01M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-295Closed |
$23.1K - $27.7K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$235 - $281
|
3
$338
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-16Closed |
$1.25K - $1.5K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.27KClosed |
$178K - $213K
|
0
$0
|
|
Q4 2021 | |||||||
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 12.0% |
$253 - $285
|
28
$3.15K
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.42KClosed |
$205K - $231K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-34.1KClosed |
$2.88M - $3.25M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.93KClosed |
$163K - $184K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-38Closed |
$3.21K - $3.62K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-185- 77.08% |
$15.6K - $17.6K
|
55
$6.2K
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-4.6KClosed |
$388K - $438K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
121New |
$10.2K - $11.5K
|
121
$13.6K
|