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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.51KNew |
$461K - $618K
|
6.51K
$916K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
105New |
$7.43K - $9.96K
|
105
$14.8K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60+ 1.92% |
$4.24K - $5.69K
|
3.18K
$447K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 46.67% |
$495 - $664
|
8
$1.13K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-131- 1.93% |
$9.27K - $12.4K
|
6.65K
$935K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
150New |
$10.6K - $14.2K
|
150
$21.1K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$141 - $190
|
23
$3.24K
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
7.22K+ 15.25% |
$511K - $685K
|
54.6K
$7.67M
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
9.39KNew |
$664K - $891K
|
9.39K
$1.32M
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-127- 9.35% |
$8.98K - $12K
|
1.23K
$173K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-45- 39.13% |
$3.18K - $4.27K
|
70
$9.85K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 7.44% |
$637 - $854
|
130
$18.3K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$1.06K - $1.42K
|
15
$2.11K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
935+ 22.72% |
$64.8K - $91.6K
|
5.05K
$710K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-2.64K- 76.66% |
$183K - $259K
|
803
$113K
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
3.13KNew |
$217K - $307K
|
3.13K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
40+ 0.93% |
$2.77K - $3.92K
|
4.33K
$609K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
84New |
$5.83K - $8.23K
|
84
$11.8K
|
|
Nov 10, 2022
Q3 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-17- 11.89% |
$1.18K - $1.67K
|
126
$17.7K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$624 - $882
|
9
$1.27K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
18.4KNew |
$1.27M - $1.8M
|
18.4K
$2.58M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 21.39% |
$2.57K - $3.63K
|
210
$29.5K
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.7KNew |
$257K - $363K
|
3.7K
$520K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-31- 39.74% |
$2.15K - $3.04K
|
47
$6.61K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$555 - $784
|
8
$1.13K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
328New |
$22.7K - $32.1K
|
328
$46.1K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$763 - $950
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-413- 9.35% |
$28.6K - $35.7K
|
4K
$563K
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-2.95KClosed |
$205K - $255K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$156K - $194K
|
2.25K
$317K
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-261KClosed |
$18.1M - $22.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
47.6KNew |
$3.3M - $4.11M
|
47.6K
$6.7M
|
|
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
$20K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-111- 66.87% |
$7.7K - $9.58K
|
55
$7.74K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8Closed |
$555 - $691
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-22- 17.74% |
$1.53K - $1.9K
|
102
$14.3K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
18+ 9.38% |
$1.25K - $1.55K
|
210
$29.5K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.37KClosed |
$164K - $205K
|
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
$1.41K
|
|
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
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-331Closed |
$26K - $31K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-14.3KClosed |
$1.12M - $1.34M
|
0
$0
|