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 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
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-10.8KClosed |
$846K - $1.01M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-7Closed |
$549 - $656
|
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
$422
|
|
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
$3.94K
|
|
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
$7.74K
|
|
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
$17K
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5.5KClosed |
$464K - $523K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-623Closed |
$52.6K - $59.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.22KClosed |
$272K - $306K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Poplar Forest Capital LLC
|
SELL
|
- |
-4.78KClosed |
$403K - $455K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-508Closed |
$42.9K - $48.3K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$2.53K - $2.85K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-19.2KClosed |
$1.62M - $1.83M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14Closed |
$1.18K - $1.33K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-66.5KClosed |
$5.61M - $6.33M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32New |
$2.7K - $3.04K
|
32
$4.5K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.34KClosed |
$194K - $260K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-600Closed |
$49.6K - $66.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-25KClosed |
$2.06M - $2.77M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.93KClosed |
$160K - $214K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-18.6KClosed |
$1.54M - $2.06M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-348KClosed |
$28.8M - $38.6M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-4.16KClosed |
$344K - $461K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-19Closed |
$1.57K - $2.11K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-11.2KClosed |
$925K - $1.24M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.56KClosed |
$377K - $506K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.21KNew |
$99.7K - $134K
|
1.21K
$170K
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-4.95KClosed |
$409K - $549K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
262New |
$21.7K - $29.1K
|
262
$36.9K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-510Closed |
$42.2K - $56.6K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-53.4KClosed |
$4.41M - $5.92M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.08KClosed |
$172K - $230K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-187KClosed |
$15.5M - $20.7M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.94KClosed |
$160K - $215K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.6KClosed |
$546K - $733K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3Closed |
$248 - $333
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-28Closed |
$2.32K - $3.11K
|
0
$0
|