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 |
---|---|---|---|---|---|---|---|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.36KClosed |
$373K - $525K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.22KClosed |
$189K - $267K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.12KClosed |
$353K - $496K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-20Closed |
$1.71K - $2.41K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-236Closed |
$20.2K - $28.4K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.01KClosed |
$172K - $242K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-38Closed |
$3.25K - $4.57K
|
0
$0
|
|
Q1 2021 | |||||||
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-10.7KClosed |
$1.03M - $1.32M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$125K - $161K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-4.58KClosed |
$441K - $569K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-154KClosed |
$14.8M - $19.1M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.43KClosed |
$234K - $302K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.86KClosed |
$372K - $479K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-14.3KClosed |
$1.37M - $1.77M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-213KClosed |
$20.5M - $26.4M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-505Closed |
$48.6K - $62.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-600Closed |
$57.8K - $74.4K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-23.1KClosed |
$2.23M - $2.87M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Gam Holding Ag
|
SELL
|
- |
-2.27KClosed |
$219K - $282K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1Closed |
$96.3 - $124
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.43KClosed |
$234K - $301K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-148Closed |
$14.3K - $18.4K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.9KClosed |
$183K - $236K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-113Closed |
$10.9K - $14K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-75Closed |
$7.22K - $9.3K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-12KClosed |
$1.16M - $1.49M
|
0
$0
|
|
Q4 2020 | |||||||
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300Closed |
$18.5K - $30.7K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$21.6K - $35.8K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-48KClosed |
$2.96M - $4.91M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-406KClosed |
$25.1M - $41.6M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-8Closed |
$494 - $819
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-21Closed |
$1.3K - $2.15K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-130Closed |
$8.02K - $13.3K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-512Closed |
$31.6K - $52.4K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
SELL
|
PUT |
-3.5K- 77.78% |
$216K - $358K
|
1K
$113K
|
|
Q3 2020 | |||||||
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8New |
$463 - $654
|
8
$901
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
865New |
$50K - $70.7K
|
865
$97.4K
|
|
Nov 16, 2020
Q3 2020
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-74.7KClosed |
$4.32M - $6.11M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-25Closed |
$1.45K - $2.04K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.94KClosed |
$459K - $649K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
23New |
$1.33K - $1.88K
|
23
$2.59K
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-141Closed |
$8.16K - $11.5K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-249KClosed |
$14.4M - $20.3M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.11KClosed |
$180K - $254K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.03KClosed |
$233K - $329K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-62Closed |
$3.59K - $5.07K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-680Closed |
$39.3K - $55.6K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-78.1KClosed |
$4.52M - $6.39M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.29KNew |
$364K - $514K
|
6.29K
$709K
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-95Closed |
$5.5K - $7.77K
|
0
$0
|