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 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
$711K
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-95Closed |
$5.5K - $7.77K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-16KClosed |
$691K - $1.17M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-70.2KClosed |
$3.02M - $5.12M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.9KClosed |
$254K - $431K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-26.3KClosed |
$1.13M - $1.92M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-24.2KClosed |
$1.04M - $1.77M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-90.5KClosed |
$3.9M - $6.61M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15Closed |
$646 - $1.1K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.86KClosed |
$80.2K - $136K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-11.9KClosed |
$511K - $867K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.5KClosed |
$160K - $351K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Summit Street Capital Management, LLC
New York, NY |
SELL
|
- |
-56.9KClosed |
$2.02M - $4.43M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.3KClosed |
$117K - $257K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.85KClosed |
$101K - $222K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Divisar Capital Management LLC
San Francisco, CA |
SELL
|
- |
-26.3KClosed |
$936K - $2.05M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-86.2KClosed |
$3.06M - $6.72M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-64.4KClosed |
$2.29M - $5.02M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-9.2KClosed |
$327K - $717K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.43KClosed |
$157K - $345K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-22Closed |
$782 - $1.71K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2Closed |
$71.1 - $156
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-14Closed |
$498 - $1.09K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-8.56KClosed |
$304K - $667K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-82.1KClosed |
$2.92M - $6.4M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-338Closed |
$12K - $26.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$2.52K - $5.53K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Hikari Power LTD
|
SELL
|
- |
-3.65KClosed |
$130K - $284K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.51KNew |
$53.8K - $118K
|
1.51K
$171K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.43KClosed |
$497K - $674K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.01KClosed |
$316K - $430K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
15.4KNew |
$811K - $1.1M
|
15.4K
$1.74M
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19Closed |
$1K - $1.36K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Founders Capital Management
|
SELL
|
- |
-300Closed |
$15.8K - $21.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Feb 13, 2024
Q3 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$332 - $424
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-123Closed |
$5.83K - $7.45K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-4.72KClosed |
$224K - $286K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-20.9KClosed |
$990K - $1.26M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.84KClosed |
$277K - $354K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-29KClosed |
$1.38M - $1.76M
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-1.71KClosed |
$81.1K - $104K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-7Closed |
$332 - $424
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-6.6KClosed |
$313K - $400K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-2.2KClosed |
$104K - $133K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-29.4KClosed |
$1.39M - $1.78M
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-57Closed |
$2.7K - $3.45K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.81KClosed |
$370K - $473K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Robotti Robert
New York, NY |
SELL
|
- |
-600- 11.27% |
$28.4K - $35.4K
|
4.73K
$534K
|
|
|
Aug 14, 2019
Q2 2019
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-87.4KClosed |
$4.13M - $5.15M
|
0
$0
|
|