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 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.59KNew |
$563K - $793K
|
6.59K
$927K
|
|
Aug 16, 2021
Q2 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.88KClosed |
$246K - $347K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-6KClosed |
$513K - $722K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.9KClosed |
$333K - $469K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-2.5KClosed |
$214K - $301K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-24.9KClosed |
$2.13M - $3M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-16.4KClosed |
$1.4M - $1.97M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.17KClosed |
$185K - $261K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-8.46KClosed |
$723K - $1.02M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-3.1KClosed |
$265K - $373K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$1.45K - $2.05K
|
17
$2.39K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-32Closed |
$2.74K - $3.85K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.93KClosed |
$336K - $473K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.36KClosed |
$373K - $525K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$244K - $343K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-4.2KClosed |
$359K - $505K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.96KClosed |
$852K - $1.2M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-7.62KClosed |
$651K - $917K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.22KClosed |
$189K - $267K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.36KClosed |
$373K - $525K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-20Closed |
$1.71K - $2.41K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.12KClosed |
$353K - $496K
|
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
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.43KClosed |
$234K - $302K
|
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
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.86KClosed |
$372K - $479K
|
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
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-154KClosed |
$14.8M - $19.1M
|
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
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-14.3KClosed |
$1.37M - $1.77M
|
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
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.43KClosed |
$234K - $301K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1Closed |
$96.3 - $124
|
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 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
|