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 |
---|---|---|---|---|---|---|---|
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
$141K
|
|
Q3 2020 | |||||||
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8New |
$463 - $654
|
8
$1.13K
|
|
Nov 16, 2020
Q3 2020
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-74.7KClosed |
$4.32M - $6.11M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
865New |
$50K - $70.7K
|
865
$122K
|
|
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
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
23New |
$1.33K - $1.88K
|
23
$3.24K
|
|
Nov 12, 2020
Q3 2020
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.94KClosed |
$459K - $649K
|
0
$0
|
|
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
$885K
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-95Closed |
$5.5K - $7.77K
|
0
$0
|
|
Q2 2020 | |||||||
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 14, 2020
Q2 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-16KClosed |
$691K - $1.17M
|
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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.3KClosed |
$117K - $257K
|
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
|
Divisar Capital Management LLC
San Francisco, CA |
SELL
|
- |
-26.3KClosed |
$936K - $2.05M
|
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
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-64.4KClosed |
$2.29M - $5.02M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.5KClosed |
$160K - $351K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.85KClosed |
$101K - $222K
|
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 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-9.2KClosed |
$327K - $717K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2Closed |
$71.1 - $156
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-8.56KClosed |
$304K - $667K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-14Closed |
$498 - $1.09K
|
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
|
Hikari Power LTD
|
SELL
|
- |
-3.65KClosed |
$130K - $284K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$2.52K - $5.53K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.51KNew |
$53.8K - $118K
|
1.51K
$213K
|
|
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
$2.17M
|
|
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
|