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, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27New |
$2.56K - $3.55K
|
27
$3.8K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.37K- 2.82% |
$509K - $706K
|
185K
$26M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$2.18K - $3.03K
|
23
$3.24K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$1.41K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10- 0.2% |
$948 - $1.32K
|
5.1K
$717K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
103KNew |
$9.72M - $13.5M
|
103K
$14.4M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.39K+ 181.2% |
$227K - $314K
|
3.71K
$522K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-32- 0.74% |
$3.03K - $4.21K
|
4.28K
$602K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
305+ 4.46% |
$28.9K - $40.1K
|
7.14K
$1M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-180- 1.87% |
$17.1K - $23.7K
|
9.45K
$1.33M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 1.52% |
$474 - $658
|
325
$45.7K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-121K- 26.02% |
$11.5M - $15.9M
|
344K
$48.4M
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
230+ 2.89% |
$21.8K - $30.3K
|
8.2K
$1.15M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 13.7% |
$948 - $1.32K
|
83
$11.7K
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.49K+ 41.0% |
$331K - $459K
|
12K
$1.69M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.04K+ 1.1% |
$478K - $663K
|
465K
$65.4M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.69K- 13.34% |
$160K - $223K
|
11K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-47.5K- 0.97% |
$4.5M - $6.25M
|
4.87M
$685M
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.47K- 21.85% |
$234K - $324K
|
8.82K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
95+ 120.25% |
$9.01K - $12.5K
|
174
$24.5K
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.77K+ 257.14% |
$263K - $365K
|
3.85K
$542K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.68KNew |
$254K - $352K
|
2.68K
$376K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.24K+ 5.8% |
$213K - $295K
|
41K
$5.76M
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.29K+ 42.99% |
$217K - $301K
|
7.61K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
637+ 2.39% |
$60.4K - $83.8K
|
27.3K
$3.84M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$519K - $721K
|
5.48K
$771K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
134+ 2.84% |
$12.7K - $17.6K
|
4.86K
$683K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-42- 1.27% |
$3.98K - $5.52K
|
3.26K
$458K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.9K- 21.6% |
$180K - $250K
|
6.9K
$970K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.91K+ 14.57% |
$371K - $514K
|
30.7K
$4.33M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-606- 4.92% |
$57.4K - $79.7K
|
11.7K
$1.65M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-27- 0.59% |
$2.56K - $3.55K
|
4.57K
$642K
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
61+ 0.14% |
$5.78K - $8.02K
|
45.1K
$6.34M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-111- 0.59% |
$10.5K - $14.6K
|
18.6K
$2.62M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.63K- 4.62% |
$629K - $872K
|
137K
$19.3M
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-229- 1.02% |
$21.7K - $30.1K
|
22.2K
$3.12M
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
BUY
|
- |
7.8K+ 15.04% |
$739K - $1.03M
|
59.7K
$8.39M
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.69KNew |
$255K - $354K
|
2.69K
$378K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-140- 4.24% |
$13.3K - $18.4K
|
3.16K
$445K
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-3.6K- 5.66% |
$341K - $474K
|
60K
$8.44M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 11.4% |
$122K - $169K
|
10K
$1.41M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6- 1.62% |
$569 - $789
|
364
$51.2K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
379+ 6.77% |
$35.9K - $49.9K
|
5.98K
$841K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9.71K- 3.13% |
$921K - $1.28M
|
300K
$42.3M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 32.24% |
$5.59K - $7.76K
|
242
$34K
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.12K- 24.64% |
$201K - $279K
|
6.49K
$914K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10KNew |
$948K - $1.31M
|
10K
$1.41M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15+ 44.12% |
$1.42K - $1.97K
|
49
$6.89K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-17.6K- 21.55% |
$1.67M - $2.31M
|
64K
$9M
|