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 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.85K+ 5.73% |
$839K - $1.16M
|
163K
$23M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-50.8K- 11.71% |
$4.82M - $6.69M
|
383K
$54M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-6.53K- 3.49% |
$619K - $859K
|
181K
$25.4M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-6.13K- 69.88% |
$581K - $807K
|
2.64K
$372K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-80.5K- 48.35% |
$7.63M - $10.6M
|
86K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.02K- 0.81% |
$286K - $397K
|
371K
$52.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-113- 0.3% |
$10.7K - $14.9K
|
37K
$5.2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-123- 1.13% |
$11.7K - $16.2K
|
10.8K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.75% |
$47.4K - $65.8K
|
17.7K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
496+ 85.37% |
$47K - $65.2K
|
1.08K
$152K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
96+ 0.33% |
$9.1K - $12.6K
|
29.6K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$252K - $349K
|
2.66K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
160+ 3.19% |
$15.2K - $21K
|
5.17K
$727K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
830New |
$78.7K - $109K
|
830
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-17.7K- 69.27% |
$1.68M - $2.33M
|
7.86K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$284 - $395
|
3
$422
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 21.51% |
$1.9K - $2.63K
|
113
$15.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.64K+ 215.26% |
$725K - $1.01M
|
11.2K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
156+ 5.81% |
$14.8K - $20.5K
|
2.84K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92- 0.04% |
$8.72K - $12.1K
|
210K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-97- 3.88% |
$9.2K - $12.8K
|
2.41K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$2.39K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
70+ 3.02% |
$6.64K - $9.21K
|
2.39K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.29K- 1.88% |
$123K - $170K
|
67.5K
$9.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.62K+ 0.34% |
$154K - $214K
|
477K
$67.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-297- 3.33% |
$28.2K - $39.1K
|
8.62K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.59KNew |
$909K - $1.26M
|
9.59K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6.94K+ 13.42% |
$658K - $913K
|
58.7K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 36.46% |
$3.32K - $4.6K
|
131
$18.4K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.27K- 8.41% |
$499K - $693K
|
57.4K
$8.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-292- 2.65% |
$27.7K - $38.4K
|
10.7K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
780+ 13.95% |
$73.9K - $103K
|
6.37K
$896K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.97K+ 3.39% |
$282K - $391K
|
90.7K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
924+ 4.7% |
$87.6K - $122K
|
20.6K
$2.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.5K- 64.72% |
$806K - $1.12M
|
4.63K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$2.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17+ 16.83% |
$1.61K - $2.24K
|
118
$16.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$853 - $1.18K
|
9
$1.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 28.95% |
$1.04K - $1.45K
|
49
$6.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
187+ 9.43% |
$17.7K - $24.6K
|
2.17K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-510- 15.5% |
$48.3K - $67.1K
|
2.78K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
572+ 1.46% |
$54.2K - $75.2K
|
39.7K
$5.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.55K+ 621.22% |
$241K - $335K
|
2.96K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
137New |
$13K - $18K
|
137
$19.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 24.48% |
$157K - $218K
|
5.1K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
45New |
$4.27K - $5.92K
|
45
$6.33K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.01K- 45.08% |
$191K - $265K
|
2.45K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 33.33% |
$94.8 - $132
|
2
$281
|