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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-700- 25.0% |
$65K - $83.7K
|
2.1K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 50.0% |
$92.9 - $120
|
1
$114
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-200- 9.07% |
$18.6K - $23.9K
|
2.01K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
524+ 8.31% |
$48.7K - $62.7K
|
6.83K
$778K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$186 - $239
|
2
$228
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18- 34.62% |
$1.67K - $2.15K
|
34
$3.87K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 15.38% |
$186 - $239
|
15
$1.71K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-38- 1.14% |
$3.53K - $4.55K
|
3.29K
$375K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$92.9 - $120
|
21
$2.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.22K+ 3.65% |
$577K - $744K
|
177K
$20.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
6.88KNew |
$639K - $823K
|
6.88K
$784K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 3.19% |
$55.7K - $71.8K
|
18.2K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 35.48% |
$3.06K - $3.95K
|
60
$6.84K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220+ 27.95% |
$20.4K - $26.3K
|
1.01K
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
583+ 2.41% |
$54.1K - $69.7K
|
24.8K
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-132- 1.38% |
$12.3K - $15.8K
|
9.42K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-465- 2.99% |
$43.2K - $55.6K
|
15.1K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 21.88% |
$3.25K - $4.19K
|
125
$14.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$371 - $478
|
4
$456
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
94+ 1.28% |
$8.73K - $11.2K
|
7.42K
$845K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.51K+ 37.59% |
$140K - $180K
|
5.52K
$629K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1K+ 333.33% |
$89.7K - $110K
|
1.3K
$148K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-352- 8.18% |
$31.6K - $38.6K
|
3.95K
$450K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-723- 19.2% |
$64.9K - $79.2K
|
3.04K
$347K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$1.71M - $2.09M
|
19.1K
$2.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$758K - $927K
|
8.45K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
150+ 0.03% |
$13.5K - $16.4K
|
513K
$58.5M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
202+ 6.84% |
$18.1K - $22.1K
|
3.16K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-86- 0.57% |
$7.71K - $9.43K
|
15K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
10+ 2.74% |
$897 - $1.1K
|
375
$42.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
12.1KNew |
$1.09M - $1.33M
|
12.1K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-4.84K- 60.65% |
$434K - $531K
|
3.14K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
566+ 18.36% |
$50.8K - $62K
|
3.65K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-999- 20.99% |
$89.6K - $110K
|
3.76K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.2K- 2.22% |
$197K - $241K
|
96.9K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-108- 22.13% |
$9.69K - $11.8K
|
380
$43.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.24K+ 11.57% |
$201K - $245K
|
21.6K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-26.3K- 99.79% |
$2.36M - $2.88M
|
55
$6.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
11KNew |
$987K - $1.21M
|
11K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-20K- 42.91% |
$1.79M - $2.19M
|
26.6K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-2.94K- 96.01% |
$263K - $322K
|
122
$13.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-76.5K- 1.32% |
$6.86M - $8.39M
|
5.74M
$654M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
9.24KNew |
$828K - $1.01M
|
9.24K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27New |
$2.42K - $2.96K
|
27
$3.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
800New |
$71.8K - $87.7K
|
800
$91.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-393- 8.11% |
$35.3K - $43.1K
|
4.45K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22KNew |
$199K - $243K
|
2.22K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
20KNew |
$1.79M - $2.19M
|
20K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
330New |
$29.6K - $36.2K
|
330
$37.6K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.5K- 38.66% |
$583K - $713K
|
10.3K
$1.18M
|
|