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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$1.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
366+ 4.72% |
$34.7K - $48.1K
|
8.11K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-266- 1.87% |
$25.2K - $35K
|
14K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.33K - $1.84K
|
14
$1.97K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
170+ 8.42% |
$16.1K - $22.4K
|
2.19K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
2.27K+ 24.8% |
$215K - $298K
|
11.4K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$283K - $393K
|
2.99K
$421K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 7.69% |
$474 - $658
|
60
$8.44K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$379 - $526
|
6
$844
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.58K+ 2.86% |
$263K - $317K
|
92.7K
$13M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
949+ 36.32% |
$96.5K - $116K
|
3.56K
$501K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.13K- 1.03% |
$115K - $139K
|
108K
$15.2M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
100+ 3.85% |
$10.2K - $12.3K
|
2.7K
$380K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
20New |
$2.03K - $2.45K
|
20
$2.81K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 4.88% |
$203 - $245
|
43
$6.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
313New |
$31.8K - $38.4K
|
313
$44K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
206New |
$21K - $25.3K
|
206
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-141- 0.14% |
$14.3K - $17.3K
|
102K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.49K- 11.4% |
$660K - $797K
|
50.5K
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.1K+ 6.92% |
$112K - $135K
|
17K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3+ 8.57% |
$305 - $368
|
38
$5.35K
|
|
|
Feb 14, 2025
Q4 2024
|
4 D Advisors, LLC
Redondo Beach, CA |
BUY
|
- |
22.5KNew |
$2.29M - $2.76M
|
22.5K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
3.53KNew |
$359K - $433K
|
3.53K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-222- 0.83% |
$22.6K - $27.2K
|
26.4K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 100.0% |
$102 - $123
|
2
$281
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
48.5KNew |
$4.94M - $5.96M
|
48.5K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 16.22% |
$610 - $736
|
43
$6.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-3.3K- 94.29% |
$336K - $405K
|
200
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.21KNew |
$428K - $516K
|
4.21K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.3K+ 412.5% |
$336K - $405K
|
4.1K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.03K- 24.73% |
$308K - $372K
|
9.22K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.5KNew |
$1.17M - $1.41M
|
11.5K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
134+ 6.82% |
$13.6K - $16.4K
|
2.1K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25+ 0.53% |
$2.54K - $3.07K
|
4.7K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.82KNew |
$185K - $224K
|
1.82K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.78KNew |
$384K - $464K
|
3.78K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-108- 23.58% |
$11K - $13.3K
|
350
$49.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.4KNew |
$753K - $908K
|
7.4K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
170New |
$17.3K - $20.9K
|
170
$23.9K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-170- 1.65% |
$17.3K - $20.9K
|
10.1K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-465- 1.57% |
$47.3K - $57.1K
|
29.1K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.46KNew |
$250K - $302K
|
2.46K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.46K+ 116.12% |
$251K - $302K
|
4.59K
$645K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.02K - $1.23K
|
10
$1.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$102 - $123
|
1
$141
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
69.2KNew |
$7.04M - $8.49M
|
69.2K
$9.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-8- 4.17% |
$814 - $982
|
184
$25.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.3KNew |
$3.49M - $4.21M
|
34.3K
$4.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 24.32% |
$915 - $1.1K
|
28
$3.94K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-61- 10.66% |
$6.2K - $7.49K
|
511
$71.9K
|
|