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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.1K+ 11.78% |
$112K - $135K
|
10.4K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640New |
$65.1K - $78.5K
|
640
$90K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 40.91% |
$4.58K - $5.52K
|
65
$9.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
24New |
$2.44K - $2.95K
|
24
$3.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137+ 16.08% |
$13.9K - $16.8K
|
989
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 8.33% |
$102 - $123
|
13
$1.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4- 3.57% |
$407 - $491
|
108
$15.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$180K - $218K
|
1.77K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19- 0.96% |
$1.93K - $2.33K
|
1.96K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
622+ 56.75% |
$63.3K - $76.3K
|
1.72K
$242K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$464 - $598
|
5
$703
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.61KNew |
$336K - $432K
|
3.61K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.83KClosed |
$262K - $338K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-41- 42.71% |
$3.81K - $4.9K
|
55
$7.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.76KNew |
$720K - $928K
|
7.76K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.39KNew |
$408K - $525K
|
4.39K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-99- 4.95% |
$9.19K - $11.8K
|
1.9K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
30KNew |
$2.78M - $3.58M
|
30K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.7KNew |
$529K - $682K
|
5.7K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$464 - $598
|
5
$703
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
28New |
$2.6K - $3.35K
|
28
$3.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.06KNew |
$191K - $246K
|
2.06K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.54K- 1.43% |
$143K - $184K
|
106K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.74K+ 9.43% |
$347K - $447K
|
43.4K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-97- 55.11% |
$9.01K - $11.6K
|
79
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-37K- 85.27% |
$3.44M - $4.43M
|
6.39K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.95KNew |
$181K - $233K
|
1.95K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.58KNew |
$332K - $428K
|
3.58K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-9.84K- 13.89% |
$914K - $1.18M
|
61K
$8.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-3- 0.1% |
$279 - $359
|
2.88K
$405K
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-269- 0.95% |
$25K - $32.2K
|
28.2K
$3.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
6.31KNew |
$585K - $754K
|
6.31K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
100New |
$9.29K - $12K
|
100
$14.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
33New |
$3.06K - $3.95K
|
33
$4.64K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$186 - $239
|
2
$281
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-38- 1.14% |
$3.53K - $4.55K
|
3.29K
$463K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$92.9 - $120
|
21
$2.95K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
6.88KNew |
$639K - $823K
|
6.88K
$968K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 35.48% |
$3.06K - $3.95K
|
60
$8.44K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
583+ 2.41% |
$54.1K - $69.7K
|
24.8K
$3.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$371 - $478
|
4
$563
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.51K+ 37.59% |
$140K - $180K
|
5.52K
$777K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1K+ 333.33% |
$89.7K - $110K
|
1.3K
$183K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$758K - $927K
|
8.45K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.2K- 2.22% |
$197K - $241K
|
96.9K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
12.1KNew |
$1.09M - $1.33M
|
12.1K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-999- 20.99% |
$89.6K - $110K
|
3.76K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-108- 22.13% |
$9.69K - $11.8K
|
380
$53.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
9.24KNew |
$828K - $1.01M
|
9.24K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-76.5K- 1.32% |
$6.86M - $8.39M
|
5.74M
$807M
|
|