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 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.65K- 99.94% |
$156K - $178K
|
1
$114
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.28KNew |
$311K - $354K
|
3.28K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.88K+ 5.88% |
$273K - $310K
|
51.9K
$5.91M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
91+ 2.58% |
$8.62K - $9.81K
|
3.62K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11New |
$1.04K - $1.19K
|
11
$1.25K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
96+ 2.05% |
$9.1K - $10.3K
|
4.78K
$545K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.84KNew |
$743K - $844K
|
7.84K
$893K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.05K+ 26.6% |
$99K - $113K
|
4.97K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.15K- 6.56% |
$109K - $124K
|
16.3K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.11M - $1.26M
|
11.7K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$758 - $862
|
8
$912
|
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
59.4K+ 15.69% |
$5.63M - $6.4M
|
438K
$49.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
852+ 6.21% |
$80.7K - $91.8K
|
14.6K
$1.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
316+ 12.74% |
$29.9K - $34.1K
|
2.8K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-250- 2.6% |
$23.7K - $26.9K
|
9.35K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$2.94K - $3.34K
|
31
$3.53K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.63KClosed |
$307K - $409K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50.7K- 96.35% |
$4.29M - $5.72M
|
1.92K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
138+ 2.29% |
$11.7K - $15.5K
|
6.16K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
28KNew |
$2.37M - $3.16M
|
28K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-75.6K- 94.9% |
$6.4M - $8.52M
|
4.06K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-176- 8.16% |
$14.9K - $19.8K
|
1.98K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.07KNew |
$345K - $459K
|
4.07K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$12.7K - $16.9K
|
150
$17.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30New |
$2.54K - $3.38K
|
30
$3.42K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85KNew |
$157K - $209K
|
1.85K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.5KNew |
$212K - $282K
|
2.5K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
23New |
$1.95K - $2.59K
|
23
$2.62K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.78K+ 123.69% |
$574K - $764K
|
12.3K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 80.0% |
$338 - $451
|
1
$114
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2K+ 17.96% |
$169K - $225K
|
13.1K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.44K+ 169.42% |
$121K - $162K
|
2.28K
$260K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 26.17% |
$2.37K - $3.16K
|
79
$9K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-453- 0.58% |
$38.3K - $51K
|
77.6K
$8.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
51New |
$4.31K - $5.75K
|
51
$5.81K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
17.3K+ 4.27% |
$1.46M - $1.95M
|
422K
$48.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
28New |
$2.37K - $3.16K
|
28
$3.19K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 12.5% |
$84.6 - $113
|
7
$798
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.16KNew |
$183K - $244K
|
2.16K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
32New |
$2.71K - $3.61K
|
32
$3.65K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-61- 74.39% |
$5.16K - $6.87K
|
21
$2.39K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
388KNew |
$38.3M - $48.9M
|
388K
$44.2M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
30New |
$2.96K - $3.78K
|
30
$3.42K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.4K+ 45.95% |
$336K - $429K
|
10.8K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
8.7KNew |
$859K - $1.1M
|
8.7K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.2K- 61.26% |
$908K - $1.16M
|
5.82K
$663K
|
|
|
Nov 14, 2023
Q3 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.7KNew |
$859K - $1.1M
|
8.7K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
523New |
$51.6K - $65.9K
|
523
$59.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.81KNew |
$277K - $354K
|
2.81K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
12.5KNew |
$1.23M - $1.58M
|
12.5K
$1.42M
|
|