Latest Institutional Purchases of Advanced Energy Industries Inc (AEIS)
This list provides information on the latest institutional transactions involving Advanced Energy Industries Inc (AEIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
95+ 120.25% |
$9.01K - $12.5K
|
174
$24.5K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
92+ 25.99% |
$8.72K - $12.1K
|
446
$62.7K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
89+ 0.01% |
$8.44K - $11.7K
|
775K
$109M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
76+ 4.47% |
$7.2K - $10K
|
1.78K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
70+ 3.02% |
$6.64K - $9.21K
|
2.39K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66+ 1.22% |
$6.26K - $8.68K
|
5.48K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
61+ 0.14% |
$5.78K - $8.02K
|
45.1K
$6.34M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 32.24% |
$5.59K - $7.76K
|
242
$34K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
50+ 2.85% |
$4.74K - $6.58K
|
1.8K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
45New |
$4.27K - $5.92K
|
45
$6.33K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 11.68% |
$3.7K - $5.13K
|
373
$52.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36New |
$3.41K - $4.74K
|
36
$5.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 36.46% |
$3.32K - $4.6K
|
131
$18.4K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
32+ 0.03% |
$3.03K - $4.21K
|
107K
$15M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27New |
$2.56K - $3.55K
|
27
$3.8K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
24+ 19.67% |
$2.28K - $3.16K
|
146
$20.5K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$2.18K - $3.03K
|
23
$3.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 21.51% |
$1.9K - $2.63K
|
113
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
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
|
First Pacific Financial
|
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$2.39K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16+ 0.03% |
$1.52K - $2.1K
|
46.4K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15+ 44.12% |
$1.42K - $1.97K
|
49
$6.89K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.33K - $1.84K
|
14
$1.97K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 36.11% |
$1.23K - $1.71K
|
49
$6.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 28.95% |
$1.04K - $1.45K
|
49
$6.89K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$1.41K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 13.7% |
$948 - $1.32K
|
83
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$1.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$853 - $1.18K
|
9
$1.27K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$379 - $526
|
6
$844
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$284 - $395
|
3
$422
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$284 - $395
|
3
$422
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$190 - $263
|
2
$281
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$94.8 - $132
|
1
$141
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 2.63% |
$94.8 - $132
|
39
$5.49K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
69.2KNew |
$7.04M - $8.49M
|
69.2K
$9.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
48.5KNew |
$4.94M - $5.96M
|
48.5K
$6.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.3KNew |
$3.49M - $4.21M
|
34.3K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
4 D Advisors, LLC
Redondo Beach, CA |
BUY
|
- |
22.5KNew |
$2.29M - $2.76M
|
22.5K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.5KNew |
$1.17M - $1.41M
|
11.5K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.4KNew |
$753K - $908K
|
7.4K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.21KNew |
$428K - $516K
|
4.21K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.78KNew |
$384K - $464K
|
3.78K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
3.53KNew |
$359K - $433K
|
3.53K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.3K+ 412.5% |
$336K - $405K
|
4.1K
$577K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.58K+ 2.86% |
$263K - $317K
|
92.7K
$13M
|
|