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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.46K+ 116.12% |
$251K - $302K
|
4.59K
$645K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.46KNew |
$250K - $302K
|
2.46K
$346K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.82KNew |
$185K - $224K
|
1.82K
$256K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$180K - $218K
|
1.77K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.1K+ 6.92% |
$112K - $135K
|
17K
$2.39M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.1K+ 11.78% |
$112K - $135K
|
10.4K
$1.47M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
949+ 36.32% |
$96.5K - $116K
|
3.56K
$501K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640New |
$65.1K - $78.5K
|
640
$90K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
622+ 56.75% |
$63.3K - $76.3K
|
1.72K
$242K
|
|
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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
170New |
$17.3K - $20.9K
|
170
$23.9K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137+ 16.08% |
$13.9K - $16.8K
|
989
$139K
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
134+ 6.82% |
$13.6K - $16.4K
|
2.1K
$295K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
100+ 3.85% |
$10.2K - $12.3K
|
2.7K
$380K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25+ 0.53% |
$2.54K - $3.07K
|
4.7K
$661K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
24New |
$2.44K - $2.95K
|
24
$3.38K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
20New |
$2.03K - $2.45K
|
20
$2.81K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.02K - $1.23K
|
10
$1.41K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 16.22% |
$610 - $736
|
43
$6.05K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3+ 8.57% |
$305 - $368
|
38
$5.35K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 4.88% |
$203 - $245
|
43
$6.05K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 100.0% |
$102 - $123
|
2
$281
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$102 - $123
|
1
$141
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 8.33% |
$102 - $123
|
13
$1.83K
|
|
Q3 2024 | |||||||
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
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.76KNew |
$720K - $928K
|
7.76K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
6.88KNew |
$639K - $823K
|
6.88K
$968K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
6.31KNew |
$585K - $754K
|
6.31K
$887K
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.7KNew |
$529K - $682K
|
5.7K
$802K
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.39KNew |
$408K - $525K
|
4.39K
$618K
|
|
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 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.61KNew |
$336K - $432K
|
3.61K
$508K
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.58KNew |
$332K - $428K
|
3.58K
$504K
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.06KNew |
$191K - $246K
|
2.06K
$290K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.95KNew |
$181K - $233K
|
1.95K
$274K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.51K+ 37.59% |
$140K - $180K
|
5.52K
$777K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
583+ 2.41% |
$54.1K - $69.7K
|
24.8K
$3.48M
|
|
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
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
28New |
$2.6K - $3.35K
|
28
$3.94K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$464 - $598
|
5
$703
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$464 - $598
|
5
$703
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$371 - $478
|
4
$563
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$186 - $239
|
2
$281
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$92.9 - $120
|
21
$2.95K
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
63.2KNew |
$5.67M - $6.93M
|
63.2K
$8.89M
|
|
Aug 09, 2024
Q2 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
20KNew |
$1.79M - $2.19M
|
20K
$2.81M
|
|
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 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
11KNew |
$987K - $1.21M
|
11K
$1.55M
|