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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$1.45K - $1.69K
|
17
$2.39K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$85.5 - $99.4
|
7
$985
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$85.5 - $99.4
|
1
$141
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
9.39KNew |
$664K - $891K
|
9.39K
$1.32M
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
7.22K+ 15.25% |
$511K - $685K
|
54.6K
$7.67M
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.51KNew |
$461K - $618K
|
6.51K
$916K
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.7KNew |
$191K - $256K
|
2.7K
$380K
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.36KNew |
$167K - $224K
|
2.36K
$332K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.69K+ 64.92% |
$119K - $160K
|
4.29K
$603K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.05KNew |
$74K - $99.2K
|
1.05K
$147K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
178New |
$12.6K - $16.9K
|
178
$25K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
150New |
$10.6K - $14.2K
|
150
$21.1K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
144New |
$10.2K - $13.7K
|
144
$20.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
105New |
$7.43K - $9.96K
|
105
$14.8K
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
87+ 7.41% |
$6.15K - $8.25K
|
1.26K
$177K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60+ 1.92% |
$4.24K - $5.69K
|
3.18K
$447K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$1.06K - $1.42K
|
15
$2.11K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 7.44% |
$637 - $854
|
130
$18.3K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$141 - $190
|
23
$3.24K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
18.4KNew |
$1.27M - $1.8M
|
18.4K
$2.58M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.7KNew |
$257K - $363K
|
3.7K
$520K
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
3.13KNew |
$217K - $307K
|
3.13K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
935+ 22.72% |
$64.8K - $91.6K
|
5.05K
$710K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
328New |
$22.7K - $32.1K
|
328
$46.1K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
84New |
$5.83K - $8.23K
|
84
$11.8K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
40+ 0.93% |
$2.77K - $3.92K
|
4.33K
$609K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 21.39% |
$2.57K - $3.63K
|
210
$29.5K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$624 - $882
|
9
$1.27K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$555 - $784
|
8
$1.13K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
47.6KNew |
$3.3M - $4.11M
|
47.6K
$6.7M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$156K - $194K
|
2.25K
$317K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
18+ 9.38% |
$1.25K - $1.55K
|
210
$29.5K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$693 - $863
|
10
$1.41K
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$235 - $281
|
3
$422
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
121New |
$10.2K - $11.5K
|
121
$17K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32New |
$2.7K - $3.04K
|
32
$4.5K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 12.0% |
$253 - $285
|
28
$3.94K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.21KNew |
$99.7K - $134K
|
1.21K
$170K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
262New |
$21.7K - $29.1K
|
262
$36.9K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.59KNew |
$563K - $793K
|
6.59K
$927K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$1.45K - $2.05K
|
17
$2.39K
|
|
Q3 2020 | |||||||
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.29KNew |
$364K - $514K
|
6.29K
$885K
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
865New |
$50K - $70.7K
|
865
$122K
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
23New |
$1.33K - $1.88K
|
23
$3.24K
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8New |
$463 - $654
|
8
$1.13K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.51KNew |
$53.8K - $118K
|
1.51K
$213K
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
15.4KNew |
$811K - $1.1M
|
15.4K
$2.17M
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
BUY
|
CALL |
500New |
$19.4K - $26.3K
|
500
$70.3K
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30New |
$1.17K - $1.58K
|
30
$4.22K
|