Institutional Ownership Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,107
shares
|
$261,836
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
2,100
shares
|
$260,967
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,098
shares
|
$260,718
0.01% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
2,065
shares
|
$256,617
0.01% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,019
shares
|
$250,901
0.12% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,012
shares
|
$250,031
0.01% of portfolio
|
Q3 2023
Added 7.94%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
2,005
shares
|
$249,161
0.15% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,982
shares
|
$246,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,960
shares
|
$243,569
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,888
shares
|
$234,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,888
shares
|
$234,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,883
shares
|
$234,000
0.11% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
1,823
shares
|
$226,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,774
shares
|
$220,454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,755
shares
|
$218,093
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,754
shares
|
$217,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
1,718
shares
|
$213,495
0.0% of portfolio
|
Q4 2024
Added 56.75%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,699
shares
|
$211,134
0.03% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,679
shares
|
$208,649
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,388
shares
|
$172,486
0.0% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
1,319
shares
|
$163,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
1,295
shares
|
$160,929
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,280
shares
|
$159,065
0.02% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,231
shares
|
$152,976
0.01% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,225
shares
|
$152,230
0.0% of portfolio
|
Q4 2024
Added 0.08%
|