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 |
|---|---|---|---|---|---|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,078
shares
|
$133,963
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,057
shares
|
$131,353
0.01% of portfolio
|
Q4 2024
Added 398.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
989
shares
|
$122,903
0.0% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
910
shares
|
$113,085
0.03% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
640
shares
|
$79,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
581
shares
|
$72,200
0.0% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
511
shares
|
$63,501
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
442
shares
|
$54,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
439
shares
|
$54,554
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
410
shares
|
$50,950
0.0% of portfolio
|
Q4 2024
Reduced 59.92%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
370
shares
|
$45,979
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
365
shares
|
$45,358
0.0% of portfolio
|
Q4 2024
Added 112.21%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
354
shares
|
$43,991
0.0% of portfolio
|
Q4 2024
Added 61.64%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
350
shares
|
$43,494
0.0% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
334
shares
|
$41,506
0.0% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
330
shares
|
$41,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
328
shares
|
$40,760
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
326
shares
|
$40,512
0.0% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
313
shares
|
$38,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
262
shares
|
$32,558
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
251
shares
|
$31,191
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
216
shares
|
$26,842
0.01% of portfolio
|
Q4 2024
Added 535.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
210
shares
|
$26,096
0.01% of portfolio
|
Q2 2022
Added 9.38%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
206
shares
|
$25,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
184
shares
|
$22,865
0.02% of portfolio
|
Q4 2024
Reduced 4.17%
|