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 336 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
74
shares
|
$8,524
0.0% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
72
shares
|
$8,293
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
68
shares
|
$7,832
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
65
shares
|
$7,487
0.0% of portfolio
|
Q2 2024
Reduced 80.6%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
64
shares
|
$7,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
62
shares
|
$7,141
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
60
shares
|
$6,911
0.0% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$6,335
0.0% of portfolio
|
Q2 2022
Reduced 66.87%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
55
shares
|
$6,335
0.0% of portfolio
|
Q2 2024
Reduced 99.79%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
55
shares
|
$6,335
0.0% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
54
shares
|
$6,220
0.0% of portfolio
|
Q3 2024
Added 63.64%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
46
shares
|
$5,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
41
shares
|
$4,722
0.0% of portfolio
|
Q3 2024
Reduced 63.72%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
41
shares
|
$4,722
0.0% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$4,607
0.0% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
38
shares
|
$4,377
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
38
shares
|
$4,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
37
shares
|
$4,262
0.0% of portfolio
|
Q2 2024
Added 15.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37
shares
|
$4,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$4,146
0.0% of portfolio
|
Q2 2024
Added 176.92%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
35
shares
|
$4,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
34
shares
|
$3,916
0.0% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
34
shares
|
$3,916
0.0% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
33
shares
|
$3,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
31
shares
|
$3,570
0.0% of portfolio
|
Q1 2024
New holding
|