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 381 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
186
shares
|
$26,166
0.0% of portfolio
|
Q1 2025
Added 154.79%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
174
shares
|
$24,478
0.0% of portfolio
|
Q1 2025
Added 120.25%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
170
shares
|
$23,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
150
shares
|
$21,102
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
146
shares
|
$20,539
0.0% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
144
shares
|
$20,257
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
140
shares
|
$19,695
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
137
shares
|
$19,273
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
118
shares
|
$16,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
118
shares
|
$16,600
0.0% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
116
shares
|
$16,318
0.0% of portfolio
|
Q1 2025
Added 673.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
113
shares
|
$15,896
0.0% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
108
shares
|
$15,193
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
97
shares
|
$13,645
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
83
shares
|
$11,676
0.0% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
79
shares
|
$11,113
0.0% of portfolio
|
Q3 2024
Reduced 55.11%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
72
shares
|
$10,128
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
65
shares
|
$9,144
0.0% of portfolio
|
Q2 2024
Reduced 80.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65
shares
|
$9,144
0.0% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
60
shares
|
$8,440
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
57
shares
|
$8,018
0.0% of portfolio
|
Q2 2025
Reduced 31.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$7,737
0.0% of portfolio
|
Q2 2022
Reduced 66.87%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
55
shares
|
$7,737
0.0% of portfolio
|
Q2 2024
Reduced 99.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
49
shares
|
$6,893
0.0% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
49
shares
|
$6,893
0.0% of portfolio
|
Q1 2025
Added 36.11%
|