Purchases and Sales Made in Q1 2022 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q1 2022. The information is specifically focused on institutions that hold shares of ADVANCED ENERGY INDUSTRIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
170+ 207.32% |
$13.3K - $15.9K
|
252
$27K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
159+ 0.54% |
$12.5K - $14.9K
|
29.8K
$3.19M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
150+ 1.66% |
$11.8K - $14.1K
|
9.2K
$986K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
141+ 142.42% |
$11.1K - $13.2K
|
240
$25.7K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
136+ 0.75% |
$10.7K - $12.7K
|
18.2K
$1.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
134+ 1.34% |
$10.5K - $12.6K
|
10.1K
$1.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
118+ 207.02% |
$9.25K - $11.1K
|
175
$18.8K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
115+ 11.39% |
$9.02K - $10.8K
|
1.13K
$121K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.55% |
$7.84K - $9.37K
|
18.3K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
100+ 1.83% |
$7.84K - $9.37K
|
5.57K
$597K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
98+ 2.47% |
$7.69K - $9.19K
|
4.06K
$435K
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
88+ 0.59% |
$6.9K - $8.25K
|
15.1K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 303.45% |
$6.9K - $8.25K
|
117
$12.5K
|
|
|
May 12, 2022
Q1 2022
|
Homestead Advisers Corp
|
BUY
|
- |
87+ 0.14% |
$6.82K - $8.15K
|
63.8K
$6.84M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
78+ 0.23% |
$6.12K - $7.31K
|
34.7K
$3.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 221.43% |
$4.86K - $5.81K
|
90
$9.65K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
49+ 222.73% |
$3.84K - $4.59K
|
71
$7.61K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46+ 8.7% |
$3.61K - $4.31K
|
575
$61.6K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
42New |
$3.29K - $3.94K
|
42
$4.5K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$2.35K - $2.81K
|
30
$3.22K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$1.96K - $2.34K
|
25
$2.68K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$1.57K - $1.87K
|
20
$2.14K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 11.2% |
$1.1K - $1.31K
|
139
$14.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
13+ 7.26% |
$1.02K - $1.22K
|
192
$20.6K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 171.43% |
$941 - $1.12K
|
19
$2.04K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
11New |
$863 - $1.03K
|
11
$1.18K
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
10+ 6.25% |
$784 - $937
|
170
$18.2K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10+ 0.0% |
$784 - $937
|
298K
$32M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9+ 0.17% |
$706 - $844
|
5.18K
$555K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$627 - $750
|
8
$857
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7New |
$549 - $656
|
7
$750
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.55% |
$392 - $469
|
909
$97.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5New |
$392 - $469
|
5
$536
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$235 - $281
|
3
$322
|
|
|
May 16, 2022
Q1 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
3+ 0.1% |
$235 - $281
|
2.95K
$316K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$78.4 - $93.7
|
6
$643
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$78.4 - $93.7
|
2.82K
$302K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$78.4 - $93.7
|
1
$107
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1New |
$78.4 - $93.7
|
1
$107
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$78.4 - $93.7
|
9.54K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1+ 0.01% |
$78.4 - $93.7
|
17.9K
$1.91M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.8% |
$78.4 - $93.7
|
124
$13.3K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7Closed |
$549 - $656
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-7Closed |
$549 - $656
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-8- 15.69% |
$627 - $750
|
43
$4.61K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-9- 60.0% |
$706 - $844
|
6
$643
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10- 0.14% |
$784 - $937
|
7.27K
$779K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-11- 0.03% |
$863 - $1.03K
|
32.7K
$3.5M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 73.68% |
$1.1K - $1.31K
|
5
$536
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14- 0.99% |
$1.1K - $1.31K
|
1.4K
$150K
|