Purchases and Sales Made in Q1 2023 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
229+ 15.02% |
$19.6K - $22.8K
|
1.75K
$215K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
229+ 1.42% |
$19.6K - $22.8K
|
16.3K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
226+ 0.77% |
$19.3K - $22.5K
|
29.6K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180+ 1.72% |
$15.4K - $17.9K
|
10.7K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 1.67% |
$14.7K - $17.1K
|
10.5K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
171+ 78.08% |
$14.6K - $17K
|
390
$47.9K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
139+ 2.17% |
$11.9K - $13.8K
|
6.55K
$804K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
136+ 39.65% |
$11.6K - $13.5K
|
479
$58.8K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
129+ 3.55% |
$11K - $12.8K
|
3.77K
$462K
|
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
BUY
|
- |
121+ 0.19% |
$10.4K - $12K
|
64.1K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
109+ 3.29% |
$9.32K - $10.8K
|
3.43K
$420K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103+ 3.43% |
$8.81K - $10.2K
|
3.11K
$381K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
93+ 0.46% |
$7.96K - $9.25K
|
20.5K
$2.52M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73New |
$6.24K - $7.26K
|
73
$8.96K
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
63+ 0.16% |
$5.39K - $6.26K
|
39.6K
$4.86M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
59+ 84.29% |
$5.05K - $5.87K
|
129
$15.8K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
55+ 0.3% |
$4.7K - $5.47K
|
18.6K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53New |
$4.53K - $5.27K
|
53
$6.5K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40+ 1.26% |
$3.42K - $3.98K
|
3.21K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
30+ 0.74% |
$2.57K - $2.98K
|
4.08K
$500K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
28+ 9.18% |
$2.4K - $2.78K
|
333
$40.9K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.76% |
$1.88K - $2.19K
|
2.92K
$359K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20+ 0.42% |
$1.71K - $1.99K
|
4.81K
$591K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 37.04% |
$1.71K - $1.99K
|
74
$9.08K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 0.78% |
$1.63K - $1.89K
|
2.46K
$302K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 3.59% |
$1.54K - $1.79K
|
519
$63.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$1.45K - $1.69K
|
17
$2.09K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16New |
$1.37K - $1.59K
|
16
$1.96K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
16+ 17.02% |
$1.37K - $1.59K
|
110
$13.5K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14+ 116.67% |
$1.2K - $1.39K
|
26
$3.19K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9+ 2.5% |
$770 - $895
|
369
$45.3K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9+ 2.5% |
$770 - $895
|
369
$45.3K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 42.86% |
$513 - $597
|
20
$2.45K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5+ 0.08% |
$428 - $497
|
5.96K
$731K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 14.29% |
$342 - $398
|
32
$3.93K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$171 - $199
|
12
$1.47K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$85.5 - $99.4
|
7
$859
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$85.5 - $99.4
|
1
$123
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 12.5% |
$85.5 - $99.4
|
7
$859
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 11.54% |
$257 - $298
|
23
$2.82K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 21.88% |
$599 - $696
|
25
$3.07K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-9- 0.34% |
$770 - $895
|
2.6K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 6.19% |
$1.03K - $1.19K
|
182
$22.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12- 0.08% |
$1.03K - $1.19K
|
15.6K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 6.17% |
$1.97K - $2.29K
|
350
$43K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-26- 11.61% |
$2.22K - $2.59K
|
198
$24.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46- 0.4% |
$3.93K - $4.57K
|
11.6K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-46- 3.98% |
$3.93K - $4.57K
|
1.11K
$136K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 4.34% |
$4.02K - $4.67K
|
1.04K
$127K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-49- 1.75% |
$4.19K - $4.87K
|
2.76K
$338K
|