Purchases and Sales Made in Q1 2024 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.35KNew |
$412K - $469K
|
4.35K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.14K+ 26.05% |
$392K - $446K
|
20K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.28KNew |
$311K - $354K
|
3.28K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$290K - $330K
|
3.06K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.88K+ 5.88% |
$273K - $310K
|
51.9K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.84KNew |
$269K - $306K
|
2.84K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.63KNew |
$249K - $283K
|
2.63K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.62K+ 16.42% |
$248K - $282K
|
18.6K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.58K+ 1.88% |
$244K - $278K
|
140K
$16.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.56K+ 4.09% |
$242K - $275K
|
65K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.49K+ 2.58% |
$236K - $268K
|
99.1K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.47KNew |
$234K - $266K
|
2.47K
$297K
|
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.44K+ 9.46% |
$231K - $263K
|
28.2K
$3.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
2.23K+ 21.22% |
$211K - $240K
|
12.7K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.21KNew |
$209K - $238K
|
2.21K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.15K+ 36.9% |
$204K - $232K
|
7.99K
$964K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 30.66% |
$197K - $224K
|
8.85K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.05KNew |
$194K - $221K
|
2.05K
$247K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01KNew |
$191K - $217K
|
2.01K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.56K+ 1.45% |
$148K - $168K
|
110K
$13.2M
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.43K+ 1.39% |
$136K - $154K
|
104K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.29K+ 3.15% |
$122K - $139K
|
42.2K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.14K+ 3.34% |
$108K - $123K
|
35.4K
$4.28M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.12KNew |
$106K - $121K
|
1.12K
$135K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.06K+ 41.69% |
$100K - $114K
|
3.6K
$434K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.05K+ 26.6% |
$99K - $113K
|
4.97K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.04K+ 23.44% |
$98.9K - $113K
|
5.5K
$663K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 4.81% |
$95K - $108K
|
21.8K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
954+ 37.51% |
$90.4K - $103K
|
3.5K
$422K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
900+ 300.0% |
$85.3K - $97K
|
1.2K
$145K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
867New |
$82.2K - $93.4K
|
867
$105K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
864+ 12.45% |
$81.9K - $93.1K
|
7.8K
$942K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
852+ 6.21% |
$80.7K - $91.8K
|
14.6K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
659+ 0.87% |
$62.5K - $71K
|
76.8K
$9.27M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
600+ 0.46% |
$56.9K - $64.7K
|
130K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
571+ 12.53% |
$54.1K - $61.5K
|
5.13K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
523+ 2.11% |
$49.6K - $56.4K
|
25.4K
$3.06M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
522+ 7.4% |
$49.5K - $56.3K
|
7.58K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
506+ 9.66% |
$48K - $54.5K
|
5.74K
$693K
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
451+ 1.58% |
$42.7K - $48.6K
|
28.9K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
442+ 21.84% |
$41.9K - $47.6K
|
2.47K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
423+ 1.31% |
$40.1K - $45.6K
|
32.6K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
377+ 8.07% |
$35.7K - $40.6K
|
5.05K
$609K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
369+ 5.4% |
$35K - $39.8K
|
7.2K
$869K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
347+ 8.77% |
$32.9K - $37.4K
|
4.3K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
335New |
$31.7K - $36.1K
|
335
$40.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
316+ 12.74% |
$29.9K - $34.1K
|
2.8K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
314+ 2.81% |
$29.8K - $33.8K
|
11.5K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
278+ 45.65% |
$26.3K - $30K
|
887
$107K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
261+ 4.88% |
$24.7K - $28.1K
|
5.61K
$676K
|