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 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
278+ 45.65% |
$26.3K - $30K
|
887
$95.1K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
261+ 4.88% |
$24.7K - $28.1K
|
5.61K
$601K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
250New |
$23.7K - $26.9K
|
250
$26.8K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
238+ 11.4% |
$22.6K - $25.6K
|
2.33K
$249K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
202New |
$19.1K - $21.8K
|
202
$21.6K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
198+ 10.76% |
$18.8K - $21.3K
|
2.04K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
186+ 2.65% |
$17.6K - $20K
|
7.2K
$771K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
184New |
$17.4K - $19.8K
|
184
$19.7K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
164+ 3.87% |
$15.5K - $17.7K
|
4.41K
$472K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
158+ 8.03% |
$15K - $17K
|
2.13K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 2.01% |
$14.2K - $16.2K
|
7.63K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
147+ 0.99% |
$13.9K - $15.8K
|
15.1K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
122New |
$11.6K - $13.1K
|
122
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
100+ 3.35% |
$9.48K - $10.8K
|
3.08K
$330K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
100+ 4.99% |
$9.48K - $10.8K
|
2.11K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
96+ 2.05% |
$9.1K - $10.3K
|
4.78K
$512K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
91+ 2.58% |
$8.62K - $9.81K
|
3.62K
$388K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
79+ 1.48% |
$7.49K - $8.51K
|
5.42K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
65+ 1.24% |
$6.16K - $7.01K
|
5.3K
$568K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
63+ 0.92% |
$5.97K - $6.79K
|
6.91K
$740K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
50+ 1.97% |
$4.74K - $5.39K
|
2.58K
$277K
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
49+ 0.46% |
$4.64K - $5.28K
|
10.6K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
45+ 0.57% |
$4.26K - $4.85K
|
7.98K
$856K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
36+ 17.39% |
$3.41K - $3.88K
|
243
$26K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 3.47% |
$3.41K - $3.88K
|
1.07K
$115K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
32+ 10.22% |
$3.03K - $3.45K
|
345
$37K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
32+ 7.02% |
$3.03K - $3.45K
|
488
$52.3K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32New |
$3.03K - $3.45K
|
32
$3.43K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$2.94K - $3.34K
|
31
$3.32K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
30+ 0.67% |
$2.84K - $3.23K
|
4.51K
$483K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 8.55% |
$2.84K - $3.23K
|
381
$40.8K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 34.88% |
$2.84K - $3.23K
|
116
$12.4K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
27+ 0.45% |
$2.56K - $2.91K
|
6.04K
$647K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$2.27K - $2.59K
|
24
$2.57K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 2.99% |
$2.27K - $2.59K
|
826
$88.5K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20+ 0.71% |
$1.9K - $2.16K
|
2.83K
$303K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 13.68% |
$1.52K - $1.72K
|
133
$14.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 9.8% |
$1.42K - $1.62K
|
168
$18K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11New |
$1.04K - $1.19K
|
11
$1.18K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$948 - $1.08K
|
10
$1.07K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 32.14% |
$853 - $970
|
37
$3.97K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.48% |
$758 - $862
|
549
$58.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$758 - $862
|
8
$857
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6+ 0.07% |
$569 - $647
|
8.05K
$863K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6+ 1.67% |
$569 - $647
|
365
$39.1K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
6+ 0.26% |
$569 - $647
|
2.29K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 3.03% |
$474 - $539
|
170
$18.2K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3+ 4.17% |
$284 - $323
|
75
$8.04K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$94.8 - $108
|
6.98K
$748K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$94.8 - $108
|
1
$107
|