Purchases and Sales Made in Q1 2025 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
192K+ 15632.74% |
$18.2M - $25.3M
|
194K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.59KNew |
$909K - $1.26M
|
9.59K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8.34KNew |
$790K - $1.1M
|
8.34K
$812K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.64K+ 215.26% |
$725K - $1.01M
|
11.2K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6.94K+ 13.42% |
$658K - $913K
|
58.7K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$283K - $393K
|
2.99K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.97K+ 3.39% |
$282K - $391K
|
90.7K
$8.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$252K - $349K
|
2.66K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.55K+ 621.22% |
$241K - $335K
|
2.96K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
2.27K+ 24.8% |
$215K - $298K
|
11.4K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.62K+ 0.34% |
$154K - $214K
|
477K
$46.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.13K+ 1.04% |
$107K - $149K
|
109K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
924+ 4.7% |
$87.6K - $122K
|
20.6K
$2M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
833+ 385.65% |
$79K - $110K
|
1.05K
$102K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
830New |
$78.7K - $109K
|
830
$80.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
780+ 13.95% |
$73.9K - $103K
|
6.37K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
572+ 1.46% |
$54.2K - $75.2K
|
39.7K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
496+ 85.37% |
$47K - $65.2K
|
1.08K
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
366+ 4.72% |
$34.7K - $48.1K
|
8.11K
$790K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
355+ 6.74% |
$33.7K - $46.7K
|
5.62K
$548K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
276+ 3.87% |
$26.2K - $36.3K
|
7.4K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
259+ 7.99% |
$24.6K - $34.1K
|
3.5K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
233+ 71.47% |
$22.1K - $30.6K
|
559
$54.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
230+ 5.97% |
$21.8K - $30.3K
|
4.08K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
187+ 9.43% |
$17.7K - $24.6K
|
2.17K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
170+ 8.42% |
$16.1K - $22.4K
|
2.19K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
160+ 3.19% |
$15.2K - $21K
|
5.17K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
156+ 5.81% |
$14.8K - $20.5K
|
2.84K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
137New |
$13K - $18K
|
137
$13.3K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
96+ 0.33% |
$9.1K - $12.6K
|
29.6K
$2.88M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 170.91% |
$8.91K - $12.4K
|
149
$14.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 16.17% |
$6.73K - $9.34K
|
510
$49.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
70+ 3.02% |
$6.64K - $9.21K
|
2.39K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 31.14% |
$4.93K - $6.84K
|
219
$21.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
45New |
$4.27K - $5.92K
|
45
$4.38K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 36.46% |
$3.32K - $4.6K
|
131
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 21.51% |
$1.9K - $2.63K
|
113
$11K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$1.66K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17+ 16.83% |
$1.61K - $2.24K
|
118
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$1.66K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.33K - $1.84K
|
14
$1.36K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 28.95% |
$1.04K - $1.45K
|
49
$4.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$974
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$853 - $1.18K
|
9
$877
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.07% |
$664 - $921
|
9.36K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$474 - $658
|
5
$487
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5New |
$474 - $658
|
5
$487
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$379 - $526
|
6
$584
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 5.06% |
$379 - $526
|
83
$8.09K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$284 - $395
|
3
$292
|