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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 5.06% |
$379 - $526
|
83
$8.09K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$379 - $526
|
6
$584
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$284 - $395
|
3
$292
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 33.33% |
$94.8 - $132
|
2
$195
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 0.06% |
$190 - $263
|
3.39K
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 7.69% |
$474 - $658
|
60
$5.84K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5- 38.46% |
$474 - $658
|
8
$779
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-55- 0.7% |
$5.21K - $7.23K
|
7.75K
$755K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92- 0.04% |
$8.72K - $12.1K
|
210K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-97- 3.88% |
$9.2K - $12.8K
|
2.41K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-113- 0.3% |
$10.7K - $14.9K
|
37K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-123- 1.13% |
$11.7K - $16.2K
|
10.8K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-266- 1.87% |
$25.2K - $35K
|
14K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-292- 2.65% |
$27.7K - $38.4K
|
10.7K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-297- 3.33% |
$28.2K - $39.1K
|
8.62K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.75% |
$47.4K - $65.8K
|
17.7K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-510- 15.5% |
$48.3K - $67.1K
|
2.78K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-514- 2.4% |
$48.7K - $67.6K
|
20.9K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.29K- 1.88% |
$123K - $170K
|
67.5K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 24.48% |
$157K - $218K
|
5.1K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.01K- 45.08% |
$191K - $265K
|
2.45K
$239K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.02K- 0.81% |
$286K - $397K
|
371K
$36.2M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.27K- 8.41% |
$499K - $693K
|
57.4K
$5.59M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-6.13K- 69.88% |
$581K - $807K
|
2.64K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-6.53K- 3.49% |
$619K - $859K
|
181K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.5K- 64.72% |
$806K - $1.12M
|
4.63K
$451K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.8K- 9.18% |
$1.21M - $1.69M
|
127K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-17.6K- 21.55% |
$1.67M - $2.31M
|
64K
$6.23M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-17.7K- 69.27% |
$1.68M - $2.33M
|
7.86K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-50.8K- 11.71% |
$4.82M - $6.69M
|
383K
$37.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-192K- 98.95% |
$18.2M - $25.2M
|
2.03K
$198K
|