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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
793+ 42.0% |
$75.2K - $104K
|
2.68K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
780+ 13.95% |
$73.9K - $103K
|
6.37K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
762+ 43.42% |
$72.2K - $100K
|
2.52K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
733+ 13.22% |
$69.5K - $96.4K
|
6.28K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
689+ 7.69% |
$65.3K - $90.6K
|
9.65K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
637+ 2.39% |
$60.4K - $83.8K
|
27.3K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
572+ 1.46% |
$54.2K - $75.2K
|
39.7K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
551New |
$52.2K - $72.5K
|
551
$77.5K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
500+ 23.81% |
$47.4K - $65.8K
|
2.6K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
496+ 85.37% |
$47K - $65.2K
|
1.08K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
451+ 7.45% |
$42.8K - $59.3K
|
6.5K
$915K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
432+ 12.27% |
$41K - $56.8K
|
3.95K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
379+ 6.77% |
$35.9K - $49.9K
|
5.98K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
366+ 4.72% |
$34.7K - $48.1K
|
8.11K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
355+ 6.74% |
$33.7K - $46.7K
|
5.62K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
324New |
$30.7K - $42.6K
|
324
$45.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
305+ 4.46% |
$28.9K - $40.1K
|
7.14K
$1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
302+ 5.57% |
$28.6K - $39.7K
|
5.72K
$805K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
285+ 20.53% |
$27K - $37.5K
|
1.67K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
276+ 3.87% |
$26.2K - $36.3K
|
7.4K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
259+ 7.99% |
$24.6K - $34.1K
|
3.5K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
239New |
$22.7K - $31.4K
|
239
$33.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
233+ 71.47% |
$22.1K - $30.6K
|
559
$78.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
230+ 5.97% |
$21.8K - $30.3K
|
4.08K
$574K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
230+ 2.89% |
$21.8K - $30.3K
|
8.2K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
187+ 9.43% |
$17.7K - $24.6K
|
2.17K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
179+ 16.93% |
$17K - $23.5K
|
1.24K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
174+ 47.67% |
$16.5K - $22.9K
|
539
$75.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
170+ 8.42% |
$16.1K - $22.4K
|
2.19K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
160+ 3.19% |
$15.2K - $21K
|
5.17K
$727K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
156+ 5.81% |
$14.8K - $20.5K
|
2.84K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
137New |
$13K - $18K
|
137
$19.3K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
136+ 3.94% |
$12.9K - $17.9K
|
3.59K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
134+ 2.84% |
$12.7K - $17.6K
|
4.86K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
113+ 5.47% |
$10.7K - $14.9K
|
2.18K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
113+ 154.79% |
$10.7K - $14.9K
|
186
$26.2K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 673.33% |
$9.57K - $13.3K
|
116
$16.3K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$9.48K - $13.2K
|
100
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
96+ 0.33% |
$9.1K - $12.6K
|
29.6K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
95+ 120.25% |
$9.01K - $12.5K
|
174
$24.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 170.91% |
$8.91K - $12.4K
|
149
$21K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
92+ 25.99% |
$8.72K - $12.1K
|
446
$62.7K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
89+ 0.01% |
$8.44K - $11.7K
|
775K
$109M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
76+ 4.47% |
$7.2K - $10K
|
1.78K
$250K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 16.17% |
$6.73K - $9.34K
|
510
$71.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
70+ 3.02% |
$6.64K - $9.21K
|
2.39K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66+ 1.22% |
$6.26K - $8.68K
|
5.48K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
61+ 0.14% |
$5.78K - $8.02K
|
45.1K
$6.34M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 32.24% |
$5.59K - $7.76K
|
242
$34K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 31.14% |
$4.93K - $6.84K
|
219
$30.8K
|