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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
50+ 2.85% |
$4.74K - $6.58K
|
1.8K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
45New |
$4.27K - $5.92K
|
45
$6.33K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 11.68% |
$3.7K - $5.13K
|
373
$52.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36New |
$3.41K - $4.74K
|
36
$5.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 36.46% |
$3.32K - $4.6K
|
131
$18.4K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
32New |
$3.03K - $4.21K
|
32
$4.5K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
32+ 0.03% |
$3.03K - $4.21K
|
107K
$15M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27New |
$2.56K - $3.55K
|
27
$3.8K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
24+ 19.67% |
$2.28K - $3.16K
|
146
$20.5K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$2.18K - $3.03K
|
23
$3.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 21.51% |
$1.9K - $2.63K
|
113
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$2.39K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$2.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17+ 16.83% |
$1.61K - $2.24K
|
118
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16+ 0.03% |
$1.52K - $2.1K
|
46.4K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15+ 44.12% |
$1.42K - $1.97K
|
49
$6.89K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.33K - $1.84K
|
14
$1.97K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 36.11% |
$1.23K - $1.71K
|
49
$6.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 28.95% |
$1.04K - $1.45K
|
49
$6.89K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11+ 2.72% |
$1.04K - $1.45K
|
416
$58.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$1.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$1.41K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 13.7% |
$948 - $1.32K
|
83
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$853 - $1.18K
|
9
$1.27K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.07% |
$664 - $921
|
9.36K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$474 - $658
|
5
$703
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 5.06% |
$379 - $526
|
83
$11.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$379 - $526
|
6
$844
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$284 - $395
|
3
$422
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$284 - $395
|
3
$422
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$190 - $263
|
2
$281
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$94.8 - $132
|
1
$141
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$94.8 - $132
|
1
$141
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$94.8 - $132
|
1
$141
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 2.63% |
$94.8 - $132
|
39
$5.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 33.33% |
$94.8 - $132
|
2
$281
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 0.06% |
$190 - $263
|
3.39K
$477K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 7.69% |
$474 - $658
|
60
$8.44K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5- 38.46% |
$474 - $658
|
8
$1.13K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5- 0.13% |
$474 - $658
|
3.95K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 1.52% |
$474 - $658
|
325
$45.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6- 1.62% |
$569 - $789
|
364
$51.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10- 0.2% |
$948 - $1.32K
|
5.1K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-18- 0.01% |
$1.71K - $2.37K
|
207K
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-27- 0.59% |
$2.56K - $3.55K
|
4.57K
$642K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-32- 0.74% |
$3.03K - $4.21K
|
4.28K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-33- 0.22% |
$3.13K - $4.34K
|
14.9K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-39- 1.57% |
$3.7K - $5.13K
|
2.45K
$344K
|