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 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-42- 1.27% |
$3.98K - $5.52K
|
3.26K
$458K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-55- 0.7% |
$5.21K - $7.23K
|
7.75K
$1.09M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-60- 60.0% |
$5.69K - $7.89K
|
40
$5.63K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 5.39% |
$6.26K - $8.68K
|
1.16K
$163K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-69- 4.11% |
$6.54K - $9.08K
|
1.61K
$226K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-71- 2.33% |
$6.73K - $9.34K
|
2.97K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-80- 0.28% |
$7.58K - $10.5K
|
28.2K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 3.78% |
$7.96K - $11K
|
2.14K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-86Closed |
$8.15K - $11.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-90- 1.22% |
$8.53K - $11.8K
|
7.27K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92- 0.04% |
$8.72K - $12.1K
|
210K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-97- 3.88% |
$9.2K - $12.8K
|
2.41K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-105- 2.68% |
$9.95K - $13.8K
|
3.81K
$536K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-111- 0.59% |
$10.5K - $14.6K
|
18.6K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-113- 0.3% |
$10.7K - $14.9K
|
37K
$5.2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-123- 1.13% |
$11.7K - $16.2K
|
10.8K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-140- 4.24% |
$13.3K - $18.4K
|
3.16K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-158- 62.95% |
$15K - $20.8K
|
93
$13.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-180- 1.87% |
$17.1K - $23.7K
|
9.45K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-214- 3.12% |
$20.3K - $28.1K
|
6.65K
$936K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-229- 1.02% |
$21.7K - $30.1K
|
22.2K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-261- 9.0% |
$24.7K - $34.3K
|
2.64K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-266- 1.87% |
$25.2K - $35K
|
14K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-292- 2.65% |
$27.7K - $38.4K
|
10.7K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-297- 3.33% |
$28.2K - $39.1K
|
8.62K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-340- 8.26% |
$32.2K - $44.7K
|
3.78K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-346- 3.06% |
$32.8K - $45.5K
|
11K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-359- 2.45% |
$34K - $47.2K
|
14.3K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-394- 1.12% |
$37.4K - $51.8K
|
34.8K
$4.9M
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-425- 1.19% |
$40.3K - $55.9K
|
35.2K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.75% |
$47.4K - $65.8K
|
17.7K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-510- 15.5% |
$48.3K - $67.1K
|
2.78K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-514- 2.4% |
$48.7K - $67.6K
|
20.9K
$2.94M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-606- 4.92% |
$57.4K - $79.7K
|
11.7K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-612- 3.24% |
$58K - $80.5K
|
18.3K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-654- 9.92% |
$62K - $86K
|
5.94K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-913- 25.89% |
$86.6K - $120K
|
2.61K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.1K- 1.48% |
$104K - $145K
|
73K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 11.4% |
$122K - $169K
|
10K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.29K- 1.88% |
$123K - $170K
|
67.5K
$9.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.48K- 3.76% |
$140K - $195K
|
37.8K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.49K- 2.47% |
$141K - $196K
|
58.8K
$8.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 24.48% |
$157K - $218K
|
5.1K
$718K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.69K- 13.34% |
$160K - $223K
|
11K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.77K- 83.78% |
$168K - $232K
|
342
$48.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.9K- 21.6% |
$180K - $250K
|
6.9K
$970K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.01K- 45.08% |
$191K - $265K
|
2.45K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.12K- 24.64% |
$201K - $279K
|
6.49K
$914K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.25K- 0.66% |
$213K - $296K
|
341K
$48M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.47K- 21.85% |
$234K - $324K
|
8.82K
$1.24M
|