Purchases and Sales Made in Q2 2023 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q2 2023. 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 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
124+ 1.89% |
$10.4K - $13.8K
|
6.67K
$805K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
111New |
$9.32K - $12.4K
|
111
$13.4K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 93.15% |
$5.71K - $7.58K
|
141
$17K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
63+ 1.18% |
$5.29K - $7.02K
|
5.42K
$653K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
59New |
$4.95K - $6.58K
|
59
$7.12K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
44+ 2.18% |
$3.69K - $4.9K
|
2.06K
$249K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 557.14% |
$3.27K - $4.35K
|
46
$5.55K
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
34+ 1.56% |
$2.85K - $3.79K
|
2.21K
$267K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
30+ 0.88% |
$2.52K - $3.34K
|
3.43K
$414K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 40.54% |
$2.52K - $3.34K
|
104
$12.5K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 40.54% |
$2.52K - $3.34K
|
104
$12.5K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 21.71% |
$2.35K - $3.12K
|
157
$18.9K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 6.57% |
$1.93K - $2.56K
|
373
$45K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
20+ 6.1% |
$1.68K - $2.23K
|
348
$42K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 50.0% |
$1.34K - $1.78K
|
48
$5.79K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.39% |
$1.26K - $1.67K
|
3.86K
$466K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 2.31% |
$1.01K - $1.34K
|
531
$64.1K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 6.59% |
$1.01K - $1.34K
|
194
$23.4K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 32.35% |
$924 - $1.23K
|
45
$5.43K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11New |
$924 - $1.23K
|
11
$1.33K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 55.0% |
$924 - $1.23K
|
31
$3.74K
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
10+ 0.45% |
$840 - $1.11K
|
2.22K
$268K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9+ 0.32% |
$756 - $1K
|
2.82K
$340K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.12% |
$672 - $892
|
6.94K
$837K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.4% |
$588 - $780
|
1.76K
$212K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$420 - $557
|
2.93K
$353K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$336 - $446
|
4
$483
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 12.9% |
$336 - $446
|
35
$4.22K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1+ 0.03% |
$84 - $111
|
3.34K
$403K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 100.0% |
$84 - $111
|
2
$241
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$168 - $223
|
10
$1.21K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 4.65% |
$336 - $446
|
82
$9.89K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.21% |
$336 - $446
|
1.9K
$230K
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5- 0.02% |
$420 - $557
|
30.2K
$3.64M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 16.67% |
$504 - $669
|
30
$3.62K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 21.88% |
$588 - $780
|
25
$3.02K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8- 50.0% |
$672 - $892
|
8
$965
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10- 2.71% |
$840 - $1.11K
|
359
$43.3K
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10- 2.71% |
$840 - $1.11K
|
359
$43.3K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.58% |
$1.26K - $1.67K
|
2.59K
$312K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-16- 0.62% |
$1.34K - $1.78K
|
2.57K
$311K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-19- 9.6% |
$1.6K - $2.12K
|
179
$21.6K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-20- 0.12% |
$1.68K - $2.23K
|
16.4K
$1.98M
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-22- 0.54% |
$1.85K - $2.45K
|
4.07K
$491K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-35- 0.59% |
$2.94K - $3.9K
|
5.92K
$715K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-43- 1.56% |
$3.61K - $4.79K
|
2.72K
$328K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44- 1.4% |
$3.69K - $4.9K
|
3.1K
$374K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47- 0.37% |
$3.95K - $5.24K
|
12.8K
$1.54M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-68- 0.96% |
$5.71K - $7.58K
|
6.99K
$844K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-68- 0.96% |
$5.71K - $7.58K
|
6.99K
$844K
|