Purchases and Sales Made in Q2 2024 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.86K+ 61.04% |
$257K - $314K
|
7.55K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.83KNew |
$254K - $310K
|
2.83K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.77K+ 2.65% |
$249K - $304K
|
107K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.63KNew |
$236K - $288K
|
2.63K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.48KNew |
$223K - $272K
|
2.48K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.36K+ 10.79% |
$211K - $258K
|
24.2K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.24K+ 11.57% |
$201K - $245K
|
21.6K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22KNew |
$199K - $243K
|
2.22K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.16KNew |
$194K - $237K
|
2.16K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 2.01% |
$183K - $223K
|
104K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.02KNew |
$181K - $222K
|
2.02K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 23.04% |
$179K - $219K
|
10.7K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.91KNew |
$172K - $210K
|
1.91K
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.88KNew |
$169K - $206K
|
1.88K
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.85K+ 2.85% |
$166K - $203K
|
66.9K
$8.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.81K+ 41.71% |
$162K - $198K
|
6.15K
$742K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.72K+ 6.07% |
$154K - $188K
|
30K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.59K+ 13.23% |
$143K - $174K
|
13.6K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
1.12K+ 1.32% |
$100K - $122K
|
86K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 2.96% |
$94.2K - $115K
|
36.5K
$4.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1KNew |
$89.9K - $110K
|
1K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1KNew |
$89.7K - $110K
|
1K
$121K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
890+ 16.44% |
$79.8K - $97.6K
|
6.31K
$761K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
823+ 13.17% |
$73.8K - $90.2K
|
7.07K
$853K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
802+ 11.61% |
$71.9K - $87.9K
|
7.71K
$930K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
800New |
$71.8K - $87.7K
|
800
$96.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
781+ 15.23% |
$70.1K - $85.6K
|
5.91K
$713K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
708+ 17.96% |
$63.5K - $77.6K
|
4.65K
$561K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
700+ 33.33% |
$62.8K - $76.7K
|
2.8K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
657+ 23.62% |
$58.9K - $72K
|
3.44K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
566+ 18.36% |
$50.8K - $62K
|
3.65K
$440K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
566+ 0.3% |
$50.8K - $62K
|
188K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
509+ 14.14% |
$45.7K - $55.8K
|
4.11K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
469+ 20.17% |
$42.1K - $51.4K
|
2.79K
$337K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
414+ 0.9% |
$37.1K - $45.4K
|
46.5K
$5.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 5.94% |
$35.9K - $43.8K
|
7.14K
$861K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
383+ 157.61% |
$34.4K - $42K
|
626
$75.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
373+ 1.38% |
$33.5K - $40.9K
|
27.5K
$3.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
370+ 10.32% |
$33.2K - $40.6K
|
3.96K
$477K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
369+ 4.84% |
$33.1K - $40.4K
|
8K
$965K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
335+ 4.13% |
$30K - $36.7K
|
8.44K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
330New |
$29.6K - $36.2K
|
330
$39.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
312+ 7.9% |
$28K - $34.2K
|
4.26K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
304+ 3.82% |
$27.3K - $33.3K
|
8.27K
$997K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.62% |
$26.9K - $32.9K
|
18.8K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
299+ 1.49% |
$26.8K - $32.8K
|
20.3K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
293+ 6.65% |
$26.3K - $32.1K
|
4.7K
$567K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
261+ 12.4% |
$23.4K - $28.6K
|
2.37K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
260+ 24.12% |
$23.3K - $28.5K
|
1.34K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
254+ 259.18% |
$22.8K - $27.8K
|
352
$42.5K
|