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 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
260+ 24.12% |
$23.3K - $28.5K
|
1.34K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
254+ 259.18% |
$22.8K - $27.8K
|
352
$37.7K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
247+ 4.41% |
$22.2K - $27.1K
|
5.85K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
223+ 12.89% |
$20K - $24.4K
|
1.95K
$209K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
212+ 3.51% |
$19K - $23.2K
|
6.25K
$670K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
205+ 23.01% |
$18.4K - $22.5K
|
1.1K
$117K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
203+ 1.98% |
$18.2K - $22.3K
|
10.4K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
202+ 6.84% |
$18.1K - $22.1K
|
3.16K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
195+ 609.38% |
$17.5K - $21.4K
|
227
$24.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
179+ 3.38% |
$16.1K - $19.6K
|
5.48K
$587K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
161+ 5.08% |
$14.4K - $17.6K
|
3.33K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
160+ 14.29% |
$14.4K - $17.5K
|
1.28K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
150+ 0.03% |
$13.5K - $16.4K
|
513K
$55M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
142New |
$12.7K - $15.6K
|
142
$15.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
124+ 1.72% |
$11.1K - $13.6K
|
7.32K
$785K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
116+ 13.38% |
$10.4K - $12.7K
|
983
$105K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
113+ 91.13% |
$10.1K - $12.4K
|
237
$25.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
104New |
$9.33K - $11.4K
|
104
$11.1K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
100+ 4.75% |
$8.97K - $11K
|
2.21K
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
89+ 103.49% |
$7.98K - $9.76K
|
175
$18.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
86+ 3.76% |
$7.71K - $9.43K
|
2.37K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
84+ 1.05% |
$7.53K - $9.21K
|
8.08K
$866K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
84+ 0.36% |
$7.53K - $9.21K
|
23.5K
$2.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
70+ 34.65% |
$6.28K - $7.67K
|
272
$29.2K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
55+ 7.75% |
$4.93K - $6.03K
|
765
$82K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 100.0% |
$4.49K - $5.48K
|
100
$10.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
44+ 18.11% |
$3.95K - $4.82K
|
287
$30.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
43+ 0.11% |
$3.86K - $4.71K
|
39.6K
$4.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
39+ 11.3% |
$3.5K - $4.27K
|
384
$41.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39+ 1.08% |
$3.5K - $4.27K
|
3.65K
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36New |
$3.23K - $3.95K
|
36
$3.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 3.63% |
$2.69K - $3.29K
|
856
$91.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 108.0% |
$2.42K - $2.96K
|
52
$5.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27New |
$2.42K - $2.96K
|
27
$2.89K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 176.92% |
$2.06K - $2.52K
|
36
$3.86K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18New |
$1.61K - $1.97K
|
18
$1.93K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17+ 0.37% |
$1.52K - $1.86K
|
4.67K
$501K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$1.52K - $1.86K
|
17
$1.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
17+ 0.21% |
$1.52K - $1.86K
|
8.07K
$865K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 12.03% |
$1.44K - $1.75K
|
149
$16K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$1.35K - $1.64K
|
15
$1.61K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 73.68% |
$1.26K - $1.53K
|
33
$3.54K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 41.18% |
$1.26K - $1.53K
|
48
$5.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
10+ 2.74% |
$897 - $1.1K
|
375
$40.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 5.95% |
$897 - $1.1K
|
178
$19.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.64% |
$807 - $986
|
558
$59.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.25% |
$628 - $767
|
2.85K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6New |
$538 - $658
|
6
$643
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5New |
$449 - $548
|
5
$536
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$449 - $548
|
5
$536
|