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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$449 - $548
|
5
$487
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5New |
$449 - $548
|
5
$487
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 15.63% |
$449 - $548
|
37
$3.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.1% |
$269 - $329
|
2.88K
$281K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$89.7 - $110
|
1
$97.4
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 2.7% |
$89.7 - $110
|
38
$3.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$89.7 - $110
|
1
$97.4
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$89.7 - $110
|
6
$584
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 10.0% |
$89.7 - $110
|
9
$877
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 7.14% |
$89.7 - $110
|
13
$1.27K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4- 0.02% |
$359 - $438
|
25.4K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6- 0.23% |
$538 - $658
|
2.58K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 5.88% |
$897 - $1.1K
|
160
$15.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 10.34% |
$1.08K - $1.32K
|
104
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15- 11.72% |
$1.35K - $1.64K
|
113
$11K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-19- 0.24% |
$1.7K - $2.08K
|
7.76K
$756K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 7.35% |
$2.51K - $3.07K
|
353
$34.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-49- 34.51% |
$4.4K - $5.37K
|
93
$9.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-77- 0.99% |
$6.91K - $8.44K
|
7.73K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-86- 0.57% |
$7.71K - $9.43K
|
15K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 11.27% |
$8.97K - $11K
|
787
$76.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-100- 4.63% |
$8.97K - $11K
|
2.06K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-100- 0.09% |
$8.97K - $11K
|
113K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-108- 22.13% |
$9.69K - $11.8K
|
380
$37K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-175- 3.47% |
$15.7K - $19.2K
|
4.88K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-178- 2.58% |
$16K - $19.5K
|
6.73K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-180- 3.13% |
$16.1K - $19.7K
|
5.56K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-189- 8.99% |
$17K - $20.7K
|
1.91K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-191- 1.16% |
$17.1K - $20.9K
|
16.2K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-223- 10.02% |
$20K - $24.4K
|
2K
$195K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-226- 9.26% |
$20.3K - $24.8K
|
2.22K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-243- 11.43% |
$21.8K - $26.6K
|
1.88K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-260- 4.38% |
$23.3K - $28.5K
|
5.68K
$553K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-270- 80.6% |
$24.2K - $29.6K
|
65
$6.33K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-285- 8.11% |
$25.6K - $31.2K
|
3.23K
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.45% |
$26.9K - $32.9K
|
66K
$6.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-305- 10.79% |
$27.4K - $33.4K
|
2.52K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-324- 1.46% |
$29.1K - $35.5K
|
21.9K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-352- 8.18% |
$31.6K - $38.6K
|
3.95K
$385K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-352- 8.18% |
$31.6K - $38.6K
|
3.95K
$385K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-371- 8.53% |
$33.3K - $40.7K
|
3.98K
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-379- 2.82% |
$34K - $41.5K
|
13.1K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-393- 8.11% |
$35.3K - $43.1K
|
4.45K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-433- 3.64% |
$38.8K - $47.5K
|
11.4K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-467- 1.61% |
$41.9K - $51.2K
|
28.5K
$2.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-472- 4.71% |
$42.3K - $51.7K
|
9.56K
$931K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-531- 49.53% |
$47.6K - $58.2K
|
541
$52.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-541- 6.9% |
$48.5K - $59.3K
|
7.3K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-565- 14.4% |
$50.7K - $61.9K
|
3.36K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-569- 23.07% |
$51K - $62.4K
|
1.9K
$185K
|