Purchases and Sales Made in Q3 2023 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 7.24% |
$2.66K - $3.4K
|
400
$42.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
23+ 38.98% |
$2.27K - $2.9K
|
82
$8.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.06% |
$2.07K - $2.65K
|
34.5K
$3.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
18+ 0.81% |
$1.78K - $2.27K
|
2.23K
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 31.25% |
$1.48K - $1.89K
|
63
$6.75K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 22.86% |
$790 - $1.01K
|
43
$4.61K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 7.32% |
$592 - $756
|
88
$9.43K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 400.0% |
$395 - $504
|
5
$536
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.02% |
$296 - $378
|
16.4K
$1.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 0.86% |
$296 - $378
|
351
$37.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 150.0% |
$296 - $378
|
5
$536
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 14.29% |
$98.7 - $126
|
8
$857
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.64% |
$98.7 - $126
|
158
$16.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$98.7 - $126
|
11
$1.18K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 7.14% |
$197 - $252
|
26
$2.79K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 1.68% |
$296 - $378
|
176
$18.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6- 2.47% |
$592 - $756
|
237
$25.4K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7- 1.95% |
$691 - $882
|
352
$37.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7- 1.95% |
$691 - $882
|
352
$37.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12- 0.4% |
$1.18K - $1.51K
|
2.99K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 38.71% |
$1.18K - $1.51K
|
19
$2.04K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-12- 10.91% |
$1.18K - $1.51K
|
98
$10.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.45% |
$1.28K - $1.64K
|
518
$55.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 7.22% |
$1.38K - $1.76K
|
180
$19.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21- 0.09% |
$2.07K - $2.65K
|
24K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 16.31% |
$2.27K - $2.9K
|
118
$12.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-35- 0.54% |
$3.45K - $4.41K
|
6.46K
$693K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-40- 1.55% |
$3.95K - $5.04K
|
2.55K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-42- 28.19% |
$4.14K - $5.29K
|
107
$11.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48- 0.36% |
$4.74K - $6.05K
|
13.4K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-61- 0.09% |
$6.02K - $7.69K
|
64.7K
$6.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-67- 2.6% |
$6.61K - $8.44K
|
2.51K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-100- 1.03% |
$9.87K - $12.6K
|
9.6K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-102- 4.59% |
$10.1K - $12.9K
|
2.12K
$227K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-103- 0.99% |
$10.2K - $13K
|
10.3K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-132- 1.83% |
$13K - $16.6K
|
7.1K
$761K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-136- 4.65% |
$13.4K - $17.1K
|
2.79K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-150- 2.55% |
$14.8K - $18.9K
|
5.73K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-198- 0.36% |
$19.5K - $25K
|
54.7K
$5.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-213- 2.46% |
$21K - $26.8K
|
8.45K
$905K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-218- 0.63% |
$21.5K - $27.5K
|
34.7K
$3.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-218- 1.27% |
$21.5K - $27.5K
|
16.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-230- 26.47% |
$22.7K - $29K
|
639
$68.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-364- 3.5% |
$35.9K - $45.9K
|
10K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-387- 2.49% |
$38.2K - $48.8K
|
15.1K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-393- 8.37% |
$38.8K - $49.5K
|
4.3K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-426- 16.49% |
$42K - $53.7K
|
2.16K
$231K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-453- 3.88% |
$44.7K - $57.1K
|
11.2K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-471- 0.55% |
$46.5K - $59.4K
|
85K
$9.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.54% |
$49.3K - $63K
|
19.2K
$2.06M
|