Purchases and Sales Made in Q3 2024 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92+ 1.15% |
$8.54K - $11K
|
8.09K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 22.1% |
$7.24K - $9.33K
|
431
$52K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
77+ 2.76% |
$7.15K - $9.21K
|
2.87K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
67+ 0.69% |
$6.22K - $8.01K
|
9.75K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 1.09% |
$5.94K - $7.66K
|
5.92K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
64New |
$5.94K - $7.66K
|
64
$7.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
62+ 2.61% |
$5.76K - $7.42K
|
2.44K
$294K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
61+ 21.25% |
$5.66K - $7.3K
|
348
$42K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
51+ 2.67% |
$4.74K - $6.1K
|
1.96K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
46New |
$4.27K - $5.5K
|
46
$5.55K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
39+ 0.63% |
$3.62K - $4.66K
|
6.19K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
38+ 1.01% |
$3.53K - $4.55K
|
3.79K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
38New |
$3.53K - $4.55K
|
38
$4.58K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
37+ 0.08% |
$3.44K - $4.43K
|
46.6K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37New |
$3.44K - $4.43K
|
37
$4.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
35New |
$3.25K - $4.19K
|
35
$4.22K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
33New |
$3.06K - $3.95K
|
33
$3.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
33+ 0.03% |
$3.06K - $3.95K
|
126K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 5.73% |
$2.88K - $3.71K
|
572
$69K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
28New |
$2.6K - $3.35K
|
28
$3.38K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28+ 0.14% |
$2.6K - $3.35K
|
20.3K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 166.67% |
$2.32K - $2.99K
|
40
$4.83K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
24+ 0.11% |
$2.23K - $2.87K
|
21.9K
$2.64M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 63.64% |
$1.95K - $2.51K
|
54
$6.52K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
20+ 1.06% |
$1.86K - $2.39K
|
1.9K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 13.42% |
$1.86K - $2.39K
|
169
$20.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19New |
$1.76K - $2.27K
|
19
$2.29K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11+ 0.19% |
$1.02K - $1.32K
|
5.69K
$687K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8+ 4.35% |
$743 - $957
|
192
$23.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
8+ 2.27% |
$743 - $957
|
360
$43.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 3.37% |
$557 - $718
|
184
$22.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$464 - $598
|
5
$603
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.13% |
$464 - $598
|
3.96K
$477K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$464 - $598
|
5
$603
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$371 - $478
|
4
$483
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 7.89% |
$279 - $359
|
41
$4.95K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$186 - $239
|
2
$241
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 15.38% |
$186 - $239
|
15
$1.81K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 20.0% |
$186 - $239
|
12
$1.45K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$92.9 - $120
|
21
$2.53K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 50.0% |
$92.9 - $120
|
1
$121
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$92.9 - $120
|
8
$965
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 11.76% |
$186 - $239
|
15
$1.81K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-3- 0.1% |
$279 - $359
|
2.88K
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.47% |
$371 - $478
|
852
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7- 0.32% |
$650 - $837
|
2.21K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 29.17% |
$1.3K - $1.67K
|
34
$4.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-15- 0.19% |
$1.39K - $1.79K
|
8.05K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-15- 6.61% |
$1.39K - $1.79K
|
212
$25.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18- 34.62% |
$1.67K - $2.15K
|
34
$4.1K
|