Purchases and Sales Made in Q4 2021 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
185+ 5.54% |
$15.6K - $17.6K
|
3.52K
$398K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
179New |
$15.1K - $17K
|
179
$20.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
169+ 4.18% |
$14.3K - $16.1K
|
4.21K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
139+ 0.28% |
$11.7K - $13.2K
|
49.1K
$5.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Homestead Advisers Corp
|
BUY
|
- |
127+ 0.2% |
$10.7K - $12.1K
|
63.7K
$7.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
121New |
$10.2K - $11.5K
|
121
$13.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
108+ 25.65% |
$9.12K - $10.3K
|
529
$59.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
104+ 1.45% |
$8.78K - $9.9K
|
7.28K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100New |
$8.44K - $9.52K
|
100
$11.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
98+ 362.96% |
$8.27K - $9.32K
|
125
$14.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
94+ 5.02% |
$7.93K - $8.94K
|
1.97K
$222K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
84+ 560.0% |
$7.09K - $7.99K
|
99
$11.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 38.86% |
$6.92K - $7.8K
|
293
$33.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
82New |
$6.92K - $7.8K
|
82
$9.25K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70New |
$5.91K - $6.66K
|
70
$7.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
68+ 9.76% |
$5.74K - $6.47K
|
765
$86.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68+ 15.45% |
$5.74K - $6.47K
|
508
$57.3K
|
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
BUY
|
- |
66+ 7.41% |
$5.57K - $6.28K
|
957
$108K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
65+ 0.52% |
$5.49K - $6.18K
|
12.5K
$1.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61+ 381.25% |
$5.15K - $5.8K
|
77
$8.69K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61+ 2.64% |
$5.15K - $5.8K
|
2.37K
$268K
|
|
|
Feb 15, 2022
Q4 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
58+ 6.09% |
$4.9K - $5.52K
|
1.01K
$114K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32New |
$2.7K - $3.04K
|
32
$3.61K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
30+ 0.59% |
$2.53K - $2.85K
|
5.15K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 2.42% |
$1.94K - $2.19K
|
973
$110K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
23+ 0.21% |
$1.94K - $2.19K
|
11.1K
$1.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
22New |
$1.86K - $2.09K
|
22
$2.48K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
21+ 0.75% |
$1.77K - $2K
|
2.82K
$318K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
16New |
$1.35K - $1.52K
|
16
$1.81K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 1.12% |
$844 - $952
|
904
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10+ 0.27% |
$844 - $952
|
3.67K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
9+ 150.0% |
$760 - $856
|
15
$1.69K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
7New |
$591 - $666
|
7
$790
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
7New |
$591 - $666
|
7
$790
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7New |
$591 - $666
|
7
$790
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6New |
$506 - $571
|
6
$677
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$422 - $476
|
5
$564
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 12.0% |
$253 - $285
|
28
$3.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 2.7% |
$84.4 - $95.2
|
38
$4.29K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-3Closed |
$253 - $285
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5- 0.13% |
$422 - $476
|
3.96K
$447K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-9- 0.29% |
$760 - $856
|
3.05K
$344K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 5.37% |
$928 - $1.05K
|
194
$21.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14Closed |
$1.18K - $1.33K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 8.29% |
$1.27K - $1.43K
|
166
$18.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 46.43% |
$2.19K - $2.47K
|
30
$3.38K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$2.53K - $2.85K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-38Closed |
$3.21K - $3.62K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-38- 2.81% |
$3.21K - $3.62K
|
1.32K
$148K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-51Closed |
$4.3K - $4.85K
|
0
$0
|