Purchases and Sales Made in Q4 2022 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 88.24% |
$1.06K - $1.42K
|
32
$3.43K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$1.06K - $1.42K
|
15
$1.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$849 - $1.14K
|
12
$1.29K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.83% |
$637 - $854
|
501
$53.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 7.44% |
$637 - $854
|
130
$13.9K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
8+ 2.27% |
$566 - $759
|
360
$38.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 17.39% |
$566 - $759
|
54
$5.79K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8New |
$566 - $759
|
8
$857
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
7+ 29.17% |
$495 - $664
|
31
$3.32K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 150.0% |
$424 - $569
|
10
$1.07K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 12.0% |
$212 - $285
|
28
$3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 8.33% |
$141 - $190
|
26
$2.79K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$141 - $190
|
23
$2.46K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1+ 1.08% |
$70.7 - $94.9
|
94
$10.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 3.7% |
$70.7 - $94.9
|
28
$3K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 5.26% |
$141 - $190
|
36
$3.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 46.67% |
$495 - $664
|
8
$857
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8- 0.05% |
$566 - $759
|
15.6K
$1.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-10- 0.08% |
$707 - $949
|
12.4K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-13- 4.09% |
$919 - $1.23K
|
305
$32.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-14- 3.56% |
$990 - $1.33K
|
379
$40.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-14- 0.52% |
$990 - $1.33K
|
2.69K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 65.0% |
$1.84K - $2.47K
|
14
$1.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-29- 0.16% |
$2.05K - $2.75K
|
18.6K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-40- 0.22% |
$2.83K - $3.79K
|
18.4K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-40- 0.82% |
$2.83K - $3.79K
|
4.82K
$517K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44- 1.37% |
$3.11K - $4.17K
|
3.17K
$340K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-45- 39.13% |
$3.18K - $4.27K
|
70
$7.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50- 1.69% |
$3.54K - $4.74K
|
2.9K
$311K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-58- 20.94% |
$4.1K - $5.5K
|
219
$23.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-59- 13.66% |
$4.17K - $5.6K
|
373
$40K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-71- 1.83% |
$5.02K - $6.73K
|
3.81K
$408K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.56% |
$7.07K - $9.49K
|
17.8K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-101- 3.8% |
$7.14K - $9.58K
|
2.56K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-121- 2.77% |
$8.56K - $11.5K
|
4.25K
$455K
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-127- 9.35% |
$8.98K - $12K
|
1.23K
$132K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-129- 32.09% |
$9.12K - $12.2K
|
273
$29.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-131- 1.93% |
$9.27K - $12.4K
|
6.65K
$712K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-132- 1.09% |
$9.34K - $12.5K
|
12K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-135- 4.59% |
$9.55K - $12.8K
|
2.81K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-147- 22.69% |
$10.4K - $13.9K
|
501
$53.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-150- 2.64% |
$10.6K - $14.2K
|
5.53K
$592K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-158- 0.77% |
$11.2K - $15K
|
20.4K
$2.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-160- 7.21% |
$11.3K - $15.2K
|
2.06K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-176- 4.37% |
$12.4K - $16.7K
|
3.85K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-179- 6.06% |
$12.7K - $17K
|
2.78K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-186- 5.7% |
$13.2K - $17.6K
|
3.08K
$330K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.28% |
$14.1K - $19K
|
70.5K
$7.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-202- 6.27% |
$14.3K - $19.2K
|
3.02K
$324K
|