Purchases and Sales Made in Q4 2023 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
247+ 7.12% |
$20.9K - $27.8K
|
3.72K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
243+ 11.47% |
$20.6K - $27.4K
|
2.36K
$285K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
232+ 5.47% |
$19.6K - $26.1K
|
4.48K
$540K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
209+ 52.25% |
$17.7K - $23.6K
|
609
$73.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
208+ 0.22% |
$17.6K - $23.4K
|
96.6K
$11.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
207New |
$17.5K - $23.3K
|
207
$25K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
181+ 2.65% |
$15.3K - $20.4K
|
7.01K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
157+ 4.2% |
$13.3K - $17.7K
|
3.9K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
154+ 78.17% |
$13K - $17.4K
|
351
$42.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$12.7K - $16.9K
|
150
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
138+ 2.29% |
$11.7K - $15.5K
|
6.16K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
138+ 7.08% |
$11.7K - $15.5K
|
2.09K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116+ 3.2% |
$9.81K - $13.1K
|
3.74K
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
112+ 113.13% |
$9.48K - $12.6K
|
211
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
101+ 16.24% |
$8.54K - $11.4K
|
723
$87.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
90+ 142.86% |
$7.61K - $10.1K
|
153
$18.5K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
81+ 1.76% |
$6.85K - $9.13K
|
4.67K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 2.85% |
$6.18K - $8.23K
|
2.64K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
70New |
$5.92K - $7.89K
|
70
$8.45K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
53+ 2.38% |
$4.48K - $5.97K
|
2.28K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
51New |
$4.31K - $5.75K
|
51
$6.15K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
32New |
$2.71K - $3.61K
|
32
$3.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30New |
$2.54K - $3.38K
|
30
$3.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 1.45% |
$2.45K - $3.27K
|
2.02K
$244K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
28New |
$2.37K - $3.16K
|
28
$3.38K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
27+ 1.08% |
$2.28K - $3.04K
|
2.53K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25New |
$2.12K - $2.82K
|
25
$3.02K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 100.0% |
$2.12K - $2.82K
|
50
$6.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
23New |
$1.95K - $2.59K
|
23
$2.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 4.44% |
$1.95K - $2.59K
|
541
$65.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$1.18K - $1.58K
|
14
$1.69K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 4.64% |
$931 - $1.24K
|
248
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
11+ 0.02% |
$931 - $1.24K
|
54.7K
$6.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 18.6% |
$677 - $901
|
51
$6.15K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7+ 1.99% |
$592 - $789
|
359
$43.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$423 - $563
|
5
$603
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3+ 3.06% |
$254 - $338
|
101
$12.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 9.09% |
$84.6 - $113
|
10
$1.21K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 12.5% |
$84.6 - $113
|
7
$845
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 2.27% |
$169 - $225
|
86
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 6.67% |
$169 - $225
|
28
$3.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 13.04% |
$254 - $338
|
20
$2.41K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 80.0% |
$338 - $451
|
1
$121
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5- 1.08% |
$423 - $563
|
456
$55K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 31.58% |
$508 - $676
|
13
$1.57K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 24.44% |
$931 - $1.24K
|
34
$4.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 8.33% |
$1.27K - $1.69K
|
165
$19.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18- 28.13% |
$1.52K - $2.03K
|
46
$5.55K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 0.33% |
$1.69K - $2.25K
|
6.01K
$725K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 26.17% |
$2.37K - $3.16K
|
79
$9.53K
|