Purchases and Sales Made in Q4 2024 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
580+ 17.72% |
$59K - $71.2K
|
3.85K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
569+ 22.8% |
$57.9K - $69.8K
|
3.07K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
528+ 6.53% |
$53.7K - $64.8K
|
8.62K
$923K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
461+ 22.75% |
$46.9K - $56.6K
|
2.49K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
442New |
$45K - $54.2K
|
442
$47.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
405New |
$41.2K - $49.7K
|
405
$43.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
381+ 37.84% |
$38.8K - $46.8K
|
1.39K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
365+ 11.57% |
$37.1K - $44.8K
|
3.52K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
357+ 6.27% |
$36.3K - $43.8K
|
6.05K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
320+ 23.21% |
$32.5K - $39.3K
|
1.7K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
313New |
$31.8K - $38.4K
|
313
$33.5K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
312+ 0.08% |
$31.7K - $38.3K
|
374K
$40.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
299+ 7.13% |
$30.4K - $36.7K
|
4.49K
$481K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
285+ 30.13% |
$29K - $35K
|
1.23K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
284+ 2.64% |
$28.9K - $34.9K
|
11K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
260+ 8.68% |
$26.4K - $31.9K
|
3.26K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
251+ 10.3% |
$25.5K - $30.8K
|
2.69K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
245+ 8.53% |
$24.9K - $30.1K
|
3.12K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
245+ 0.36% |
$24.9K - $30.1K
|
68.8K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
230+ 3.33% |
$23.4K - $28.2K
|
7.13K
$763K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 26.3% |
$21.7K - $26.1K
|
1.02K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
206New |
$21K - $25.3K
|
206
$22.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
206+ 2.19% |
$21K - $25.3K
|
9.63K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
197+ 0.67% |
$20K - $24.2K
|
29.5K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
193+ 112.21% |
$19.6K - $23.7K
|
365
$39.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
182+ 535.29% |
$18.5K - $22.3K
|
216
$23.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
170New |
$17.3K - $20.9K
|
170
$18.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
144+ 1.34% |
$14.6K - $17.7K
|
10.9K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137+ 16.08% |
$13.9K - $16.8K
|
989
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
135+ 61.64% |
$13.7K - $16.6K
|
354
$37.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
134+ 6.82% |
$13.6K - $16.4K
|
2.1K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
124+ 3.27% |
$12.6K - $15.2K
|
3.92K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122New |
$12.4K - $15K
|
122
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
116+ 6.1% |
$11.8K - $14.2K
|
2.02K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
100+ 2.23% |
$10.2K - $12.3K
|
4.59K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
99+ 5.04% |
$10.1K - $12.1K
|
2.07K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
96New |
$9.76K - $11.8K
|
96
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
89+ 18.09% |
$9.05K - $10.9K
|
581
$62.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
85+ 1.73% |
$8.65K - $10.4K
|
5.01K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 426.67% |
$6.51K - $7.85K
|
79
$8.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63+ 1.23% |
$6.41K - $7.73K
|
5.19K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60+ 146.34% |
$6.1K - $7.36K
|
101
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
49+ 0.55% |
$4.98K - $6.01K
|
8.91K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
26+ 0.61% |
$2.64K - $3.19K
|
4.31K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
26+ 56.52% |
$2.64K - $3.19K
|
72
$7.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25+ 0.53% |
$2.54K - $3.07K
|
4.7K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 62.5% |
$2.54K - $3.07K
|
65
$6.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
24New |
$2.44K - $2.95K
|
24
$2.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 7.05% |
$2.24K - $2.7K
|
334
$35.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 25.68% |
$1.93K - $2.33K
|
93
$9.96K
|