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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 7.05% |
$2.24K - $2.7K
|
334
$32.5K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
20New |
$2.03K - $2.45K
|
20
$1.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 25.68% |
$1.93K - $2.33K
|
93
$9.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
13New |
$1.32K - $1.6K
|
13
$1.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
12+ 0.03% |
$1.22K - $1.47K
|
37.1K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 17.74% |
$1.12K - $1.35K
|
73
$7.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10+ 2.78% |
$1.02K - $1.23K
|
370
$36K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.02K - $1.23K
|
10
$974
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
9+ 14.06% |
$915 - $1.1K
|
73
$7.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 1.86% |
$814 - $982
|
439
$42.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8+ 0.24% |
$814 - $982
|
3.39K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.32% |
$712 - $859
|
2.23K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 16.22% |
$610 - $736
|
43
$4.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 0.29% |
$610 - $736
|
2.11K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3+ 8.57% |
$305 - $368
|
38
$3.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$203 - $245
|
2
$195
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 4.88% |
$203 - $245
|
43
$4.19K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$102 - $123
|
251
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 8.33% |
$102 - $123
|
13
$1.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.08% |
$102 - $123
|
1.23K
$119K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.85% |
$102 - $123
|
55
$5.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 100.0% |
$102 - $123
|
2
$195
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$102 - $123
|
1
$97.4
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$102 - $123
|
7
$682
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.54% |
$102 - $123
|
183
$17.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$102 - $123
|
3
$292
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 1.18% |
$203 - $245
|
167
$16.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4- 3.57% |
$407 - $491
|
108
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6- 0.36% |
$610 - $736
|
1.68K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-8- 4.17% |
$814 - $982
|
184
$17.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 24.32% |
$915 - $1.1K
|
28
$2.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-10- 0.12% |
$1.02K - $1.23K
|
8.04K
$783K
|
|
|
Feb 12, 2025
Q4 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-11- 0.07% |
$1.12K - $1.35K
|
15K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11- 0.31% |
$1.12K - $1.35K
|
3.53K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-13- 0.99% |
$1.32K - $1.6K
|
1.3K
$126K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19- 0.96% |
$1.93K - $2.33K
|
1.96K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 6.32% |
$2.24K - $2.7K
|
326
$31.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-27- 1.07% |
$2.75K - $3.31K
|
2.5K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-27- 0.81% |
$2.75K - $3.31K
|
3.3K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-33- 1.4% |
$3.36K - $4.05K
|
2.32K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-35- 0.28% |
$3.56K - $4.3K
|
12.7K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 31.2% |
$3.97K - $4.79K
|
86
$8.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 40.91% |
$4.58K - $5.52K
|
65
$6.33K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-47- 0.42% |
$4.78K - $5.77K
|
11K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-61- 10.66% |
$6.2K - $7.49K
|
511
$49.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-72- 1.05% |
$7.32K - $8.84K
|
6.76K
$658K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-73- 7.43% |
$7.42K - $8.96K
|
910
$88.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-101- 4.57% |
$10.3K - $12.4K
|
2.11K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-108- 23.58% |
$11K - $13.3K
|
350
$34.1K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-112- 0.52% |
$11.4K - $13.7K
|
21.4K
$2.08M
|