Latest Institutional Transactions on Advanced Energy Industries Inc (AEIS)
This table provides information on the latest institutional transactions involving Advanced Energy Industries Inc (AEIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 23.67% |
$149K - $180K
|
4.72K
$497K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30K+ 23.84% |
$3.05M - $3.68M
|
156K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
845+ 398.58% |
$85.9K - $104K
|
1.06K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-8- 4.17% |
$814 - $982
|
184
$19.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 24.32% |
$915 - $1.1K
|
28
$2.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
89+ 18.09% |
$9.05K - $10.9K
|
581
$61.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-3.13K- 2.53% |
$318K - $384K
|
121K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 62.5% |
$2.54K - $3.07K
|
65
$6.84K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.74K- 8.12% |
$177K - $213K
|
19.7K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-47- 0.42% |
$4.78K - $5.77K
|
11K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
727+ 1.89% |
$73.9K - $89.2K
|
39.2K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
49+ 0.55% |
$4.98K - $6.01K
|
8.91K
$938K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.1K+ 11.78% |
$112K - $135K
|
10.4K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-61- 10.66% |
$6.2K - $7.49K
|
511
$53.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
476KNew |
$48.4M - $58.4M
|
476K
$50.1M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
726+ 4.01% |
$73.8K - $89.1K
|
18.8K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-27- 1.07% |
$2.75K - $3.31K
|
2.5K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-101- 4.57% |
$10.3K - $12.4K
|
2.11K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
461+ 22.75% |
$46.9K - $56.6K
|
2.49K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640New |
$65.1K - $78.5K
|
640
$67.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
1.58K+ 1.83% |
$160K - $194K
|
87.7K
$9.23M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
312+ 0.08% |
$31.7K - $38.3K
|
374K
$39.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 40.91% |
$4.58K - $5.52K
|
65
$6.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-613- 59.92% |
$62.3K - $75.2K
|
410
$43.2K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.24K- 3.45% |
$228K - $275K
|
62.6K
$6.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-831- 0.76% |
$84.5K - $102K
|
108K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 8.33% |
$102 - $123
|
13
$1.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 25.68% |
$1.93K - $2.33K
|
93
$9.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137+ 16.08% |
$13.9K - $16.8K
|
989
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
24New |
$2.44K - $2.95K
|
24
$2.53K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.53K- 6.99% |
$156K - $188K
|
20.4K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
528+ 6.53% |
$53.7K - $64.8K
|
8.62K
$907K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
8.38K+ 59.73% |
$852K - $1.03M
|
22.4K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.54K- 3.3% |
$156K - $188K
|
45K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
9+ 14.06% |
$915 - $1.1K
|
73
$7.68K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-728- 11.52% |
$74K - $89.3K
|
5.59K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4- 3.57% |
$407 - $491
|
108
$11.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-383- 2.62% |
$39K - $47K
|
14.3K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$180K - $218K
|
1.77K
$187K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-112- 0.52% |
$11.4K - $13.7K
|
21.4K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
96New |
$9.76K - $11.8K
|
96
$10.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.48K- 43.78% |
$353K - $426K
|
4.46K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19- 0.96% |
$1.93K - $2.33K
|
1.96K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
622+ 56.75% |
$63.3K - $76.3K
|
1.72K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
10.9K+ 26.84% |
$1.11M - $1.34M
|
51.7K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
245+ 0.36% |
$24.9K - $30.1K
|
68.8K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-199- 0.11% |
$20.2K - $24.4K
|
187K
$19.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$102 - $123
|
7
$737
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 6.32% |
$2.24K - $2.7K
|
326
$34.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8+ 0.24% |
$814 - $982
|
3.39K
$357K
|