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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$89.7 - $110
|
6
$632
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
160+ 14.29% |
$14.4K - $17.5K
|
1.28K
$135K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-243- 11.43% |
$21.8K - $26.6K
|
1.88K
$198K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1KNew |
$89.9K - $110K
|
1K
$105K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5New |
$449 - $548
|
5
$526
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18New |
$1.61K - $1.97K
|
18
$1.89K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$449 - $548
|
5
$526
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
142New |
$12.7K - $15.6K
|
142
$14.9K
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-882- 1.85% |
$79.1K - $96.7K
|
46.7K
$4.91M
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$89.7 - $110
|
1
$105
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6New |
$538 - $658
|
6
$632
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-270- 80.6% |
$24.2K - $29.6K
|
65
$6.84K
|
|
Q1 2024 | |||||||
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3+ 4.17% |
$284 - $323
|
75
$7.89K
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
30+ 0.67% |
$2.84K - $3.23K
|
4.51K
$474K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01KNew |
$191K - $217K
|
2.01K
$212K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-5.44K- 30.1% |
$516K - $586K
|
12.6K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.22KNew |
$495K - $563K
|
5.22K
$549K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.6KNew |
$1.01M - $1.15M
|
10.6K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.7KNew |
$256K - $291K
|
2.7K
$284K
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.05KNew |
$194K - $221K
|
2.05K
$216K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69- 2.62% |
$6.54K - $7.44K
|
2.57K
$270K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
314+ 2.81% |
$29.8K - $33.8K
|
11.5K
$1.21M
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-735- 4.8% |
$69.7K - $79.2K
|
14.6K
$1.53M
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-188- 8.68% |
$17.8K - $20.3K
|
1.98K
$208K
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-5.2K- 71.23% |
$493K - $560K
|
2.1K
$221K
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.07KNew |
$765K - $869K
|
8.07K
$849K
|
|
May 14, 2024
Q1 2024
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-12.1K- 70.73% |
$1.15M - $1.3M
|
5K
$526K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.01K- 40.18% |
$190K - $216K
|
2.99K
$314K
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-30K- 48.78% |
$2.84M - $3.23M
|
31.5K
$3.32M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
122New |
$11.6K - $13.1K
|
122
$12.8K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.8K+ 297.45% |
$2.54M - $2.89M
|
35.8K
$3.77M
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.63KNew |
$249K - $283K
|
2.63K
$277K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
8.01KNew |
$759K - $863K
|
8.01K
$843K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$94.8 - $108
|
1
$105
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-181- 0.88% |
$17.2K - $19.5K
|
20.3K
$2.13M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.65K- 99.94% |
$156K - $178K
|
1
$105
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.88K+ 5.88% |
$273K - $310K
|
51.9K
$5.46M
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.28KNew |
$311K - $354K
|
3.28K
$346K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
96+ 2.05% |
$9.1K - $10.3K
|
4.78K
$503K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11New |
$1.04K - $1.19K
|
11
$1.16K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
91+ 2.58% |
$8.62K - $9.81K
|
3.62K
$381K
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.05K+ 26.6% |
$99K - $113K
|
4.97K
$523K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.11M - $1.26M
|
11.7K
$1.24M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.15K- 6.56% |
$109K - $124K
|
16.3K
$1.72M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$758 - $862
|
8
$842
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
59.4K+ 15.69% |
$5.63M - $6.4M
|
438K
$46.1M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
852+ 6.21% |
$80.7K - $91.8K
|
14.6K
$1.53M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
316+ 12.74% |
$29.9K - $34.1K
|
2.8K
$294K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-250- 2.6% |
$23.7K - $26.9K
|
9.35K
$984K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$2.94K - $3.34K
|
31
$3.26K
|