Latest Institutional Purchases of Advanced Energy Industries Inc (AEIS)
This list provides information on the latest institutional transactions involving Advanced Energy Industries Inc (AEIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8.34KNew |
$790K - $1.1M
|
8.34K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$283K - $393K
|
2.99K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
2.27K+ 24.8% |
$215K - $298K
|
11.4K
$990K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.13K+ 1.04% |
$107K - $149K
|
109K
$9.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
833+ 385.65% |
$79K - $110K
|
1.05K
$91K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
366+ 4.72% |
$34.7K - $48.1K
|
8.11K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
355+ 6.74% |
$33.7K - $46.7K
|
5.62K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
259+ 7.99% |
$24.6K - $34.1K
|
3.5K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
233+ 71.47% |
$22.1K - $30.6K
|
559
$48.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
230+ 5.97% |
$21.8K - $30.3K
|
4.08K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
170+ 8.42% |
$16.1K - $22.4K
|
2.19K
$190K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 170.91% |
$8.91K - $12.4K
|
149
$12.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 16.17% |
$6.73K - $9.34K
|
510
$44.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 31.14% |
$4.93K - $6.84K
|
219
$19K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
45New |
$4.27K - $5.92K
|
45
$3.91K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.33K - $1.84K
|
14
$1.22K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$868
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.07% |
$664 - $921
|
9.36K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 5.06% |
$379 - $526
|
83
$7.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$379 - $526
|
6
$521
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
618KNew |
$62.9M - $75.9M
|
618K
$53.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
596KNew |
$60.6M - $73.2M
|
596K
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
505KNew |
$51.4M - $62M
|
505K
$43.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
476KNew |
$48.4M - $58.4M
|
476K
$41.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
158K+ 17.99% |
$16.1M - $19.4M
|
1.04M
$89.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
139K+ 21.83% |
$14.1M - $17M
|
775K
$67.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
88.4K+ 23.47% |
$8.99M - $10.9M
|
465K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
87.1K+ 193.59% |
$8.86M - $10.7M
|
132K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.7K+ 85.7% |
$8.72M - $10.5M
|
186K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.3KNew |
$8.68M - $10.5M
|
85.3K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
83.3K+ 206.7% |
$8.48M - $10.2M
|
124K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
81.7K+ 240.49% |
$8.31M - $10M
|
116K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
69.9K+ 1.44% |
$7.11M - $8.58M
|
4.91M
$426M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
69.2KNew |
$7.04M - $8.49M
|
69.2K
$6.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
62K+ 59.33% |
$6.31M - $7.61M
|
167K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
59.4K+ 3.49% |
$6.04M - $7.29M
|
1.76M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
53.7K+ 13.29% |
$5.46M - $6.59M
|
458K
$39.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
48.5KNew |
$4.94M - $5.96M
|
48.5K
$4.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
48.1K+ 41.15% |
$4.89M - $5.91M
|
165K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.3KNew |
$3.49M - $4.21M
|
34.3K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30K+ 23.84% |
$3.05M - $3.68M
|
156K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 7.72% |
$3M - $3.62M
|
411K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
4 D Advisors, LLC
Redondo Beach, CA |
BUY
|
- |
22.5KNew |
$2.29M - $2.76M
|
22.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.6K+ 425.99% |
$2.19M - $2.65M
|
26.6K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.5K+ 4.2% |
$1.88M - $2.27M
|
460K
$39.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 12.82% |
$1.79M - $2.15M
|
154K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
17.1K+ 47.62% |
$1.73M - $2.09M
|
52.9K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
16.5K+ 18.25% |
$1.67M - $2.02M
|
107K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
15.5K+ 77.02% |
$1.58M - $1.9M
|
35.6K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.4K+ 5.52% |
$1.47M - $1.77M
|
275K
$23.9M
|
|