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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
212New |
$28.3K - $37.4K
|
212
$42.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
200New |
$26.7K - $35.3K
|
200
$40.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
194+ 4.52% |
$25.9K - $34.3K
|
4.49K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
174+ 19.59% |
$23.2K - $30.7K
|
1.06K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
173+ 11.3% |
$23.1K - $30.6K
|
1.7K
$345K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
171+ 25.87% |
$22.8K - $30.2K
|
832
$168K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
138New |
$18.4K - $24.4K
|
138
$27.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
129+ 1.17% |
$17.2K - $22.8K
|
11.1K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
122+ 1.14% |
$16.3K - $21.5K
|
10.8K
$2.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
116+ 203.51% |
$15.5K - $20.5K
|
173
$35K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
113+ 2.27% |
$15.1K - $20K
|
5.09K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
108+ 2.16% |
$14.4K - $19.1K
|
5.1K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
107+ 1.42% |
$14.3K - $18.9K
|
7.64K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
101+ 272.97% |
$13.5K - $17.8K
|
138
$27.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
99+ 9.46% |
$13.2K - $17.5K
|
1.15K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
99+ 267.57% |
$13.2K - $17.5K
|
136
$27.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 3.09% |
$13K - $17.1K
|
3.23K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
88+ 8800.0% |
$11.8K - $15.5K
|
89
$18K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
85+ 8500.0% |
$11.4K - $15K
|
86
$17.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
79+ 13.23% |
$10.6K - $14K
|
676
$137K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
79New |
$10.6K - $14K
|
79
$16K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
76+ 0.93% |
$10.2K - $13.4K
|
8.22K
$1.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
73+ 92.41% |
$9.75K - $12.9K
|
152
$30.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71+ 2.11% |
$9.48K - $12.5K
|
3.43K
$695K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 14.38% |
$9.08K - $12K
|
541
$110K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
63+ 3.51% |
$8.42K - $11.1K
|
1.86K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 19.87% |
$8.28K - $10.9K
|
374
$75.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 19.17% |
$8.02K - $10.6K
|
373
$75.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
60New |
$8.02K - $10.6K
|
60
$12.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
55New |
$7.35K - $9.71K
|
55
$11.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
49+ 9.19% |
$6.55K - $8.65K
|
582
$118K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
48+ 0.11% |
$6.41K - $8.48K
|
44.2K
$8.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
48New |
$6.41K - $8.48K
|
48
$9.72K
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
45+ 0.42% |
$6.01K - $7.95K
|
10.7K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
42+ 2.33% |
$5.61K - $7.42K
|
1.85K
$374K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
35+ 1.03% |
$4.68K - $6.18K
|
3.44K
$696K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35New |
$4.68K - $6.18K
|
35
$7.09K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 3.0% |
$4.54K - $6K
|
1.17K
$237K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
30New |
$4.01K - $5.3K
|
30
$6.07K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
25+ 0.85% |
$3.34K - $4.41K
|
2.96K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17+ 0.64% |
$2.27K - $3K
|
2.69K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 1.49% |
$2.27K - $3K
|
1.16K
$234K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16New |
$2.14K - $2.83K
|
16
$3.24K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$2K - $2.65K
|
15
$3.04K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12+ 16.22% |
$1.6K - $2.12K
|
86
$17.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 3.83% |
$1.6K - $2.12K
|
325
$65.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9New |
$1.2K - $1.59K
|
9
$1.82K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
8New |
$1.07K - $1.41K
|
8
$1.62K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 53.85% |
$935 - $1.24K
|
20
$4.05K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 10.14% |
$935 - $1.24K
|
76
$15.4K
|
|