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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.38% |
$802 - $1.06K
|
1.57K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5+ 0.14% |
$668 - $883
|
3.59K
$727K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5New |
$668 - $883
|
5
$1.01K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 400.0% |
$534 - $706
|
5
$1.01K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4New |
$534 - $706
|
4
$810
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.12% |
$534 - $706
|
101
$20.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3New |
$401 - $530
|
3
$607
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 3.61% |
$401 - $530
|
86
$17.4K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2+ 0.01% |
$267 - $353
|
34.8K
$7.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.28% |
$267 - $353
|
158
$32K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 22.22% |
$267 - $353
|
11
$2.23K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$267 - $353
|
4
$810
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$134 - $177
|
2.96K
$600K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$134 - $177
|
429
$86.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 1.1% |
$134 - $177
|
92
$18.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$134 - $177
|
10
$2.02K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$134 - $177
|
1
$202
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 119.09% |
$1.05M - $1.78M
|
24.4K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.1KNew |
$1.04M - $1.76M
|
13.1K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.6K+ 81.18% |
$996K - $1.69M
|
28.1K
$5.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.86KNew |
$779K - $1.32M
|
9.86K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.14KNew |
$723K - $1.22M
|
9.14K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.06K+ 106.76% |
$558K - $944K
|
13.7K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.16KNew |
$487K - $825K
|
6.16K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.57K+ 47.3% |
$361K - $612K
|
14.2K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.2KNew |
$332K - $562K
|
4.2K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.04K+ 64.39% |
$319K - $541K
|
10.3K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.02KNew |
$317K - $538K
|
4.02K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
3.03KNew |
$239K - $405K
|
3.03K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.7KNew |
$213K - $361K
|
2.7K
$546K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.04KNew |
$161K - $273K
|
2.04K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
2.01KNew |
$158K - $268K
|
2.01K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 10.02% |
$147K - $249K
|
20.5K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.7KNew |
$134K - $228K
|
1.7K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.53KNew |
$121K - $205K
|
1.53K
$310K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
705+ 8.83% |
$55.7K - $94.4K
|
8.69K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 5.41% |
$31.6K - $53.5K
|
7.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137New |
$10.8K - $18.3K
|
137
$27.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
52New |
$4.11K - $6.96K
|
52
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
43+ 29.45% |
$3.4K - $5.76K
|
189
$38.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 7.44% |
$3K - $5.09K
|
549
$111K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36+ 100.0% |
$2.85K - $4.82K
|
72
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
26New |
$2.05K - $3.48K
|
26
$5.26K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
21New |
$1.66K - $2.81K
|
21
$4.25K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
20New |
$1.58K - $2.68K
|
20
$4.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17New |
$1.34K - $2.28K
|
17
$3.44K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9New |
$711 - $1.2K
|
9
$1.82K
|
|