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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8+ 25.0% |
$632 - $1.07K
|
40
$8.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7+ 140.0% |
$553 - $937
|
12
$2.43K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6New |
$474 - $803
|
6
$1.21K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$316 - $535
|
4
$810
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$79 - $134
|
2
$405
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
68.6KNew |
$6.5M - $9.02M
|
68.6K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
35.9KNew |
$3.4M - $4.72M
|
35.9K
$7.27M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
12.6KNew |
$1.19M - $1.66M
|
12.6K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
5.2KNew |
$493K - $685K
|
5.2K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
4.84K+ 36.38% |
$459K - $636K
|
18.1K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.74KNew |
$449K - $623K
|
4.74K
$959K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$283K - $393K
|
2.99K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.84KNew |
$269K - $373K
|
2.84K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.68KNew |
$254K - $352K
|
2.68K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.5KNew |
$237K - $329K
|
2.5K
$506K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.4KNew |
$228K - $316K
|
2.4K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.29K+ 42.99% |
$217K - $301K
|
7.61K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
830New |
$78.7K - $109K
|
830
$168K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
689+ 7.69% |
$65.3K - $90.6K
|
9.65K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
324New |
$30.7K - $42.6K
|
324
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
239New |
$22.7K - $31.4K
|
239
$48.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
137New |
$13K - $18K
|
137
$27.7K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
76+ 4.47% |
$7.2K - $10K
|
1.78K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66+ 1.22% |
$6.26K - $8.68K
|
5.48K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 32.24% |
$5.59K - $7.76K
|
242
$49K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
45New |
$4.27K - $5.92K
|
45
$9.11K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
42New |
$3.98K - $5.52K
|
42
$8.5K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27New |
$2.56K - $3.55K
|
27
$5.47K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$3.44K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
17New |
$1.61K - $2.24K
|
17
$3.44K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.33K - $1.84K
|
14
$2.83K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$2.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$948 - $1.32K
|
10
$2.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$853 - $1.18K
|
9
$1.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$474 - $658
|
5
$1.01K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$379 - $526
|
6
$1.21K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$190 - $263
|
2
$405
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$94.8 - $132
|
1
$202
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
69.2KNew |
$7.04M - $8.49M
|
69.2K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.3KNew |
$3.49M - $4.21M
|
34.3K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
4 D Advisors, LLC
Redondo Beach, CA |
BUY
|
- |
22.5KNew |
$2.29M - $2.76M
|
22.5K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.5KNew |
$1.17M - $1.41M
|
11.5K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.21KNew |
$428K - $516K
|
4.21K
$852K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.46K+ 116.12% |
$251K - $302K
|
4.59K
$929K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.46KNew |
$250K - $302K
|
2.46K
$498K
|
|