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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
410New |
$34.4K - $45.7K
|
410
$45.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
362+ 7.77% |
$30.4K - $40.3K
|
5.02K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$12.6K - $16.7K
|
150
$16.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
140New |
$11.8K - $15.6K
|
140
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
30+ 0.88% |
$2.52K - $3.34K
|
3.43K
$379K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11New |
$924 - $1.23K
|
11
$1.22K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1+ 0.03% |
$84 - $111
|
3.34K
$369K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.1K+ 231.25% |
$1.04M - $1.21M
|
17.4K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.7KNew |
$659K - $766K
|
7.7K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
5.05KNew |
$432K - $502K
|
5.05K
$558K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.87KNew |
$246K - $286K
|
2.87K
$318K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
2.51K+ 72.83% |
$215K - $250K
|
5.97K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.34KNew |
$200K - $232K
|
2.34K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.24K+ 663.02% |
$192K - $223K
|
2.58K
$285K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
911+ 0.3% |
$77.9K - $90.6K
|
309K
$34.2M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
136+ 39.65% |
$11.6K - $13.5K
|
479
$53K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53New |
$4.53K - $5.27K
|
53
$5.86K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$1.45K - $1.69K
|
17
$1.88K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$85.5 - $99.4
|
7
$774
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$85.5 - $99.4
|
1
$111
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
9.39KNew |
$664K - $891K
|
9.39K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
7.22K+ 15.25% |
$511K - $685K
|
54.6K
$6.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.51KNew |
$461K - $618K
|
6.51K
$720K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.51KNew |
$460K - $617K
|
6.51K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.7KNew |
$191K - $256K
|
2.7K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.36KNew |
$167K - $224K
|
2.36K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.69K+ 64.92% |
$119K - $160K
|
4.29K
$474K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.05KNew |
$74K - $99.2K
|
1.05K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
436New |
$30.8K - $41.4K
|
436
$48.2K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
178New |
$12.6K - $16.9K
|
178
$19.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
150New |
$10.6K - $14.2K
|
150
$16.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
144New |
$10.2K - $13.7K
|
144
$15.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
105New |
$7.43K - $9.96K
|
105
$11.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
87+ 7.41% |
$6.15K - $8.25K
|
1.26K
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60+ 1.92% |
$4.24K - $5.69K
|
3.18K
$351K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$1.06K - $1.42K
|
15
$1.66K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 7.44% |
$637 - $854
|
130
$14.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$141 - $190
|
23
$2.54K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
18.4KNew |
$1.27M - $1.8M
|
18.4K
$2.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.7KNew |
$257K - $363K
|
3.7K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
3.13KNew |
$217K - $307K
|
3.13K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
935+ 22.72% |
$64.8K - $91.6K
|
5.05K
$559K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
328New |
$22.7K - $32.1K
|
328
$36.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
84New |
$5.83K - $8.23K
|
84
$9.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
40+ 0.93% |
$2.77K - $3.92K
|
4.33K
$479K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 21.39% |
$2.57K - $3.63K
|
210
$23.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$624 - $882
|
9
$995
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$555 - $784
|
8
$885
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
47.6KNew |
$3.3M - $4.11M
|
47.6K
$5.26M
|
|