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 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$156K - $194K
|
2.25K
$249K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
18+ 9.38% |
$1.25K - $1.55K
|
210
$23.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$693 - $863
|
10
$1.11K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$235 - $281
|
3
$332
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
121New |
$10.2K - $11.5K
|
121
$13.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32New |
$2.7K - $3.04K
|
32
$3.54K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 12.0% |
$253 - $285
|
28
$3.1K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.21KNew |
$99.7K - $134K
|
1.21K
$133K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
262New |
$21.7K - $29.1K
|
262
$29K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.59KNew |
$563K - $793K
|
6.59K
$729K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$1.45K - $2.05K
|
17
$1.88K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.29KNew |
$364K - $514K
|
6.29K
$696K
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
865New |
$50K - $70.7K
|
865
$95.7K
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
23New |
$1.33K - $1.88K
|
23
$2.54K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8New |
$463 - $654
|
8
$885
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.51KNew |
$53.8K - $118K
|
1.51K
$167K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
15.4KNew |
$811K - $1.1M
|
15.4K
$1.7M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
BUY
|
CALL |
500New |
$19.4K - $26.3K
|
500
$55.3K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30New |
$1.17K - $1.58K
|
30
$3.32K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
5.1KNew |
$258K - $318K
|
5.1K
$564K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
112New |
$5.66K - $6.98K
|
112
$12.4K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
104K+ 5051.24% |
$6.49M - $8.07M
|
106K
$11.7M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10.1KNew |
$692K - $816K
|
10.1K
$1.12M
|
|
|
Nov 13, 2017
Q3 2017
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
3.1KNew |
$212K - $250K
|
3.1K
$343K
|
|