Institutional Ownership Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
360
shares
|
$45,129
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
330
shares
|
$41,368
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
328
shares
|
$41,118
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
326
shares
|
$40,867
0.0% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
312
shares
|
$39,112
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
300
shares
|
$37,608
0.01% of portfolio
|
Q2 2024
Added 333.33%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
262
shares
|
$32,844
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
251
shares
|
$31,465
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
219
shares
|
$27,453
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
216
shares
|
$27,077
0.01% of portfolio
|
Q4 2024
Added 535.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
212
shares
|
$26,576
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
210
shares
|
$26,325
0.01% of portfolio
|
Q2 2022
Added 9.38%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
192
shares
|
$24,069
0.02% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
184
shares
|
$23,066
0.0% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
178
shares
|
$22,314
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
172
shares
|
$21,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
167
shares
|
$20,935
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$18,804
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
140
shares
|
$17,550
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
125
shares
|
$15,670
0.0% of portfolio
|
Q3 2024
Reduced 21.88%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
122
shares
|
$15,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
118
shares
|
$14,792
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
112
shares
|
$14,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
110
shares
|
$13,789
0.0% of portfolio
|
Q3 2024
Reduced 37.14%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
79
shares
|
$9,903
0.0% of portfolio
|
Q4 2023
Reduced 26.17%
|