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 347 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
65
shares
|
$5,641
0.0% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
60
shares
|
$5,207
0.0% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
60
shares
|
$5,207
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$4,773
0.0% of portfolio
|
Q2 2022
Reduced 66.87%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
55
shares
|
$4,773
0.0% of portfolio
|
Q2 2024
Reduced 99.79%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
45
shares
|
$3,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
43
shares
|
$3,731
0.0% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
43
shares
|
$3,731
0.0% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
38
shares
|
$3,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
38
shares
|
$3,298
0.0% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
38
shares
|
$3,298
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
36
shares
|
$3,124
0.0% of portfolio
|
Q2 2024
Added 176.92%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
34
shares
|
$2,950
0.0% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
28
shares
|
$2,430
0.0% of portfolio
|
Q4 2024
Reduced 24.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$2,430
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
28
shares
|
$2,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27
shares
|
$2,343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
26
shares
|
$2,256
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
24
shares
|
$2,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23
shares
|
$1,996
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
23
shares
|
$1,996
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21
shares
|
$1,822
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
20
shares
|
$1,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18
shares
|
$1,562
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$1,301
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|