Purchases and Sales Made in Q2 2022 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q2 2022. The information is specifically focused on institutions that hold shares of ADVANCED ENERGY INDUSTRIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
87+ 41.83% |
$6.03K - $7.51K
|
295
$32.6K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74New |
$5.13K - $6.39K
|
74
$8.18K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72+ 4.8% |
$4.99K - $6.22K
|
1.57K
$174K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69+ 0.46% |
$4.78K - $5.96K
|
15K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56+ 13.27% |
$3.88K - $4.83K
|
478
$52.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
50+ 4.44% |
$3.47K - $4.32K
|
1.18K
$130K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50+ 1.24% |
$3.47K - $4.32K
|
4.08K
$451K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
49+ 113.95% |
$3.4K - $4.23K
|
92
$10.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
37+ 0.88% |
$2.57K - $3.19K
|
4.25K
$470K
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
37+ 0.89% |
$2.57K - $3.19K
|
4.18K
$462K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 26.5% |
$2.15K - $2.68K
|
148
$16.4K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
31+ 0.79% |
$2.15K - $2.68K
|
3.94K
$436K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
25+ 0.25% |
$1.73K - $2.16K
|
10.2K
$1.13M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$1.73K - $2.16K
|
25
$2.77K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 16.55% |
$1.59K - $1.99K
|
162
$17.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 350.0% |
$1.46K - $1.81K
|
27
$2.99K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 0.47% |
$1.46K - $1.81K
|
4.52K
$500K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
18+ 9.38% |
$1.25K - $1.55K
|
210
$23.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$971 - $1.21K
|
14
$1.55K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
14+ 233.33% |
$971 - $1.21K
|
20
$2.21K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 28.57% |
$832 - $1.04K
|
54
$5.97K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$693 - $863
|
10
$1.11K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4+ 0.13% |
$277 - $345
|
3.07K
$340K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$208 - $259
|
3
$332
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 13.04% |
$208 - $259
|
26
$2.88K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 40.0% |
$139 - $173
|
7
$774
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 16.67% |
$69.3 - $86.3
|
7
$774
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$69.3 - $86.3
|
6.91K
$764K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.11% |
$69.3 - $86.3
|
908
$100K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 1.14% |
$139 - $173
|
173
$19.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 4.8% |
$416 - $518
|
119
$13.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8Closed |
$555 - $691
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8Closed |
$555 - $691
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$763 - $950
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 63.16% |
$832 - $1.04K
|
7
$774
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13- 0.21% |
$901 - $1.12K
|
6.2K
$686K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17- 1.21% |
$1.18K - $1.47K
|
1.38K
$153K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20Closed |
$1.39K - $1.73K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-22- 0.4% |
$1.53K - $1.9K
|
5.54K
$613K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-22- 17.74% |
$1.53K - $1.9K
|
102
$11.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25Closed |
$1.73K - $2.16K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-29- 0.98% |
$2.01K - $2.5K
|
2.94K
$325K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30Closed |
$2.08K - $2.59K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30Closed |
$2.08K - $2.59K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 35.56% |
$2.22K - $2.76K
|
58
$6.41K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-36- 0.89% |
$2.5K - $3.11K
|
4.02K
$445K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42- 2.67% |
$2.91K - $3.63K
|
1.53K
$169K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-44Closed |
$3.05K - $3.8K
|
0
$0
|