Purchases and Sales Made in Q3 2023 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
500+ 15.63% |
$49.3K - $63K
|
3.7K
$409K
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
493+ 3.05% |
$48.7K - $62.1K
|
16.6K
$1.84M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
461New |
$45.5K - $58.1K
|
461
$51K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
445+ 2.2% |
$43.9K - $56.1K
|
20.7K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
442+ 62.17% |
$43.6K - $55.7K
|
1.15K
$128K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
416+ 16.38% |
$41.1K - $52.4K
|
2.96K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
345+ 0.31% |
$34K - $43.5K
|
112K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
336+ 0.81% |
$33.2K - $42.3K
|
41.6K
$4.6M
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
280+ 0.46% |
$27.6K - $35.3K
|
61.3K
$6.78M
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
250+ 0.96% |
$24.7K - $31.5K
|
26.3K
$2.9M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
244+ 6.39% |
$24.1K - $30.8K
|
4.07K
$450K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
243+ 31.68% |
$24K - $30.6K
|
1.01K
$112K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
237+ 5.82% |
$23.4K - $29.9K
|
4.31K
$476K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
228+ 25.97% |
$22.5K - $28.7K
|
1.11K
$122K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
222+ 55.5% |
$21.9K - $28K
|
622
$68.8K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
219+ 4.06% |
$21.6K - $27.6K
|
5.61K
$620K
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
203+ 5.26% |
$20K - $25.6K
|
4.07K
$450K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
188+ 10.68% |
$18.6K - $23.7K
|
1.95K
$216K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
181+ 14.1% |
$17.9K - $22.8K
|
1.47K
$162K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
181+ 6.67% |
$17.9K - $22.8K
|
2.9K
$320K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
175+ 2.52% |
$17.3K - $22.1K
|
7.12K
$787K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
167+ 0.13% |
$16.5K - $21K
|
132K
$14.6M
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
166+ 1.58% |
$16.4K - $20.9K
|
10.7K
$1.18M
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
157+ 2.35% |
$15.5K - $19.8K
|
6.83K
$756K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
153+ 5.43% |
$15.1K - $19.3K
|
2.97K
$329K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
148+ 7.94% |
$14.6K - $18.7K
|
2.01K
$223K
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
131+ 0.67% |
$12.9K - $16.5K
|
19.7K
$2.18M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
122+ 0.73% |
$12K - $15.4K
|
16.8K
$1.85M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
118New |
$11.6K - $14.9K
|
118
$13.1K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 1.67% |
$11.5K - $14.7K
|
7.11K
$786K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 1.67% |
$11.5K - $14.7K
|
7.11K
$786K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 2.6% |
$11.3K - $14.4K
|
4.49K
$497K
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
104+ 1.04% |
$10.3K - $13.1K
|
10.1K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
103+ 4.99% |
$10.2K - $13K
|
2.17K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 89.42% |
$9.18K - $11.7K
|
197
$21.8K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 89.42% |
$9.18K - $11.7K
|
197
$21.8K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
93+ 1.72% |
$9.18K - $11.7K
|
5.51K
$609K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91+ 4.78% |
$8.98K - $11.5K
|
2K
$221K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
88+ 0.3% |
$8.68K - $11.1K
|
29.6K
$3.28M
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
88+ 0.3% |
$8.68K - $11.1K
|
29.6K
$3.28M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
84+ 0.02% |
$8.29K - $10.6K
|
360K
$39.8M
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
72New |
$7.11K - $9.07K
|
72
$7.96K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
68New |
$6.71K - $8.57K
|
68
$7.52K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
64+ 1.38% |
$6.32K - $8.07K
|
4.71K
$521K
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
52+ 1.26% |
$5.13K - $6.55K
|
4.19K
$463K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
46+ 1.29% |
$4.54K - $5.8K
|
3.61K
$399K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 156.0% |
$3.85K - $4.92K
|
64
$7.08K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
38New |
$3.75K - $4.79K
|
38
$4.2K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
30New |
$2.96K - $3.78K
|
30
$3.32K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.76K - $3.53K
|
28
$3.1K
|