Purchases and Sales Made in Q3 2024 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18- 7.59% |
$1.67K - $2.15K
|
219
$24.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-26- 26.0% |
$2.41K - $3.11K
|
74
$8.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-30- 2.24% |
$2.79K - $3.59K
|
1.31K
$145K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 35.48% |
$3.06K - $3.95K
|
60
$6.64K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-34- 1.65% |
$3.16K - $4.07K
|
2.03K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 21.88% |
$3.25K - $4.19K
|
125
$13.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-38- 1.14% |
$3.53K - $4.55K
|
3.29K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-41- 42.71% |
$3.81K - $4.9K
|
55
$6.08K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-48- 1.86% |
$4.46K - $5.74K
|
2.53K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54- 0.3% |
$5.01K - $6.46K
|
18.1K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-55- 2.72% |
$5.11K - $6.58K
|
1.97K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-65- 1.53% |
$6.04K - $7.77K
|
4.19K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-65- 37.14% |
$6.04K - $7.77K
|
110
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-72- 63.72% |
$6.69K - $8.61K
|
41
$4.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-79- 1.99% |
$7.34K - $9.45K
|
3.9K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-79- 1.13% |
$7.34K - $9.45K
|
6.9K
$763K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-97- 5.44% |
$9.01K - $11.6K
|
1.69K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-97- 55.11% |
$9.01K - $11.6K
|
79
$8.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-97- 1.28% |
$9.01K - $11.6K
|
7.46K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-99- 4.95% |
$9.19K - $11.8K
|
1.9K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-132- 1.38% |
$12.3K - $15.8K
|
9.42K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-138- 1.71% |
$12.8K - $16.5K
|
7.94K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-155- 0.33% |
$14.4K - $18.5K
|
46.9K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-170- 6.74% |
$15.8K - $20.3K
|
2.35K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-183- 8.46% |
$17K - $21.9K
|
1.98K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-191- 3.35% |
$17.7K - $22.8K
|
5.52K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-200- 9.07% |
$18.6K - $23.9K
|
2.01K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-256- 2.81% |
$23.8K - $30.6K
|
8.86K
$980K
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-269- 0.95% |
$25K - $32.2K
|
28.2K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-275- 0.71% |
$25.5K - $32.9K
|
38.4K
$4.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-309- 5.23% |
$28.7K - $37K
|
5.6K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-317- 1.96% |
$29.4K - $37.9K
|
15.9K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-333- 2.55% |
$30.9K - $39.8K
|
12.7K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-371- 2.47% |
$34.4K - $44.4K
|
14.6K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-381- 3.33% |
$35.4K - $45.6K
|
11.1K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-413- 8.79% |
$38.3K - $49.4K
|
4.29K
$474K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-465- 2.99% |
$43.2K - $55.6K
|
15.1K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-483- 2.2% |
$44.8K - $57.8K
|
21.5K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-496- 88.89% |
$46.1K - $59.3K
|
62
$6.86K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-500- 0.68% |
$46.4K - $59.8K
|
73.1K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-504- 3.28% |
$46.8K - $60.3K
|
14.9K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-511- 1.18% |
$47.4K - $61.1K
|
42.7K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-591- 4.6% |
$54.9K - $70.7K
|
12.3K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 3.19% |
$55.7K - $71.8K
|
18.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-673- 35.48% |
$62.5K - $80.5K
|
1.22K
$135K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-675- 4.96% |
$62.7K - $80.7K
|
12.9K
$1.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-682- 17.24% |
$63.3K - $81.6K
|
3.27K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-700- 25.0% |
$65K - $83.7K
|
2.1K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-717- 1.73% |
$66.6K - $85.8K
|
40.8K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-731- 25.81% |
$67.9K - $87.4K
|
2.1K
$232K
|