Purchases and Sales Made in Q4 2023 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.93KNew |
$332K - $443K
|
3.93K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 85.75% |
$265K - $353K
|
6.78K
$750K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.09K+ 0.34% |
$262K - $349K
|
924K
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.06K+ 82.39% |
$259K - $345K
|
6.77K
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.67K+ 12.83% |
$226K - $301K
|
23.5K
$2.6M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.56K+ 8.0% |
$217K - $289K
|
34.6K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.5KNew |
$212K - $282K
|
2.5K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$206K - $275K
|
2.44K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.39K+ 34.27% |
$202K - $269K
|
9.37K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.24K+ 56.91% |
$190K - $253K
|
6.19K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.21K+ 4.59% |
$187K - $249K
|
50.3K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.18KNew |
$184K - $245K
|
2.18K
$241K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.16KNew |
$183K - $244K
|
2.16K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 2.13% |
$183K - $244K
|
104K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2KNew |
$169K - $225K
|
2K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2K+ 17.96% |
$169K - $225K
|
13.1K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.9KNew |
$161K - $214K
|
1.9K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85KNew |
$157K - $209K
|
1.85K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.84KNew |
$156K - $207K
|
1.84K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.65K+ 12.09% |
$140K - $186K
|
15.3K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.65K+ 32940.0% |
$139K - $186K
|
1.65K
$183K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.64K+ 23.3% |
$138K - $184K
|
8.66K
$958K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.63K+ 5.06% |
$138K - $183K
|
33.8K
$3.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.44K+ 7.4% |
$121K - $162K
|
20.8K
$2.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.44K+ 169.42% |
$121K - $162K
|
2.28K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.34K+ 24.27% |
$113K - $151K
|
6.85K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.33K+ 23.22% |
$113K - $150K
|
7.06K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.25K+ 24.34% |
$106K - $141K
|
6.41K
$708K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.17K+ 1.8% |
$98.7K - $131K
|
65.9K
$7.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
911+ 2.91% |
$77.1K - $103K
|
32.2K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
898+ 0.79% |
$76K - $101K
|
115K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
882+ 24.0% |
$74.6K - $99.4K
|
4.56K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
861+ 3.59% |
$72.8K - $97K
|
24.8K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 18.96% |
$72.1K - $96K
|
5.35K
$591K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
802New |
$67.8K - $90.4K
|
802
$88.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
786+ 11.75% |
$66.5K - $88.6K
|
7.48K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
785+ 17.64% |
$66.4K - $88.5K
|
5.24K
$579K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
726+ 4.33% |
$61.4K - $81.8K
|
17.5K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
716+ 20.6% |
$60.6K - $80.7K
|
4.19K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
668+ 11.91% |
$56.5K - $75.3K
|
6.28K
$694K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
621+ 5.96% |
$52.5K - $70K
|
11K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
550+ 18.51% |
$46.5K - $62K
|
3.52K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
528+ 0.98% |
$44.7K - $59.5K
|
54.1K
$5.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
493+ 6.56% |
$41.7K - $55.6K
|
8.01K
$886K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
401+ 11.12% |
$33.9K - $45.2K
|
4.01K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
381+ 1.81% |
$32.2K - $42.9K
|
21.4K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
345+ 11.91% |
$29.2K - $38.9K
|
3.24K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
309+ 11.07% |
$26.1K - $34.8K
|
3.1K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
282+ 12.83% |
$23.9K - $31.8K
|
2.48K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
273+ 2.03% |
$23.1K - $30.8K
|
13.7K
$1.52M
|