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
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-29- 0.18% |
$2.45K - $3.27K
|
16.4K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29- 1.29% |
$2.45K - $3.27K
|
2.23K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-30- 0.74% |
$2.54K - $3.38K
|
4.04K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-30- 18.99% |
$2.54K - $3.38K
|
128
$14.2K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-30- 0.74% |
$2.54K - $3.38K
|
4.04K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32- 27.12% |
$2.71K - $3.61K
|
86
$9.51K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-38- 10.83% |
$3.21K - $4.28K
|
313
$34.6K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-44- 0.07% |
$3.72K - $4.96K
|
61.3K
$6.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-44- 0.07% |
$3.72K - $4.96K
|
61.3K
$6.77M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-61- 74.39% |
$5.16K - $6.87K
|
21
$2.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-64- 1.49% |
$5.41K - $7.21K
|
4.24K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-99- 0.96% |
$8.38K - $11.2K
|
10.2K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-102- 2.81% |
$8.63K - $11.5K
|
3.53K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-133- 4.97% |
$11.3K - $15K
|
2.54K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-140- 1.97% |
$11.8K - $15.8K
|
6.98K
$771K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 0.46% |
$13.3K - $17.7K
|
34.3K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-161- 1.51% |
$13.6K - $18.1K
|
10.5K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-169- 2.38% |
$14.3K - $19K
|
6.94K
$768K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-169- 2.38% |
$14.3K - $19K
|
6.94K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-176- 8.16% |
$14.9K - $19.8K
|
1.98K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-177- 0.23% |
$15K - $19.9K
|
76.1K
$8.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-186- 6.21% |
$15.7K - $21K
|
2.81K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-188- 0.91% |
$15.9K - $21.2K
|
20.5K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-199- 1.06% |
$16.8K - $22.4K
|
18.6K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-246- 4.41% |
$20.8K - $27.7K
|
5.34K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-254- 39.75% |
$21.5K - $28.6K
|
385
$42.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-262- 69.13% |
$22.2K - $29.5K
|
117
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-265- 3.73% |
$22.4K - $29.9K
|
6.83K
$756K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-319- 2.3% |
$27K - $35.9K
|
13.5K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-352- 6.99% |
$29.8K - $39.7K
|
4.69K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-363- 3.24% |
$30.7K - $40.9K
|
10.9K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-416- 14.07% |
$35.2K - $46.9K
|
2.54K
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-432- 1.92% |
$36.5K - $48.7K
|
22.1K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-435- 7.07% |
$36.8K - $49K
|
5.71K
$632K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-453- 0.58% |
$38.3K - $51K
|
77.6K
$8.58M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-492- 2.1% |
$41.6K - $55.4K
|
23K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.6% |
$42.3K - $56.3K
|
18.7K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-504- 14.45% |
$42.6K - $56.8K
|
2.98K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-530- 1.79% |
$44.8K - $59.7K
|
29.1K
$3.22M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-530- 1.79% |
$44.8K - $59.7K
|
29.1K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-574- 5.69% |
$48.6K - $64.7K
|
9.51K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-580- 22.77% |
$49.1K - $65.4K
|
1.97K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-595- 0.44% |
$50.3K - $67K
|
134K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-706- 1.7% |
$59.7K - $79.6K
|
40.9K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-810- 80.2% |
$68.5K - $91.3K
|
200
$22.1K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-842- 1.22% |
$71.2K - $94.9K
|
68.1K
$7.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-863- 26.22% |
$73K - $97.2K
|
2.43K
$269K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-889- 13.76% |
$75.2K - $100K
|
5.57K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-900- 5.32% |
$76.1K - $101K
|
16K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-922- 2.66% |
$78K - $104K
|
33.7K
$3.73M
|