Purchases and Sales Made in Q4 2025 in Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
227KNew |
$38.5M - $51.2M
|
227K
$45.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
12.2K+ 88.81% |
$2.07M - $2.75M
|
25.9K
$5.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
5.13KNew |
$870K - $1.16M
|
5.13K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.28KNew |
$387K - $515K
|
2.28K
$461K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.03KNew |
$345K - $459K
|
2.03K
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.6KNew |
$272K - $362K
|
1.6K
$325K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.14KNew |
$193K - $257K
|
1.14K
$231K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.09KNew |
$185K - $246K
|
1.09K
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
1KNew |
$170K - $226K
|
1K
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
824New |
$140K - $186K
|
824
$167K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
377+ 5.84% |
$63.9K - $85.1K
|
6.84K
$1.38M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
327+ 14.44% |
$55.5K - $73.8K
|
2.59K
$525K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
242New |
$41K - $54.6K
|
242
$49K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
96+ 2.2% |
$16.3K - $21.7K
|
4.46K
$904K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 25.87% |
$6.28K - $8.35K
|
180
$36.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$2.54K - $3.39K
|
25
$5.06K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
14New |
$2.37K - $3.16K
|
14
$2.83K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.28% |
$1.53K - $2.03K
|
3.24K
$656K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
5New |
$848 - $1.13K
|
5
$1.01K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 200.0% |
$678 - $903
|
6
$1.21K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4+ 13.33% |
$678 - $903
|
34
$6.88K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 36.36% |
$678 - $903
|
7
$1.42K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- 0.06% |
$848 - $1.13K
|
8.83K
$1.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$3.39K - $4.52K
|
5.07K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-70- 3.41% |
$11.9K - $15.8K
|
1.98K
$401K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-107- 33.86% |
$18.1K - $24.2K
|
209
$42.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-154- 1.47% |
$26.1K - $34.8K
|
10.3K
$2.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-170- 14.25% |
$28.8K - $38.4K
|
1.02K
$207K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-170- 22.37% |
$28.8K - $38.4K
|
590
$119K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-503- 20.7% |
$85.3K - $114K
|
1.93K
$390K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.48K- 27.2% |
$930K - $1.24M
|
14.7K
$2.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-15.4K- 15.28% |
$2.6M - $3.47M
|
85.2K
$17.2M
|
|