AEIS — Advanced Energy Industries, Inc. Institutional Ownership Transactions
Total Bought:
2,090,881
3 transactions
Total Sold:
7,037
3 transactions
Net:
+2,083,844
shares
Filing Period:
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
Transaction:
ALL
Buy
Sell
Hold
Filter:
Top Owners
Top Buyers
Top Sellers
Fund
Previous Shares
Current Shares
▲
▼
Change in Shares
▲
▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲
▼
Change in Weight (%)
▲
▼
Type
ABSOLUTE INVESTMENT ADVISERS, LLC
10,000,000
10,000,000
0
1.50
1.48
-0.02
hold
Socorro Asset Management LP
7,000,000
7,000,000
0
2.49
2.81
+0.32
hold
OFI INVEST ASSET MANAGEMENT
3,900,000
3,900,000
0
0.10
0.10
+0.00
hold
STATE OF WISCONSIN INVESTMENT BOARD
0
2,000,000
+2,000,000
0.00
0.01
+0.01
buy
Ameritas Investment Partners, Inc.
1,540,000
1,540,000
0
0.05
0.06
+0.00
hold
SEI INVESTMENTS CO
325,000
325,000
0
0.00
0.00
+0.00
hold
Bank of New York Mellon Corp
300,000
300,000
0
0.00
0.00
+0.00
hold
OPPENHEIMER ASSET MANAGEMENT INC.
164,000
163,000
-1,000
0.00
0.00
+0.00
sell
&PARTNERS
81,000
89,000
+8,000
0.00
0.00
-0.00
buy
LOOMIS SAYLES & CO L P
0
82,881
+82,881
0.00
0.01
+0.01
buy
STEPHENS INC /AR/
50,000
50,000
0
0.00
0.00
+0.00
hold
Boussard & Gavaudan Investment Management LLP
10,000
10,000
0
1.62
1.03
-0.59
hold
LAFFER TENGLER INVESTMENTS, INC.
1,385
1,348
-37
0.30
0.29
-0.01
sell
PALISADE CAPITAL MANAGEMENT, LP
0
0
0
0.03
0.03
+0.00
hold
ZAZOVE ASSOCIATES LLC
0
0
0
3.34
3.70
+0.36
hold
VOYA INVESTMENT MANAGEMENT LLC
0
0
0
0.03
0.03
+0.00
hold
STEELHEAD PARTNERS LLC
0
0
0
4.08
3.75
-0.33
hold
WESTWOOD HOLDINGS GROUP INC
0
0
0
0.02
0.02
+0.00
hold
BNP PARIBAS FINANCIAL MARKETS
0
0
0
0.01
0.01
+0.00
hold
LAZARD ASSET MANAGEMENT LLC
0
0
0
0.00
0.01
+0.01
hold
SHENKMAN CAPITAL MANAGEMENT INC
0
0
0
1.09
0.84
-0.25
hold
LINDEN ADVISORS LP
0
0
0
0.50
0.57
+0.07
hold
WOLVERINE ASSET MANAGEMENT LLC
0
0
0
0.68
0.68
+0.00
hold
Calamos Advisors LLC
0
0
0
0.12
0.13
+0.01
hold
Empyrean Capital Partners, LP
0
0
0
1.06
1.03
-0.03
hold
Zurcher Kantonalbank (Zurich Cantonalbank)
0
0
0
0.00
0.00
-0.00
hold
Calamos Wealth Management LLC
0
0
0
0.01
0.01
-0.00
hold
K2 PRINCIPAL FUND, L.P.
0
0
0
0.63
0.88
+0.25
hold
RWC Asset Management LLP
0
0
0
0.12
0.08
-0.04
hold
Wellesley Asset Management
0
0
0
0.37
0.74
+0.37
hold
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0
0
0
0.03
0.03
+0.00
hold
VIRTUS ADVISERS, LLC
0
0
0
0.00
0.06
+0.06
hold
Point72 Asset Management, L.P.
0
0
0
0.00
0.01
+0.01
hold
Man Group plc
0
0
0
0.01
0.01
-0.00
hold
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0
0
0
0.01
0.01
+0.00
hold
Union Bancaire Privee, UBP SA
0
0
0
0.08
0.02
-0.07
hold
M&G Plc
0
0
0
0.11
0.15
+0.04
hold
Balboa Wealth Partners
0
0
0
0.01
0.01
-0.00
hold
JPMORGAN CHASE & CO
0
0
0
0.00
0.00
+0.00
hold
BlackRock, Inc.
0
0
0
0.00
0.00
+0.00
hold
Central Pacific Bank - Trust Division
0
0
0
0.03
0.03
-0.00
hold
Universal- Beteiligungs- und Servicegesellschaft mbH
0
0
0
0.00
0.00
+0.00
hold
BARCLAYS PLC
0
0
0
0.00
0.00
-0.00
hold
FMR LLC
0
0
0
0.00
0.00
+0.00
hold
MACKAY SHIELDS LLC
0
0
0
1.51
1.75
+0.24
hold
LORD, ABBETT & CO. LLC
0
0
0
0.00
0.01
+0.01
hold
WELLS FARGO & COMPANY/MN
0
0
0
0.00
0.00
+0.00
hold
AMERICAN CENTURY COMPANIES INC
0
0
0
0.00
0.00
+0.00
hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
0
0
0
0.00
0.00
0.00
hold
NBC SECURITIES, INC.
6,000
0
-6,000
0.00
0.00
-0.00
sell
AMERIPRISE FINANCIAL INC
0
0
0
0.00
0.00
-0.00
hold
CITIGROUP INC
0
0
0
0.00
0.00
+0.00
hold
MORGAN STANLEY
0
0
0
0.00
0.00
+0.00
hold
CAMDEN ASSET MANAGEMENT L P /CA
0
0
0
0.17
0.20
+0.03
hold
Invesco Ltd.
0
0
0
0.00
0.00
+0.00
hold
BANK OF MONTREAL /CAN/
0
0
0
0.00
0.00
+0.00
hold
STATE STREET CORP
0
0
0
0.00
0.00
+0.00
hold
SSI INVESTMENT MANAGEMENT LLC
0
0
0
0.46
0.55
+0.10
hold
DEUTSCHE BANK AG\
0
0
0
0.00
0.00
+0.00
hold
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