Advanced Energy Industries (AEIS) Institutional Ownership

$105.63
+0.17 (+0.16%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for Advanced Energy Industries (NASDAQ:AEIS)

Current
Institutional Ownership
Percentage
99.67%
Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$437.31M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$221.42M
Get AEIS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Advanced Energy Industries stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AEIS Institutional Buying and Selling by Quarter

Advanced Energy Industries Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank16,978$1.73M0.0%-8.9%0.045%
5/16/2024 California State Teachers Retirement System37,308$3.81M0.0%-6.1%0.100%
5/16/2024 B. Riley Wealth Advisors Inc.2,014$208K0.0%N/A0.005%
5/15/2024 Earnest Partners LLC1,482,198$151.16M0.7%-1.9%3.959%
5/15/2024 Public Employees Retirement Association of Colorado4,845$494K0.0%-15.2%0.013%
5/15/2024 Price T Rowe Associates Inc. MD368,378$37.57M0.0%-0.4%0.984%
5/14/2024 EntryPoint Capital LLC3,058$312K0.3%N/A0.008%
5/14/2024 MQS Management LLC5,629$574K0.3%N/A0.015%
5/14/2024 Pitcairn Co.4,406$449K0.0%+3.9%0.012%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund39,578$4.04M0.0%+14.5%0.106%
5/14/2024 CANADA LIFE ASSURANCE Co42,158$4.30M0.0%+3.2%0.113%
5/14/2024 American International Group Inc.20,282$2.07M0.0%-0.9%0.054%
5/13/2024 UniSuper Management Pty Ltd8,008$817K0.0%N/A0.021%
5/13/2024 Clearbridge Investments LLC99,119$10.11M0.0%+2.6%0.265%
5/13/2024 O Shaughnessy Asset Management LLC5,050$515K0.0%+8.1%0.013%
5/13/2024 Ameritas Investment Partners Inc.3,754$383K0.0%-3.7%0.010%
5/11/2024 Edgestream Partners L.P.62,380$6.36M0.3%N/A0.167%
5/10/2024 Vanguard Group Inc.4,543,395$463.34M0.0%+1.6%12.135%
5/9/2024 Lord Abbett & CO. LLC328,068$33.46M0.1%+9.5%0.876%
5/9/2024 Scout Investments Inc.77,613$7.87M0.2%-6.0%0.207%
5/9/2024 First Eagle Investment Management LLC112,833$11.51M0.0%+12.7%0.301%
5/9/2024 State Board of Administration of Florida Retirement System16,820$1.65M0.0%+56.5%0.045%
5/8/2024 ProShare Advisors LLC7,579$773K0.0%+7.4%0.020%
5/8/2024 US Bancorp DE4,339$442K0.0%-32.3%0.012%
5/8/2024 Isthmus Partners LLC27,089$2.76M0.3%N/A0.072%
5/7/2024 Sei Investments Co.224,648$22.91M0.0%-3.1%0.600%
5/7/2024 Swiss National Bank73,600$7.51M0.0%-0.8%0.197%
5/7/2024 Illinois Municipal Retirement Fund21,119$2.15M0.0%-4.4%0.056%
5/7/2024 ClariVest Asset Management LLC7,779$793K0.1%-36.8%0.021%
5/7/2024 Oppenheimer Asset Management Inc.28,456$2.90M0.0%-15.6%0.076%
5/7/2024 SG Americas Securities LLC7,173$732K0.0%N/A0.019%
5/6/2024 Quantbot Technologies LP9,833$1.00M0.1%N/A0.026%
5/6/2024 Texas Permanent School Fund Corp32,628$3.33M0.0%+1.3%0.087%
5/3/2024 GSA Capital Partners LLP7,835$799K0.1%N/A0.021%
5/3/2024 Central Pacific Bank Trust Division1,120$114K0.0%N/A0.003%
5/2/2024 Mutual of America Capital Management LLC29,742$3.03M0.0%-6.3%0.080%
5/2/2024 FORA Capital LLC4,973$507K0.0%+26.6%0.013%
5/1/2024 Capstone Investment Advisors LLC11,736$1.20M0.0%N/A0.031%
5/1/2024 Janney Montgomery Scott LLC3,497$357K0.0%+37.5%0.009%
5/1/2024 BNP Paribas Financial Markets178,056$18.16M0.0%+9.9%0.477%
Shocking: One AI startup's revenue could surge 4,735% (Ad)

Shocking: One AI Startup's Revenue Could Surge 4,735% While Nvidia gets all the attention, one small AI startup is quietly positioning itself to be the biggest winner.

Click here to discover the AI chip company
5/1/2024 Peterson Wealth Services6,248$637K0.2%+229.2%0.017%
5/1/2024 Mirae Asset Global Investments Co. Ltd.16,331$1.53M0.0%-6.6%0.044%
4/30/2024Commonwealth Equity Services LLC10,027$1.02M0.0%-1.6%0.027%
4/29/2024 Principal Financial Group Inc.436,346$44.50M0.0%-12.1%1.169%
4/26/2024 Pinnacle Associates Ltd.175,692$17.92M0.3%-0.6%0.471%
4/26/2024 Yousif Capital Management LLC16,872$1.72M0.0%-8.5%0.045%
4/26/2024 Peregrine Capital Management LLC84,845$8.65M0.2%+17.6%0.227%
4/25/2024 New York State Teachers Retirement System66,302$6.76M0.0%-2.7%0.178%
4/23/2024 Louisiana State Employees Retirement System18,500$1.89M0.0%-1.1%0.050%
4/23/2024 Raymond James Financial Services Advisors Inc.14,566$1.49M0.0%+6.2%0.039%
4/20/2024 Maryland State Retirement & Pension System13,434$1.27M0.0%-0.8%0.036%
4/19/2024 State of Alaska Department of Revenue22,711$2.32M0.0%-1.1%0.061%
4/19/2024 Azzad Asset Management Inc. ADV7,198$734K0.1%+2.7%0.019%
4/18/2024 Tributary Capital Management LLC187,604$19.13M1.6%+7.9%0.503%
4/18/2024 AlphaMark Advisors LLC2,796$285K0.1%+12.7%0.007%
4/10/2024 Park Avenue Securities LLC3,585$366K0.0%-3.5%0.010%
4/9/2024 Rise Advisors LLC250$25K0.0%N/A0.001%
4/5/2024 Compass Wealth Management LLC65,013$6.63M1.7%+4.1%0.174%
3/22/2024 PNC Financial Services Group Inc.9,041$985K0.0%-9.8%0.024%
3/21/2024 Healthcare of Ontario Pension Plan Trust Fund34,578$3.77M0.0%+8.0%0.093%
3/11/2024 Vanguard Group Inc.4,470,367$486.91M0.0%+0.7%11.975%
3/5/2024 Fisher Asset Management LLC129,459$14.10M0.0%-1.7%0.347%
3/1/2024 Goldman Sachs Group Inc.155,709$16.96M0.0%-1.6%0.417%
2/28/2024 American International Group Inc.20,463$2.23M0.0%-0.9%0.055%
2/23/2024Cim LLC4,477$447K0.1%N/A0.012%
2/15/2024 Comerica Bank18,640$2.03M0.0%-1.1%0.050%
2/14/2024 Scout Investments Inc.82,540$8.99M0.2%-1.5%0.221%
2/13/2024 First National Bank of Omaha6,834$744K0.0%-3.7%0.018%
2/13/2024 First Trust Advisors LP545,079$59.37M0.1%+11.8%1.462%
2/13/2024 The Manufacturers Life Insurance Company 390,238$42.51M0.0%+12.7%1.047%
2/12/2024 Evoke Wealth LLC4,074$444K0.0%N/A0.011%
2/12/2024 TFO Wealth Partners LLC1,652$1.80M0.0%+32,940.0%0.004%
2/12/2024 Parallel Advisors LLC351$38K0.0%+78.2%0.001%
2/12/2024 Hsbc Holdings PLC15,954$1.74M0.0%+281.9%0.043%
2/9/2024 Orion Portfolio Solutions LLC4,557$471K0.0%+24.0%0.012%
2/9/2024 US Bancorp DE6,405$698K0.0%+24.3%0.017%
2/9/2024 Corient Private Wealth LLC6,845$746K0.0%+24.3%0.018%
2/9/2024 D.A. Davidson & CO.1,852$202K0.0%N/A0.005%
2/9/2024 Clearbridge Investments LLC96,628$10.53M0.0%+0.2%0.259%
2/9/2024 Wells Fargo & Company MN369,438$40.24M0.0%+63.7%0.991%
2/9/2024 UBS Group AG55,760$6.07M0.0%+24.1%0.150%
2/9/2024 PNC Financial Services Group Inc.9,041$985K0.0%-9.8%0.024%
2/9/2024 Dynamic Technology Lab Private Ltd2,501$272K0.0%N/A0.007%
2/9/2024 Norges Bank399,520$43.52M0.0%N/A1.072%
2/8/2024 First Eagle Investment Management LLC100,133$10.91M0.0%+19.1%0.269%
2/8/2024 Quadrant Capital Group LLC2,087$227K0.0%+7.1%0.006%
2/8/2024 Vanguard Personalized Indexing Management LLC4,007$436K0.0%+11.1%0.011%
2/8/2024 Massachusetts Financial Services Co. MA558,674$60.85M0.0%-8.0%1.499%
2/7/2024 Principal Financial Group Inc.496,684$54.10M0.0%-2.0%1.332%
2/7/2024 Envestnet Portfolio Solutions Inc.5,336$581K0.0%-4.4%0.014%
Shocking: One AI startup's revenue could surge 4,735% (Ad)

Shocking: One AI Startup's Revenue Could Surge 4,735% While Nvidia gets all the attention, one small AI startup is quietly positioning itself to be the biggest winner.

Click here to discover the AI chip company
2/7/2024 Dimensional Fund Advisors LP923,960$100.64M0.0%+0.3%2.478%
2/7/2024 QRG Capital Management Inc.8,011$873K0.0%+6.6%0.021%
2/7/2024 Jump Financial LLC2,440$266K0.0%N/A0.007%
2/7/2024 Seizert Capital Partners LLC28,479$3.10M0.2%+71.2%0.076%
2/7/2024 BNP Paribas Financial Markets162,020$17.65M0.0%+359.5%0.435%
2/7/2024 Principal Securities Inc.802$87K0.0%N/A0.002%
2/6/2024 Charles Schwab Investment Management Inc.409,261$44.58M0.0%+3.4%1.098%
2/6/2024 Maryland State Retirement & Pension System13,549$1.48M0.0%-2.3%0.036%
2/6/2024 Channing Capital Management LLC630,746$68.70M2.0%N/A1.692%
2/6/2024 Sheets Smith Wealth Management6,975$760K0.1%-2.0%0.019%
(Data available from 1/1/2016 forward)

AEIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AEIS shares?

During the previous two years, 266 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were BlackRock Inc. ($650.53M), Vanguard Group Inc. ($463.34M), FMR LLC ($415.26M), Ameriprise Financial Inc. ($255.25M), Earnest Partners LLC ($151.16M), Victory Capital Management Inc. ($127.21M), and Dimensional Fund Advisors LP ($100.64M).Learn more on AEIS's institutional investors.

What percentage of Advanced Energy Industries stock is owned by institutional investors?

99.67% of Advanced Energy Industries stock is owned by institutional investors. Learn more on AEIS's institutional investor holdings.

Which institutional investors have been buying Advanced Energy Industries stock?

Of the 228 institutional investors that purchased Advanced Energy Industries stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.31M), Neuberger Berman Group LLC ($944.20K), Channing Capital Management LLC ($630.75K), Envestnet Asset Management Inc. ($593.38K), Norges Bank ($399.52K), The Manufacturers Life Insurance Company ($358.91K), and Bank of America Corp DE ($233.13K).

How much institutional buying is happening at Advanced Energy Industries?

Institutional investors have bought a total of 8,048,816 shares in the last 24 months. This purchase volume represents approximately $783.01M in transactions.

Which Advanced Energy Industries major shareholders have been selling company stock?

Of the 149 institutional investors that sold Advanced Energy Industries stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.17M), Envestnet Asset Management Inc. ($450.20K), Ameriprise Financial Inc. ($324.01K), Thrivent Financial for Lutherans ($291.01K), Hardman Johnston Global Advisors LLC ($247.66K), American Century Companies Inc. ($205.15K), and Principal Financial Group Inc. ($158.85K).

How much institutional selling is happening at Advanced Energy Industries?

Institutional investors have sold a total of 4,198,032 shares in the last 24 months. This volume of shares sold represents approximately $400.55M in transactions.


This page (NASDAQ:AEIS) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners