Advanced Energy Industries (AEIS) Institutional Ownership

$93.10
+2.07 (+2.27%)
(As of 04/23/2024 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)
152
Total
Institutional Inflows
(last 12 months)
$535.78M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$251.81M
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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
4/23/2024Louisiana State Employees Retirement System18,500$1.89M0.0%-1.1%0.050%
4/23/2024Raymond James Financial Services Advisors Inc.14,566$1.49M0.0%+6.2%0.039%
4/20/2024Maryland State Retirement & Pension System13,434$1.27M0.0%-0.8%0.036%
4/19/2024State of Alaska Department of Revenue22,711$2.32M0.0%-1.1%0.061%
4/19/2024Azzad Asset Management Inc. ADV7,198$734K0.1%+2.7%0.019%
4/18/2024Tributary Capital Management LLC187,604$19.13M1.6%+7.9%0.503%
4/18/2024AlphaMark 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%
3/22/2024PNC Financial Services Group Inc.9,041$985K0.0%-9.8%0.024%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund34,578$3.77M0.0%+8.0%0.093%
3/11/2024Vanguard Group Inc.4,470,367$486.91M0.0%+0.7%11.975%
3/5/2024Fisher Asset Management LLC129,459$14.10M0.0%-1.7%0.347%
3/1/2024Goldman Sachs Group Inc.155,709$16.96M0.0%-1.6%0.417%
2/28/2024American International Group Inc.20,463$2.23M0.0%-0.9%0.055%
2/23/2024Cim LLC4,477$447K0.1%N/A0.012%
2/15/2024Comerica Bank18,640$2.03M0.0%-1.1%0.050%
2/14/2024Scout Investments Inc.82,540$8.99M0.2%-1.5%0.221%
2/13/2024First National Bank of Omaha6,834$744K0.0%-3.7%0.018%
2/13/2024First Trust Advisors LP545,079$59.37M0.1%+11.8%1.462%
2/13/2024The Manufacturers Life Insurance Company 390,238$42.51M0.0%+12.7%1.047%
2/12/2024Evoke Wealth LLC4,074$444K0.0%N/A0.011%
2/12/2024TFO Wealth Partners LLC1,652$1.80M0.0%+32,940.0%0.004%
2/12/2024Parallel Advisors LLC351$38K0.0%+78.2%0.001%
2/12/2024Hsbc Holdings PLC15,954$1.74M0.0%+281.9%0.043%
2/9/2024Orion Portfolio Solutions LLC4,557$471K0.0%+24.0%0.012%
2/9/2024US Bancorp DE6,405$698K0.0%+24.3%0.017%
2/9/2024Corient Private Wealth LLC6,845$746K0.0%+24.3%0.018%
2/9/2024D.A. Davidson & CO.1,852$202K0.0%N/A0.005%
2/9/2024Clearbridge Investments LLC96,628$10.53M0.0%+0.2%0.259%
2/9/2024Wells Fargo & Company MN369,438$40.24M0.0%+63.7%0.991%
2/9/2024UBS Group AG55,760$6.07M0.0%+24.1%0.150%
2/9/2024PNC Financial Services Group Inc.9,041$985K0.0%-9.8%0.024%
2/9/2024Dynamic Technology Lab Private Ltd2,501$272K0.0%N/A0.007%
2/9/2024Norges Bank399,520$43.52M0.0%N/A1.072%
2/8/2024First Eagle Investment Management LLC100,133$10.91M0.0%+19.1%0.269%
2/8/2024Quadrant Capital Group LLC2,087$227K0.0%+7.1%0.006%
2/8/2024Vanguard Personalized Indexing Management LLC4,007$436K0.0%+11.1%0.011%
2/8/2024Massachusetts Financial Services Co. MA558,674$60.85M0.0%-8.0%1.499%
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2/7/2024Principal Financial Group Inc.496,684$54.10M0.0%-2.0%1.332%
2/7/2024Envestnet Portfolio Solutions Inc.5,336$581K0.0%-4.4%0.014%
2/7/2024Dimensional Fund Advisors LP923,960$100.64M0.0%+0.3%2.478%
2/7/2024QRG Capital Management Inc.8,011$873K0.0%+6.6%0.021%
2/7/2024Jump Financial LLC2,440$266K0.0%N/A0.007%
2/7/2024Seizert Capital Partners LLC28,479$3.10M0.2%+71.2%0.076%
2/7/2024BNP Paribas Financial Markets162,020$17.65M0.0%+359.5%0.435%
2/7/2024Principal Securities Inc.802$87K0.0%N/A0.002%
2/6/2024Charles Schwab Investment Management Inc.409,261$44.58M0.0%+3.4%1.098%
2/6/2024Maryland State Retirement & Pension System13,549$1.48M0.0%-2.3%0.036%
2/6/2024Channing Capital Management LLC630,746$68.70M2.0%N/A1.692%
2/6/2024Sheets Smith Wealth Management6,975$760K0.1%-2.0%0.019%
2/6/2024M&T Bank Corp23,513$2.56M0.0%+12.8%0.063%
2/6/2024Amalgamated Bank16,015$1.74M0.0%-5.3%0.043%
2/6/2024 Los Angeles Capital Management LLC12,265$1.34M0.0%+123.7%0.033%
2/6/2024Natixis Advisors L.P.99,690$10.86M0.0%+5.5%0.267%
2/6/2024Swiss National Bank74,200$8.08M0.0%-10.2%0.199%
2/6/2024Fisher Asset Management LLC129,459$14.10M0.0%-1.7%0.347%
2/6/2024Heritage Wealth Management LLC1,968$214K0.1%N/A0.005%
2/6/2024First Trust Direct Indexing L.P.3,241$353K0.0%+11.9%0.009%
2/6/2024New York Life Investment Management LLC3,525$384K0.0%-2.8%0.009%
2/5/2024Victory Capital Management Inc.1,167,892$127.21M0.1%+6.9%3.133%
2/5/2024Transcend Capital Advisors LLC13,134$1.43M0.1%+18.0%0.035%
2/2/2024Truist Financial Corp5,574$607K0.0%-13.8%0.015%
2/2/2024Semanteon Capital Management LP10,510$1.15M0.8%N/A0.028%
2/2/2024State of New Jersey Common Pension Fund D25,799$2.81M0.0%+22.0%0.069%
2/1/2024Yousif Capital Management LLC18,449$2.01M0.0%-6.2%0.049%
2/1/2024Illinois Municipal Retirement Fund22,089$2.41M0.0%-1.9%0.059%
2/1/2024New York State Common Retirement Fund372,623$40.59M0.1%+65.0%1.000%
2/1/2024California Public Employees Retirement System82,733$9.01M0.0%-2.7%0.222%
2/1/2024Signaturefd LLC609$66K0.0%+52.3%0.002%
1/31/2024Federated Hermes Inc.34,300$3.74M0.0%-0.5%0.092%
1/31/2024Peterson Wealth Services1,898$207K0.1%N/A0.005%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 8,662$943K0.0%+23.3%0.023%
1/30/2024Flputnam Investment Management Co.4,686$510K0.0%-7.0%0.013%
1/30/2024Strs Ohio2,900$315K0.0%-45.3%0.008%
1/30/2024Vontobel Holding Ltd.6,940$756K0.0%-2.4%0.019%
1/30/2024Phocas Financial Corp.65,905$7.18M0.9%+1.8%0.177%
1/29/2024Louisiana State Employees Retirement System18,700$2.04M0.0%N/A0.050%
1/29/2024Hardman Johnston Global Advisors LLC134,000$14.60M0.5%-0.4%0.359%
1/29/2024Smith Graham & Co. Investment Advisors LP77,567$8.45M1.0%-0.6%0.208%
1/26/2024Mutual of America Capital Management LLC31,738$3.46M0.0%-2.8%0.085%
1/26/2024Peregrine Capital Management LLC72,122$7.86M0.2%N/A0.193%
1/26/2024Moody Aldrich Partners LLC32,790$3.57M0.6%+130.4%0.088%
1/25/2024Allspring Global Investments Holdings LLC2,429$265K0.0%-26.2%0.007%
1/25/2024Vaughan Nelson Investment Management L.P.422,253$45.99M0.5%+4.3%1.133%
1/24/2024Mirae Asset Global Investments Co. Ltd.17,477$1.90M0.0%+4.3%0.047%
1/24/2024New York State Teachers Retirement System68,146$7.42M0.0%-1.2%0.183%
1/24/2024Arizona State Retirement System10,526$1.15M0.0%-1.5%0.028%
1/23/2024Trust Point Inc.5,838$636K0.1%N/A0.016%
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1/19/2024Pinnacle Associates Ltd.176,683$19.24M0.3%-0.8%0.474%
1/19/2024AlphaMark Advisors LLC2,480$270K0.1%+12.8%0.007%
1/19/2024State of Alaska Department of Revenue22,953$2.50M0.0%-2.1%0.062%
1/17/2024Fort Washington Investment Advisors Inc. OH117,398$12.79M0.1%-19.3%0.315%
1/16/2024Tributary Capital Management LLC173,869$18.94M1.6%-1.8%0.466%
1/16/2024Raymond James Financial Services Advisors Inc.13,714$1.49M0.0%+2.0%0.037%
1/16/2024Raymond James & Associates20,823$2.27M0.0%+7.4%0.056%
1/11/2024Vest Financial LLC2,164$236K0.0%N/A0.006%
1/5/2024 Green Alpha Advisors LLC10,559$1.15M0.8%-30.3%0.028%
1/4/2024 Compass Wealth Management LLC62,458$6.80M1.9%-4.1%0.168%
(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, 264 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were BlackRock Inc. ($650.53M), Vanguard Group Inc. ($486.91M), FMR LLC ($415.26M), Ameriprise Financial Inc. ($255.25M), Earnest Partners LLC ($161.75M), 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 230 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), Envestnet Asset Management Inc. ($632.62K), Channing Capital Management LLC ($630.75K), Norges Bank ($399.52K), The Manufacturers Life Insurance Company ($358.91K), and Victory Capital Management Inc. ($338.36K).

How much institutional buying is happening at Advanced Energy Industries?

Institutional investors have bought a total of 8,067,691 shares in the last 24 months. This purchase volume represents approximately $779.68M in transactions.

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

Of the 146 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. ($247.49K), and Principal Financial Group Inc. ($106.91K).

How much institutional selling is happening at Advanced Energy Industries?

Institutional investors have sold a total of 4,262,615 shares in the last 24 months. This volume of shares sold represents approximately $404.06M in transactions.


This page (NASDAQ:AEIS) was last updated on 4/23/2024 by MarketBeat.com Staff

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