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Get Institutions for : 
Advanced Energy Industries Inc (AEIS)  
$97.99 2.36 (2.47%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 287    10
Total shares held : 
39,944,131  
% of shares held : 
97.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -23  
Amount of shares held : 
1,825,467  
% of shares held change : 
  4.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$102.23  
Last Quarter's Ending Price : 
$108.92  
Last Quarter's Average Price
$97.21  
Change from last quarter's     
avg. price to the last closing  : 
0.78 (0.8%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,147,154
 2.87%
 
Increased Positions :
103
 1,951,173
 4.88%
 
Unchanged Positions :
51
 336,307
 0.84%
 
Decreased Positions :
116
-925,049
-2.32%
 
Closed Positions :
27
-347,811
-0.87%
 
Guru Positions :
3
137,359
 0.34%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CHANNING CAPITAL MANAGEMENT LLC 24 *New 2023-12-31 630,746 $68,701,000 630,746
   NORGES BANK 965 *New 2023-12-31 399,520 $43,516,000 399,520
   NEEDHAM INVESTMENT MANAGEMENT LLC 92 *New 2023-12-31 17,082 $1,861,000 17,082
   HBK INVESTMENTS L P 49 *New 2023-09-30 10,900 $1,124,000 10,900
   Nebula Research & Development LLC 221 *New 2023-12-31 5,060 $551,000 5,060
   ZEBRA CAPITAL MANAGEMENT LLC 15 *New 2023-03-31 5,049 $495,000 5,049
   EVOKE WEALTH LLC 449 *New 2023-12-31 4,074 $444,000 4,074
   FORA Capital LLC 357 *New 2023-12-31 3,928 $428,000 3,928
   Dynamic Technology Lab Private Ltd 784 *New 2023-12-31 2,501 $272,000 2,501
   CIBC GLOBAL ASSET MANAGEMENT INC 906 *New 2023-12-31 2,175 $237,000 2,175
   CBOE Vest Financial LLC 188 *New 2023-12-31 2,164 $236,000 2,164
   Aquatic Capital Management LLC 827 *New 2023-12-31 2,000 $218,000 2,000
   Peterson Wealth Services 99 *New 2023-12-31 1,898 $207,000 1,898
   DAVIDSON D A & CO 1254 *New 2023-12-31 1,852 $202,000 1,852
   Ellevest Inc. 366 *New 2023-12-31 1,840 $200,000 1,840
   Rise Advisors LLC 488 *New 2024-03-31 250 $25,000 250
   ADVISORY SERVICES NETWORK, LLC 2612 *New 2023-12-31 150 $16,000 150
   MATHER GROUP, INC. 1499 *New 2024-03-31 24 $3,000 24
   FIRST FINANCIAL CORP /IN/ 494 *New 2024-03-31 31 $3,000 31
   Farther Finance Advisors LLC 2362 *New 2023-12-31 14 $2,000 14

  20 Records found
  1    
  Page 1 of 1
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