Advanced Energy Industries Ownership 2024 | Who Owns Advanced Energy Industries Now?
Institutional Ownership
105.70%
Insider Ownership
0.80%
Retail Ownership
-6.51%
Institutional Holders
292.00
Advanced Energy Industries Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 15.31% | 0.01% | 5,735,906 | -76,501 | -1.32% | 623,837,138 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.33% | 0.01% | 4,619,363 | 75,968 | 1.67% | 502,401,920 | Jun 30, 2024 |
| FMR LLC | 10.88% | 0.03% | 4,076,851 | 231,137 | 6.01% | 443,398,340 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 7.19% | 0.08% | 2,695,478 | 59,162 | 2.24% | 293,160,205 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 4.49% | 0.86% | 1,681,776 | 199,578 | 13.46% | 182,909,958 | Jun 30, 2024 |
| STATE STREET CORP | 4.48% | 0.01% | 1,679,055 | -53,672 | -3.10% | 182,614,022,000 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.84% | 0.12% | 1,059,546 | -27,172 | -2.50% | 115,236,250 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.54% | 0.03% | 950,977 | 15,577 | 1.67% | 103,427,537 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 2.35% | 0.08% | 881,452 | -19,776 | -2.19% | 95,866,722 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.32% | 0.01% | 869,372 | 26,268 | 3.12% | 94,571,511 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.19% | 0.01% | 822,446 | 678,067 | 469.64% | 89,449,181 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.98% | 2.21% | 740,168 | 22,666 | 3.16% | 80,500,672 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 1.80% | 0.10% | 675,950 | -49,097 | -6.77% | 73,516,000 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.73% | 0.07% | 647,682 | 118,328 | 22.35% | 70,441,894 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.45% | 0.01% | 540,213 | 102,659 | 23.46% | 58,753,527 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.37% | 0.02% | 514,424 | 13,967 | 2.79% | 55,948,754 | Jun 30, 2024 |
| BAMCO INC /NY/ | 1.37% | 0.16% | 513,071 | 150 | 0.03% | 55,801,602 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.30% | 1.78% | 487,054 | -38,746 | -7.37% | 52,972,028 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.19% | 0.01% | 445,022 | 21,084 | 4.97% | 48,400,593 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.15% | 0.03% | 430,282 | -6,064 | -1.39% | 46,797,471,000 | Jun 30, 2024 |
Advanced Energy Industries's largest institutional shareholder is BLACKROCK INC., holding 15.31% of the company's total share outstanding, currently valued at $623.84M. The top 10 institutional shareholders own together 64.72% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CHANNING CAPITAL MANAGEMENT, LLC | 1.98% | 2.21% | 740,168 | 22,666 | 3.16% | 80,500,672 | Jun 30, 2024 |
| COMPASS WEALTH MANAGEMENT LLC | 0.18% | 1.79% | 66,863 | 1,850 | 2.85% | 7,272,015 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.30% | 1.78% | 487,054 | -38,746 | -7.37% | 52,972,028 | Jun 30, 2024 |
| ROUBAIX CAPITAL, LLC | 0.07% | 1.77% | 25,824 | 25,824 | 100.00% | 2,808,618 | Jun 30, 2024 |
| QSV EQUITY INVESTORS LLC | 0.04% | 1.70% | 14,977 | -86 | -0.57% | 1,628,941 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.50% | 1.70% | 188,170 | 566 | 0.30% | 20,465,374 | Jun 30, 2024 |
| SNYDER CAPITAL MANAGEMENT L P | 1.13% | 1.03% | 423,143 | -40,561 | -8.75% | 46,021,033 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.11% | 0.88% | 41,496 | 21,833 | 111.04% | 4,513,105 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 4.49% | 0.86% | 1,681,776 | 199,578 | 13.46% | 182,909,958 | Jun 30, 2024 |
| GREEN ALPHA ADVISORS, LLC | 0.03% | 0.85% | 9,682 | -926 | -8.73% | 1,053,014 | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | 0.02% | 0.83% | 5,913 | 5,913 | 100.00% | 643,098 | Jun 30, 2024 |
| HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 0.35% | 0.55% | 130,580 | -3,255 | -2.43% | 14,201,881 | Jun 30, 2024 |
| PINNACLE ASSOCIATES LTD | 0.45% | 0.29% | 170,466 | -5,226 | -2.97% | 18,539,852 | Jun 30, 2024 |
| ISTHMUS PARTNERS, LLC | 0.07% | 0.28% | 27,462 | 373 | 1.38% | 2,986,767 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.20% | 0.27% | 73,600 | -16,400 | -18.22% | 8,004,736 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.23% | 0.27% | 85,962 | 1,117 | 1.32% | 9,349,227 | Jun 30, 2024 |
| PETERSON WEALTH SERVICES | 0.02% | 0.27% | 7,071 | 823 | 13.17% | 769,022 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.05% | 0.25% | 17,908 | - | - | 1,947,674 | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | 0.04% | 0.25% | 16,026 | 16,026 | 100.00% | 1,742,988 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.63% | 0.23% | 236,021 | 236,021 | 100.00% | 25,670,000 | Jun 30, 2024 |
The largest Advanced Energy Industries shareholder by % of total assets is CHANNING CAPITAL MANAGEMENT, LLC. The company owns 740.17K shares of Advanced Energy Industries (AEIS), representing 2.21% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.19% | 0.01% | 822,446 | 678,067 | 469.64% | 89,449,181 | Jun 30, 2024 |
| NORGES BANK | 1.15% | 0.01% | 430,071 | 430,071 | 100.00% | 46,774,522 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.63% | 0.23% | 236,021 | 236,021 | 100.00% | 25,670,000 | Jun 30, 2024 |
| FMR LLC | 10.88% | 0.03% | 4,076,851 | 231,137 | 6.01% | 443,398,340 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 4.49% | 0.86% | 1,681,776 | 199,578 | 13.46% | 182,909,958 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.73% | 0.07% | 647,682 | 118,328 | 22.35% | 70,441,894 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.65% | 0.00% | 243,293 | 106,977 | 78.48% | 26,460,565 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.45% | 0.01% | 540,213 | 102,659 | 23.46% | 58,753,527 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.33% | 0.01% | 4,619,363 | 75,968 | 1.67% | 502,401,920 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.17% | 0.06% | 63,191 | 63,191 | 100.00% | 6,872,653 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 7.19% | 0.08% | 2,695,478 | 59,162 | 2.24% | 293,160,205 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.01% | 0.14% | 380,284 | 52,216 | 15.92% | 41,359,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.24% | 0.00% | 91,606 | 42,554 | 86.75% | 9,963,068 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.32% | 0.01% | 869,372 | 26,268 | 3.12% | 94,571,511 | Jun 30, 2024 |
| ROUBAIX CAPITAL, LLC | 0.07% | 1.77% | 25,824 | 25,824 | 100.00% | 2,808,618 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.98% | 2.21% | 740,168 | 22,666 | 3.16% | 80,500,672 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.11% | 0.88% | 41,496 | 21,833 | 111.04% | 4,513,105 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 21,711 | 21,711 | 100.00% | 2,361,288 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.19% | 0.01% | 445,022 | 21,084 | 4.97% | 48,400,593 | Jun 30, 2024 |
| TELEMARK ASSET MANAGEMENT, LLC | 0.05% | 0.19% | 20,000 | 20,000 | 100.00% | 2,175,200 | Jun 30, 2024 |
As of Jun 30 2024, Advanced Energy Industries's largest institutional buyer is BANK OF AMERICA CORP /DE/. The company purchased 678.07K stocks of AEIS, valued at $89.45M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 15.31% | 0.01% | 5,735,906 | -76,501 | -1.32% | 623,837,138 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -62,380 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -58,748 | -100.00% | - | Jun 30, 2024 |
| DANA INVESTMENT ADVISORS, INC. | 0.04% | 0.06% | 14,218 | -57,771 | -80.25% | 1,546,350 | Jun 30, 2024 |
| STATE STREET CORP | 4.48% | 0.01% | 1,679,055 | -53,672 | -3.10% | 182,614,022,000 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 1.80% | 0.10% | 675,950 | -49,097 | -6.77% | 73,516,000 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.02% | 0.00% | 7,200 | -42,000 | -85.37% | 783,072 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.15% | 0.03% | 57,146 | -41,747 | -42.21% | 6,215,199 | Jun 30, 2024 |
| SNYDER CAPITAL MANAGEMENT L P | 1.13% | 1.03% | 423,143 | -40,561 | -8.75% | 46,021,033 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.30% | 1.78% | 487,054 | -38,746 | -7.37% | 52,972,028 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.00% | 11,622 | -35,900 | -75.54% | 1,264,009 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -35,778 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.08% | 0.00% | 30,675 | -35,030 | -53.31% | 3,336,213 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.89% | 0.00% | 333,772 | -34,606 | -9.39% | 36,302,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.84% | 0.00% | 315,601 | -31,900 | -9.18% | 34,324,940 | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -31,500 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.36% | 0.00% | 135,047 | -29,217 | -17.79% | 14,687,712 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.40% | 0.01% | 150,763 | -27,293 | -15.33% | 16,396,984 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.84% | 0.12% | 1,059,546 | -27,172 | -2.50% | 115,236,250 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.00% | 0.00% | 55 | -26,315 | -99.79% | 5,982 | Jun 30, 2024 |
As of Jun 30 2024, Advanced Energy Industries's biggest institutional seller is BLACKROCK INC.. The company sold -76.50K shares of AEIS, valued at $623.84M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.15% | 0.01% | 430,071 | 430,071 | 100.00% | 46,774,522 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.63% | 0.23% | 236,021 | 236,021 | 100.00% | 25,670,000 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.17% | 0.06% | 63,191 | 63,191 | 100.00% | 6,872,653 | Jun 30, 2024 |
| ROUBAIX CAPITAL, LLC | 0.07% | 1.77% | 25,824 | 25,824 | 100.00% | 2,808,618 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 21,711 | 21,711 | 100.00% | 2,361,288 | Jun 30, 2024 |
| TELEMARK ASSET MANAGEMENT, LLC | 0.05% | 0.19% | 20,000 | 20,000 | 100.00% | 2,175,200 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.01% | 19,524 | 19,524 | 100.00% | 2,123,430 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.05% | 0.05% | 19,108 | 19,108 | 100.00% | 2,078,186 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.05% | 0.01% | 18,154 | 18,154 | 100.00% | 1,974,392 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.05% | 0.01% | 17,821 | 17,821 | 100.00% | 1,938,212 | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | 0.04% | 0.25% | 16,026 | 16,026 | 100.00% | 1,742,988 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.03% | 0.00% | 12,100 | 12,100 | 100.00% | 1,315,996 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.02% | 0.00% | 9,235 | 9,235 | 100.00% | 1,004,399 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.02% | 0.09% | 8,454 | 8,454 | 100.00% | 919,457 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.02% | 0.00% | 6,328 | 6,328 | 100.00% | 688,233 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.02% | 0.09% | 5,913 | 5,913 | 100.00% | 643,098 | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | 0.02% | 0.83% | 5,913 | 5,913 | 100.00% | 643,098 | Jun 30, 2024 |
| AMUNDI | 0.02% | 0.00% | 5,827 | 5,827 | 100.00% | 623,198 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.01% | 0.00% | 4,900 | 4,900 | 100.00% | 532,924 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.01% | 0.00% | 2,832 | 2,832 | 100.00% | 308,008 | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 0.01% | 2,632 | 2,632 | 100.00% | 286,262 | Jun 30, 2024 |
| COMMERCE BANK | 0.01% | 0.00% | 2,482 | 2,482 | 100.00% | 269,942 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.00% | 2,218 | 2,218 | 100.00% | 241,230 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.01% | 0.01% | 2,162 | 2,162 | 100.00% | 235,139 | Jun 30, 2024 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | 2,021 | 2,021 | 100.00% | 219,804 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.01% | 1,914 | 1,914 | 100.00% | 208,122 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.01% | 0.11% | 1,883 | 1,883 | 100.00% | 204,749 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 1,400 | 1,400 | 100.00% | 152,264 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.04% | 1,002 | 1,002 | 100.00% | 108,977 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.07% | 1,000 | 1,000 | 100.00% | 108,760 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.00% | 0.00% | 800 | 800 | 100.00% | 87,008 | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 330 | 330 | 100.00% | 35,891 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 227 | 227 | 100.00% | 24,441 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 142 | 142 | 100.00% | 15,455 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.01% | 140 | 140 | 100.00% | 15,227 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 104 | 104 | 100.00% | 11,311 | Jun 30, 2024 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 0.00% | 0.00% | 27 | 27 | 100.00% | 3,000 | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | 0.00% | 18 | 18 | 100.00% | 1,958 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | 0.00% | 17 | 17 | 100.00% | 1,849 | Jun 30, 2024 |
| CONTINUUM ADVISORY, LLC | - | 0.00% | 6 | 6 | 100.00% | 653 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 1 | 1 | 100.00% | 109 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 109 | Jun 30, 2024 |
Advanced Energy Industries's largest new institutional shareholder by number of shares is NORGES BANK, purchased 430.07K shares, valued at $46.77M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EDGESTREAM PARTNERS, L.P. | - | - | - | -62,380 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -58,748 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -35,778 | -100.00% | - | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -31,500 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -20,282 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -16,331 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -14,566 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -12,740 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -12,634 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -11,736 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -11,500 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -11,139 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -10,628 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -9,833 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -8,067 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -7,835 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -7,609 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -5,629 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -5,220 | -100.00% | - | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -4,973 | -100.00% | - | Jun 30, 2024 |
| AXA S.A. | - | - | - | -4,064 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -3,616 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -3,497 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -3,284 | -100.00% | - | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | - | - | - | -2,796 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -2,700 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -2,628 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -2,569 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -2,465 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2,100 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -2,048 | -100.00% | - | Jun 30, 2024 |
| ELLEVEST, INC. | - | - | - | -2,038 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,978 | -100.00% | - | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -830 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -122 | -100.00% | - | Jun 30, 2024 |
| HHM WEALTH ADVISORS, LLC | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Advanced Energy Industries's largest sold out institutional shareholder by shares sold is EDGESTREAM PARTNERS, L.P., sold -62.38K shares, valued at -, as of undefined.
Advanced Energy Industries Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Virtus Dividend, Interest & Premium Strategy Fund | 0.97% | 2,295,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.96% | 1,905,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.81% | 1,650,000 | - | - | Jan 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 0.79% | 58,000 | 58,000 | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.72% | 11,500,000 | 1,500,000 | 15.00% | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.69% | 9,300 | - | - | Nov 30, 2022 |
| Fiera Capital Series Trust | 0.64% | 12,807 | - | - | Jun 30, 2023 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.63% | 2,148,000 | 428,000 | 24.88% | Jan 31, 2024 |
| Virtus Strategy Trust | 0.60% | 12,695,000 | - | - | Mar 28, 2024 |
| Virtus Convertible & Income Fund II | 0.55% | 2,060,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.53% | 2,615,000 | - | - | Jan 31, 2024 |
| Fidelity Greenwood Street Trust | 0.50% | 1,500,000 | - | - | Jan 31, 2024 |
| Clough Global Equity Fund | 0.47% | 29,400 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.36% | 4,125,000 | 1,375,000 | 50.00% | Jan 31, 2024 |
| Columbia Seligman Premium Technology Growth Fund, Inc. | 0.36% | 67,853 | 2,400 | 3.67% | Mar 31, 2024 |
| Ultimus Managers Trust | 0.26% | 3,000,000 | - | - | Jan 31, 2024 |
| Miller Investment Trust | 0.26% | 2,300,000 | -800,000 | -25.81% | Jan 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.15% | 4,600,000 | - | - | Mar 31, 2024 |
| Clough Global Opportunities Fund | 0.15% | 58,800 | - | - | Jan 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.15% | 2,625,000 | - | - | Feb 29, 2024 |
| Clough Funds Trust | 0.14% | 5,600 | - | - | Jan 31, 2023 |
| Collaborative Investment Series Trust | 0.13% | 19,618 | - | - | Mar 31, 2024 |
| HSBC FUNDS | 0.12% | 3,880 | - | - | Jan 31, 2024 |
| WANGER ADVISORS TRUST | 0.10% | 56,822 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.10% | 192,584 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.09% | 11,024,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.08% | 265,500 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.08% | 165 | -3,247 | -95.16% | Jan 31, 2021 |
| Voya VARIABLE PRODUCTS TRUST | 0.08% | 27,139 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.06% | 61,404 | -197 | -0.32% | Feb 29, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.06% | 610,985 | -8,133 | -1.31% | Feb 29, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.06% | 395,321 | - | - | Mar 31, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.05% | 12,999 | 12,999 | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 26,330 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 218,604 | 21,514 | 10.92% | Feb 29, 2024 |
| ROYCE CAPITAL FUND | 0.05% | 17,108 | - | - | Mar 31, 2024 |
| HEARTLAND GROUP INC | 0.04% | 25,000 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS | 0.04% | 10,404,000 | - | - | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.04% | 197,185 | 180,493 | 1081.31% | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.03% | 37,653 | -5,551 | -12.85% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 18,582 | -25 | -0.13% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.03% | 1,543,135 | -1,318 | -0.09% | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.03% | 17,908 | - | - | Dec 29, 2023 |
| SHELTON FUNDS | 0.03% | 46,436 | -8,102 | -14.86% | Feb 29, 2024 |
| FIDELITY CAPITAL TRUST | 0.02% | 276,900 | -1,400 | -0.50% | Jan 31, 2024 |
| OAK ASSOCIATES FUNDS | 0.02% | 27,632 | - | - | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.02% | 725,000 | -27,520 | -3.66% | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.02% | 114,778 | -1,846 | -1.58% | Dec 31, 2023 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 0.02% | 3,331 | - | - | Jan 31, 2024 |
| Global Beta ETF Trust | 0.02% | 43 | - | - | May 31, 2022 |
| MFS SERIES TRUST I | 0.02% | 296,928 | -37,736 | -11.28% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 145,437 | -38,073 | -20.75% | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.01% | 58,490 | -1,477 | -2.46% | Dec 31, 2023 |
| AQUILA FUNDS TRUST | 0.01% | 13,175 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.01% | 42,567 | - | - | Mar 31, 2024 |
| HARBOR FUNDS | 0.01% | 322,594 | -28,526 | -8.12% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 19,429 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 10,295 | - | - | Mar 31, 2024 |
| HOMESTEAD FUNDS INC | 0.01% | 63,162 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 665 | - | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 65,981 | -2,565 | -3.74% | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 954,809 | -72,700 | -7.08% | Jan 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.01% | 37,951 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,560 | -212 | -3.67% | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 59,217 | -7,609 | -11.39% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.01% | 10,074 | -2,091 | -17.19% | Mar 28, 2024 |
| SYNTAX ETF TRUST | 0.01% | 256 | - | - | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.01% | 25,115 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,237,664 | -527,856 | -14.02% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 18,820 | - | - | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.01% | 3,870 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.01% | 6,032 | -100 | -1.63% | Mar 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 26,250 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.01% | 51,524 | 5,954 | 13.07% | Mar 31, 2024 |
| CENTAUR MUTUAL FUNDS TRUST | 0.01% | 650 | 650 | - | Jan 31, 2021 |
| Calvert Responsible Index Series, Inc. | 0.01% | 10,518 | - | - | Mar 31, 2024 |
| Bernstein Fund Inc | 0.01% | 50,529 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.01% | 12,629 | - | - | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.01% | 1,976 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 11,306 | 7,838 | 226.01% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,075 | - | - | Mar 31, 2024 |
| LORD ABBETT INVESTMENT TRUST | 0.00% | 4,643,000 | - | - | Feb 29, 2024 |
| Columbia Funds Series Trust II | 0.00% | 1,585,749 | 80,075 | 5.32% | Feb 29, 2024 |
| Oaktree Diversified Income Fund Inc. | 0.00% | 13,000 | 13,000 | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.00% | 3,096 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 80,000 | - | - | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 261,162 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 45,509 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.00% | 78 | 11 | 16.42% | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 283,913 | 12,099 | 4.45% | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 18,942 | - | - | Mar 31, 2020 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 12,494 | -23,160 | -64.96% | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 10,239 | 155 | 1.54% | Feb 29, 2024 |
| Natixis Funds Trust IV | 0.00% | 992 | 42 | 4.42% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 359,000 | 359,000 | - | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 200,564 | - | - | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 26,983 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 122,092 | 1,670 | 1.39% | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.00% | 88,083 | -10,008 | -10.20% | Mar 31, 2024 |
| Vericimetry Funds | 0.00% | 240 | - | - | Mar 31, 2024 |
Advanced Energy Industries's largest mutual fund holder by % of total assets is "Virtus Dividend, Interest & Premium Strategy Fund", owning 2.29M shares, compromising 0.97% of its total assets.
Advanced Energy Industries Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 292 | -6.11% |
| 31 Mar, 24 | 311 | 4.01% |
| 31 Dec, 23 | 299 | -1.64% |
| 30 Sep, 23 | 304 | 2.36% |
| 30 Jun, 23 | 297 | 0.68% |
| 31 Mar, 23 | 295 | -5.45% |
| 31 Dec, 22 | 312 | 12.64% |
| 30 Sep, 22 | 277 | 4.92% |
| 30 Jun, 22 | 264 | -0.75% |
| 31 Mar, 22 | 266 | -3.97% |
| 31 Dec, 21 | 277 | 4.53% |
| 30 Sep, 21 | 265 | -7.02% |
| 30 Jun, 21 | 285 | -5.94% |
| 31 Mar, 21 | 303 | 3.41% |
| 31 Dec, 20 | 293 | 11.83% |
| 30 Sep, 20 | 262 | 9.17% |
| 30 Jun, 20 | 240 | 5.26% |
| 31 Mar, 20 | 228 | -10.59% |
| 31 Dec, 19 | 255 | 8.97% |
| 30 Sep, 19 | 234 | 2.63% |
| 30 Jun, 19 | 228 | -6.56% |
| 31 Mar, 19 | 244 | -3.17% |
| 31 Dec, 18 | 252 | -9.68% |
| 30 Sep, 18 | 279 | -7.92% |
| 30 Jun, 18 | 303 | -7.62% |
| 31 Mar, 18 | 328 | -2.38% |
| 31 Dec, 17 | 336 | 2.44% |
| 30 Sep, 17 | 328 | 1.55% |
| 30 Jun, 17 | 323 | 8.03% |
| 31 Mar, 17 | 299 | 11.15% |
| 31 Dec, 16 | 269 | 16.45% |
| 30 Sep, 16 | 231 | 11.06% |
| 30 Jun, 16 | 208 | 1.96% |
| 31 Mar, 16 | 204 | 15.25% |
| 31 Dec, 15 | 177 | 2.31% |
| 30 Sep, 15 | 173 | -4.95% |
| 30 Jun, 15 | 182 | 1.68% |
| 31 Mar, 15 | 179 | 4.07% |
| 31 Dec, 14 | 172 | -3.37% |
| 30 Sep, 14 | 178 | 4.09% |
| 30 Jun, 14 | 171 | -1.16% |
| 31 Mar, 14 | 173 | 4.85% |
| 31 Dec, 13 | 165 | 2.48% |
| 30 Sep, 13 | 161 | - |
| 30 Jun, 13 | 161 | 114.67% |
| 31 Mar, 13 | 75 | 13.64% |
| 31 Dec, 12 | 66 | 24.53% |
| 30 Sep, 12 | 53 | -3.64% |
| 30 Jun, 12 | 55 | 14.58% |
| 31 Mar, 12 | 48 | - |
| 31 Dec, 11 | 48 | 6.67% |
| 30 Sep, 11 | 45 | -22.41% |
| 30 Jun, 11 | 58 | - |
| 31 Mar, 11 | 58 | 11.54% |
| 31 Dec, 10 | 52 | -13.33% |
| 30 Sep, 10 | 60 | 3.45% |
| 30 Jun, 10 | 58 | 5.45% |
| 31 Mar, 10 | 55 | 5.77% |
| 31 Dec, 09 | 52 | 10.64% |
| 30 Sep, 09 | 47 | 14.63% |
| 30 Jun, 09 | 41 | - |
| 31 Mar, 09 | 41 | -4.65% |
| 31 Dec, 08 | 43 | -10.42% |
| 30 Sep, 08 | 48 | 4.35% |
| 30 Jun, 08 | 46 | 9.52% |
| 31 Mar, 08 | 42 | -10.64% |
| 31 Dec, 07 | 47 | 14.63% |
| 30 Sep, 07 | 41 | -6.82% |
| 30 Jun, 07 | 44 | 25.71% |
| 31 Mar, 07 | 35 | -14.63% |
| 31 Dec, 06 | 41 | 5.13% |
| 30 Sep, 06 | 39 | 11.43% |
| 30 Jun, 06 | 35 | -7.89% |
| 31 Mar, 06 | 38 | 52.00% |
| 31 Dec, 05 | 25 | -7.41% |
| 30 Sep, 05 | 27 | 3.85% |
| 30 Jun, 05 | 26 | -3.70% |
| 31 Mar, 05 | 27 | 58.82% |
| 31 Dec, 04 | 17 | 21.43% |
| 30 Sep, 04 | 14 | -12.50% |
| 30 Jun, 04 | 16 | -38.46% |
| 31 Mar, 04 | 26 | 13.04% |
| 31 Dec, 03 | 23 | 35.29% |
| 30 Sep, 03 | 17 | 30.77% |
| 30 Jun, 03 | 13 | - |
| 31 Mar, 03 | 13 | -35.00% |
| 31 Dec, 02 | 20 | 53.85% |
| 30 Sep, 02 | 13 | -38.10% |
| 30 Jun, 02 | 21 | 31.25% |
| 31 Mar, 02 | 16 | 33.33% |
| 31 Dec, 01 | 12 | -20.00% |
| 30 Sep, 01 | 15 | -6.25% |
| 30 Jun, 01 | 16 | 6.67% |
| 31 Mar, 01 | 15 | -6.25% |
| 31 Dec, 00 | 16 | -5.88% |
| 30 Sep, 00 | 17 | 6.25% |
| 30 Jun, 00 | 16 | 14.29% |
| 31 Mar, 00 | 14 | 75.00% |
| 31 Dec, 99 | 8 | -11.11% |
| 30 Sep, 99 | 9 | - |
| 30 Jun, 99 | 9 | 80.00% |
| 31 Mar, 99 | 5 | - |
As of 30 Jun 24, 292 institutions are holding Advanced Energy Industries's shares, representing a decrease of -6.11% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 39,611,024 | 3.55% |
| 31 Mar, 24 | 38,252,053 | -4.27% |
| 31 Dec, 23 | 39,957,593 | 4.79% |
| 30 Sep, 23 | 38,131,945 | 0.54% |
| 30 Jun, 23 | 37,927,980 | 0.07% |
| 31 Mar, 23 | 37,901,150 | 1.65% |
| 31 Dec, 22 | 37,287,657 | 0.27% |
| 30 Sep, 22 | 37,188,298 | 0.50% |
| 30 Jun, 22 | 37,002,584 | -0.82% |
| 31 Mar, 22 | 37,307,832 | 1.76% |
| 31 Dec, 21 | 36,663,786 | -0.21% |
| 30 Sep, 21 | 36,739,644 | -1.59% |
| 30 Jun, 21 | 37,331,592 | 1.66% |
| 31 Mar, 21 | 36,722,581 | -1.40% |
| 31 Dec, 20 | 37,243,270 | 0.04% |
| 30 Sep, 20 | 37,229,121 | -0.26% |
| 30 Jun, 20 | 37,324,412 | -2.18% |
| 31 Mar, 20 | 38,154,831 | -3.31% |
| 31 Dec, 19 | 39,462,122 | 1.94% |
| 30 Sep, 19 | 38,711,456 | -2.25% |
| 30 Jun, 19 | 39,601,206 | 3.92% |
| 31 Mar, 19 | 38,106,685 | 2.06% |
| 31 Dec, 18 | 37,337,954 | -1.94% |
| 30 Sep, 18 | 38,075,040 | 0.01% |
| 30 Jun, 18 | 38,071,058 | 2.37% |
| 31 Mar, 18 | 37,188,528 | -0.71% |
| 31 Dec, 17 | 37,454,962 | -1.59% |
| 30 Sep, 17 | 38,058,406 | 1.52% |
| 30 Jun, 17 | 37,488,456 | -0.45% |
| 31 Mar, 17 | 37,659,381 | -0.91% |
| 31 Dec, 16 | 38,006,192 | 0.93% |
| 30 Sep, 16 | 37,656,181 | -1.44% |
| 30 Jun, 16 | 38,205,493 | -2.19% |
| 31 Mar, 16 | 39,060,714 | 1.22% |
| 31 Dec, 15 | 38,589,706 | -21.80% |
| 30 Sep, 15 | 49,347,957 | 25.24% |
| 30 Jun, 15 | 39,401,809 | 0.62% |
| 31 Mar, 15 | 39,158,473 | 0.97% |
| 31 Dec, 14 | 38,780,798 | 4.10% |
| 30 Sep, 14 | 37,252,684 | 2.66% |
| 30 Jun, 14 | 36,289,145 | -3.73% |
| 31 Mar, 14 | 37,696,767 | 6.44% |
| 31 Dec, 13 | 35,416,102 | 0.79% |
| 30 Sep, 13 | 35,139,193 | -0.37% |
| 30 Jun, 13 | 35,268,075 | 125.90% |
| 31 Mar, 13 | 15,612,385 | -21.56% |
| 31 Dec, 12 | 19,902,708 | 30.89% |
| 30 Sep, 12 | 15,205,554 | -22.84% |
| 30 Jun, 12 | 19,706,942 | -8.61% |
| 31 Mar, 12 | 21,563,439 | 5.50% |
| 31 Dec, 11 | 20,439,551 | -9.65% |
| 30 Sep, 11 | 22,622,252 | 20.76% |
| 30 Jun, 11 | 18,732,901 | 4.44% |
| 31 Mar, 11 | 17,935,797 | 19.85% |
| 31 Dec, 10 | 14,964,957 | -6.64% |
| 30 Sep, 10 | 16,030,098 | -2.24% |
| 30 Jun, 10 | 16,398,233 | 11.92% |
| 31 Mar, 10 | 14,651,852 | 4.92% |
| 31 Dec, 09 | 13,964,259 | -2.53% |
| 30 Sep, 09 | 14,326,479 | 32.10% |
| 30 Jun, 09 | 10,845,580 | 0.41% |
| 31 Mar, 09 | 10,801,558 | -30.43% |
| 31 Dec, 08 | 15,527,027 | 12.11% |
| 30 Sep, 08 | 13,849,569 | 7.67% |
| 30 Jun, 08 | 12,862,693 | -6.47% |
| 31 Mar, 08 | 13,752,447 | -1.77% |
| 31 Dec, 07 | 13,999,822 | 23.70% |
| 30 Sep, 07 | 11,317,690 | 14.19% |
| 30 Jun, 07 | 9,910,984 | 56.63% |
| 31 Mar, 07 | 6,327,522 | -44.37% |
| 31 Dec, 06 | 11,374,432 | 19.40% |
| 30 Sep, 06 | 9,526,431 | 9.09% |
| 30 Jun, 06 | 8,732,746 | -7.70% |
| 31 Mar, 06 | 9,461,342 | 25.25% |
| 31 Dec, 05 | 7,554,116 | -23.26% |
| 30 Sep, 05 | 9,844,065 | 60.24% |
| 30 Jun, 05 | 6,143,454 | 0.34% |
| 31 Mar, 05 | 6,122,494 | 139.38% |
| 31 Dec, 04 | 2,557,646 | 13.14% |
| 30 Sep, 04 | 2,260,579 | 11.80% |
| 30 Jun, 04 | 2,021,981 | 4.06% |
| 31 Mar, 04 | 1,943,086 | -20.19% |
| 31 Dec, 03 | 2,434,593 | 83.34% |
| 30 Sep, 03 | 1,327,900 | -4.38% |
| 30 Jun, 03 | 1,388,788 | 8.55% |
| 31 Mar, 03 | 1,279,373 | -38.88% |
| 31 Dec, 02 | 2,093,339 | 107.62% |
| 30 Sep, 02 | 1,008,233 | -32.93% |
| 30 Jun, 02 | 1,503,145 | -33.93% |
| 31 Mar, 02 | 2,275,218 | 116.89% |
| 31 Dec, 01 | 1,048,997 | -15.16% |
| 30 Sep, 01 | 1,236,422 | -58.00% |
| 30 Jun, 01 | 2,944,203 | 244.18% |
| 31 Mar, 01 | 855,425 | -0.40% |
| 31 Dec, 00 | 858,889 | -63.69% |
| 30 Sep, 00 | 2,365,234 | 35.82% |
| 30 Jun, 00 | 1,741,499 | 204.16% |
| 31 Mar, 00 | 572,569 | -54.34% |
| 31 Dec, 99 | 1,253,922 | -7.77% |
| 30 Sep, 99 | 1,359,502 | 94.56% |
| 30 Jun, 99 | 698,765 | 33.35% |
| 31 Mar, 99 | 524,002 | - |
Advanced Energy Industries (AEIS) has 39.61M shares outstanding as of 30 Jun 24, up 3.55% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 105.70% | 1.01% |
| 31 Mar, 24 | 102.39% | 0.90% |
| 31 Dec, 23 | 106.61% | 1.04% |
| 30 Sep, 23 | 101.48% | 1.00% |
| 30 Jun, 23 | 100.94% | 0.99% |
| 31 Mar, 23 | 101.14% | 1.02% |
| 31 Dec, 22 | 99.53% | 1.01% |
| 30 Sep, 22 | 99.49% | 1.02% |
| 30 Jun, 22 | 98.62% | 1.00% |
| 31 Mar, 22 | 99.36% | 1.08% |
| 31 Dec, 21 | 96.12% | 1.04% |
| 30 Sep, 21 | 96.22% | 1.02% |
| 30 Jun, 21 | 97.25% | 1.06% |
| 31 Mar, 21 | 95.81% | 1.01% |
| 31 Dec, 20 | 97.21% | 1.03% |
| 30 Sep, 20 | 97.14% | 1.02% |
| 30 Jun, 20 | 97.47% | 0.99% |
| 31 Mar, 20 | 99.47% | 0.94% |
| 31 Dec, 19 | 102.92% | 1.01% |
| 30 Sep, 19 | 101.04% | 0.94% |
| 30 Jun, 19 | 103.47% | 1.04% |
| 31 Mar, 19 | 99.76% | 1.05% |
| 31 Dec, 18 | 97.27% | 1.02% |
| 30 Sep, 18 | 97.70% | 1.04% |
| 30 Jun, 18 | 96.75% | 1.10% |
| 31 Mar, 18 | 93.87% | 1.05% |
| 31 Dec, 17 | 94.48% | 1.03% |
| 30 Sep, 17 | 95.66% | 1.08% |
| 30 Jun, 17 | 94.08% | 1.05% |
| 31 Mar, 17 | 94.77% | 1.04% |
| 31 Dec, 16 | 95.69% | 1.06% |
| 30 Sep, 16 | 94.90% | 1.02% |
| 30 Jun, 16 | 96.30% | 1.00% |
| 31 Mar, 16 | 98.11% | 1.09% |
| 31 Dec, 15 | 94.71% | 0.65% |
| 30 Sep, 15 | 120.28% | 1.30% |
| 30 Jun, 15 | 96.23% | 1.04% |
| 31 Mar, 15 | 96.12% | 1.04% |
| 31 Dec, 14 | 96.16% | 1.11% |
| 30 Sep, 14 | 93.14% | 1.16% |
| 30 Jun, 14 | 89.51% | 1.05% |
| 31 Mar, 14 | 92.36% | 1.20% |
| 31 Dec, 13 | 87.92% | 1.13% |
| 30 Sep, 13 | 88.12% | 1.10% |
| 30 Jun, 13 | 89.39% | 5.51% |
| 31 Mar, 13 | 40.26% | 1.54% |
| 31 Dec, 12 | 51.19% | 3.16% |
| 30 Sep, 12 | 40.22% | 1.57% |
| 30 Jun, 12 | 50.56% | 1.81% |
| 31 Mar, 12 | 52.88% | 2.10% |
| 31 Dec, 11 | 50.12% | 1.86% |
| 30 Sep, 11 | 51.96% | 2.81% |
| 30 Jun, 11 | 42.99% | 2.52% |
| 31 Mar, 11 | 41.29% | 3.39% |
| 31 Dec, 10 | 34.91% | 2.54% |
| 30 Sep, 10 | 37.06% | 2.53% |
| 30 Jun, 10 | 38.31% | 3.07% |
| 31 Mar, 10 | 35.35% | 3.19% |
| 31 Dec, 09 | 33.28% | 2.86% |
| 30 Sep, 09 | 34.11% | 5.10% |
| 30 Jun, 09 | 25.85% | 3.89% |
| 31 Mar, 09 | 25.79% | 1.87% |
| 31 Dec, 08 | 37.12% | 3.38% |
| 30 Sep, 08 | 33.14% | 3.51% |
| 30 Jun, 08 | 30.72% | 3.24% |
| 31 Mar, 08 | 30.79% | 3.20% |
| 31 Dec, 07 | 31.00% | 4.96% |
| 30 Sep, 07 | 25.01% | 5.19% |
| 30 Jun, 07 | 21.95% | 11.07% |
| 31 Mar, 07 | 14.08% | 2.18% |
| 31 Dec, 06 | 25.43% | 5.62% |
| 30 Sep, 06 | 21.28% | 5.58% |
| 30 Jun, 06 | 19.53% | 4.33% |
| 31 Mar, 06 | 21.23% | 5.12% |
| 31 Dec, 05 | 20.37% | 3.09% |
| 30 Sep, 05 | 25.66% | 7.31% |
| 30 Jun, 05 | 18.73% | 5.36% |
| 31 Mar, 05 | 18.69% | 30.66% |
| 31 Dec, 04 | 7.81% | 16.31% |
| 30 Sep, 04 | 6.92% | 18.03% |
| 30 Jun, 04 | 6.19% | 17.41% |
| 31 Mar, 04 | 5.96% | 10.68% |
| 31 Dec, 03 | 7.47% | 44.17% |
| 30 Sep, 03 | 4.11% | 22.12% |
| 30 Jun, 03 | 4.31% | 27.25% |
| 31 Mar, 03 | 3.98% | 9.29% |
| 31 Dec, 02 | 6.54% | 66.21% |
| 30 Sep, 02 | 3.14% | 14.29% |
| 30 Jun, 02 | 4.69% | 9.21% |
| 31 Mar, 02 | 7.14% | 65.23% |
| 31 Dec, 01 | 3.31% | 21.86% |
| 30 Sep, 01 | 3.89% | 4.51% |
| 30 Jun, 01 | 9.29% | 126.32% |
| 31 Mar, 01 | 2.71% | 36.58% |
| 31 Dec, 00 | 2.72% | 4.78% |
| 30 Sep, 00 | 7.55% | 24.40% |
| 30 Jun, 00 | 5.56% | 136.58% |
| 31 Mar, 00 | 2.02% | 11.33% |
| 31 Dec, 99 | 4.22% | 20.09% |
| 30 Sep, 99 | 4.58% | 69.83% |
| 30 Jun, 99 | 2.56% | 67.19% |
| 31 Mar, 99 | 1.95% | - |
As of 30 Jun 24, Advanced Energy Industries is held by 105.70% institutional shareholders, representing a 1.01% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 149 | 4.20% |
| 31 Mar, 24 | 143 | 2.88% |
| 31 Dec, 23 | 139 | -12.58% |
| 30 Sep, 23 | 159 | 22.31% |
| 30 Jun, 23 | 130 | -2.99% |
| 31 Mar, 23 | 134 | -16.25% |
| 31 Dec, 22 | 160 | 20.30% |
| 30 Sep, 22 | 133 | 8.13% |
| 30 Jun, 22 | 123 | -6.82% |
| 31 Mar, 22 | 132 | -5.04% |
| 31 Dec, 21 | 139 | 31.13% |
| 30 Sep, 21 | 106 | -27.40% |
| 30 Jun, 21 | 146 | 10.61% |
| 31 Mar, 21 | 132 | -9.59% |
| 31 Dec, 20 | 146 | 12.31% |
| 30 Sep, 20 | 130 | 15.04% |
| 30 Jun, 20 | 113 | 4.63% |
| 31 Mar, 20 | 108 | -24.48% |
| 31 Dec, 19 | 143 | 30.00% |
| 30 Sep, 19 | 110 | 19.57% |
| 30 Jun, 19 | 92 | -22.69% |
| 31 Mar, 19 | 119 | 13.33% |
| 31 Dec, 18 | 105 | -7.89% |
| 30 Sep, 18 | 114 | -15.56% |
| 30 Jun, 18 | 135 | -15.09% |
| 31 Mar, 18 | 159 | -5.36% |
| 31 Dec, 17 | 168 | 8.39% |
| 30 Sep, 17 | 155 | 4.73% |
| 30 Jun, 17 | 148 | 1.37% |
| 31 Mar, 17 | 146 | -5.19% |
| 31 Dec, 16 | 154 | 42.59% |
| 30 Sep, 16 | 108 | 2.86% |
| 30 Jun, 16 | 105 | -6.25% |
| 31 Mar, 16 | 112 | 27.27% |
| 31 Dec, 15 | 88 | -4.35% |
| 30 Sep, 15 | 92 | - |
| 30 Jun, 15 | 92 | -2.13% |
| 31 Mar, 15 | 94 | 5.62% |
| 31 Dec, 14 | 89 | 14.10% |
| 30 Sep, 14 | 78 | -13.33% |
| 30 Jun, 14 | 90 | 8.43% |
| 31 Mar, 14 | 83 | -1.19% |
| 31 Dec, 13 | 84 | -2.33% |
| 30 Sep, 13 | 86 | -28.33% |
| 30 Jun, 13 | 120 | 172.73% |
| 31 Mar, 13 | 44 | -2.22% |
| 31 Dec, 12 | 45 | 15.38% |
| 30 Sep, 12 | 39 | 21.88% |
| 30 Jun, 12 | 32 | 33.33% |
| 31 Mar, 12 | 24 | -17.24% |
| 31 Dec, 11 | 29 | 7.41% |
| 30 Sep, 11 | 27 | -25.00% |
| 30 Jun, 11 | 36 | 2.86% |
| 31 Mar, 11 | 35 | 34.62% |
| 31 Dec, 10 | 26 | -25.71% |
| 30 Sep, 10 | 35 | 16.67% |
| 30 Jun, 10 | 30 | -14.29% |
| 31 Mar, 10 | 35 | 12.90% |
| 31 Dec, 09 | 31 | 40.91% |
| 30 Sep, 09 | 22 | -4.35% |
| 30 Jun, 09 | 23 | -11.54% |
| 31 Mar, 09 | 26 | 36.84% |
| 31 Dec, 08 | 19 | -17.39% |
| 30 Sep, 08 | 23 | -4.17% |
| 30 Jun, 08 | 24 | 9.09% |
| 31 Mar, 08 | 22 | -21.43% |
| 31 Dec, 07 | 28 | - |
| 30 Sep, 07 | 28 | -3.45% |
| 30 Jun, 07 | 29 | 31.82% |
| 31 Mar, 07 | 22 | -29.03% |
| 31 Dec, 06 | 31 | 40.91% |
| 30 Sep, 06 | 22 | -8.33% |
| 30 Jun, 06 | 24 | -4.00% |
| 31 Mar, 06 | 25 | 92.31% |
| 31 Dec, 05 | 13 | -23.53% |
| 30 Sep, 05 | 17 | 54.55% |
| 30 Jun, 05 | 11 | -45.00% |
| 31 Mar, 05 | 20 | 81.82% |
| 31 Dec, 04 | 11 | 10.00% |
| 30 Sep, 04 | 10 | -9.09% |
| 30 Jun, 04 | 11 | -45.00% |
| 31 Mar, 04 | 20 | 42.86% |
| 31 Dec, 03 | 14 | 16.67% |
| 30 Sep, 03 | 12 | 50.00% |
| 30 Jun, 03 | 8 | 33.33% |
| 31 Mar, 03 | 6 | -53.85% |
| 31 Dec, 02 | 13 | 160.00% |
| 30 Sep, 02 | 5 | -58.33% |
| 30 Jun, 02 | 12 | -14.29% |
| 31 Mar, 02 | 14 | 75.00% |
| 31 Dec, 01 | 8 | -20.00% |
| 30 Sep, 01 | 10 | -16.67% |
| 30 Jun, 01 | 12 | 50.00% |
| 31 Mar, 01 | 8 | -38.46% |
| 31 Dec, 00 | 13 | 8.33% |
| 30 Sep, 00 | 12 | -25.00% |
| 30 Jun, 00 | 16 | 33.33% |
| 31 Mar, 00 | 12 | 71.43% |
| 31 Dec, 99 | 7 | 16.67% |
| 30 Sep, 99 | 6 | -14.29% |
| 30 Jun, 99 | 7 | 40.00% |
| 31 Mar, 99 | 5 | - |
149 institutional shareholders have increased their position in AEIS stock as of 30 Jun 24 compared to 143 in the previous quarter (a 4.20% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 103 | -15.57% |
| 31 Mar, 24 | 122 | 7.96% |
| 31 Dec, 23 | 113 | 6.60% |
| 30 Sep, 23 | 106 | -9.40% |
| 30 Jun, 23 | 117 | 4.46% |
| 31 Mar, 23 | 112 | 1.82% |
| 31 Dec, 22 | 110 | 5.77% |
| 30 Sep, 22 | 104 | 0.97% |
| 30 Jun, 22 | 103 | 8.42% |
| 31 Mar, 22 | 95 | -1.04% |
| 31 Dec, 21 | 96 | -11.93% |
| 30 Sep, 21 | 109 | 14.74% |
| 30 Jun, 21 | 95 | -22.13% |
| 31 Mar, 21 | 122 | 18.45% |
| 31 Dec, 20 | 103 | 18.39% |
| 30 Sep, 20 | 87 | 1.16% |
| 30 Jun, 20 | 86 | 7.50% |
| 31 Mar, 20 | 80 | 12.68% |
| 31 Dec, 19 | 71 | -1.39% |
| 30 Sep, 19 | 72 | -13.25% |
| 30 Jun, 19 | 83 | 23.88% |
| 31 Mar, 19 | 67 | -25.56% |
| 31 Dec, 18 | 90 | -14.29% |
| 30 Sep, 18 | 105 | -11.02% |
| 30 Jun, 18 | 118 | 2.61% |
| 31 Mar, 18 | 115 | -0.86% |
| 31 Dec, 17 | 116 | -5.69% |
| 30 Sep, 17 | 123 | 1.65% |
| 30 Jun, 17 | 121 | 7.08% |
| 31 Mar, 17 | 113 | 34.52% |
| 31 Dec, 16 | 84 | -2.33% |
| 30 Sep, 16 | 86 | 21.13% |
| 30 Jun, 16 | 71 | 9.23% |
| 31 Mar, 16 | 65 | -2.99% |
| 31 Dec, 15 | 67 | 26.42% |
| 30 Sep, 15 | 53 | -20.90% |
| 30 Jun, 15 | 67 | 11.67% |
| 31 Mar, 15 | 60 | 17.65% |
| 31 Dec, 14 | 51 | -32.89% |
| 30 Sep, 14 | 76 | 40.74% |
| 30 Jun, 14 | 54 | -15.63% |
| 31 Mar, 14 | 64 | 3.23% |
| 31 Dec, 13 | 62 | 21.57% |
| 30 Sep, 13 | 51 | 112.50% |
| 30 Jun, 13 | 24 | 14.29% |
| 31 Mar, 13 | 21 | 61.54% |
| 31 Dec, 12 | 13 | 116.67% |
| 30 Sep, 12 | 6 | -57.14% |
| 30 Jun, 12 | 14 | -22.22% |
| 31 Mar, 12 | 18 | 50.00% |
| 31 Dec, 11 | 12 | 20.00% |
| 30 Sep, 11 | 10 | -23.08% |
| 30 Jun, 11 | 13 | -13.33% |
| 31 Mar, 11 | 15 | 15.38% |
| 31 Dec, 10 | 13 | -13.33% |
| 30 Sep, 10 | 15 | - |
| 30 Jun, 10 | 15 | 50.00% |
| 31 Mar, 10 | 10 | -23.08% |
| 31 Dec, 09 | 13 | -7.14% |
| 30 Sep, 09 | 14 | 16.67% |
| 30 Jun, 09 | 12 | 20.00% |
| 31 Mar, 09 | 10 | -47.37% |
| 31 Dec, 08 | 19 | 58.33% |
| 30 Sep, 08 | 12 | -14.29% |
| 30 Jun, 08 | 14 | - |
| 31 Mar, 08 | 14 | -12.50% |
| 31 Dec, 07 | 16 | 100.00% |
| 30 Sep, 07 | 8 | -11.11% |
| 30 Jun, 07 | 9 | 28.57% |
| 31 Mar, 07 | 7 | -12.50% |
| 31 Dec, 06 | 8 | -27.27% |
| 30 Sep, 06 | 11 | 37.50% |
| 30 Jun, 06 | 8 | - |
| 31 Mar, 06 | 8 | 14.29% |
| 31 Dec, 05 | 7 | 40.00% |
| 30 Sep, 05 | 5 | -54.55% |
| 30 Jun, 05 | 11 | 120.00% |
| 31 Mar, 05 | 5 | 25.00% |
| 31 Dec, 04 | 4 | 100.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | 2 | -60.00% |
| 31 Mar, 04 | 5 | -37.50% |
| 31 Dec, 03 | 8 | 100.00% |
| 30 Sep, 03 | 4 | 100.00% |
| 30 Jun, 03 | 2 | -33.33% |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | 3 | -25.00% |
| 30 Sep, 02 | 4 | -42.86% |
| 30 Jun, 02 | 7 | 600.00% |
| 31 Mar, 02 | 1 | -50.00% |
| 31 Dec, 01 | 2 | - |
| 30 Sep, 01 | 2 | - |
| 30 Jun, 01 | 2 | -50.00% |
| 31 Mar, 01 | 4 | 33.33% |
| 31 Dec, 00 | 3 | - |
| 30 Sep, 00 | 3 | - |
| 30 Jun, 00 | - | -100.00% |
| 31 Mar, 00 | 2 | 100.00% |
| 31 Dec, 99 | 1 | -50.00% |
| 30 Sep, 99 | 2 | - |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
103 institutional shareholders have reduced their position in AEIS stock as of 30 Jun 24 compared to 122 in the previous quarter (a -15.57% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 292 | -6.11% | 39,611,024 | 3.55% | 105.70% | 1.01% | 149 | 4.20% | 103 | -15.57% |
| 31 Mar, 24 | 311 | 4.01% | 38,252,053 | -4.27% | 102.39% | 0.90% | 143 | 2.88% | 122 | 7.96% |
| 31 Dec, 23 | 299 | -1.64% | 39,957,593 | 4.79% | 106.61% | 1.04% | 139 | -12.58% | 113 | 6.60% |
| 30 Sep, 23 | 304 | 2.36% | 38,131,945 | 0.54% | 101.48% | 1.00% | 159 | 22.31% | 106 | -9.40% |
| 30 Jun, 23 | 297 | 0.68% | 37,927,980 | 0.07% | 100.94% | 0.99% | 130 | -2.99% | 117 | 4.46% |
| 31 Mar, 23 | 295 | -5.45% | 37,901,150 | 1.65% | 101.14% | 1.02% | 134 | -16.25% | 112 | 1.82% |
| 31 Dec, 22 | 312 | 12.64% | 37,287,657 | 0.27% | 99.53% | 1.01% | 160 | 20.30% | 110 | 5.77% |
| 30 Sep, 22 | 277 | 4.92% | 37,188,298 | 0.50% | 99.49% | 1.02% | 133 | 8.13% | 104 | 0.97% |
| 30 Jun, 22 | 264 | -0.75% | 37,002,584 | -0.82% | 98.62% | 1.00% | 123 | -6.82% | 103 | 8.42% |
| 31 Mar, 22 | 266 | -3.97% | 37,307,832 | 1.76% | 99.36% | 1.08% | 132 | -5.04% | 95 | -1.04% |
| 31 Dec, 21 | 277 | 4.53% | 36,663,786 | -0.21% | 96.12% | 1.04% | 139 | 31.13% | 96 | -11.93% |
| 30 Sep, 21 | 265 | -7.02% | 36,739,644 | -1.59% | 96.22% | 1.02% | 106 | -27.40% | 109 | 14.74% |
| 30 Jun, 21 | 285 | -5.94% | 37,331,592 | 1.66% | 97.25% | 1.06% | 146 | 10.61% | 95 | -22.13% |
| 31 Mar, 21 | 303 | 3.41% | 36,722,581 | -1.40% | 95.81% | 1.01% | 132 | -9.59% | 122 | 18.45% |
| 31 Dec, 20 | 293 | 11.83% | 37,243,270 | 0.04% | 97.21% | 1.03% | 146 | 12.31% | 103 | 18.39% |
| 30 Sep, 20 | 262 | 9.17% | 37,229,121 | -0.26% | 97.14% | 1.02% | 130 | 15.04% | 87 | 1.16% |
| 30 Jun, 20 | 240 | 5.26% | 37,324,412 | -2.18% | 97.47% | 0.99% | 113 | 4.63% | 86 | 7.50% |
| 31 Mar, 20 | 228 | -10.59% | 38,154,831 | -3.31% | 99.47% | 0.94% | 108 | -24.48% | 80 | 12.68% |
| 31 Dec, 19 | 255 | 8.97% | 39,462,122 | 1.94% | 102.92% | 1.01% | 143 | 30.00% | 71 | -1.39% |
| 30 Sep, 19 | 234 | 2.63% | 38,711,456 | -2.25% | 101.04% | 0.94% | 110 | 19.57% | 72 | -13.25% |
| 30 Jun, 19 | 228 | -6.56% | 39,601,206 | 3.92% | 103.47% | 1.04% | 92 | -22.69% | 83 | 23.88% |
| 31 Mar, 19 | 244 | -3.17% | 38,106,685 | 2.06% | 99.76% | 1.05% | 119 | 13.33% | 67 | -25.56% |
| 31 Dec, 18 | 252 | -9.68% | 37,337,954 | -1.94% | 97.27% | 1.02% | 105 | -7.89% | 90 | -14.29% |
| 30 Sep, 18 | 279 | -7.92% | 38,075,040 | 0.01% | 97.70% | 1.04% | 114 | -15.56% | 105 | -11.02% |
| 30 Jun, 18 | 303 | -7.62% | 38,071,058 | 2.37% | 96.75% | 1.10% | 135 | -15.09% | 118 | 2.61% |
| 31 Mar, 18 | 328 | -2.38% | 37,188,528 | -0.71% | 93.87% | 1.05% | 159 | -5.36% | 115 | -0.86% |
| 31 Dec, 17 | 336 | 2.44% | 37,454,962 | -1.59% | 94.48% | 1.03% | 168 | 8.39% | 116 | -5.69% |
| 30 Sep, 17 | 328 | 1.55% | 38,058,406 | 1.52% | 95.66% | 1.08% | 155 | 4.73% | 123 | 1.65% |
| 30 Jun, 17 | 323 | 8.03% | 37,488,456 | -0.45% | 94.08% | 1.05% | 148 | 1.37% | 121 | 7.08% |
| 31 Mar, 17 | 299 | 11.15% | 37,659,381 | -0.91% | 94.77% | 1.04% | 146 | -5.19% | 113 | 34.52% |
| 31 Dec, 16 | 269 | 16.45% | 38,006,192 | 0.93% | 95.69% | 1.06% | 154 | 42.59% | 84 | -2.33% |
| 30 Sep, 16 | 231 | 11.06% | 37,656,181 | -1.44% | 94.90% | 1.02% | 108 | 2.86% | 86 | 21.13% |
| 30 Jun, 16 | 208 | 1.96% | 38,205,493 | -2.19% | 96.30% | 1.00% | 105 | -6.25% | 71 | 9.23% |
| 31 Mar, 16 | 204 | 15.25% | 39,060,714 | 1.22% | 98.11% | 1.09% | 112 | 27.27% | 65 | -2.99% |
| 31 Dec, 15 | 177 | 2.31% | 38,589,706 | -21.80% | 94.71% | 0.65% | 88 | -4.35% | 67 | 26.42% |
| 30 Sep, 15 | 173 | -4.95% | 49,347,957 | 25.24% | 120.28% | 1.30% | 92 | - | 53 | -20.90% |
| 30 Jun, 15 | 182 | 1.68% | 39,401,809 | 0.62% | 96.23% | 1.04% | 92 | -2.13% | 67 | 11.67% |
| 31 Mar, 15 | 179 | 4.07% | 39,158,473 | 0.97% | 96.12% | 1.04% | 94 | 5.62% | 60 | 17.65% |
| 31 Dec, 14 | 172 | -3.37% | 38,780,798 | 4.10% | 96.16% | 1.11% | 89 | 14.10% | 51 | -32.89% |
| 30 Sep, 14 | 178 | 4.09% | 37,252,684 | 2.66% | 93.14% | 1.16% | 78 | -13.33% | 76 | 40.74% |
| 30 Jun, 14 | 171 | -1.16% | 36,289,145 | -3.73% | 89.51% | 1.05% | 90 | 8.43% | 54 | -15.63% |
| 31 Mar, 14 | 173 | 4.85% | 37,696,767 | 6.44% | 92.36% | 1.20% | 83 | -1.19% | 64 | 3.23% |
| 31 Dec, 13 | 165 | 2.48% | 35,416,102 | 0.79% | 87.92% | 1.13% | 84 | -2.33% | 62 | 21.57% |
| 30 Sep, 13 | 161 | - | 35,139,193 | -0.37% | 88.12% | 1.10% | 86 | -28.33% | 51 | 112.50% |
| 30 Jun, 13 | 161 | 114.67% | 35,268,075 | 125.90% | 89.39% | 5.51% | 120 | 172.73% | 24 | 14.29% |
| 31 Mar, 13 | 75 | 13.64% | 15,612,385 | -21.56% | 40.26% | 1.54% | 44 | -2.22% | 21 | 61.54% |
| 31 Dec, 12 | 66 | 24.53% | 19,902,708 | 30.89% | 51.19% | 3.16% | 45 | 15.38% | 13 | 116.67% |
| 30 Sep, 12 | 53 | -3.64% | 15,205,554 | -22.84% | 40.22% | 1.57% | 39 | 21.88% | 6 | -57.14% |
| 30 Jun, 12 | 55 | 14.58% | 19,706,942 | -8.61% | 50.56% | 1.81% | 32 | 33.33% | 14 | -22.22% |
| 31 Mar, 12 | 48 | - | 21,563,439 | 5.50% | 52.88% | 2.10% | 24 | -17.24% | 18 | 50.00% |
| 31 Dec, 11 | 48 | 6.67% | 20,439,551 | -9.65% | 50.12% | 1.86% | 29 | 7.41% | 12 | 20.00% |
| 30 Sep, 11 | 45 | -22.41% | 22,622,252 | 20.76% | 51.96% | 2.81% | 27 | -25.00% | 10 | -23.08% |
| 30 Jun, 11 | 58 | - | 18,732,901 | 4.44% | 42.99% | 2.52% | 36 | 2.86% | 13 | -13.33% |
| 31 Mar, 11 | 58 | 11.54% | 17,935,797 | 19.85% | 41.29% | 3.39% | 35 | 34.62% | 15 | 15.38% |
| 31 Dec, 10 | 52 | -13.33% | 14,964,957 | -6.64% | 34.91% | 2.54% | 26 | -25.71% | 13 | -13.33% |
| 30 Sep, 10 | 60 | 3.45% | 16,030,098 | -2.24% | 37.06% | 2.53% | 35 | 16.67% | 15 | - |
| 30 Jun, 10 | 58 | 5.45% | 16,398,233 | 11.92% | 38.31% | 3.07% | 30 | -14.29% | 15 | 50.00% |
| 31 Mar, 10 | 55 | 5.77% | 14,651,852 | 4.92% | 35.35% | 3.19% | 35 | 12.90% | 10 | -23.08% |
| 31 Dec, 09 | 52 | 10.64% | 13,964,259 | -2.53% | 33.28% | 2.86% | 31 | 40.91% | 13 | -7.14% |
| 30 Sep, 09 | 47 | 14.63% | 14,326,479 | 32.10% | 34.11% | 5.10% | 22 | -4.35% | 14 | 16.67% |
| 30 Jun, 09 | 41 | - | 10,845,580 | 0.41% | 25.85% | 3.89% | 23 | -11.54% | 12 | 20.00% |
| 31 Mar, 09 | 41 | -4.65% | 10,801,558 | -30.43% | 25.79% | 1.87% | 26 | 36.84% | 10 | -47.37% |
| 31 Dec, 08 | 43 | -10.42% | 15,527,027 | 12.11% | 37.12% | 3.38% | 19 | -17.39% | 19 | 58.33% |
| 30 Sep, 08 | 48 | 4.35% | 13,849,569 | 7.67% | 33.14% | 3.51% | 23 | -4.17% | 12 | -14.29% |
| 30 Jun, 08 | 46 | 9.52% | 12,862,693 | -6.47% | 30.72% | 3.24% | 24 | 9.09% | 14 | - |
| 31 Mar, 08 | 42 | -10.64% | 13,752,447 | -1.77% | 30.79% | 3.20% | 22 | -21.43% | 14 | -12.50% |
| 31 Dec, 07 | 47 | 14.63% | 13,999,822 | 23.70% | 31.00% | 4.96% | 28 | - | 16 | 100.00% |
| 30 Sep, 07 | 41 | -6.82% | 11,317,690 | 14.19% | 25.01% | 5.19% | 28 | -3.45% | 8 | -11.11% |
| 30 Jun, 07 | 44 | 25.71% | 9,910,984 | 56.63% | 21.95% | 11.07% | 29 | 31.82% | 9 | 28.57% |
| 31 Mar, 07 | 35 | -14.63% | 6,327,522 | -44.37% | 14.08% | 2.18% | 22 | -29.03% | 7 | -12.50% |
| 31 Dec, 06 | 41 | 5.13% | 11,374,432 | 19.40% | 25.43% | 5.62% | 31 | 40.91% | 8 | -27.27% |
| 30 Sep, 06 | 39 | 11.43% | 9,526,431 | 9.09% | 21.28% | 5.58% | 22 | -8.33% | 11 | 37.50% |
| 30 Jun, 06 | 35 | -7.89% | 8,732,746 | -7.70% | 19.53% | 4.33% | 24 | -4.00% | 8 | - |
| 31 Mar, 06 | 38 | 52.00% | 9,461,342 | 25.25% | 21.23% | 5.12% | 25 | 92.31% | 8 | 14.29% |
| 31 Dec, 05 | 25 | -7.41% | 7,554,116 | -23.26% | 20.37% | 3.09% | 13 | -23.53% | 7 | 40.00% |
| 30 Sep, 05 | 27 | 3.85% | 9,844,065 | 60.24% | 25.66% | 7.31% | 17 | 54.55% | 5 | -54.55% |
| 30 Jun, 05 | 26 | -3.70% | 6,143,454 | 0.34% | 18.73% | 5.36% | 11 | -45.00% | 11 | 120.00% |
| 31 Mar, 05 | 27 | 58.82% | 6,122,494 | 139.38% | 18.69% | 30.66% | 20 | 81.82% | 5 | 25.00% |
| 31 Dec, 04 | 17 | 21.43% | 2,557,646 | 13.14% | 7.81% | 16.31% | 11 | 10.00% | 4 | 100.00% |
| 30 Sep, 04 | 14 | -12.50% | 2,260,579 | 11.80% | 6.92% | 18.03% | 10 | -9.09% | 2 | - |
| 30 Jun, 04 | 16 | -38.46% | 2,021,981 | 4.06% | 6.19% | 17.41% | 11 | -45.00% | 2 | -60.00% |
| 31 Mar, 04 | 26 | 13.04% | 1,943,086 | -20.19% | 5.96% | 10.68% | 20 | 42.86% | 5 | -37.50% |
| 31 Dec, 03 | 23 | 35.29% | 2,434,593 | 83.34% | 7.47% | 44.17% | 14 | 16.67% | 8 | 100.00% |
| 30 Sep, 03 | 17 | 30.77% | 1,327,900 | -4.38% | 4.11% | 22.12% | 12 | 50.00% | 4 | 100.00% |
| 30 Jun, 03 | 13 | - | 1,388,788 | 8.55% | 4.31% | 27.25% | 8 | 33.33% | 2 | -33.33% |
| 31 Mar, 03 | 13 | -35.00% | 1,279,373 | -38.88% | 3.98% | 9.29% | 6 | -53.85% | 3 | - |
| 31 Dec, 02 | 20 | 53.85% | 2,093,339 | 107.62% | 6.54% | 66.21% | 13 | 160.00% | 3 | -25.00% |
| 30 Sep, 02 | 13 | -38.10% | 1,008,233 | -32.93% | 3.14% | 14.29% | 5 | -58.33% | 4 | -42.86% |
| 30 Jun, 02 | 21 | 31.25% | 1,503,145 | -33.93% | 4.69% | 9.21% | 12 | -14.29% | 7 | 600.00% |
| 31 Mar, 02 | 16 | 33.33% | 2,275,218 | 116.89% | 7.14% | 65.23% | 14 | 75.00% | 1 | -50.00% |
| 31 Dec, 01 | 12 | -20.00% | 1,048,997 | -15.16% | 3.31% | 21.86% | 8 | -20.00% | 2 | - |
| 30 Sep, 01 | 15 | -6.25% | 1,236,422 | -58.00% | 3.89% | 4.51% | 10 | -16.67% | 2 | - |
| 30 Jun, 01 | 16 | 6.67% | 2,944,203 | 244.18% | 9.29% | 126.32% | 12 | 50.00% | 2 | -50.00% |
| 31 Mar, 01 | 15 | -6.25% | 855,425 | -0.40% | 2.71% | 36.58% | 8 | -38.46% | 4 | 33.33% |
| 31 Dec, 00 | 16 | -5.88% | 858,889 | -63.69% | 2.72% | 4.78% | 13 | 8.33% | 3 | - |
| 30 Sep, 00 | 17 | 6.25% | 2,365,234 | 35.82% | 7.55% | 24.40% | 12 | -25.00% | 3 | - |
| 30 Jun, 00 | 16 | 14.29% | 1,741,499 | 204.16% | 5.56% | 136.58% | 16 | 33.33% | - | -100.00% |
| 31 Mar, 00 | 14 | 75.00% | 572,569 | -54.34% | 2.02% | 11.33% | 12 | 71.43% | 2 | 100.00% |
| 31 Dec, 99 | 8 | -11.11% | 1,253,922 | -7.77% | 4.22% | 20.09% | 7 | 16.67% | 1 | -50.00% |
| 30 Sep, 99 | 9 | - | 1,359,502 | 94.56% | 4.58% | 69.83% | 6 | -14.29% | 2 | - |
| 30 Jun, 99 | 9 | 80.00% | 698,765 | 33.35% | 2.56% | 67.19% | 7 | 40.00% | 2 | - |
| 31 Mar, 99 | 5 | - | 524,002 | - | 1.95% | - | 5 | - | - | - |
Advanced Energy Industries Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Advanced Energy Industries's stock was made by Donaghey John on Aug 05 2024, selling 452 shares at $107.64 per share (valued at $48.65K).
Advanced Energy Industries Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 18 | 13 | 138.46% |
| Q1 2024 | 21 | 18 | 116.67% |
| Q4 2023 | 1 | 7 | 14.29% |
| Q3 2023 | - | 5 | - |
| Q2 2023 | 9 | 7 | 128.57% |
| Q1 2023 | 11 | 8 | 137.50% |
| Q4 2022 | 1 | 1 | 100.00% |
| Q3 2022 | 1 | 5 | 20.00% |
| Q2 2022 | 11 | 1 | 1100.00% |
| Q1 2022 | 8 | 8 | 100.00% |
| Q3 2021 | 3 | - | - |
| Q2 2021 | 11 | 5 | 220.00% |
| Q1 2021 | 12 | 13 | 92.31% |
| Q4 2020 | 2 | 4 | 50.00% |
| Q3 2020 | - | 6 | - |
| Q2 2020 | 9 | 9 | 100.00% |
| Q1 2020 | 10 | 8 | 125.00% |
| Q3 2019 | - | 2 | - |
| Q2 2019 | 8 | 2 | 400.00% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Advanced Energy Industries's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | 6 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 1 | 3 | 33.33% |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | 5 | - |
| Q2 2020 | - | 7 | - |
| Q1 2020 | - | - | - |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Advanced Energy Industries's stocks.
AEIS Ownership FAQ
Who Owns Advanced Energy Industries?
Advanced Energy Industries is owned by institutional shareholders (105.70%), insiders (0.80%), and public (-6.51%). The largest institutional shareholder of Advanced Energy Industries is BLACKROCK INC. (15.31% of total shares) and the top mutual fund owner is Virtus Dividend, Interest & Premium Strategy Fund (0.97% of total shares).
Who are the major institutional shareholders of Advanced Energy Industries?
Advanced Energy Industries's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, AMERIPRISE FINANCIAL INC, and EARNEST PARTNERS LLC. The top five shareholders own together 50.19% of the company's share outstanding.
How many Advanced Energy Industries shareholders are there?
As of Jun 2024, there are 292 institutional shareholders of Advanced Energy Industries.
What percentage of Advanced Energy Industries is owned by BLACKROCK INC?
BLACKROCK INC owns 5.74M shares of Advanced Energy Industries, representing 15.31% of the company's total shares outstanding, valued at $623.84M (as of Jun 2024).
What percentage of Advanced Energy Industries is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 4.62M shares of Advanced Energy Industries (AEIS), compromising 12.33% of the company, valued at $502.4M.
What percentage of Advanced Energy Industries is owned by FMR LLC?
FMR LLC is the third largest holder of Advanced Energy Industries. The company owns 4.08M of the company's shares outstanding (worth $443.4M).