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Disclosery

AEIS ADVANCED ENERGY INDS

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Stock (common), issuer CIK 927003

313 managers (319 13F filers) reported a position in AEIS shares at 2024-12-31, 40,907,480 shares in all. 35 filers opened a position and 38 filers sold out during the quarter.

Managers
313
13F filers
319
New
35
Added
124
Reduced
106
Sold out
38
Shares held by filers
40,907,480

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
DelSanto Annedirector2026-10-05-270 S$304.76Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV2,901$335K<0.01%new13F-HRTimeline
Baron Wealth Management LLC2,877$333K0.16%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,856$330K0.05%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,801$324K<0.01%-81813F-HRTimelineGroup
STRS OHIO2,700$312K<0.01%+60013F-HRTimeline
XPONANCE LLC2,687$311K<0.01%+25113F-HRTimeline
Ifrah Financial Services, Inc.2,503$289K0.08%-2713F-HRTimeline
CIBC Asset Management Inc2,487$288K<0.01%+46113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,459$284K<0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP2,370$274K<0.01%013F-HR/ATimeline
Crossmark Global Holdings, Inc.2,319$268K<0.01%-3313F-HRTimeline
Clearstead Advisors, LLC2,225$257K<0.01%+713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,118$245K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,109$244K<0.01%+613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,107$244K<0.01%-10113F-HRTimelineGroup
PROFUND ADVISORS LLC2,098$243K0.01%+13413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,065$239K0.01%+9913F-HRTimeline
Heritage Family Offices, LLP2,019$233K0.12%+11613F-HRTimeline
David J Yvars Group2,005$232K0.14%013F-HRTimeline
Sequoia Financial Advisors, LLC1,982$229K<0.01%new13F-HR/ATimeline
Caprock Group, LLC1,960$227K0.01%-1913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,888$218K<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co1,888$218K<0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP1,823$211K<0.01%new13F-HRTimeline
CHOREO, LLC1,774$204K<0.01%new13F-HRTimeline
Ellevest, Inc.1,755$203K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,754$203K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,718$199K<0.01%+62213F-HRTimelineGroup
State of Wyoming1,699$196K0.03%+32013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,679$194K0.01%-613F-HRTimeline
SIGNATUREFD, LLC1,388$160K<0.01%+38113F-HRTimeline
New Age Alpha Advisors, LLC1,319$153K0.01%new13F-HR/ATimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,295$150K<0.01%-1313F-HRTimeline
Central Pacific Bank - Trust Division1,280$148K0.02%013F-HRTimeline
GAMMA Investing LLC1,231$142K0.01%+28513F-HRTimeline
Steward Partners Investment Advisory, L…1,225$142K<0.01%+113F-HRTimeline
Bayforest Capital Ltd1,078$125K0.16%13F-HRTimeline
Smartleaf Asset Management LLC1,057$122K0.01%+84513F-HRTimeline
Hilltop National Bank910$105K0.03%-7313F-HRTimeline
Venturi Wealth Management, LLC640$74K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC581$67K<0.01%+8913F-HRTimelineGroup
First Horizon Advisors, Inc.511$59.1K<0.01%-6113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…442$51.1K<0.01%new13F-HR/ATimeline
Parallel Advisors, LLC439$50.8K<0.01%+813F-HRTimeline
Blue Trust, Inc.410$47.4K<0.01%-40013F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…405$46.8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC370$42.8K<0.01%+1013F-HRTimelineGroup
Advisors Asset Management, Inc.365$42.2K<0.01%+19313F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…354$40.9K<0.01%+13513F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.350$40.5K<0.01%-10813F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK334$38.6K<0.01%+2213F-HRTimelineGroup
Manchester Capital Management LLC330$38.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…326$37.7K<0.01%-2213F-HRTimelineGroup
MAI Capital Management313$36.2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO262$30.3K<0.01%013F-HRTimeline
Rise Advisors, LLC251$29K0.01%+113F-HRTimeline
Versant Capital Management, Inc216$25K0.01%+18213F-HRTimeline
Coppell Advisory Solutions LLC206$23.7K<0.01%new13F-HRTimeline
Riverview Trust Co184$21.3K0.02%-813F-HRTimeline
Lindbrook Capital, LLC183$21.2K<0.01%-113F-HRTimeline
GHP Investment Advisors, Inc.178$20.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC170$19.7K0.01%13F-HRTimeline
UMB Bank, n.a.167$19.3K<0.01%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archer Investment Corp150$17.3K<0.01%013F-HRTimeline
Brooklyn Investment Group122$14.1K<0.01%new13F-HRTimeline
CENTRAL TRUST Co118$13.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB108$12.5K<0.01%-413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC101$12K<0.01%+6013F-HRTimelineGroup
Allworth Financial LP93$11.7K<0.01%+1913F-HRTimeline
MATHER GROUP, LLC.96$11.1K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…86$10.8K<0.01%-3913F-HRTimeline
PRIVATE TRUST CO NA79$9.13K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust79$9.13K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC79$9.13K<0.01%+6413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$8.54K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…73$8.45K<0.01%+1113F-HRTimelineGroup
Elequin Capital, LP72$8.32K<0.01%+2613F-HRTimeline
Hemington Wealth Management73$8K<0.01%+913F-HRTimeline
LGT Financial Advisors LLC68$7.86K0.02%013F-HRTimeline
Global Retirement Partners, LLC65$7.52K<0.01%-4513F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$7.52K<0.01%+2513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…65$7.51K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC60$6.94K<0.01%013F-HRTimeline
GLOBEFLEX CAPITAL L P55$6.36K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB55$6.36K<0.01%+113F-HRTimeline
GeoWealth Management, LLC43$4.97K<0.01%+613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC43$4.89K<0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38$4.39K<0.01%013F-HRTimeline
Sterling Capital Management LLC38$4.39K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.38$4.37K<0.01%+313F-HRTimelineGroup
Bell Investment Advisors, Inc36$4.16K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC34$3.93K<0.01%013F-HRTimeline
IFP Advisors, Inc28$3.24K<0.01%-913F-HRTimeline
Truvestments Capital LLC28$3.24K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$3.01K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC24$2.77K<0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…23$2.66K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC21$2.43K<0.01%013F-HRTimeline
High Note Wealth, LLC20$2.31K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.18$2.08K<0.01%013F-HRTimeline
Arax Advisory Partners15$1.74K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.13$1.5K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC13$1.47K<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC10$1.16K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.7$810<0.01%-113F-HRTimeline
DiNuzzo Private Wealth, Inc.6$694<0.01%013F-HRTimeline
Abound Wealth Management3$347<0.01%-113F-HRTimeline
Global Financial Private Client, LLC2$231<0.01%new13F-HRTimeline
Larson Financial Group LLC1$116<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$116<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$116<0.01%13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8$00%-3,88613F-HRTimelineGroupValue filed as zero, left out of ratios.
Covestor Ltd2$00%+113F-HRTimelineValue filed as zero, left out of ratios.

Events

  • DelSanto Anne sold 270 AEIS shares on 2026-10-05, Form 4 filed 2026-10-07. 0001770310-26-000014

    Accepted , ingested