LPL Financial LLC - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 293 filers reported holding ADVANCED ENERGY INDS in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$2,472,935
-7.6%
23,981
-0.1%
0.00%0.0%
Q2 2023$2,675,032
+15.4%
24,002
+1.5%
0.00%0.0%
Q1 2023$2,317,601
+7.5%
23,649
-5.9%
0.00%0.0%
Q4 2022$2,155,732
+15.2%
25,131
+4.0%
0.00%0.0%
Q3 2022$1,871,000
+7.9%
24,168
+1.7%
0.00%0.0%
Q2 2022$1,734,000
-12.0%
23,761
+3.8%
0.00%0.0%
Q1 2022$1,970,000
-1.6%
22,887
+4.1%
0.00%0.0%
Q4 2021$2,002,000
+2.7%
21,984
-1.1%
0.00%0.0%
Q3 2021$1,950,000
-15.4%
22,224
+8.6%
0.00%0.0%
Q2 2021$2,306,000
+3.4%
20,462
+0.1%
0.00%
-33.3%
Q1 2021$2,231,000
+10.1%
20,440
-2.2%
0.00%0.0%
Q4 2020$2,027,000
+51.4%
20,900
-1.7%
0.00%
+50.0%
Q3 2020$1,339,000
-6.6%
21,272
+0.6%
0.00%0.0%
Q2 2020$1,434,000
+35.8%
21,150
-2.9%
0.00%0.0%
Q1 2020$1,056,000
-37.1%
21,784
-7.6%
0.00%
-33.3%
Q4 2019$1,678,000
+144.3%
23,564
+97.0%
0.00%
+200.0%
Q3 2019$687,000
-1.2%
11,962
-3.1%
0.00%0.0%
Q2 2019$695,000
+12.1%
12,344
-1.1%
0.00%0.0%
Q1 2019$620,000
+39.6%
12,484
+20.8%
0.00%0.0%
Q4 2018$444,000
+7.8%
10,336
+29.4%
0.00%0.0%
Q3 2018$412,000
+84.8%
7,986
+142.1%
0.00%0.0%
Q4 2017$223,000
+4.7%
3,299
+25.1%
0.00%0.0%
Q3 2017$213,000
-82.1%
2,637
-84.9%
0.00%
-87.5%
Q1 2017$1,192,000
+37.3%
17,458
+10.2%
0.01%
+14.3%
Q4 2016$868,000
+4.8%
15,837
-10.4%
0.01%
-12.5%
Q3 2016$828,000
+32.3%
17,673
+5.3%
0.01%
+60.0%
Q2 2016$626,000
-42.5%
16,778
-46.5%
0.01%
+66.7%
Q1 2016$1,089,000
+99.1%
31,340
+47.3%
0.00%0.0%
Q1 2015$547,000
-38.0%
21,275
-58.0%
0.00%
-50.0%
Q2 2013$882,00050,6890.01%
Other shareholders
ADVANCED ENERGY INDS shareholders Q3 2023
NameSharesValueWeighting ↓
Aristotle Capital Boston, LLC 672,150$61,206,0001.44%
Green Alpha Advisors, LLC 17,626$1,605,0001.08%
SNYDER CAPITAL MANAGEMENT L P 422,900$38,509,0000.93%
Hardman Johnston Global Advisors LLC 375,238$34,169,0000.92%
NEEDHAM INVESTMENT MANAGEMENT LLC 80,000$7,285,0000.91%
EARNEST PARTNERS LLC 1,512,765$137,752,0000.80%
Smith, Graham & Co., Investment Advisors, LP 87,075$7,929,0000.79%
Sheets Smith Investment Management 10,790$983,0000.70%
HEARTLAND ADVISORS INC 110,175$10,033,0000.59%
Dean Capital Management 6,123$558,0000.48%
View complete list of ADVANCED ENERGY INDS shareholders