CAPTRUST FINANCIAL ADVISORS - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 291 filers reported holding ADVANCED ENERGY INDS in Q4 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$719,365
+9.0%
6,976
+17.8%
0.00%0.0%
Q2 2023$660,230
+13.1%
5,924
-0.6%
0.00%0.0%
Q1 2023$583,982
+14.3%
5,959
+0.1%
0.00%0.0%
Q4 2022$510,735
+356.0%
5,954
+288.9%
0.00%
+200.0%
Q2 2022$112,000
-13.2%
1,531
+2.0%
0.00%0.0%
Q1 2022$129,000
+180.4%
1,501
+195.5%
0.00%
Q4 2021$46,000
+17.9%
508
+15.5%
0.00%
Q3 2021$39,000
-56.7%
440
-44.7%
0.00%
-100.0%
Q2 2021$90,000
+100.0%
796
+93.7%
0.00%
Q1 2021$45,000
+104.5%
411
+77.2%
0.00%
Q4 2020$22,000
+69.2%
232
+14.9%
0.00%
Q3 2020$13,000
+30.0%
202
+32.9%
0.00%
Q2 2020$10,000
+25.0%
152
+14.3%
0.00%
Q3 2019$8,000
+14.3%
1330.0%0.00%
Q2 2019$7,0000.0%1330.0%0.00%
Q1 2019$7,000
+40.0%
133
+4.7%
0.00%
Q4 2018$5,000
-28.6%
1270.0%0.00%
Q3 2018$7,000
-12.5%
127
-10.6%
0.00%
Q2 2018$8,0000.0%142
+4.4%
0.00%
Q1 2018$8,000
-20.0%
136
-8.7%
0.00%
-100.0%
Q4 2017$10,0001490.00%
Other shareholders
ADVANCED ENERGY INDS shareholders Q4 2020
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