CAPTRUST FINANCIAL ADVISORS - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 296 filers reported holding ADVANCED ENERGY INDS in Q1 2021. The put-call ratio across all filers is 0.42 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 Q1 2021
NameSharesValueWeighting ↓
Summit Street Capital Management, LLC 77,930$4,474,0003.14%
Aristotle Capital Boston, LLC 811,007$46,560,0001.36%
Lisanti Capital Growth, LLC 70,100$4,024,0001.31%
INVESTMENT COUNSELORS OF MARYLAND LLC 488,488$28,044,0001.30%
Phoenix Holdings Ltd. 413,971$22,672,0001.08%
Smith, Graham & Co., Investment Advisors, LP 145,360$8,345,0000.89%
EARNEST PARTNERS LLC 1,030,966$59,188,0000.54%
Divisar Capital Management LLC 26,337$1,512,0000.50%
AlphaOne Investment Services, LLC 3,863$222,0000.37%
Artemis Investment Management LLP 438,784$24,658,0000.34%
View complete list of ADVANCED ENERGY INDS shareholders