INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 302 filers reported holding ADVANCED ENERGY INDS in Q2 2017. The put-call ratio across all filers is 1.87 and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q4 2021$41,000
-48.8%
447
-51.3%
0.01%
-53.8%
Q3 2021$80,000
-35.5%
917
-16.6%
0.01%
-35.0%
Q2 2021$124,000
+3.3%
1,0990.0%0.02%
-13.0%
Q1 2021$120,000
+3.4%
1,099
-8.3%
0.02%
-4.2%
Q4 2020$116,000
+54.7%
1,1990.0%0.02%
+41.2%
Q3 2020$75,000
-40.9%
1,199
-36.0%
0.02%
-34.6%
Q2 2020$127,000
+39.6%
1,8720.0%0.03%
+23.8%
Q1 2020$91,000
-31.6%
1,8720.0%0.02%
-25.0%
Q4 2019$133,000
-31.8%
1,872
-45.0%
0.03%
-34.9%
Q3 2019$195,000
-11.4%
3,402
-13.2%
0.04%
-10.4%
Q2 2019$220,000
-44.0%
3,918
-50.5%
0.05%
-42.2%
Q1 2019$393,000
+15.6%
7,9180.0%0.08%
+9.2%
Q4 2018$340,000
-16.9%
7,9180.0%0.08%
-6.2%
Q3 2018$409,000
-11.1%
7,9180.0%0.08%
-15.6%
Q2 2018$460,000
-9.1%
7,9180.0%0.10%
-10.3%
Q1 2018$506,000
-5.2%
7,9180.0%0.11%
+4.9%
Q4 2017$534,000
-16.4%
7,9180.0%0.10%
-20.3%
Q3 2017$639,000
+99.7%
7,918
+60.1%
0.13%
+64.1%
Q2 2017$320,0004,9460.08%
Other shareholders
ADVANCED ENERGY INDS shareholders Q2 2017
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