Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$205,692
-3.0%
1,995
+4.8%
0.00%0.0%
Q2 2023$212,160
+13.5%
1,904
-0.2%
0.00%0.0%
Q1 2023$186,943
+5.9%
1,908
-7.3%
0.00%0.0%
Q4 2022$176,579
+2.7%
2,059
-7.2%
0.00%0.0%
Q3 2022$172,000
+4.2%
2,219
-1.7%
0.00%0.0%
Q2 2022$165,000
-14.9%
2,2570.0%0.00%0.0%
Q1 2022$194,000
+8.4%
2,257
+14.7%
0.00%0.0%
Q4 2021$179,000
+9.1%
1,968
+5.0%
0.00%0.0%
Q3 2021$164,000
-14.6%
1,874
+10.2%
0.00%0.0%
Q2 2021$192,000
-99.8%
1,701
+52.4%
0.00%
+200.0%
Q1 2021$121,846,000
+225540.7%
1,116
+100.0%
0.00%0.0%
Q4 2020$54,000
+54.3%
5580.0%0.00%0.0%
Q3 2020$35,000
-7.9%
5580.0%0.00%0.0%
Q2 2020$38,000
+40.7%
5580.0%0.00%0.0%
Q1 2020$27,000
-30.8%
5580.0%0.00%0.0%
Q4 2019$39,000
+1200.0%
558
+862.1%
0.00%
Q3 2019$3,0000.0%580.0%0.00%
Q2 2019$3,0000.0%580.0%0.00%
Q3 2018$3,0000.0%580.0%0.00%
Q2 2018$3,0000.0%580.0%0.00%
Q1 2018$3,0000.0%580.0%0.00%
Q4 2017$3,000
-25.0%
580.0%0.00%
Q3 2017$4,000
+33.3%
580.0%0.00%
Q2 2017$3,0000.0%580.0%0.00%
Q1 2017$3,000580.00%
Other shareholders
ADVANCED ENERGY INDS shareholders Q3 2023
NameSharesValueWeighting ↓
Aristotle Capital Boston, LLC 660,571$56,862,0001.44%
Green Alpha Advisors, LLC 17,997$1,549,0001.04%
Hardman Johnston Global Advisors LLC 376,853$32,440,0001.04%
NEEDHAM INVESTMENT MANAGEMENT LLC 80,000$6,886,0001.00%
SNYDER CAPITAL MANAGEMENT L P 413,987$35,636,0000.91%
Tributary Capital Management, LLC 129,426$11,141,0000.88%
Phocas Financial Corp. 79,910$6,879,0000.86%
Smith, Graham & Co., Investment Advisors, LP 86,490$7,445,0000.77%
EARNEST PARTNERS LLC 1,469,311$126,478,0000.75%
HEARTLAND ADVISORS INC 115,000$9,899,0000.61%
View complete list of ADVANCED ENERGY INDS shareholders