Latest Institutional Transactions on American Electric Power CO Inc (AEP)
This table provides information on the latest institutional transactions involving American Electric Power CO Inc (AEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
903+ 2.68% |
$93.2K - $104K
|
34.6K
$4.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
242+ 9.63% |
$25K - $27.8K
|
2.75K
$334K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
579+ 21.37% |
$59.8K - $66.6K
|
3.29K
$399K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
310+ 12.73% |
$32K - $35.7K
|
2.75K
$333K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
73+ 2.68% |
$7.54K - $8.4K
|
2.8K
$339K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.03K+ 277.59% |
$416K - $463K
|
5.48K
$664K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.08KNew |
$215K - $239K
|
2.08K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 0.29% |
$3.1K - $3.45K
|
10.5K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.28KNew |
$235K - $262K
|
2.28K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.8KNew |
$186K - $207K
|
1.8K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-158K- 3.3% |
$16.3M - $18.2M
|
4.63M
$562M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.79K- 1.7% |
$185K - $206K
|
104K
$12.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.06KNew |
$420K - $467K
|
4.06K
$493K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-370- 6.25% |
$38.2K - $42.6K
|
5.55K
$673K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-50- 0.3% |
$5.16K - $5.75K
|
16.5K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
40+ 0.81% |
$4.13K - $4.6K
|
5K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
359+ 7.02% |
$37.1K - $41.3K
|
5.47K
$664K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.29K+ 8.94% |
$237K - $264K
|
27.9K
$3.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.4K+ 5.06% |
$2.21M - $2.46M
|
443K
$53.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-28- 10.11% |
$2.89K - $3.22K
|
249
$30.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
19.8KNew |
$2.04M - $2.28M
|
19.8K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-153- 7.27% |
$15.8K - $17.6K
|
1.95K
$237K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.89K+ 49.41% |
$815K - $908K
|
23.9K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.98KNew |
$824K - $918K
|
7.98K
$968K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 7.5% |
$929 - $1.04K
|
129
$15.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.86KNew |
$192K - $213K
|
1.86K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.74K+ 5.0% |
$180K - $200K
|
36.5K
$4.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 53.55% |
$109K - $122K
|
3.03K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
6+ 0.17% |
$620 - $690
|
3.48K
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.49K+ 19.14% |
$153K - $171K
|
9.25K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-13- 0.55% |
$1.34K - $1.5K
|
2.36K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
555New |
$57.3K - $63.8K
|
555
$67.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.61KNew |
$269K - $300K
|
2.61K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
4+ 0.08% |
$413 - $460
|
5.14K
$623K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.77K- 0.58% |
$286K - $319K
|
478K
$58M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8.62KNew |
$890K - $991K
|
8.62K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
98+ 1.92% |
$10.1K - $11.3K
|
5.19K
$630K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-295- 5.19% |
$30.5K - $33.9K
|
5.39K
$654K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
101New |
$10.4K - $11.6K
|
101
$12.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
5New |
$516 - $575
|
5
$607
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.75% |
$1.86K - $2.07K
|
2.4K
$291K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
658+ 8.92% |
$67.9K - $75.7K
|
8.03K
$974K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.26% |
$1.24K - $1.38K
|
4.61K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
35+ 0.46% |
$3.61K - $4.03K
|
7.63K
$926K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-27- 90.0% |
$2.79K - $3.11K
|
3
$364
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-268- 1.44% |
$27.7K - $30.8K
|
18.3K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-200- 5.27% |
$20.7K - $23K
|
3.6K
$436K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
34+ 0.99% |
$3.51K - $3.91K
|
3.47K
$420K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 25.0% |
$207 - $230
|
10
$1.21K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
815+ 22.29% |
$84.2K - $93.7K
|
4.47K
$542K
|
|