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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 99.93% |
$973K - $1.09M
|
8
$815
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-270- 9.84% |
$24.5K - $27.6K
|
2.47K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18+ 17.65% |
$1.64K - $1.84K
|
120
$12.2K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
587+ 8.44% |
$53.4K - $60K
|
7.54K
$768K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-13- 0.3% |
$1.18K - $1.33K
|
4.27K
$435K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.99% |
$636 - $715
|
345
$35.1K
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-366- 0.16% |
$33.3K - $37.4K
|
230K
$23.4M
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8- 0.24% |
$727 - $818
|
3.38K
$344K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-787- 2.11% |
$71.5K - $80.4K
|
36.6K
$3.73M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-434- 6.34% |
$39.5K - $44.4K
|
6.42K
$653K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138+ 1.05% |
$12.5K - $14.1K
|
13.2K
$1.35M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-46- 1.03% |
$4.18K - $4.7K
|
4.42K
$450K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.34K- 88.53% |
$394K - $443K
|
562
$57.2K
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-237- 4.99% |
$21.5K - $24.2K
|
4.51K
$459K
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-9.91K- 25.31% |
$900K - $1.01M
|
29.2K
$2.98M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
83+ 1.77% |
$7.55K - $8.48K
|
4.77K
$485K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.1KNew |
$2.37M - $2.66M
|
26.1K
$2.65M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 4.22% |
$9.09K - $10.2K
|
2.47K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 9.09% |
$182 - $204
|
20
$2.04K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.25KNew |
$114K - $128K
|
1.25K
$127K
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.28KNew |
$207K - $233K
|
2.28K
$232K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
551+ 11.76% |
$50.1K - $56.3K
|
5.24K
$533K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 61.61% |
$136K - $153K
|
3.92K
$399K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 18.52% |
$1.36K - $1.53K
|
66
$6.72K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.04K- 30.7% |
$94.7K - $107K
|
2.35K
$240K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9K- 45.81% |
$818K - $919K
|
10.6K
$1.08M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-256- 6.71% |
$23.3K - $26.2K
|
3.56K
$363K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.58KNew |
$780K - $877K
|
8.58K
$873K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
210+ 5.66% |
$19.1K - $21.5K
|
3.92K
$399K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 14.1% |
$1K - $1.12K
|
89
$9.06K
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-9K- 34.62% |
$818K - $920K
|
17K
$1.73M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.58K- 1.99% |
$144K - $162K
|
78.2K
$7.96M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-147- 1.37% |
$13.4K - $15K
|
10.6K
$1.08M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.98K- 26.06% |
$180K - $202K
|
5.61K
$571K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
12+ 0.38% |
$1.09K - $1.23K
|
3.17K
$323K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
412+ 3.26% |
$37.5K - $42.1K
|
13.1K
$1.33M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
115+ 3.67% |
$10.5K - $11.8K
|
3.25K
$331K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.81K- 0.89% |
$165K - $185K
|
203K
$20.6M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 14.29% |
$273 - $307
|
18
$1.83K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
265New |
$24.1K - $27.1K
|
265
$27K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
799+ 17.72% |
$72.6K - $81.7K
|
5.31K
$540K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-59- 0.66% |
$5.36K - $6.03K
|
8.89K
$905K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-100- 3.07% |
$9.09K - $10.2K
|
3.16K
$322K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-27.7K- 84.77% |
$2.52M - $2.84M
|
4.98K
$507K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.2K- 18.51% |
$109K - $123K
|
5.28K
$538K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-52- 0.27% |
$4.73K - $5.31K
|
19.4K
$1.98M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-108- 3.57% |
$9.82K - $11K
|
2.92K
$297K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-298- 4.19% |
$27.1K - $30.5K
|
6.81K
$693K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-224- 2.84% |
$20.4K - $22.9K
|
7.66K
$780K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
33+ 825.0% |
$3K - $3.37K
|
37
$3.77K
|