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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
6New |
$428 - $501
|
6
$605
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-436- 63.74% |
$31.1K - $36.4K
|
248
$25K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
98+ 9.72% |
$6.99K - $8.19K
|
1.11K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.56KNew |
$254K - $298K
|
3.56K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
408+ 340.0% |
$29.1K - $34.1K
|
528
$53.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.89KNew |
$420K - $492K
|
5.89K
$594K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.46K+ 124.44% |
$247K - $289K
|
6.24K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
98+ 1.69% |
$6.99K - $8.19K
|
5.91K
$596K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
464+ 15.95% |
$33.1K - $38.8K
|
3.37K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-596- 87.01% |
$42.5K - $49.8K
|
89
$8.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.52KNew |
$180K - $210K
|
2.52K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
77New |
$5.49K - $6.43K
|
77
$7.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
175New |
$12.5K - $14.6K
|
175
$17.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$123K - $144K
|
1.72K
$174K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
569New |
$40.6K - $47.6K
|
569
$57.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-19- 33.33% |
$1.36K - $1.59K
|
38
$3.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-6.76K- 46.76% |
$482K - $565K
|
7.7K
$776K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.88KNew |
$348K - $408K
|
4.88K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
12New |
$856 - $1K
|
12
$1.21K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-4.42K- 8.85% |
$315K - $369K
|
45.5K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.22K- 20.87% |
$159K - $186K
|
8.43K
$850K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
750+ 22.79% |
$53.5K - $62.7K
|
4.04K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-3.23K- 38.09% |
$230K - $270K
|
5.25K
$529K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15.3KNew |
$1.09M - $1.28M
|
15.3K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.79KNew |
$270K - $316K
|
3.79K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-708- 96.85% |
$50.5K - $59.2K
|
23
$2.32K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15New |
$1.07K - $1.25K
|
15
$1.51K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$428 - $501
|
6
$605
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
287New |
$20.5K - $24K
|
287
$28.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
86+ 2.41% |
$6.13K - $7.19K
|
3.65K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.51KNew |
$179K - $210K
|
2.51K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.64KNew |
$331K - $387K
|
4.64K
$467K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17New |
$1.21K - $1.42K
|
17
$1.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.29K- 6.98% |
$91.7K - $107K
|
17.1K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.11K- 24.44% |
$79K - $92.5K
|
3.42K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-58- 2.81% |
$4.14K - $4.85K
|
2.01K
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
720New |
$51.4K - $60.2K
|
720
$72.6K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-569- 15.84% |
$40.6K - $47.6K
|
3.02K
$305K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.39K- 22.77% |
$242K - $283K
|
11.5K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3- 0.13% |
$214 - $251
|
2.32K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-350- 98.31% |
$25K - $29.2K
|
6
$605
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
192New |
$13.7K - $16K
|
192
$19.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.68K- 90.32% |
$120K - $140K
|
180
$18.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-66- 1.88% |
$4.71K - $5.52K
|
3.44K
$347K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.46KNew |
$176K - $206K
|
2.46K
$248K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.47K+ 174.2% |
$390K - $457K
|
8.61K
$868K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 11.05% |
$1.43K - $1.67K
|
201
$20.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-14- 21.88% |
$999 - $1.17K
|
50
$5.04K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.33K- 9.66% |
$166K - $194K
|
21.8K
$2.19M
|