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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
229+ 91.6% |
$17.1K - $20.1K
|
479
$48.3K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
783+ 18.0% |
$58.5K - $68.8K
|
5.13K
$518K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.09KNew |
$81.5K - $96K
|
1.09K
$110K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-198- 50.25% |
$14.8K - $17.4K
|
196
$19.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11KNew |
$821K - $967K
|
11K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.98KNew |
$297K - $350K
|
3.98K
$401K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
9.12KNew |
$681K - $802K
|
9.12K
$920K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-159- 43.09% |
$11.9K - $14K
|
210
$21.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.71K- 45.55% |
$202K - $238K
|
3.24K
$327K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-208- 1.3% |
$15.5K - $18.3K
|
15.8K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-149- 4.08% |
$11.1K - $13.1K
|
3.5K
$353K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-197- 1.45% |
$14.7K - $17.3K
|
13.4K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.57K+ 38.25% |
$117K - $138K
|
5.69K
$573K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-500- 8.65% |
$37.3K - $44K
|
5.28K
$532K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
10.1KNew |
$754K - $888K
|
10.1K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-664- 5.98% |
$49.6K - $58.4K
|
10.4K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13+ 4.23% |
$971 - $1.14K
|
320
$32.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.75KNew |
$280K - $329K
|
3.75K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.09K- 22.12% |
$156K - $184K
|
7.37K
$743K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
464+ 14.36% |
$34.6K - $40.8K
|
3.7K
$373K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
220+ 3.77% |
$16.4K - $19.3K
|
6.06K
$611K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
104+ 1.09% |
$7.77K - $9.14K
|
9.66K
$974K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-26Closed |
$1.94K - $2.29K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.68KNew |
$275K - $324K
|
3.68K
$371K
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
325+ 11.52% |
$24.3K - $28.6K
|
3.15K
$317K
|
|
| Q2 2023 | |||||||
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.51KClosed |
$531K - $617K
|
0
$0
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
158+ 5.27% |
$12.9K - $15K
|
3.16K
$318K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.2KClosed |
$97.9K - $114K
|
0
$0
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
26.5K+ 33.98% |
$2.16M - $2.52M
|
105K
$10.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.6K- 73.18% |
$1.84M - $2.14M
|
8.26K
$833K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.93KClosed |
$484K - $562K
|
0
$0
|
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
2.19K+ 3.26% |
$179K - $208K
|
69.5K
$7.01M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.27KClosed |
$185K - $215K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$392K - $455K
|
4.8K
$484K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
629New |
$51.3K - $59.7K
|
629
$63.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
7.12KNew |
$581K - $675K
|
7.12K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-75- 2.22% |
$6.12K - $7.12K
|
3.3K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.46KNew |
$201K - $233K
|
2.46K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
145+ 5.16% |
$11.8K - $13.8K
|
2.95K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
57.5KNew |
$4.69M - $5.46M
|
57.5K
$5.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-170- 3.11% |
$13.9K - $16.1K
|
5.29K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
695KNew |
$56.7M - $65.9M
|
695K
$70M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
26.9KNew |
$2.19M - $2.55M
|
26.9K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.5KNew |
$2.98M - $3.47M
|
36.5K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
200New |
$16.3K - $19K
|
200
$20.2K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
10+ 0.26% |
$816 - $949
|
3.83K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
28.9KNew |
$2.36M - $2.74M
|
28.9K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-4.01K- 95.46% |
$328K - $381K
|
191
$19.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1K+ 6.73% |
$171K - $199K
|
33.2K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.3KNew |
$514K - $598K
|
6.3K
$636K
|
|