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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-294- 11.61% |
$25.1K - $28.8K
|
2.24K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.93KNew |
$250K - $287K
|
2.93K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
672New |
$57.4K - $65.8K
|
672
$70.6K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
CALL |
15KNew |
$1.28M - $1.47M
|
15K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.19KNew |
$272K - $312K
|
3.19K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.56K+ 28.76% |
$731K - $839K
|
38.3K
$4.03M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
722New |
$61.7K - $70.7K
|
722
$75.9K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
23.6K+ 125.72% |
$2.02M - $2.31M
|
42.4K
$4.46M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5KNew |
$427K - $490K
|
5K
$525K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.21KNew |
$188K - $216K
|
2.21K
$232K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.27MNew |
$364M - $418M
|
4.27M
$448M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
749+ 286.97% |
$64K - $73.4K
|
1.01K
$106K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-102- 56.04% |
$8.71K - $9.99K
|
80
$8.41K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
347+ 14.65% |
$29.6K - $34K
|
2.72K
$285K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
39+ 3900.0% |
$3.33K - $3.82K
|
40
$4.2K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
11.5K+ 99.97% |
$983K - $1.13M
|
23K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-757- 19.53% |
$64.7K - $74.1K
|
3.12K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
261New |
$22.3K - $25.6K
|
261
$27.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-17- 2.52% |
$1.45K - $1.67K
|
657
$69.1K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.66K- 45.33% |
$227K - $260K
|
3.21K
$337K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 3.48% |
$7.09K - $8.13K
|
2.47K
$259K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.17K- 12.81% |
$186K - $213K
|
14.8K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-692- 41.17% |
$59.1K - $67.8K
|
989
$104K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-27- 19.85% |
$2.31K - $2.64K
|
109
$11.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-345- 2.0% |
$29.5K - $33.8K
|
16.9K
$1.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
23KNew |
$1.96M - $2.25M
|
23K
$2.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 2.73% |
$219K - $251K
|
96.3K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 0.72% |
$1.45K - $1.67K
|
2.34K
$246K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
53New |
$4.53K - $5.19K
|
53
$5.57K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.35K+ 62.57% |
$201K - $230K
|
6.11K
$642K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-200- 8.0% |
$17.1K - $19.6K
|
2.3K
$242K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
68New |
$5.81K - $6.66K
|
68
$7.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.62KNew |
$138K - $159K
|
1.62K
$170K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-92- 30.67% |
$7.86K - $9.01K
|
208
$21.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-135- 5.19% |
$11.5K - $13.2K
|
2.47K
$259K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-1.36K- 35.11% |
$116K - $133K
|
2.51K
$264K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1- 0.03% |
$85.4 - $98
|
3.59K
$377K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
348+ 0.67% |
$29.7K - $34.1K
|
52K
$5.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-132- 5.47% |
$11.3K - $12.9K
|
2.28K
$240K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 28.7% |
$159K - $182K
|
8.34K
$876K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
85New |
$7.26K - $8.33K
|
85
$8.93K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.57KNew |
$220K - $252K
|
2.57K
$270K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.67K+ 46.07% |
$142K - $163K
|
5.28K
$555K
|
|
| Q4 2022 | |||||||
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-11.2KClosed |
$929K - $1.1M
|
0
$0
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
21.1KNew |
$1.75M - $2.08M
|
21.1K
$2.21M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
219New |
$18.2K - $21.6K
|
219
$23K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-604- 21.69% |
$50.1K - $59.6K
|
2.18K
$229K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.3K+ 227.16% |
$439K - $522K
|
7.63K
$802K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.42KNew |
$781K - $929K
|
9.42K
$990K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2New |
$166 - $197
|
2
$210
|
|