Purchases and Sales Made in Q3 2023 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q3 2023. The information is specifically focused on institutions that hold shares of AMERICAN ELECTRIC POWER CO INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 14.22% |
$2.24K - $2.64K
|
181
$19.2K
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-30- 0.64% |
$2.24K - $2.64K
|
4.69K
$497K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31- 0.48% |
$2.31K - $2.73K
|
6.4K
$679K
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-31- 0.67% |
$2.31K - $2.73K
|
4.57K
$485K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31- 34.44% |
$2.31K - $2.73K
|
59
$6.26K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-34- 0.59% |
$2.54K - $2.99K
|
5.72K
$606K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34- 1.0% |
$2.54K - $2.99K
|
3.35K
$355K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-37- 1.18% |
$2.76K - $3.25K
|
3.09K
$327K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-40- 1.25% |
$2.99K - $3.52K
|
3.16K
$335K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-42- 4.93% |
$3.14K - $3.69K
|
810
$85.9K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-42- 0.45% |
$3.14K - $3.69K
|
9.35K
$992K
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-44- 0.23% |
$3.29K - $3.87K
|
19K
$2.02M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-46- 1.47% |
$3.43K - $4.04K
|
3.08K
$327K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-47- 1.3% |
$3.51K - $4.13K
|
3.58K
$379K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-48- 2.66% |
$3.58K - $4.22K
|
1.76K
$186K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-49- 0.85% |
$3.66K - $4.31K
|
5.72K
$607K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-50- 1.36% |
$3.73K - $4.4K
|
3.63K
$384K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-50- 3.29% |
$3.73K - $4.4K
|
1.47K
$156K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 0.87% |
$3.73K - $4.4K
|
5.67K
$601K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-52- 1.19% |
$3.88K - $4.57K
|
4.32K
$458K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-55- 12.04% |
$4.11K - $4.84K
|
402
$42.6K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-57- 0.7% |
$4.26K - $5.01K
|
8.13K
$862K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-61- 0.68% |
$4.55K - $5.36K
|
8.89K
$943K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-67- 1.43% |
$5K - $5.89K
|
4.61K
$488K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-68- 7.38% |
$5.08K - $5.98K
|
854
$90.6K
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-71- 1.75% |
$5.3K - $6.24K
|
3.98K
$422K
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-75- 0.36% |
$5.6K - $6.59K
|
20.7K
$2.2M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-75- 2.8% |
$5.6K - $6.59K
|
2.61K
$276K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-76- 2.24% |
$5.67K - $6.68K
|
3.32K
$352K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-77- 8.95% |
$5.75K - $6.77K
|
783
$83K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-78- 0.9% |
$5.82K - $6.86K
|
8.57K
$909K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-78- 0.34% |
$5.82K - $6.86K
|
22.9K
$2.43M
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-80- 0.62% |
$5.97K - $7.03K
|
12.9K
$1.37M
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-81- 1.57% |
$6.05K - $7.12K
|
5.09K
$539K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84Closed |
$6.27K - $7.39K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-85- 27.33% |
$6.35K - $7.47K
|
226
$24K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-85- 27.33% |
$6.35K - $7.47K
|
226
$24K
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-90- 2.15% |
$6.72K - $7.91K
|
4.09K
$434K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-91- 2.6% |
$6.79K - $8K
|
3.41K
$361K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-92- 3.68% |
$6.87K - $8.09K
|
2.41K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-93- 25.27% |
$6.94K - $8.18K
|
275
$29.2K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-99- 5.89% |
$7.39K - $8.71K
|
1.58K
$168K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-104- 17.05% |
$7.77K - $9.14K
|
506
$53.7K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-105- 2.1% |
$7.84K - $9.23K
|
4.91K
$520K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-106- 3.54% |
$7.92K - $9.32K
|
2.89K
$307K
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-115- 3.71% |
$8.59K - $10.1K
|
2.99K
$317K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-118- 5.34% |
$8.81K - $10.4K
|
2.09K
$222K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-118- 1.67% |
$8.81K - $10.4K
|
6.95K
$737K
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-125- 1.18% |
$9.33K - $11K
|
10.5K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-125- 0.27% |
$9.33K - $11K
|
45.4K
$4.81M
|