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 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
763+ 16.23% |
$57K - $67.1K
|
5.47K
$580K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
756+ 12.12% |
$56.5K - $66.5K
|
7K
$742K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
736+ 276.69% |
$55K - $64.7K
|
1K
$106K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
724New |
$54.1K - $63.7K
|
724
$76.8K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
723+ 9.25% |
$54K - $63.6K
|
8.54K
$905K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
709+ 4.65% |
$52.9K - $62.3K
|
16K
$1.69M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
703+ 2.98% |
$52.5K - $61.8K
|
24.3K
$2.57M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
702+ 12.06% |
$52.4K - $61.7K
|
6.53K
$692K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
680+ 6.71% |
$50.8K - $59.8K
|
10.8K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
680+ 1.64% |
$50.8K - $59.8K
|
42.2K
$4.48M
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
668+ 2.29% |
$49.9K - $58.7K
|
29.8K
$3.16M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
665+ 9.92% |
$49.7K - $58.5K
|
7.37K
$781K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
661+ 1.56% |
$49.4K - $58.1K
|
43.1K
$4.57M
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
655+ 4.92% |
$48.9K - $57.6K
|
14K
$1.48M
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
650+ 9.85% |
$48.5K - $57.2K
|
7.25K
$769K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
649+ 13.96% |
$48.5K - $57.1K
|
5.3K
$562K
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
648+ 18.12% |
$48.4K - $57K
|
4.23K
$448K
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
648+ 18.12% |
$48.4K - $57K
|
4.23K
$448K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
644+ 123.37% |
$48.1K - $56.6K
|
1.17K
$124K
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
644+ 10.7% |
$48.1K - $56.6K
|
6.67K
$707K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
641+ 178.06% |
$47.9K - $56.4K
|
1K
$106K
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
632+ 7.23% |
$47.2K - $55.6K
|
9.37K
$994K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
628+ 18.33% |
$46.9K - $55.2K
|
4.05K
$430K
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
625+ 7.09% |
$46.7K - $55K
|
9.44K
$1M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
623+ 8.56% |
$46.5K - $54.8K
|
7.9K
$838K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
610+ 16.8% |
$45.5K - $53.6K
|
4.24K
$450K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
598+ 9.14% |
$44.7K - $52.6K
|
7.14K
$758K
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
575+ 11.0% |
$42.9K - $50.6K
|
5.8K
$615K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
566+ 7.21% |
$42.3K - $49.8K
|
8.41K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
562+ 0.02% |
$42K - $49.4K
|
2.44M
$259M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
550+ 1.77% |
$41.1K - $48.4K
|
31.6K
$3.35M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
548+ 10.52% |
$40.9K - $48.2K
|
5.76K
$611K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
540+ 0.74% |
$40.3K - $47.5K
|
73.5K
$7.79M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
527+ 3.24% |
$39.4K - $46.3K
|
16.8K
$1.78M
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
512+ 16.02% |
$38.2K - $45K
|
3.71K
$393K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
505+ 50.15% |
$37.7K - $44.4K
|
1.51K
$160K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
502+ 34.72% |
$37.5K - $44.1K
|
1.95K
$207K
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
500New |
$37.3K - $44K
|
500
$53K
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
498+ 10.22% |
$37.2K - $43.8K
|
5.37K
$570K
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
474+ 9.27% |
$35.4K - $41.7K
|
5.59K
$592K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
472New |
$35.2K - $41.5K
|
472
$50.1K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
469+ 3.83% |
$35K - $41.2K
|
12.7K
$1.35M
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
464+ 14.36% |
$34.6K - $40.8K
|
3.7K
$392K
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
460+ 7.28% |
$34.3K - $40.4K
|
6.78K
$719K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
459+ 3.38% |
$34.3K - $40.4K
|
14K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
446+ 16.21% |
$33.3K - $39.2K
|
3.2K
$339K
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
420+ 8.24% |
$31.4K - $36.9K
|
5.52K
$585K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
410+ 0.88% |
$30.6K - $36.1K
|
46.8K
$4.96M
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
404+ 11.51% |
$30.2K - $35.5K
|
3.92K
$415K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
400+ 12.65% |
$29.9K - $35.2K
|
3.56K
$378K
|