Purchases and Sales Made in Q4 2022 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
243+ 3.05% |
$20.2K - $24K
|
8.2K
$799K
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
240+ 0.89% |
$19.9K - $23.7K
|
27.3K
$2.66M
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
230+ 2.71% |
$19.1K - $22.7K
|
8.71K
$849K
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
227+ 2.4% |
$18.8K - $22.4K
|
9.7K
$946K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
226+ 3.76% |
$18.8K - $22.3K
|
6.23K
$608K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
225New |
$18.7K - $22.2K
|
225
$21.9K
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
221+ 4.2% |
$18.3K - $21.8K
|
5.48K
$534K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
221+ 3.31% |
$18.3K - $21.8K
|
6.9K
$672K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
220+ 1.9% |
$18.3K - $21.7K
|
11.8K
$1.15M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
219New |
$18.2K - $21.6K
|
219
$21.3K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
216+ 18.0% |
$17.9K - $21.3K
|
1.42K
$138K
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
214+ 5.24% |
$17.8K - $21.1K
|
4.3K
$419K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
212+ 3.81% |
$17.6K - $20.9K
|
5.78K
$563K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
210+ 7.7% |
$17.4K - $20.7K
|
2.94K
$286K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
206+ 1.2% |
$17.1K - $20.3K
|
17.4K
$1.69M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
203New |
$16.8K - $20K
|
203
$19.8K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
201+ 1.34% |
$16.7K - $19.8K
|
15.2K
$1.48M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
200New |
$16.6K - $19.7K
|
200
$19.5K
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
200New |
$16.6K - $19.7K
|
200
$19.5K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
200+ 200.0% |
$16.6K - $19.7K
|
300
$29.2K
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
200+ 58.82% |
$16.6K - $19.7K
|
540
$52.6K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
200+ 2.65% |
$16.6K - $19.7K
|
7.75K
$755K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
200+ 5.72% |
$16.6K - $19.7K
|
3.7K
$360K
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
196+ 4.91% |
$16.3K - $19.3K
|
4.18K
$408K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
194New |
$16.1K - $19.1K
|
194
$18.9K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
194+ 2.7% |
$16.1K - $19.1K
|
7.39K
$720K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
193+ 8.05% |
$16K - $19K
|
2.59K
$252K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
190+ 1.54% |
$15.8K - $18.7K
|
12.5K
$1.22M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
189+ 6.88% |
$15.7K - $18.6K
|
2.94K
$286K
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
189+ 1.11% |
$15.7K - $18.6K
|
17.2K
$1.68M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
184+ 1.93% |
$15.3K - $18.1K
|
9.71K
$946K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
182New |
$15.1K - $17.9K
|
182
$17.7K
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
181+ 6.28% |
$15K - $17.9K
|
3.06K
$298K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
177+ 4.69% |
$14.7K - $17.5K
|
3.95K
$385K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
177+ 0.44% |
$14.7K - $17.5K
|
40.4K
$3.94M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
176New |
$14.6K - $17.4K
|
176
$17.2K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
175+ 2.97% |
$14.5K - $17.3K
|
6.06K
$591K
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
172New |
$14.3K - $17K
|
172
$16.8K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
163+ 3.8% |
$13.5K - $16.1K
|
4.45K
$434K
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
162+ 4.52% |
$13.4K - $16K
|
3.74K
$365K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
154+ 2.74% |
$12.8K - $15.2K
|
5.78K
$563K
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
152+ 1.54% |
$12.6K - $15K
|
10K
$976K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
137+ 11.75% |
$11.4K - $13.5K
|
1.3K
$127K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
136+ 91.89% |
$11.3K - $13.4K
|
284
$27.7K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
134+ 56.07% |
$11.1K - $13.2K
|
373
$36.4K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
133New |
$11K - $13.1K
|
133
$13K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
133+ 2.77% |
$11K - $13.1K
|
4.94K
$481K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130+ 2.3% |
$10.8K - $12.8K
|
5.77K
$563K
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
128+ 1.74% |
$10.6K - $12.6K
|
7.5K
$731K
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
125+ 1.55% |
$10.4K - $12.3K
|
8.2K
$799K
|