Purchases and Sales Made in Q4 2023 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4.55KNew |
$324K - $380K
|
4.55K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.49K+ 9.49% |
$320K - $375K
|
51.8K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.48KNew |
$319K - $374K
|
4.48K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.41KNew |
$315K - $369K
|
4.41K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$313K - $366K
|
4.38K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.36K+ 10.14% |
$311K - $364K
|
47.3K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.35KNew |
$310K - $364K
|
4.35K
$461K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
4.31KNew |
$307K - $360K
|
4.31K
$457K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
4.22KNew |
$301K - $353K
|
4.22K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
4.22KNew |
$301K - $352K
|
4.22K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.21KNew |
$300K - $352K
|
4.21K
$447K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.18KNew |
$298K - $349K
|
4.18K
$443K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.14KNew |
$295K - $346K
|
4.14K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.12KNew |
$294K - $344K
|
4.12K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.05KNew |
$289K - $339K
|
4.05K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$287K - $337K
|
4.03K
$427K
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.99KNew |
$284K - $333K
|
3.99K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
3.95K+ 6.96% |
$281K - $330K
|
60.6K
$6.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.89K+ 73.61% |
$278K - $325K
|
9.18K
$973K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.88K+ 31.05% |
$277K - $324K
|
16.4K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.85K+ 2.24% |
$274K - $322K
|
176K
$18.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$272K - $319K
|
3.81K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.79K+ 10.26% |
$270K - $317K
|
40.7K
$4.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.79KNew |
$270K - $316K
|
3.79K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.78KNew |
$270K - $316K
|
3.78K
$401K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.76KNew |
$268K - $315K
|
3.76K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.75KNew |
$267K - $313K
|
3.75K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.72KNew |
$266K - $311K
|
3.72K
$395K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3.63K+ 927.11% |
$259K - $303K
|
4.02K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.62K+ 41.38% |
$258K - $303K
|
12.4K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.61K+ 47.83% |
$257K - $302K
|
11.2K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.57K+ 9.38% |
$255K - $299K
|
41.6K
$4.42M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.57K+ 3.15% |
$255K - $299K
|
117K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.56KNew |
$254K - $298K
|
3.56K
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.5KNew |
$250K - $292K
|
3.5K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.48KNew |
$248K - $290K
|
3.48K
$369K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.47KNew |
$248K - $290K
|
3.47K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.46K+ 124.44% |
$247K - $289K
|
6.24K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.39K+ 61.28% |
$242K - $283K
|
8.92K
$946K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.39KNew |
$242K - $283K
|
3.39K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.38KNew |
$241K - $282K
|
3.38K
$358K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.37K+ 13.0% |
$240K - $282K
|
29.3K
$3.11M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.35KNew |
$239K - $280K
|
3.35K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.31K+ 3.94% |
$236K - $276K
|
87.1K
$9.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
3.3K+ 5.12% |
$236K - $276K
|
67.8K
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.28KNew |
$234K - $274K
|
3.28K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.26K+ 12.0% |
$233K - $273K
|
30.4K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
3.23KNew |
$230K - $270K
|
3.23K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.22K+ 84.15% |
$230K - $269K
|
7.05K
$748K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
3.22K+ 9.48% |
$230K - $269K
|
37.2K
$3.94M
|