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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
734New |
$52.4K - $61.3K
|
734
$77.8K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
720New |
$51.4K - $60.2K
|
720
$76.4K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
717+ 6.71% |
$51.1K - $59.9K
|
11.4K
$1.21M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
707New |
$50.4K - $59.1K
|
707
$75K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
695+ 9.24% |
$49.6K - $58.1K
|
8.22K
$872K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
686+ 9.98% |
$48.9K - $57.3K
|
7.56K
$802K
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
663+ 10.94% |
$47.3K - $55.4K
|
6.72K
$713K
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
655+ 18.14% |
$46.7K - $54.7K
|
4.27K
$452K
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
650+ 6.69% |
$46.4K - $54.3K
|
10.4K
$1.1M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
635+ 6.71% |
$45.3K - $53.1K
|
10.1K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
625+ 15.76% |
$44.6K - $52.2K
|
4.59K
$487K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
621+ 11.05% |
$44.3K - $51.9K
|
6.24K
$662K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
603+ 913.64% |
$43K - $50.4K
|
669
$70.9K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
598+ 12.4% |
$42.7K - $50K
|
5.42K
$575K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
594+ 9.1% |
$42.4K - $49.6K
|
7.12K
$755K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
573+ 7.52% |
$40.9K - $47.9K
|
8.19K
$869K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
569New |
$40.6K - $47.6K
|
569
$60.3K
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
567+ 13.99% |
$40.4K - $47.4K
|
4.62K
$490K
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
561+ 2.87% |
$40K - $46.9K
|
20.1K
$2.13M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
536+ 75.18% |
$38.2K - $44.8K
|
1.25K
$132K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
527+ 798.48% |
$37.6K - $44K
|
593
$62.9K
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
520+ 11.34% |
$37.1K - $43.5K
|
5.1K
$541K
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
518+ 1.79% |
$36.9K - $43.3K
|
29.5K
$3.13M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
516+ 17.84% |
$36.8K - $43.1K
|
3.41K
$361K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
516+ 94.33% |
$36.8K - $43.1K
|
1.06K
$113K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
516+ 17.84% |
$36.8K - $43.1K
|
3.41K
$361K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
507+ 5.42% |
$36.2K - $42.4K
|
9.86K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
503+ 25150.0% |
$35.9K - $42K
|
505
$53.6K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
500New |
$35.7K - $41.8K
|
500
$53K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
500New |
$35.7K - $41.8K
|
500
$53K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.56% |
$35.7K - $41.8K
|
89.1K
$9.45M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
500+ 4.48% |
$35.7K - $41.8K
|
11.7K
$1.24M
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
494+ 11.65% |
$35.2K - $41.3K
|
4.73K
$502K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
473+ 12.47% |
$33.7K - $39.5K
|
4.27K
$452K
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
471+ 5.59% |
$33.6K - $39.4K
|
8.9K
$944K
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
470+ 0.74% |
$33.5K - $39.3K
|
64.1K
$6.8M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
465+ 18.39% |
$33.2K - $38.9K
|
2.99K
$317K
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
464+ 15.95% |
$33.1K - $38.8K
|
3.37K
$358K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
464New |
$33.1K - $38.8K
|
464
$49.2K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
458+ 1.2% |
$32.7K - $38.3K
|
38.8K
$4.11M
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
454+ 9.36% |
$32.4K - $37.9K
|
5.31K
$563K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
454+ 3.3% |
$32.4K - $37.9K
|
14.2K
$1.51M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
451+ 9.19% |
$32.2K - $37.7K
|
5.36K
$568K
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
450+ 82.27% |
$32.1K - $37.6K
|
997
$106K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
443+ 9.78% |
$31.6K - $37K
|
4.97K
$527K
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
440+ 7.9% |
$31.4K - $36.8K
|
6.01K
$637K
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
417+ 10.81% |
$29.7K - $34.8K
|
4.27K
$453K
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
416+ 0.0% |
$29.7K - $34.8K
|
49.2M
$5.22B
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
411+ 2.35% |
$29.3K - $34.3K
|
17.9K
$1.9M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
410+ 3.22% |
$29.2K - $34.3K
|
13.2K
$1.39M
|