Purchases and Sales Made in Q4 2021 in Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES) during Q4 2021. The information is specifically focused on institutions that hold shares of AES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
69New |
$1.58K - $1.77K
|
69
$827
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
68+ 106.25% |
$1.55K - $1.74K
|
132
$1.58K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
46+ 83.64% |
$1.05K - $1.18K
|
101
$1.21K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45New |
$1.03K - $1.15K
|
45
$540
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 21.61% |
$982 - $1.1K
|
242
$2.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
35New |
$799 - $898
|
35
$420
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 0.05% |
$594 - $667
|
48.7K
$584K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 3.14% |
$480 - $539
|
689
$8.26K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
14+ 2.81% |
$320 - $359
|
513
$6.15K
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
13+ 0.1% |
$297 - $334
|
12.4K
$149K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.12% |
$274 - $308
|
10.1K
$121K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 0.64% |
$183 - $205
|
1.26K
$15.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 21.74% |
$114 - $128
|
28
$336
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.55% |
$114 - $128
|
909
$10.9K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3+ 0.21% |
$68.5 - $77
|
1.4K
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.69% |
$45.7 - $51.3
|
120
$1.44K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.98% |
$22.8 - $25.7
|
103
$1.23K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.63% |
$22.8 - $25.7
|
160
$1.92K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1Closed |
$22.8 - $25.7
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1Closed |
$22.8 - $25.7
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4Closed |
$91.4 - $103
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.01% |
$91.4 - $103
|
39.2K
$470K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5Closed |
$114 - $128
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 0.68% |
$114 - $128
|
725
$8.69K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7- 5.07% |
$160 - $180
|
131
$1.57K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-9Closed |
$206 - $231
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 4.95% |
$206 - $231
|
173
$2.07K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-12- 2.16% |
$274 - $308
|
544
$6.52K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-15- 0.11% |
$343 - $385
|
13K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18- 1.66% |
$411 - $462
|
1.07K
$12.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-26- 41.27% |
$594 - $667
|
37
$444
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-37- 50.0% |
$845 - $949
|
37
$444
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-42- 7.71% |
$959 - $1.08K
|
503
$6.03K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-55Closed |
$1.26K - $1.41K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-58Closed |
$1.32K - $1.49K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-68- 51.52% |
$1.55K - $1.74K
|
64
$767
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-88- 9.1% |
$2.01K - $2.26K
|
879
$10.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100Closed |
$2.28K - $2.57K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 4.22% |
$2.63K - $2.95K
|
2.61K
$31.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 2.49% |
$2.76K - $3.1K
|
4.73K
$56.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-125- 0.7% |
$2.86K - $3.21K
|
17.7K
$212K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-134- 0.33% |
$3.06K - $3.44K
|
40.4K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-138- 0.31% |
$3.15K - $3.54K
|
44.1K
$529K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-143Closed |
$3.27K - $3.67K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-153Closed |
$3.49K - $3.93K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-154- 35.48% |
$3.52K - $3.95K
|
280
$3.36K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 38.61% |
$4.57K - $5.13K
|
318
$3.81K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-207- 0.67% |
$4.73K - $5.31K
|
30.5K
$366K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-210Closed |
$4.8K - $5.39K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-225Closed |
$5.14K - $5.77K
|
0
$0
|