Purchases and Sales Made in Q2 2023 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100+ 5.36% |
$8.16K - $9.49K
|
1.96K
$208K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
99+ 1.05% |
$8.08K - $9.39K
|
9.55K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
99+ 0.16% |
$8.08K - $9.39K
|
61.4K
$6.51M
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
97+ 1.98% |
$7.92K - $9.2K
|
5.01K
$530K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
96+ 2.25% |
$7.84K - $9.11K
|
4.37K
$462K
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
94+ 0.99% |
$7.67K - $8.92K
|
9.56K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 30.96% |
$7.1K - $8.26K
|
368
$39K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
86+ 0.53% |
$7.02K - $8.16K
|
16.2K
$1.72M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
85+ 2.21% |
$6.94K - $8.07K
|
3.94K
$417K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
85+ 37.61% |
$6.94K - $8.07K
|
311
$32.9K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
85+ 37.61% |
$6.94K - $8.07K
|
311
$32.9K
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
80+ 0.13% |
$6.53K - $7.59K
|
60.9K
$6.45M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
80+ 0.09% |
$6.53K - $7.59K
|
90.6K
$9.6M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
79+ 0.3% |
$6.45K - $7.5K
|
26K
$2.76M
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
77+ 1.36% |
$6.28K - $7.31K
|
5.75K
$609K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
77+ 0.19% |
$6.28K - $7.31K
|
41.3K
$4.38M
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
73+ 0.48% |
$5.96K - $6.93K
|
15.3K
$1.62M
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
71+ 1.73% |
$5.8K - $6.74K
|
4.18K
$443K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
70+ 0.82% |
$5.71K - $6.64K
|
8.62K
$913K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
69+ 1.52% |
$5.63K - $6.55K
|
4.61K
$488K
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
69+ 1.3% |
$5.63K - $6.55K
|
5.37K
$569K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
69+ 0.62% |
$5.63K - $6.55K
|
11.2K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 0.86% |
$5.47K - $6.36K
|
7.89K
$836K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
67+ 4.15% |
$5.47K - $6.36K
|
1.68K
$178K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 0.86% |
$5.47K - $6.36K
|
7.89K
$836K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
65New |
$5.31K - $6.17K
|
65
$6.89K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
64+ 2.27% |
$5.22K - $6.07K
|
2.89K
$306K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
64+ 2.29% |
$5.22K - $6.07K
|
2.85K
$302K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
62+ 2.35% |
$5.06K - $5.88K
|
2.7K
$285K
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
62+ 0.23% |
$5.06K - $5.88K
|
27.1K
$2.87M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
60+ 1.96% |
$4.9K - $5.69K
|
3.13K
$331K
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
58+ 0.43% |
$4.73K - $5.5K
|
13.6K
$1.44M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
57New |
$4.65K - $5.41K
|
57
$6.04K
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
56+ 0.98% |
$4.57K - $5.31K
|
5.79K
$614K
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
55+ 1.99% |
$4.49K - $5.22K
|
2.83K
$299K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
53+ 1.04% |
$4.33K - $5.03K
|
5.17K
$547K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 1.91% |
$4.16K - $4.84K
|
2.72K
$288K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
50+ 1.23% |
$4.08K - $4.74K
|
4.11K
$435K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 3.4% |
$4.08K - $4.74K
|
1.52K
$161K
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 1.09% |
$4.08K - $4.74K
|
4.62K
$489K
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
48+ 2.03% |
$3.92K - $4.55K
|
2.42K
$256K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
43+ 0.97% |
$3.51K - $4.08K
|
4.5K
$476K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
39+ 0.52% |
$3.18K - $3.7K
|
7.61K
$806K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
37+ 0.55% |
$3.02K - $3.51K
|
6.77K
$717K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
37+ 0.48% |
$3.02K - $3.51K
|
7.76K
$822K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36+ 66.67% |
$2.94K - $3.42K
|
90
$9.53K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35+ 10.0% |
$2.86K - $3.32K
|
385
$40.8K
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
35+ 1.23% |
$2.86K - $3.32K
|
2.87K
$304K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33+ 12.04% |
$2.69K - $3.13K
|
307
$32.5K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
33+ 0.32% |
$2.69K - $3.13K
|
10.2K
$1.08M
|