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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7.5K+ 19.72% |
$612K - $711K
|
45.5K
$4.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.46KNew |
$609K - $707K
|
7.46K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
7.23K+ 172.46% |
$590K - $686K
|
11.4K
$1.21M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
7.23K+ 172.46% |
$590K - $686K
|
11.4K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
7.12KNew |
$581K - $675K
|
7.12K
$754K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.04K+ 12.06% |
$574K - $668K
|
65.4K
$6.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
6.74K+ 4.8% |
$550K - $639K
|
147K
$15.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
6.67K+ 13.96% |
$544K - $633K
|
54.4K
$5.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.44KNew |
$525K - $611K
|
6.44K
$682K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.39K+ 108.84% |
$522K - $606K
|
12.3K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.35KNew |
$518K - $603K
|
6.35K
$673K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.31K+ 11.53% |
$515K - $599K
|
61K
$6.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.3KNew |
$514K - $598K
|
6.3K
$668K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
6.26KNew |
$511K - $594K
|
6.26K
$663K
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.2K+ 4.93% |
$506K - $588K
|
132K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.06K+ 0.74% |
$495K - $575K
|
821K
$86.9M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.01K+ 19.57% |
$490K - $570K
|
36.7K
$3.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.96K+ 1.43% |
$487K - $566K
|
422K
$44.7M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.7K+ 4.29% |
$465K - $541K
|
139K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.57K+ 0.95% |
$455K - $529K
|
592K
$62.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
5.43KNew |
$443K - $515K
|
5.43K
$575K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
5.41KNew |
$441K - $513K
|
5.41K
$573K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.39K+ 7.23% |
$440K - $512K
|
80K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.37KNew |
$439K - $510K
|
5.37K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.26KNew |
$429K - $499K
|
5.26K
$557K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.13K+ 8.87% |
$418K - $487K
|
63K
$6.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.01KNew |
$409K - $476K
|
5.01K
$531K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
5K+ 8.47% |
$408K - $474K
|
64K
$6.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
4.98K+ 158.89% |
$406K - $472K
|
8.11K
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
4.93K+ 5.51% |
$403K - $468K
|
94.5K
$10M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.93K+ 1.95% |
$402K - $468K
|
258K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.87K+ 7.42% |
$397K - $462K
|
70.5K
$7.47M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$392K - $455K
|
4.8K
$508K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.71K+ 62.37% |
$384K - $446K
|
12.2K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.7K+ 74.67% |
$384K - $446K
|
11K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.65KNew |
$379K - $441K
|
4.65K
$492K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
4.6K+ 27.38% |
$375K - $436K
|
21.4K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.54K+ 1.8% |
$370K - $431K
|
256K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.48K+ 11.38% |
$366K - $425K
|
43.9K
$4.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.43KNew |
$362K - $420K
|
4.43K
$469K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.41K+ 1.54% |
$360K - $418K
|
292K
$30.9M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
4.4K+ 6.18% |
$359K - $418K
|
75.6K
$8.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.38K+ 242.22% |
$357K - $415K
|
6.18K
$655K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.35KNew |
$355K - $413K
|
4.35K
$461K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.27K+ 13.18% |
$349K - $405K
|
36.7K
$3.88M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.01K+ 4.67% |
$327K - $380K
|
89.8K
$9.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 72.82% |
$325K - $378K
|
9.44K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.95K+ 1.41% |
$322K - $375K
|
284K
$30M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.92K+ 20.74% |
$320K - $372K
|
22.8K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.86K+ 18.61% |
$315K - $366K
|
24.6K
$2.61M
|