Purchases and Sales Made in Q1 2023 in American Equity Investment Life Holding CO (AEL)
This table provides information about the institutional ownership of American Equity Investment Life Holding CO (AEL) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN EQUITY INVESTMENT LIFE HOLDING CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
158+ 59.18% |
$5.23K - $7.56K
|
425
$0
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
148+ 9.21% |
$4.9K - $7.08K
|
1.76K
$0
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
142+ 0.97% |
$4.7K - $6.8K
|
14.8K
$0
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
140New |
$4.63K - $6.7K
|
140
$0
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$3.31K - $4.79K
|
100
$0
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
86+ 0.41% |
$2.85K - $4.12K
|
21.1K
$0
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
80+ 1.22% |
$2.65K - $3.83K
|
6.62K
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
59+ 0.48% |
$1.95K - $2.82K
|
12.3K
$0
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
58+ 0.04% |
$1.92K - $2.78K
|
158K
$0
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
54+ 0.21% |
$1.79K - $2.58K
|
26.4K
$0
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
51+ 134.21% |
$1.69K - $2.44K
|
89
$0
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
47+ 0.04% |
$1.56K - $2.25K
|
112K
$0
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
31+ 0.15% |
$1.03K - $1.48K
|
20.3K
$0
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 1.57% |
$695 - $1.01K
|
1.36K
$0
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 10.43% |
$563 - $814
|
180
$0
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$463 - $670
|
14
$0
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 2.1% |
$265 - $383
|
389
$0
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
3+ 1.56% |
$99.3 - $144
|
195
$0
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 8.33% |
$66.2 - $95.7
|
22
$0
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 2.45% |
$165 - $239
|
199
$0
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-7- 41.18% |
$232 - $335
|
10
$0
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 1.28% |
$232 - $335
|
542
$0
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-12- 52.17% |
$397 - $574
|
11
$0
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-18- 25.0% |
$596 - $862
|
54
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 72.41% |
$695 - $1.01K
|
8
$0
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-27- 0.47% |
$893 - $1.29K
|
5.69K
$0
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-32- 53.33% |
$1.06K - $1.53K
|
28
$0
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-34- 1.1% |
$1.13K - $1.63K
|
3.05K
$0
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-36- 0.07% |
$1.19K - $1.72K
|
51.4K
$0
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-36- 0.07% |
$1.19K - $1.72K
|
51.4K
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 83.33% |
$1.32K - $1.91K
|
8
$0
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-47- 51.65% |
$1.56K - $2.25K
|
44
$0
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 48.15% |
$1.72K - $2.49K
|
56
$0
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-69- 8.5% |
$2.28K - $3.3K
|
743
$0
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-81- 1.35% |
$2.68K - $3.88K
|
5.91K
$0
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-152- 16.2% |
$5.03K - $7.28K
|
786
$0
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-156- 51.49% |
$5.16K - $7.47K
|
147
$0
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-156- 3.23% |
$5.16K - $7.47K
|
4.68K
$0
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-183- 26.52% |
$6.06K - $8.76K
|
507
$0
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-221- 3.16% |
$7.31K - $10.6K
|
6.77K
$0
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-285- 3.34% |
$9.43K - $13.6K
|
8.24K
$0
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-300- 22.73% |
$9.93K - $14.4K
|
1.02K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-378- 77.3% |
$12.5K - $18.1K
|
111
$0
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-426- 6.76% |
$14.1K - $20.4K
|
5.87K
$0
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-432- 9.91% |
$14.3K - $20.7K
|
3.93K
$0
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-440- 7.33% |
$14.6K - $21.1K
|
5.56K
$0
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-440- 7.33% |
$14.6K - $21.1K
|
5.56K
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-512- 61.03% |
$16.9K - $24.5K
|
327
$0
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-562- 4.02% |
$18.6K - $26.9K
|
13.4K
$0
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-580- 4.79% |
$19.2K - $27.8K
|
11.5K
$0
|