Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
835+ 3.42% |
$28.7K - $38.5K
|
25.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
807+ 2.44% |
$27.7K - $37.2K
|
33.9K
$0
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
626New |
$21.5K - $28.9K
|
626
$0
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
626New |
$21.5K - $28.9K
|
626
$0
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
555+ 1.25% |
$19.1K - $25.6K
|
45K
$0
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
483+ 3.41% |
$16.6K - $22.3K
|
14.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
467+ 1.33% |
$16K - $21.6K
|
35.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
453+ 0.98% |
$15.6K - $20.9K
|
46.8K
$0
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
432+ 11.0% |
$14.8K - $19.9K
|
4.36K
$0
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
400+ 5.16% |
$13.7K - $18.5K
|
8.15K
$0
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
299+ 3.64% |
$10.3K - $13.8K
|
8.52K
$0
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
292+ 0.9% |
$10K - $13.5K
|
32.7K
$0
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
253+ 2.19% |
$8.69K - $11.7K
|
11.8K
$0
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
163New |
$5.6K - $7.52K
|
163
$0
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
160+ 1.61% |
$5.49K - $7.38K
|
10.1K
$0
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
142+ 88.2% |
$4.87K - $6.55K
|
303
$0
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
107New |
$3.67K - $4.94K
|
107
$0
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
100+ 33.33% |
$3.43K - $4.62K
|
400
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
94+ 23.8% |
$3.23K - $4.34K
|
489
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
70New |
$2.4K - $3.23K
|
70
$0
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
68+ 34.17% |
$2.33K - $3.14K
|
267
$0
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.89% |
$2.2K - $2.95K
|
7.29K
$0
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
60+ 0.49% |
$2.06K - $2.77K
|
12.2K
$0
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56New |
$1.92K - $2.58K
|
56
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 6.74% |
$1.82K - $2.45K
|
839
$0
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48New |
$1.65K - $2.22K
|
48
$0
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
46New |
$1.58K - $2.12K
|
46
$0
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
38New |
$1.3K - $1.75K
|
38
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
32New |
$1.1K - $1.48K
|
32
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
29New |
$996 - $1.34K
|
29
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25New |
$858 - $1.15K
|
25
$0
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17New |
$584 - $785
|
17
$0
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 50.0% |
$446 - $600
|
39
$0
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$378 - $508
|
11
$0
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$343 - $462
|
5.35K
$0
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.29% |
$240 - $323
|
549
$0
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 3.45% |
$68.7 - $92.3
|
60
$0
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$34.3 - $46.2
|
1
$0
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$34.3 - $46.2
|
812
$0
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1- 0.01% |
$34.3 - $46.2
|
14K
$0
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 11.11% |
$103 - $138
|
24
$0
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.37% |
$172 - $231
|
1.34K
$0
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-8- 0.06% |
$275 - $369
|
14K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 12.5% |
$446 - $600
|
91
$0
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-15- 0.14% |
$515 - $692
|
10.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 32.39% |
$790 - $1.06K
|
48
$0
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-38- 1.76% |
$1.3K - $1.75K
|
2.12K
$0
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-42- 0.49% |
$1.44K - $1.94K
|
8.48K
$0
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53- 0.83% |
$1.82K - $2.45K
|
6.3K
$0
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 8.33% |
$3.43K - $4.62K
|
1.1K
$0
|