Latest Institutional Transactions on American Electric Power CO Inc (AEP)
This table provides information on the latest institutional transactions involving American Electric Power CO Inc (AEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2- 0.14% |
$149 - $176
|
1.47K
$142K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
104+ 1.09% |
$7.77K - $9.14K
|
9.66K
$940K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-26Closed |
$1.94K - $2.29K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.68KNew |
$275K - $324K
|
3.68K
$358K
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
325+ 11.52% |
$24.3K - $28.6K
|
3.15K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.51KClosed |
$531K - $617K
|
0
$0
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
158+ 5.27% |
$12.9K - $15K
|
3.16K
$307K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.2KClosed |
$97.9K - $114K
|
0
$0
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
26.5K+ 33.98% |
$2.16M - $2.52M
|
105K
$10.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.6K- 73.18% |
$1.84M - $2.14M
|
8.26K
$804K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.93KClosed |
$484K - $562K
|
0
$0
|
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
2.19K+ 3.26% |
$179K - $208K
|
69.5K
$6.76M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.27KClosed |
$185K - $215K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$392K - $455K
|
4.8K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
629New |
$51.3K - $59.7K
|
629
$61.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
7.12KNew |
$581K - $675K
|
7.12K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-75- 2.22% |
$6.12K - $7.12K
|
3.3K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.46KNew |
$201K - $233K
|
2.46K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
145+ 5.16% |
$11.8K - $13.8K
|
2.95K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
57.5KNew |
$4.69M - $5.46M
|
57.5K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-170- 3.11% |
$13.9K - $16.1K
|
5.29K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
695KNew |
$56.7M - $65.9M
|
695K
$67.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
26.9KNew |
$2.19M - $2.55M
|
26.9K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.5KNew |
$2.98M - $3.47M
|
36.5K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
200New |
$16.3K - $19K
|
200
$19.5K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
10+ 0.26% |
$816 - $949
|
3.83K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
28.9KNew |
$2.36M - $2.74M
|
28.9K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-4.01K- 95.46% |
$328K - $381K
|
191
$18.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1K+ 6.73% |
$171K - $199K
|
33.2K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.3KNew |
$514K - $598K
|
6.3K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200New |
$16.3K - $19K
|
200
$19.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
496+ 15.26% |
$40.5K - $47.1K
|
3.75K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-242- 8.55% |
$19.8K - $23K
|
2.59K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-805- 8.53% |
$65.7K - $76.4K
|
8.63K
$839K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.26KNew |
$429K - $499K
|
5.26K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-45.3K- 3.39% |
$3.69M - $4.29M
|
1.29M
$125M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-190- 9.74% |
$15.5K - $18K
|
1.76K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-113- 42.01% |
$9.22K - $10.7K
|
156
$15.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.19KNew |
$97K - $113K
|
1.19K
$116K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
120New |
$9.79K - $11.4K
|
120
$11.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Aequim Alternative Investments LP
Mill Valley, CA |
SELL
|
- |
-22.5K- 14.29% |
$1.84M - $2.14M
|
135K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-60- 1.9% |
$4.9K - $5.69K
|
3.11K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
463+ 2.61% |
$37.8K - $43.9K
|
18.2K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-391- 9.89% |
$31.9K - $37.1K
|
3.56K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
211+ 2.94% |
$17.2K - $20K
|
7.4K
$719K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.62K- 14.17% |
$214K - $249K
|
15.9K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
96+ 2.25% |
$7.84K - $9.11K
|
4.37K
$425K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-225- 5.22% |
$18.4K - $21.4K
|
4.09K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
65New |
$5.31K - $6.17K
|
65
$6.32K
|
|