Purchases and Sales Made in Q1 2023 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
104+ 2.7% |
$8.88K - $10.2K
|
3.96K
$389K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
102+ 5100.0% |
$8.71K - $9.99K
|
104
$10.2K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
102+ 4.55% |
$8.71K - $9.99K
|
2.35K
$231K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
101+ 2.62% |
$8.63K - $9.89K
|
3.96K
$389K
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
100+ 1.04% |
$8.54K - $9.8K
|
9.74K
$958K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 2.11% |
$8.46K - $9.7K
|
4.79K
$472K
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
98+ 1.2% |
$8.37K - $9.6K
|
8.3K
$816K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
97+ 0.56% |
$8.28K - $9.5K
|
17.4K
$1.71M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
97+ 1.6% |
$8.28K - $9.5K
|
6.16K
$606K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
93+ 3.4% |
$7.94K - $9.11K
|
2.83K
$278K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92+ 4.02% |
$7.86K - $9.01K
|
2.38K
$234K
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
92+ 0.47% |
$7.86K - $9.01K
|
19.5K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
92+ 1.68% |
$7.86K - $9.01K
|
5.58K
$549K
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
90+ 2.84% |
$7.69K - $8.82K
|
3.26K
$321K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 16.01% |
$7.6K - $8.72K
|
645
$63.4K
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
89+ 0.53% |
$7.6K - $8.72K
|
16.8K
$1.65M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
87+ 70.16% |
$7.43K - $8.52K
|
211
$20.8K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
87+ 0.93% |
$7.43K - $8.52K
|
9.46K
$931K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
85New |
$7.26K - $8.33K
|
85
$8.36K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
85+ 1.21% |
$7.26K - $8.33K
|
7.11K
$700K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
84+ 1.71% |
$7.17K - $8.23K
|
4.98K
$490K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 3.48% |
$7.09K - $8.13K
|
2.47K
$243K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
81+ 0.65% |
$6.92K - $7.93K
|
12.6K
$1.24M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
80+ 3.09% |
$6.83K - $7.84K
|
2.67K
$263K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
77+ 1.83% |
$6.58K - $7.54K
|
4.29K
$422K
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
76+ 2.1% |
$6.49K - $7.44K
|
3.7K
$364K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
76+ 1.96% |
$6.49K - $7.44K
|
3.95K
$388K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
75+ 13.89% |
$6.41K - $7.35K
|
615
$60.5K
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
74+ 1.58% |
$6.32K - $7.25K
|
4.75K
$467K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
72+ 2.58% |
$6.15K - $7.05K
|
2.86K
$282K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
68+ 680.0% |
$5.81K - $6.66K
|
78
$7.67K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
68New |
$5.81K - $6.66K
|
68
$6.69K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
67+ 1.68% |
$5.72K - $6.56K
|
4.06K
$399K
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
66New |
$5.64K - $6.46K
|
66
$6.49K
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
63+ 2.81% |
$5.38K - $6.17K
|
2.3K
$227K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
61+ 0.44% |
$5.21K - $5.97K
|
13.8K
$1.36M
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
60+ 1.77% |
$5.12K - $5.88K
|
3.45K
$339K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
60New |
$5.12K - $5.88K
|
60
$5.9K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
59+ 3.63% |
$5.04K - $5.78K
|
1.69K
$166K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
54+ 0.28% |
$4.61K - $5.29K
|
19.2K
$1.89M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
54+ 0.95% |
$4.61K - $5.29K
|
5.74K
$564K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54New |
$4.61K - $5.29K
|
54
$5.31K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
53+ 1.89% |
$4.53K - $5.19K
|
2.85K
$281K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
53New |
$4.53K - $5.19K
|
53
$5.21K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
52+ 2.74% |
$4.44K - $5.09K
|
1.95K
$192K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51+ 56.67% |
$4.36K - $5K
|
141
$13.9K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
51+ 1.16% |
$4.36K - $5K
|
4.45K
$438K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
51+ 13.75% |
$4.36K - $5K
|
422
$41.5K
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
50+ 0.93% |
$4.27K - $4.9K
|
5.41K
$532K
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 1.5% |
$4.27K - $4.9K
|
3.38K
$332K
|