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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-76- 1.65% |
$6.49K - $7.44K
|
4.54K
$455K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-76- 1.21% |
$6.49K - $7.44K
|
6.21K
$623K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-84- 1.27% |
$7.17K - $8.23K
|
6.51K
$653K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-85- 3.36% |
$7.26K - $8.33K
|
2.45K
$246K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-87- 0.84% |
$7.43K - $8.52K
|
10.3K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-88- 1.69% |
$7.52K - $8.62K
|
5.11K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-90- 0.66% |
$7.69K - $8.82K
|
13.6K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-91- 85.85% |
$7.77K - $8.91K
|
15
$1.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-92- 30.67% |
$7.86K - $9.01K
|
208
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-93- 23.19% |
$7.94K - $9.11K
|
308
$30.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-94- 1.62% |
$8.03K - $9.21K
|
5.71K
$573K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-96- 2.76% |
$8.2K - $9.4K
|
3.38K
$339K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-97- 0.87% |
$8.28K - $9.5K
|
11.1K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-97- 1.37% |
$8.28K - $9.5K
|
6.96K
$699K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-98- 0.43% |
$8.37K - $9.6K
|
22.9K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 11.3% |
$8.54K - $9.8K
|
785
$78.8K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-101- 2.55% |
$8.63K - $9.89K
|
3.86K
$387K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-102- 56.04% |
$8.71K - $9.99K
|
80
$8.03K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-105- 1.09% |
$8.97K - $10.3K
|
9.52K
$955K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-109- 1.06% |
$9.31K - $10.7K
|
10.2K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-109- 2.11% |
$9.31K - $10.7K
|
5.07K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-109- 4.29% |
$9.31K - $10.7K
|
2.43K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-114- 1.79% |
$9.74K - $11.2K
|
6.25K
$627K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-118- 1.31% |
$10.1K - $11.6K
|
8.91K
$894K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-119- 4.23% |
$10.2K - $11.7K
|
2.69K
$270K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-120- 1.02% |
$10.2K - $11.8K
|
11.6K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-120- 0.64% |
$10.2K - $11.8K
|
18.6K
$1.87M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-120- 4.66% |
$10.2K - $11.8K
|
2.45K
$246K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-122- 4.36% |
$10.4K - $11.9K
|
2.68K
$269K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-125Closed |
$10.7K - $12.2K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-126- 0.68% |
$10.8K - $12.3K
|
18.3K
$1.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-129- 0.92% |
$11K - $12.6K
|
13.9K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-129- 2.78% |
$11K - $12.6K
|
4.51K
$452K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-131- 4.72% |
$11.2K - $12.8K
|
2.64K
$265K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-132- 5.47% |
$11.3K - $12.9K
|
2.28K
$229K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-135- 5.19% |
$11.5K - $13.2K
|
2.47K
$247K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-137- 4.27% |
$11.7K - $13.4K
|
3.07K
$308K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-140- 0.66% |
$12K - $13.7K
|
21.2K
$2.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-144- 0.76% |
$12.3K - $14.1K
|
18.7K
$1.88M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-144- 0.76% |
$12.3K - $14.1K
|
18.7K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-145- 1.93% |
$12.4K - $14.2K
|
7.36K
$738K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-149- 5.07% |
$12.7K - $14.6K
|
2.79K
$280K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-150- 4.02% |
$12.8K - $14.7K
|
3.58K
$359K
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-154- 2.89% |
$13.2K - $15.1K
|
5.17K
$518K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-158- 5.0% |
$13.5K - $15.5K
|
3K
$301K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-159- 2.87% |
$13.6K - $15.6K
|
5.38K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-159- 43.21% |
$13.6K - $15.6K
|
209
$21K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-160- 3.36% |
$13.7K - $15.7K
|
4.61K
$462K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-163- 4.41% |
$13.9K - $16K
|
3.53K
$354K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-166- 4.09% |
$14.2K - $16.3K
|
3.89K
$391K
|