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 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-343- 39.56% |
$29.3K - $33.6K
|
524
$51.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-345- 2.0% |
$29.5K - $33.8K
|
16.9K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-347- 9.51% |
$29.6K - $34K
|
3.3K
$325K
|
|
|
May 04, 2023
Q1 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-350- 0.8% |
$29.9K - $34.3K
|
43.6K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-360- 3.43% |
$30.7K - $35.3K
|
10.1K
$996K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-361- 11.5% |
$30.8K - $35.4K
|
2.78K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-370- 11.54% |
$31.6K - $36.2K
|
2.84K
$279K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-371- 8.35% |
$31.7K - $36.3K
|
4.07K
$401K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-372- 51.52% |
$31.8K - $36.4K
|
350
$34.4K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-388- 5.11% |
$33.1K - $38K
|
7.21K
$709K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-388- 1.38% |
$33.1K - $38K
|
27.7K
$2.73M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-395- 11.64% |
$33.7K - $38.7K
|
3K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-400- 8.38% |
$34.2K - $39.2K
|
4.37K
$430K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 10.08% |
$34.2K - $39.2K
|
3.57K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-401- 14.31% |
$34.2K - $39.3K
|
2.4K
$236K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-408- 21.73% |
$34.8K - $40K
|
1.47K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-409- 4.15% |
$34.9K - $40.1K
|
9.44K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-410- 14.34% |
$35K - $40.2K
|
2.45K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-412- 34.45% |
$35.2K - $40.4K
|
784
$77.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-420- 51.53% |
$35.9K - $41.1K
|
395
$38.9K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-420- 19.95% |
$35.9K - $41.1K
|
1.69K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-422- 1.01% |
$36K - $41.3K
|
41.2K
$4.06M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-427- 1.3% |
$36.5K - $41.8K
|
32.4K
$3.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-429- 6.33% |
$36.6K - $42K
|
6.35K
$625K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-433- 1.67% |
$37K - $42.4K
|
25.5K
$2.51M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-434- 2.85% |
$37.1K - $42.5K
|
14.8K
$1.45M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-435- 41.31% |
$37.2K - $42.6K
|
618
$60.8K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-436- 0.83% |
$37.2K - $42.7K
|
51.8K
$5.1M
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-458- 7.63% |
$39.1K - $44.9K
|
5.54K
$545K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-460- 1.51% |
$39.3K - $45.1K
|
30.1K
$2.96M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-471- 2.75% |
$40.2K - $46.1K
|
16.6K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-483Closed |
$41.3K - $47.3K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-483- 2.85% |
$41.3K - $47.3K
|
16.4K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-484- 10.91% |
$41.3K - $47.4K
|
3.95K
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-490- 6.82% |
$41.9K - $48K
|
6.7K
$659K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 20.41% |
$42.7K - $49K
|
1.95K
$192K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-500- 13.82% |
$42.7K - $49K
|
3.12K
$307K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 20.41% |
$42.7K - $49K
|
1.95K
$192K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-506- 3.79% |
$43.2K - $49.6K
|
12.9K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-515- 9.53% |
$44K - $50.4K
|
4.89K
$481K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-521- 14.1% |
$44.5K - $51K
|
3.17K
$312K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-529- 0.42% |
$45.2K - $51.8K
|
126K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-531- 0.42% |
$45.4K - $52K
|
125K
$12.3M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-546- 2.52% |
$46.6K - $53.5K
|
21.1K
$2.08M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-551- 5.61% |
$47.1K - $54K
|
9.28K
$912K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-577- 1.08% |
$49.3K - $56.5K
|
52.9K
$5.2M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-579- 44.33% |
$49.5K - $56.7K
|
727
$71.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-583- 7.11% |
$49.8K - $57.1K
|
7.62K
$749K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-602- 13.92% |
$51.4K - $59K
|
3.72K
$366K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-605- 6.63% |
$51.7K - $59.3K
|
8.52K
$838K
|