Purchases and Sales Made in Q1 2024 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.31K+ 38.26% |
$252K - $285K
|
12K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.3KNew |
$251K - $284K
|
3.3K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.24K+ 28.11% |
$246K - $279K
|
14.8K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.17K+ 31.37% |
$241K - $273K
|
13.3K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.16KNew |
$240K - $272K
|
3.16K
$335K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.14K+ 8.55% |
$238K - $270K
|
39.8K
$4.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.1K+ 20.44% |
$235K - $267K
|
18.2K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.06KNew |
$232K - $263K
|
3.06K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.05KNew |
$232K - $263K
|
3.05K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.99KNew |
$227K - $258K
|
2.99K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.96KNew |
$225K - $255K
|
2.96K
$314K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.95KNew |
$224K - $254K
|
2.95K
$314K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.93KNew |
$223K - $253K
|
2.93K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.92K+ 61.47% |
$222K - $251K
|
7.67K
$815K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.91KNew |
$221K - $251K
|
2.91K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.89KNew |
$219K - $249K
|
2.89K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.88KNew |
$218K - $248K
|
2.88K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.88K+ 27.62% |
$218K - $248K
|
13.3K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.87KNew |
$218K - $247K
|
2.87K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 559.06% |
$218K - $247K
|
3.38K
$359K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.8K+ 13.92% |
$213K - $241K
|
22.9K
$2.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.76K+ 28.66% |
$210K - $238K
|
12.4K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.7KNew |
$205K - $232K
|
2.7K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.68KNew |
$204K - $231K
|
2.68K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.63K+ 47.72% |
$200K - $227K
|
8.15K
$865K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.62KNew |
$199K - $225K
|
2.62K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.61K+ 4.86% |
$198K - $224K
|
56.3K
$5.98M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.59KNew |
$197K - $223K
|
2.59K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.58K+ 22.12% |
$196K - $222K
|
14.2K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.56KNew |
$194K - $220K
|
2.56K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.55K+ 85.56% |
$193K - $219K
|
5.52K
$587K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.53K+ 25.63% |
$192K - $218K
|
12.4K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.53KNew |
$192K - $218K
|
2.53K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
2.52K+ 52.42% |
$191K - $217K
|
7.33K
$778K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 9.35% |
$190K - $215K
|
29.2K
$3.11M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.5K+ 126.14% |
$189K - $215K
|
4.47K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.49K+ 59.03% |
$189K - $214K
|
6.71K
$713K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2.47KNew |
$188K - $213K
|
2.47K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.47KNew |
$188K - $213K
|
2.47K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.47KNew |
$188K - $213K
|
2.47K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.47K+ 95.0% |
$188K - $213K
|
5.07K
$538K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.47KNew |
$188K - $213K
|
2.47K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.45KNew |
$186K - $211K
|
2.45K
$260K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.43KNew |
$184K - $209K
|
2.43K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.43K+ 29.1% |
$184K - $209K
|
10.8K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.42KNew |
$184K - $208K
|
2.42K
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.41KNew |
$183K - $207K
|
2.41K
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.4KNew |
$182K - $207K
|
2.4K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.4K+ 18.87% |
$182K - $207K
|
15.1K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.39KNew |
$181K - $206K
|
2.39K
$254K
|