Purchases and Sales Made in Q2 2022 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25+ 1.09% |
$2.21K - $2.61K
|
2.31K
$228K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 1.0% |
$2.21K - $2.61K
|
2.54K
$249K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
22+ 1.52% |
$1.95K - $2.3K
|
1.47K
$145K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
21+ 0.6% |
$1.86K - $2.19K
|
3.53K
$348K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20+ 5.45% |
$1.77K - $2.09K
|
387
$38.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
20+ 0.77% |
$1.77K - $2.09K
|
2.61K
$256K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.9% |
$1.68K - $1.99K
|
1.02K
$100K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
19+ 0.6% |
$1.68K - $1.99K
|
3.17K
$312K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
18+ 1.82% |
$1.59K - $1.88K
|
1.01K
$99K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
18+ 0.82% |
$1.59K - $1.88K
|
2.21K
$217K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
18+ 0.79% |
$1.59K - $1.88K
|
2.31K
$227K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 6.61% |
$1.5K - $1.78K
|
274
$27K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.59% |
$1.5K - $1.78K
|
2.89K
$285K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17+ 0.71% |
$1.5K - $1.78K
|
2.42K
$238K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
16+ 0.56% |
$1.41K - $1.67K
|
2.9K
$285K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16+ 0.16% |
$1.41K - $1.67K
|
9.92K
$976K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.6% |
$1.41K - $1.67K
|
2.67K
$263K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 1.98% |
$1.41K - $1.67K
|
824
$81K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
15+ 1.98% |
$1.33K - $1.57K
|
772
$75.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14New |
$1.24K - $1.46K
|
14
$1.38K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$1.15K - $1.36K
|
13
$1.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.37% |
$1.06K - $1.25K
|
3.29K
$324K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
11+ 0.09% |
$973 - $1.15K
|
11.6K
$1.14M
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
9+ 0.12% |
$796 - $940
|
7.6K
$748K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 1.31% |
$796 - $940
|
694
$68.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 30.0% |
$796 - $940
|
39
$3.84K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
9+ 0.32% |
$796 - $940
|
2.83K
$278K
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$619 - $731
|
5.84K
$574K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.76% |
$619 - $731
|
925
$91K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7+ 0.15% |
$619 - $731
|
4.62K
$455K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$530 - $627
|
7.19K
$707K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$530 - $627
|
6
$590
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.07% |
$530 - $627
|
8.67K
$853K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 1.63% |
$530 - $627
|
375
$36.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$442 - $522
|
7.63K
$750K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.54% |
$442 - $522
|
936
$92.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.24% |
$442 - $522
|
2.13K
$209K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$442 - $522
|
5
$492
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5+ 0.14% |
$442 - $522
|
3.53K
$347K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
4+ 0.08% |
$354 - $418
|
5.12K
$503K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4+ 0.14% |
$354 - $418
|
2.78K
$274K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4+ 0.13% |
$354 - $418
|
3K
$295K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.02% |
$354 - $418
|
20.6K
$2.03M
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.14% |
$354 - $418
|
2.82K
$277K
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4+ 0.18% |
$354 - $418
|
2.18K
$214K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.03% |
$265 - $313
|
9.52K
$936K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 1.3% |
$265 - $313
|
233
$22.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.03% |
$177 - $209
|
7.21K
$709K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$177 - $209
|
1.88K
$185K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.02% |
$177 - $209
|
13K
$1.27M
|