Purchases and Sales Made in Q2 2023 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
32+ 6.72% |
$2.61K - $3.04K
|
508
$54K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 1.81% |
$2.61K - $3.04K
|
1.8K
$192K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
31+ 14.69% |
$2.53K - $2.94K
|
242
$25.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.4% |
$2.45K - $2.85K
|
7.46K
$792K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 16.57% |
$2.45K - $2.85K
|
211
$22.4K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
26New |
$2.12K - $2.47K
|
26
$2.76K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25+ 0.92% |
$2.04K - $2.37K
|
2.76K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
25+ 1.0% |
$2.04K - $2.37K
|
2.53K
$269K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22+ 0.76% |
$1.8K - $2.09K
|
2.92K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
22+ 3.03% |
$1.8K - $2.09K
|
749
$79.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
21+ 0.46% |
$1.71K - $1.99K
|
4.56K
$484K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
21+ 0.07% |
$1.71K - $1.99K
|
31.2K
$3.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.4% |
$1.55K - $1.8K
|
4.81K
$511K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
19+ 0.51% |
$1.55K - $1.8K
|
3.74K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
18+ 0.62% |
$1.47K - $1.71K
|
2.92K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
18+ 0.62% |
$1.47K - $1.71K
|
2.92K
$311K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 850.0% |
$1.39K - $1.61K
|
19
$2.02K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
17+ 3.24% |
$1.39K - $1.61K
|
542
$57.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
17+ 1.41% |
$1.39K - $1.61K
|
1.22K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
17+ 0.2% |
$1.39K - $1.61K
|
8.54K
$907K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
15+ 0.4% |
$1.22K - $1.42K
|
3.76K
$399K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
14+ 0.14% |
$1.14K - $1.33K
|
9.76K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14+ 3.15% |
$1.14K - $1.33K
|
459
$48.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.1% |
$1.06K - $1.23K
|
12.6K
$1.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 15.38% |
$979 - $1.14K
|
90
$9.56K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
12+ 0.29% |
$979 - $1.14K
|
4.19K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12+ 0.36% |
$979 - $1.14K
|
3.35K
$355K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10+ 0.18% |
$816 - $949
|
5.54K
$588K
|
|
|
Jul 31, 2023
Q2 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
10+ 0.21% |
$816 - $949
|
4.72K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 4.26% |
$816 - $949
|
245
$26K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
10+ 0.18% |
$816 - $949
|
5.43K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
10+ 0.26% |
$816 - $949
|
3.83K
$406K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
9+ 0.26% |
$735 - $854
|
3.51K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8New |
$653 - $759
|
8
$850
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 0.98% |
$653 - $759
|
826
$87.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 0.86% |
$571 - $664
|
819
$87K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.33% |
$571 - $664
|
2.16K
$229K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$490 - $569
|
6
$637
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.24% |
$490 - $569
|
2.5K
$265K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.17% |
$408 - $474
|
2.87K
$305K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5+ 0.15% |
$408 - $474
|
3.38K
$359K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.4% |
$326 - $380
|
1.01K
$107K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.1% |
$326 - $380
|
3.99K
$423K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
4+ 0.03% |
$326 - $380
|
15.5K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.16% |
$326 - $380
|
2.45K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.08% |
$326 - $380
|
4.82K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.08% |
$326 - $380
|
5.26K
$559K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$245 - $285
|
26.8K
$2.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.13% |
$245 - $285
|
2.35K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.02% |
$245 - $285
|
17.4K
$1.85M
|