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 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.08% |
$245 - $285
|
282
$28.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.38% |
$163 - $190
|
522
$52.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$163 - $190
|
1.41K
$141K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$163 - $190
|
2
$201
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.24% |
$163 - $190
|
828
$83.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.28% |
$163 - $190
|
719
$72.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.18% |
$163 - $190
|
171
$17.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.04% |
$163 - $190
|
4.84K
$485K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1+ 0.02% |
$81.6 - $94.9
|
4.81K
$482K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.02% |
$81.6 - $94.9
|
6.02K
$604K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.01% |
$81.6 - $94.9
|
18.5K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.03% |
$81.6 - $94.9
|
3.21K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.04% |
$81.6 - $94.9
|
2.86K
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1+ 0.19% |
$81.6 - $94.9
|
514
$51.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$81.6 - $94.9
|
3.2K
$321K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.59% |
$81.6 - $94.9
|
64
$6.42K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$81.6 - $94.9
|
1.57K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.12% |
$81.6 - $94.9
|
805
$80.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.92% |
$81.6 - $94.9
|
110
$11K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1- 0.03% |
$81.6 - $94.9
|
2.89K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.01% |
$81.6 - $94.9
|
8.66K
$869K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 0.44% |
$163 - $190
|
450
$45.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$163 - $190
|
8
$803
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.04% |
$245 - $285
|
7.36K
$739K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.12% |
$326 - $380
|
3.2K
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5- 0.2% |
$408 - $474
|
2.56K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 7.69% |
$571 - $664
|
84
$8.43K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-7- 0.01% |
$571 - $664
|
89.9K
$9.02M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-8- 2.31% |
$653 - $759
|
338
$33.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 0.27% |
$653 - $759
|
2.92K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 12.33% |
$735 - $854
|
64
$6.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9- 0.09% |
$735 - $854
|
10.1K
$1.01M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11- 0.22% |
$898 - $1.04K
|
4.97K
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12- 0.28% |
$979 - $1.14K
|
4.33K
$435K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-13- 0.33% |
$1.06K - $1.23K
|
3.93K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-13- 0.32% |
$1.06K - $1.23K
|
4.06K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-13- 0.02% |
$1.06K - $1.23K
|
58K
$5.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14- 0.15% |
$1.14K - $1.33K
|
9.31K
$935K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$1.22K - $1.42K
|
9.18K
$921K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.42% |
$1.22K - $1.42K
|
3.52K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15- 0.66% |
$1.22K - $1.42K
|
2.25K
$226K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-16- 0.19% |
$1.31K - $1.52K
|
8.28K
$831K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-18- 2.05% |
$1.47K - $1.71K
|
860
$86.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19- 0.04% |
$1.55K - $1.8K
|
52.2K
$5.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-20- 0.77% |
$1.63K - $1.9K
|
2.57K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-20- 0.52% |
$1.63K - $1.9K
|
3.86K
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-21- 0.49% |
$1.71K - $1.99K
|
4.3K
$432K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21- 0.09% |
$1.71K - $1.99K
|
22.4K
$2.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-22- 0.92% |
$1.8K - $2.09K
|
2.38K
$239K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-24- 0.54% |
$1.96K - $2.28K
|
4.44K
$446K
|