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 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-90- 2.89% |
$7.35K - $8.54K
|
3.03K
$308K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-95- 24.05% |
$7.75K - $9.01K
|
300
$30.6K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-95- 3.83% |
$7.75K - $9.01K
|
2.38K
$243K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 1.67% |
$8.16K - $9.49K
|
5.88K
$599K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 1.74% |
$8.16K - $9.49K
|
5.64K
$575K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100- 1.96% |
$8.16K - $9.49K
|
5.01K
$511K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-101- 1.15% |
$8.24K - $9.58K
|
8.65K
$881K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-101- 2.55% |
$8.24K - $9.58K
|
3.86K
$393K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-103- 2.16% |
$8.41K - $9.77K
|
4.67K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-103- 1.15% |
$8.41K - $9.77K
|
8.85K
$901K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-107- 3.25% |
$8.73K - $10.2K
|
3.19K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-110- 4.08% |
$8.98K - $10.4K
|
2.58K
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-113- 42.01% |
$9.22K - $10.7K
|
156
$15.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-113- 1.35% |
$9.22K - $10.7K
|
8.26K
$842K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-116- 2.16% |
$9.47K - $11K
|
5.26K
$536K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-117- 19.76% |
$9.55K - $11.1K
|
475
$48.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-119- 0.54% |
$9.71K - $11.3K
|
22K
$2.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-121- 3.81% |
$9.88K - $11.5K
|
3.05K
$311K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-123- 0.54% |
$10K - $11.7K
|
22.6K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-123- 0.44% |
$10K - $11.7K
|
27.6K
$2.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-126- 3.65% |
$10.3K - $12K
|
3.32K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-126- 2.6% |
$10.3K - $12K
|
4.72K
$481K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-128- 3.89% |
$10.4K - $12.1K
|
3.16K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-130- 1.07% |
$10.6K - $12.3K
|
12K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-131- 1.06% |
$10.7K - $12.4K
|
12.2K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-136- 4.65% |
$11.1K - $12.9K
|
2.79K
$284K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-141- 2.78% |
$11.5K - $13.4K
|
4.92K
$502K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-144- 17.37% |
$11.8K - $13.7K
|
685
$69.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-145- 2.83% |
$11.8K - $13.8K
|
4.99K
$508K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-147- 2.72% |
$12K - $13.9K
|
5.25K
$535K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-148- 3.77% |
$12.1K - $14K
|
3.78K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-151- 3.15% |
$12.3K - $14.3K
|
4.65K
$473K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-152- 5.75% |
$12.4K - $14.4K
|
2.49K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-161- 5.98% |
$13.1K - $15.3K
|
2.53K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-162- 0.78% |
$13.2K - $15.4K
|
20.5K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-170- 3.11% |
$13.9K - $16.1K
|
5.29K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-172- 0.15% |
$14K - $16.3K
|
115K
$11.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-177- 4.77% |
$14.4K - $16.8K
|
3.54K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-177- 1.82% |
$14.4K - $16.8K
|
9.53K
$970K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-179- 1.74% |
$14.6K - $17K
|
10.1K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-190- 9.74% |
$15.5K - $18K
|
1.76K
$179K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-194- 2.74% |
$15.8K - $18.4K
|
6.88K
$701K
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-197- 0.28% |
$16.1K - $18.7K
|
71.2K
$7.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-198- 6.64% |
$16.2K - $18.8K
|
2.79K
$284K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-202- 9.32% |
$16.5K - $19.2K
|
1.97K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-203- 4.89% |
$16.6K - $19.3K
|
3.95K
$402K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-207- 6.96% |
$16.9K - $19.6K
|
2.77K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-214- 4.75% |
$17.5K - $20.3K
|
4.29K
$437K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-215- 13.84% |
$17.5K - $20.4K
|
1.34K
$136K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-218- 12.94% |
$17.8K - $20.7K
|
1.47K
$149K
|