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 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-725- 2.6% |
$59.2K - $68.8K
|
27.2K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-735- 2.17% |
$60K - $69.7K
|
33.1K
$3.37M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-737- 14.35% |
$60.2K - $69.9K
|
4.4K
$448K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-742- 21.67% |
$60.6K - $70.4K
|
2.68K
$273K
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-750- 7.54% |
$61.2K - $71.2K
|
9.2K
$937K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-751- 15.23% |
$61.3K - $71.3K
|
4.18K
$426K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-753- 96.17% |
$61.5K - $71.5K
|
30
$3.06K
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-754- 20.88% |
$61.5K - $71.5K
|
2.86K
$291K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-771- 1.69% |
$62.9K - $73.2K
|
45K
$4.58M
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-796- 14.27% |
$65K - $75.5K
|
4.78K
$487K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-805- 8.53% |
$65.7K - $76.4K
|
8.63K
$879K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-813- 67.02% |
$66.4K - $77.1K
|
400
$40.8K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-814- 1.25% |
$66.4K - $77.2K
|
64.3K
$6.55M
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-835- 15.07% |
$68.2K - $79.2K
|
4.71K
$479K
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-838- 6.31% |
$68.4K - $79.5K
|
12.4K
$1.27M
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-884- 1.5% |
$72.2K - $83.9K
|
58.1K
$5.92M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-884- 7.5% |
$72.2K - $83.9K
|
10.9K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-887- 8.37% |
$72.4K - $84.2K
|
9.71K
$989K
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-899- 19.4% |
$73.4K - $85.3K
|
3.74K
$381K
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-900- 0.95% |
$73.5K - $85.4K
|
94.1K
$9.58M
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-904- 0.37% |
$73.8K - $85.8K
|
242K
$24.6M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-905- 21.1% |
$73.9K - $85.9K
|
3.39K
$345K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-944- 6.11% |
$77K - $89.6K
|
14.5K
$1.48M
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-976- 3.34% |
$79.7K - $92.6K
|
28.3K
$2.88M
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-979- 3.25% |
$79.9K - $92.9K
|
29.1K
$2.97M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-984- 11.11% |
$80.3K - $93.4K
|
7.88K
$802K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-992- 24.74% |
$81K - $94.1K
|
3.02K
$307K
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.01K- 8.69% |
$82.2K - $95.6K
|
10.6K
$1.08M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.05K- 1.79% |
$85.5K - $99.4K
|
57.5K
$5.86M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.06K- 2.21% |
$86.7K - $101K
|
46.9K
$4.78M
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.06K- 8.42% |
$86.8K - $101K
|
11.6K
$1.18M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.07K- 17.86% |
$87.4K - $102K
|
4.93K
$502K
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.09K- 9.85% |
$88.6K - $103K
|
9.94K
$1.01M
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.11K- 2.75% |
$90.9K - $106K
|
39.3K
$4.01M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.13K- 2.56% |
$92.1K - $107K
|
43K
$4.38M
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.13K- 6.89% |
$92.5K - $108K
|
15.3K
$1.56M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.14K- 16.65% |
$93.1K - $108K
|
5.71K
$582K
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.18K- 12.3% |
$95.9K - $111K
|
8.37K
$853K
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.2K- 15.61% |
$97.9K - $114K
|
6.49K
$661K
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.2KClosed |
$97.9K - $114K
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 19.79% |
$98.9K - $115K
|
4.91K
$500K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.24K- 29.86% |
$101K - $117K
|
2.91K
$296K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.24K- 1.09% |
$101K - $118K
|
113K
$11.5M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.28K- 15.73% |
$104K - $121K
|
6.83K
$696K
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-1.33K- 7.96% |
$108K - $126K
|
15.3K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.36K- 30.03% |
$111K - $129K
|
3.17K
$323K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 15.75% |
$111K - $129K
|
7.28K
$741K
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1.38K- 0.62% |
$112K - $131K
|
219K
$22.3M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 24.56% |
$114K - $133K
|
4.31K
$439K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.47K- 0.7% |
$120K - $139K
|
207K
$21.1M
|