Purchases and Sales Made in Q3 2023 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
191+ 5.46% |
$14.3K - $16.8K
|
3.69K
$363K
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
190+ 0.49% |
$14.2K - $16.7K
|
39.1K
$3.85M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
179+ 23.9% |
$13.4K - $15.7K
|
928
$91.3K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
172+ 11.3% |
$12.8K - $15.1K
|
1.69K
$167K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
172+ 3.41% |
$12.8K - $15.1K
|
5.22K
$513K
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
165+ 1.05% |
$12.3K - $14.5K
|
15.9K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
160+ 4.87% |
$11.9K - $14.1K
|
3.45K
$339K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
155+ 2.25% |
$11.6K - $13.6K
|
7.04K
$692K
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
154+ 3.79% |
$11.5K - $13.5K
|
4.21K
$414K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
153+ 0.87% |
$11.4K - $13.5K
|
17.8K
$1.75M
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
150+ 5.23% |
$11.2K - $13.2K
|
3.02K
$297K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
150+ 2.65% |
$11.2K - $13.2K
|
5.82K
$573K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
148+ 0.72% |
$11.1K - $13K
|
20.6K
$2.03M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
142+ 4.98% |
$10.6K - $12.5K
|
3K
$295K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
142+ 2.03% |
$10.6K - $12.5K
|
7.12K
$701K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
140+ 3.06% |
$10.5K - $12.3K
|
4.72K
$464K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
132+ 4.37% |
$9.86K - $11.6K
|
3.15K
$310K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
130+ 0.32% |
$9.71K - $11.4K
|
41K
$4.03M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
128+ 3.2% |
$9.56K - $11.3K
|
4.12K
$406K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
125New |
$9.33K - $11K
|
125
$12.3K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
116+ 5.84% |
$8.66K - $10.2K
|
2.1K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
113+ 1.29% |
$8.44K - $9.94K
|
8.88K
$873K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
110+ 1.56% |
$8.21K - $9.67K
|
7.15K
$703K
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
106+ 0.5% |
$7.92K - $9.32K
|
21.5K
$2.11M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
105New |
$7.84K - $9.23K
|
105
$10.3K
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
104+ 1.09% |
$7.77K - $9.14K
|
9.66K
$950K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
102+ 0.38% |
$7.62K - $8.97K
|
26.6K
$2.62M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
101+ 14.05% |
$7.54K - $8.88K
|
820
$80.7K
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
100+ 3.85% |
$7.47K - $8.79K
|
2.7K
$266K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 25.25% |
$7.47K - $8.79K
|
496
$48.8K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
100+ 1.95% |
$7.47K - $8.79K
|
5.22K
$513K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
97+ 34.15% |
$7.24K - $8.53K
|
381
$37.5K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
95+ 2.72% |
$7.09K - $8.35K
|
3.59K
$354K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
93+ 1.37% |
$6.94K - $8.18K
|
6.87K
$676K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
92+ 4.68% |
$6.87K - $8.09K
|
2.06K
$202K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
90+ 1.95% |
$6.72K - $7.91K
|
4.7K
$462K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 10.81% |
$6.5K - $7.65K
|
892
$87.7K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
85+ 0.41% |
$6.35K - $7.47K
|
20.6K
$2.03M
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
80+ 0.96% |
$5.97K - $7.03K
|
8.45K
$831K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 15.75% |
$5.97K - $7.03K
|
588
$57.8K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79+ 1.42% |
$5.9K - $6.95K
|
5.66K
$557K
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
78+ 0.42% |
$5.82K - $6.86K
|
18.8K
$1.85M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
77+ 16.45% |
$5.75K - $6.77K
|
545
$53.6K
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
76+ 1.62% |
$5.67K - $6.68K
|
4.77K
$469K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75+ 0.56% |
$5.6K - $6.59K
|
13.4K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75New |
$5.6K - $6.59K
|
75
$7.38K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
70+ 0.12% |
$5.23K - $6.16K
|
58.4K
$5.75M
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70+ 11.16% |
$5.23K - $6.16K
|
697
$68.6K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
69New |
$5.15K - $6.07K
|
69
$6.79K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
66+ 1.65% |
$4.93K - $5.8K
|
4.07K
$400K
|