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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
60+ 1.75% |
$4.48K - $5.28K
|
3.49K
$343K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
54+ 1.89% |
$4.03K - $4.75K
|
2.91K
$286K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
53+ 1.85% |
$3.96K - $4.66K
|
2.92K
$288K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
51+ 1.93% |
$3.81K - $4.48K
|
2.7K
$265K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 1.15% |
$3.73K - $4.4K
|
4.39K
$432K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
50+ 5.68% |
$3.73K - $4.4K
|
930
$91.5K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
47+ 0.98% |
$3.51K - $4.13K
|
4.85K
$477K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
45+ 0.82% |
$3.36K - $3.96K
|
5.54K
$545K
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
39+ 0.81% |
$2.91K - $3.43K
|
4.83K
$475K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 43.9% |
$2.69K - $3.17K
|
118
$11.6K
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
35+ 0.36% |
$2.61K - $3.08K
|
9.79K
$963K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
30+ 2.07% |
$2.24K - $2.64K
|
1.48K
$146K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
30+ 0.43% |
$2.24K - $2.64K
|
6.97K
$686K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 0.56% |
$2.02K - $2.37K
|
4.84K
$476K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
27+ 0.48% |
$2.02K - $2.37K
|
5.61K
$552K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
27+ 0.93% |
$2.02K - $2.37K
|
2.93K
$288K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 20.47% |
$1.94K - $2.29K
|
153
$15K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 1.16% |
$1.94K - $2.29K
|
2.26K
$222K
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
25New |
$1.87K - $2.2K
|
25
$2.46K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.14% |
$1.64K - $1.93K
|
16.3K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 2.92% |
$1.57K - $1.85K
|
740
$72.8K
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
19+ 0.53% |
$1.42K - $1.67K
|
3.6K
$354K
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
19+ 0.59% |
$1.42K - $1.67K
|
3.22K
$316K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.44% |
$1.34K - $1.58K
|
4.07K
$400K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.68% |
$1.19K - $1.41K
|
2.37K
$233K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 84.21% |
$1.19K - $1.41K
|
35
$3.44K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16+ 0.41% |
$1.19K - $1.41K
|
3.87K
$381K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 1.83% |
$1.12K - $1.32K
|
835
$82.1K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
15New |
$1.12K - $1.32K
|
15
$1.48K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14+ 21.88% |
$1.05K - $1.23K
|
78
$7.67K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14+ 7.37% |
$1.05K - $1.23K
|
204
$20.1K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
13New |
$971 - $1.14K
|
13
$1.28K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13+ 4.23% |
$971 - $1.14K
|
320
$31.5K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13+ 0.28% |
$971 - $1.14K
|
4.69K
$462K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$896 - $1.06K
|
5.44K
$535K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.16% |
$896 - $1.06K
|
7.62K
$750K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.89% |
$747 - $879
|
1.13K
$111K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 9.35% |
$747 - $879
|
117
$11.5K
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.26% |
$747 - $879
|
3.83K
$377K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.2% |
$672 - $791
|
4.41K
$434K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.42% |
$672 - $791
|
2.16K
$213K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 1.09% |
$672 - $791
|
835
$82.1K
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.27% |
$672 - $791
|
3.35K
$330K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.07% |
$672 - $791
|
12.3K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9+ 0.12% |
$672 - $791
|
7.66K
$754K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
8+ 0.01% |
$597 - $703
|
89.9K
$8.85M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 0.85% |
$523 - $616
|
826
$81.2K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 40.0% |
$448 - $528
|
21
$2.07K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.17% |
$448 - $528
|
519
$51K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 62.5% |
$373 - $440
|
13
$1.28K
|