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 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.05% |
$373 - $440
|
9.34K
$914K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.18% |
$373 - $440
|
2.79K
$273K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5+ 0.15% |
$373 - $440
|
3.39K
$331K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.12% |
$299 - $352
|
3.33K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.28% |
$224 - $264
|
1.09K
$107K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.36% |
$224 - $264
|
831
$81.3K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.06% |
$224 - $264
|
285
$27.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$149 - $176
|
4.53K
$443K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.66% |
$149 - $176
|
304
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.54% |
$149 - $176
|
369
$36.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$74.7 - $87.9
|
3.48K
$340K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$74.7 - $87.9
|
3.76K
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.03% |
$74.7 - $87.9
|
3.21K
$314K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.91% |
$74.7 - $87.9
|
111
$10.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.56% |
$74.7 - $87.9
|
65
$6.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$74.7 - $87.9
|
1.41K
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- -0.0% |
$74.7 - $87.9
|
31.4K
$3.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 0.04% |
$74.7 - $87.9
|
2.33K
$227K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2- 0.05% |
$149 - $176
|
3.93K
$385K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2- 0.14% |
$149 - $176
|
1.47K
$143K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4- 0.07% |
$299 - $352
|
5.37K
$525K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5- 3.85% |
$373 - $440
|
125
$12.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 1.33% |
$448 - $528
|
445
$43.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-7- 0.03% |
$523 - $616
|
23.6K
$2.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8- 1.48% |
$597 - $703
|
534
$52.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8- 0.08% |
$597 - $703
|
9.63K
$942K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.2% |
$672 - $791
|
4.49K
$439K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-11- 0.1% |
$821 - $967
|
10.9K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.13% |
$896 - $1.06K
|
8.98K
$879K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-13- 0.46% |
$971 - $1.14K
|
2.79K
$273K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-14- 0.07% |
$1.05K - $1.23K
|
19K
$1.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-14- 0.49% |
$1.05K - $1.23K
|
2.83K
$277K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 2.42% |
$1.12K - $1.32K
|
605
$59.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-15- 0.36% |
$1.12K - $1.32K
|
4.18K
$409K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-17- 7.02% |
$1.27K - $1.49K
|
225
$22K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 27.87% |
$1.27K - $1.49K
|
44
$4.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-17- 0.32% |
$1.27K - $1.49K
|
5.24K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-18- 0.46% |
$1.34K - $1.58K
|
3.93K
$384K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18- 3.2% |
$1.34K - $1.58K
|
544
$53.2K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-18- 2.11% |
$1.34K - $1.58K
|
835
$81.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-19- 63.33% |
$1.42K - $1.67K
|
11
$1.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20- 0.46% |
$1.49K - $1.76K
|
4.31K
$422K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 0.6% |
$1.87K - $2.2K
|
4.16K
$406K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25- 0.55% |
$1.87K - $2.2K
|
4.54K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-25- 0.46% |
$1.87K - $2.2K
|
5.38K
$527K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-26Closed |
$1.94K - $2.29K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-29- 7.53% |
$2.17K - $2.55K
|
356
$34.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29- 0.47% |
$2.17K - $2.55K
|
6.16K
$602K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 14.22% |
$2.24K - $2.64K
|
181
$17.7K
|