Purchases and Sales Made in Q4 2021 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39+ 1.38% |
$3.13K - $3.47K
|
2.86K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
38+ 0.27% |
$3.05K - $3.38K
|
14.2K
$1.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
37+ 0.39% |
$2.97K - $3.29K
|
9.55K
$939K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
36+ 9.94% |
$2.89K - $3.2K
|
398
$39.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
36+ 3.92% |
$2.89K - $3.2K
|
954
$93.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
32+ 0.47% |
$2.57K - $2.85K
|
6.84K
$673K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
32+ 1.61% |
$2.57K - $2.85K
|
2.02K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
31+ 0.77% |
$2.49K - $2.76K
|
4.03K
$397K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
29New |
$2.33K - $2.58K
|
29
$2.85K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
25+ 0.45% |
$2.01K - $2.22K
|
5.61K
$552K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 3.06% |
$2.01K - $2.22K
|
842
$82.8K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
24New |
$1.93K - $2.14K
|
24
$2.36K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.94% |
$1.93K - $2.14K
|
2.57K
$252K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 0.92% |
$1.93K - $2.14K
|
2.63K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
24+ 0.41% |
$1.93K - $2.14K
|
5.84K
$574K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
23New |
$1.85K - $2.05K
|
23
$2.26K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.74% |
$1.69K - $1.87K
|
2.86K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
21+ 0.33% |
$1.69K - $1.87K
|
6.44K
$633K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
20+ 0.8% |
$1.61K - $1.78K
|
2.51K
$246K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 3.33% |
$1.45K - $1.6K
|
559
$55K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.63% |
$1.45K - $1.6K
|
2.86K
$282K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18New |
$1.45K - $1.6K
|
18
$1.77K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 1.77% |
$1.36K - $1.51K
|
975
$95.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.46% |
$1.36K - $1.51K
|
3.74K
$368K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.24% |
$1.2K - $1.33K
|
6.18K
$608K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
14New |
$1.12K - $1.25K
|
14
$1.38K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
13+ 0.04% |
$1.04K - $1.16K
|
30.2K
$2.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
13+ 0.09% |
$1.04K - $1.16K
|
14.9K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13New |
$1.04K - $1.16K
|
13
$1.28K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 8.8% |
$883 - $979
|
136
$13.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.15% |
$883 - $979
|
7.58K
$746K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 0.53% |
$883 - $979
|
2.11K
$207K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$803 - $890
|
10
$984
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.33% |
$562 - $623
|
2.12K
$208K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$562 - $623
|
7
$689
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.12% |
$562 - $623
|
5.67K
$558K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 0.22% |
$482 - $534
|
2.78K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$482 - $534
|
7.18K
$706K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.65% |
$482 - $534
|
926
$91.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.7% |
$401 - $445
|
715
$70.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
5+ 0.05% |
$401 - $445
|
9.59K
$943K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 9.09% |
$401 - $445
|
60
$5.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.53% |
$401 - $445
|
941
$92.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.06% |
$401 - $445
|
9.06K
$891K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4+ 0.03% |
$321 - $356
|
13.4K
$1.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.96% |
$241 - $267
|
315
$31K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.08% |
$241 - $267
|
3.78K
$371K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$241 - $267
|
6.52K
$641K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3+ 0.07% |
$241 - $267
|
4.49K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.08% |
$241 - $267
|
3.66K
$360K
|