Purchases and Sales Made in Q4 2022 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q4 2022. 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 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
53+ 2.27% |
$4.4K - $5.23K
|
2.38K
$234K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
52New |
$4.32K - $5.13K
|
52
$5.11K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
52+ 8.21% |
$4.32K - $5.13K
|
685
$67.4K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
50+ 0.51% |
$4.15K - $4.93K
|
9.85K
$968K
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 1.36% |
$4.15K - $4.93K
|
3.73K
$367K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
49+ 0.91% |
$4.07K - $4.83K
|
5.41K
$532K
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
47+ 0.83% |
$3.9K - $4.64K
|
5.68K
$559K
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 0.36% |
$3.32K - $3.94K
|
11.1K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
40+ 1.56% |
$3.32K - $3.94K
|
2.6K
$256K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
39+ 0.54% |
$3.24K - $3.85K
|
7.22K
$710K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
39+ 63.93% |
$3.24K - $3.85K
|
100
$9.84K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
39+ 15.35% |
$3.24K - $3.85K
|
293
$28.8K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38+ 0.17% |
$3.15K - $3.75K
|
22.9K
$2.26M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38+ 0.77% |
$3.15K - $3.75K
|
4.95K
$487K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
37New |
$3.07K - $3.65K
|
37
$3.64K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
37+ 0.78% |
$3.07K - $3.65K
|
4.8K
$472K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
36+ 6.5% |
$2.99K - $3.55K
|
590
$58K
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
35+ 1.03% |
$2.9K - $3.45K
|
3.43K
$338K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
33New |
$2.74K - $3.25K
|
33
$3.25K
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
33+ 0.51% |
$2.74K - $3.25K
|
6.47K
$637K
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
33+ 0.16% |
$2.74K - $3.25K
|
20.9K
$2.05M
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
32+ 0.93% |
$2.66K - $3.16K
|
3.48K
$342K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
31+ 0.32% |
$2.57K - $3.06K
|
9.67K
$952K
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
31+ 0.39% |
$2.57K - $3.06K
|
8.01K
$788K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
29+ 0.43% |
$2.41K - $2.86K
|
6.78K
$667K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
29+ 0.51% |
$2.41K - $2.86K
|
5.71K
$561K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 0.31% |
$2.32K - $2.76K
|
9.01K
$886K
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
26+ 32.5% |
$2.16K - $2.56K
|
106
$10.4K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25+ 0.63% |
$2.07K - $2.47K
|
4.01K
$395K
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22+ 2.03% |
$1.83K - $2.17K
|
1.11K
$109K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
22+ 3.14% |
$1.83K - $2.17K
|
722
$71K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.84% |
$1.83K - $2.17K
|
2.65K
$261K
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
20+ 0.78% |
$1.66K - $1.97K
|
2.57K
$253K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
20+ 0.86% |
$1.66K - $1.97K
|
2.35K
$231K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 1.09% |
$1.66K - $1.97K
|
1.85K
$182K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19+ 0.04% |
$1.58K - $1.87K
|
52.3K
$5.14M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
18+ 1.04% |
$1.49K - $1.78K
|
1.75K
$173K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$1.33K - $1.58K
|
16
$1.57K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
16+ 0.56% |
$1.33K - $1.58K
|
2.87K
$282K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15+ 0.08% |
$1.24K - $1.48K
|
19.5K
$1.91M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14+ 0.19% |
$1.16K - $1.38K
|
7.36K
$723K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 15.85% |
$1.08K - $1.28K
|
95
$9.34K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 2.22% |
$996 - $1.18K
|
552
$54.3K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 0.43% |
$913 - $1.08K
|
2.59K
$254K
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
11+ 0.33% |
$913 - $1.08K
|
3.36K
$330K
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
11+ 0.26% |
$913 - $1.08K
|
4.23K
$416K
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
10+ 0.24% |
$830 - $986
|
4.2K
$413K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.5% |
$830 - $986
|
1.99K
$196K
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10+ 0.35% |
$830 - $986
|
2.86K
$281K
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
10+ 0.41% |
$830 - $986
|
2.43K
$239K
|