Purchases and Sales Made in Q4 2023 in American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
215+ 7.3% |
$15.3K - $18K
|
3.16K
$324K
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
213+ 0.26% |
$15.2K - $17.8K
|
83.6K
$8.56M
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
211+ 7.56% |
$15.1K - $17.6K
|
3K
$307K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
210New |
$15K - $17.5K
|
210
$21.5K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
210New |
$15K - $17.5K
|
210
$21.5K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
209New |
$14.9K - $17.5K
|
209
$21.4K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
206+ 0.29% |
$14.7K - $17.2K
|
71.7K
$7.34M
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
206+ 0.33% |
$14.7K - $17.2K
|
62.2K
$6.37M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
203+ 8.58% |
$14.5K - $17K
|
2.57K
$263K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
203+ 173.5% |
$14.5K - $17K
|
320
$32.8K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$14.3K - $16.7K
|
200
$20.5K
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
199+ 8.53% |
$14.2K - $16.6K
|
2.53K
$259K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 3.5% |
$14.1K - $16.5K
|
5.86K
$599K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
194+ 2.53% |
$13.8K - $16.2K
|
7.86K
$804K
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
193+ 0.27% |
$13.8K - $16.1K
|
71.9K
$7.36M
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
192New |
$13.7K - $16K
|
192
$19.7K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
180+ 160.71% |
$12.8K - $15K
|
292
$29.9K
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
180+ 4.6% |
$12.8K - $15K
|
4.1K
$419K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
177+ 2.86% |
$12.6K - $14.8K
|
6.38K
$652K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
176New |
$12.6K - $14.7K
|
176
$18K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
175+ 27.17% |
$12.5K - $14.6K
|
819
$83.8K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
175New |
$12.5K - $14.6K
|
175
$17.9K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
171+ 23.11% |
$12.2K - $14.3K
|
911
$93.2K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
171+ 1.72% |
$12.2K - $14.3K
|
10.1K
$1.04M
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 4.77% |
$12.1K - $14.2K
|
3.73K
$382K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
170+ 1.07% |
$12.1K - $14.2K
|
16.1K
$1.65M
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
168+ 3.13% |
$12K - $14K
|
5.54K
$567K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
162+ 1.43% |
$11.6K - $13.5K
|
11.5K
$1.17M
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
150New |
$10.7K - $12.5K
|
150
$15.4K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
143+ 3.15% |
$10.2K - $12K
|
4.68K
$479K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
138+ 0.95% |
$9.84K - $11.5K
|
14.6K
$1.49M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
135+ 2.79% |
$9.63K - $11.3K
|
4.98K
$509K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
131+ 4.0% |
$9.34K - $10.9K
|
3.41K
$349K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 2.49% |
$9.27K - $10.9K
|
5.35K
$547K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
129New |
$9.2K - $10.8K
|
129
$13.2K
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
128+ 1.48% |
$9.13K - $10.7K
|
8.79K
$899K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 3.22% |
$8.99K - $10.5K
|
4.04K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
126+ 0.69% |
$8.99K - $10.5K
|
18.3K
$1.88M
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
125+ 3.14% |
$8.92K - $10.4K
|
4.1K
$420K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125New |
$8.92K - $10.4K
|
125
$12.8K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
125+ 100.0% |
$8.92K - $10.4K
|
250
$25.6K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
125New |
$8.92K - $10.4K
|
125
$12.8K
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
123+ 3.91% |
$8.77K - $10.3K
|
3.27K
$335K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
123+ 7.71% |
$8.77K - $10.3K
|
1.72K
$176K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
121+ 3.08% |
$8.63K - $10.1K
|
4.05K
$415K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
119+ 7.13% |
$8.49K - $9.94K
|
1.79K
$183K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
115+ 2.44% |
$8.2K - $9.61K
|
4.83K
$494K
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
105+ 1.99% |
$7.49K - $8.77K
|
5.39K
$552K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
102+ 1.64% |
$7.28K - $8.52K
|
6.34K
$649K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
102New |
$7.28K - $8.52K
|
102
$10.4K
|