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 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
100+ 4.35% |
$7.13K - $8.36K
|
2.4K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
98+ 9.72% |
$6.99K - $8.19K
|
1.11K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
98+ 1.69% |
$6.99K - $8.19K
|
5.91K
$602K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
97+ 2.89% |
$6.92K - $8.11K
|
3.45K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
95+ 0.06% |
$6.78K - $7.94K
|
168K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
91+ 0.43% |
$6.49K - $7.6K
|
21.4K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
89+ 1.61% |
$6.35K - $7.44K
|
5.61K
$571K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
88+ 0.36% |
$6.28K - $7.35K
|
24.4K
$2.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
87+ 3.22% |
$6.21K - $7.27K
|
2.79K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
86+ 2.41% |
$6.13K - $7.19K
|
3.65K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84New |
$5.99K - $7.02K
|
84
$8.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
84New |
$5.99K - $7.02K
|
84
$8.55K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
83+ 1.73% |
$5.92K - $6.94K
|
4.88K
$497K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
80+ 2.13% |
$5.71K - $6.69K
|
3.84K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
77+ 2.31% |
$5.49K - $6.43K
|
3.41K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
77New |
$5.49K - $6.43K
|
77
$7.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
76+ 83.52% |
$5.42K - $6.35K
|
167
$17K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
74New |
$5.28K - $6.18K
|
74
$7.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
69+ 0.47% |
$4.92K - $5.77K
|
14.6K
$1.49M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
68New |
$4.85K - $5.68K
|
68
$6.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
63+ 1.09% |
$4.49K - $5.26K
|
5.86K
$596K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62+ 140.91% |
$4.42K - $5.18K
|
106
$10.8K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
57+ 0.82% |
$4.07K - $4.76K
|
7.02K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
54+ 45.76% |
$3.85K - $4.51K
|
172
$17.5K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
53New |
$3.78K - $4.43K
|
53
$5.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
52+ 0.48% |
$3.71K - $4.35K
|
10.8K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 0.36% |
$3.57K - $4.18K
|
13.8K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
49+ 1.26% |
$3.5K - $4.09K
|
3.92K
$399K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
47+ 2.41% |
$3.35K - $3.93K
|
2K
$203K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 7.99% |
$3.35K - $3.93K
|
635
$64.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
47+ 0.88% |
$3.35K - $3.93K
|
5.37K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
45+ 0.7% |
$3.21K - $3.76K
|
6.45K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
44New |
$3.14K - $3.68K
|
44
$4.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
42+ 1.42% |
$3K - $3.51K
|
3K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 8.69% |
$2.92K - $3.43K
|
513
$52.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 1.89% |
$2.85K - $3.34K
|
2.16K
$220K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
38+ 1.23% |
$2.71K - $3.18K
|
3.13K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33New |
$2.35K - $2.76K
|
33
$3.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
33+ 1.03% |
$2.35K - $2.76K
|
3.23K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32+ 2.02% |
$2.28K - $2.67K
|
1.61K
$164K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31+ 0.47% |
$2.21K - $2.59K
|
6.66K
$678K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
30+ 23.26% |
$2.14K - $2.51K
|
159
$16.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
30+ 5.5% |
$2.14K - $2.51K
|
575
$58.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
30+ 0.15% |
$2.14K - $2.51K
|
19.7K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 19.61% |
$2.14K - $2.51K
|
183
$18.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
29+ 0.15% |
$2.07K - $2.42K
|
19.1K
$1.94M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
29+ 0.15% |
$2.07K - $2.42K
|
19.1K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27New |
$1.93K - $2.26K
|
27
$2.75K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$1.78K - $2.09K
|
25
$2.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
24+ 0.02% |
$1.71K - $2.01K
|
127K
$13M
|