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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
23New |
$1.64K - $1.92K
|
23
$2.35K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23+ 1.12% |
$1.64K - $1.92K
|
2.08K
$213K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 11.05% |
$1.43K - $1.67K
|
201
$20.6K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 0.88% |
$1.43K - $1.67K
|
2.3K
$235K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
19+ 0.09% |
$1.36K - $1.59K
|
20.8K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
19New |
$1.36K - $1.59K
|
19
$1.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
19New |
$1.36K - $1.59K
|
19
$1.94K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18+ 0.21% |
$1.28K - $1.5K
|
8.47K
$867K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
18+ 0.27% |
$1.28K - $1.5K
|
6.8K
$696K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
18+ 0.61% |
$1.28K - $1.5K
|
2.98K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17New |
$1.21K - $1.42K
|
17
$1.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 7.52% |
$1.21K - $1.42K
|
243
$24.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
17+ 0.61% |
$1.21K - $1.42K
|
2.82K
$289K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 7.52% |
$1.21K - $1.42K
|
243
$24.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
16+ 0.46% |
$1.14K - $1.34K
|
3.5K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
16+ 0.17% |
$1.14K - $1.34K
|
9.36K
$958K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
16+ 0.43% |
$1.14K - $1.34K
|
3.72K
$381K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15New |
$1.07K - $1.25K
|
15
$1.54K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$1.07K - $1.25K
|
15
$1.54K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
15+ 0.43% |
$1.07K - $1.25K
|
3.52K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
12New |
$856 - $1K
|
12
$1.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
12+ 1.09% |
$856 - $1K
|
1.11K
$114K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11New |
$785 - $919
|
11
$1.13K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
10+ 0.63% |
$713 - $836
|
1.59K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10+ 0.06% |
$713 - $836
|
15.4K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 1.08% |
$642 - $752
|
844
$86.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.43% |
$642 - $752
|
2.1K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 3.27% |
$642 - $752
|
284
$29.1K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 1.08% |
$642 - $752
|
844
$86.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.57% |
$571 - $669
|
1.4K
$144K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.37% |
$571 - $669
|
2.17K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8New |
$571 - $669
|
8
$819
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8+ 0.09% |
$571 - $669
|
9.36K
$958K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 0.85% |
$499 - $585
|
833
$85.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$428 - $501
|
6
$614
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.16% |
$428 - $501
|
525
$53.7K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
6New |
$428 - $501
|
6
$614
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$357 - $418
|
26K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5New |
$357 - $418
|
5
$512
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
4+ 0.11% |
$285 - $334
|
3.57K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4+ 0.06% |
$285 - $334
|
6.33K
$647K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.16% |
$285 - $334
|
2.5K
$255K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4New |
$285 - $334
|
4
$409
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$214 - $251
|
3
$307
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3+ 0.05% |
$214 - $251
|
5.65K
$578K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
3+ 0.02% |
$214 - $251
|
14.4K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.81% |
$214 - $251
|
372
$38.1K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.05% |
$214 - $251
|
288
$29.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.06% |
$143 - $167
|
3.21K
$328K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.03% |
$143 - $167
|
6.02K
$616K
|