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 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.18% |
$143 - $167
|
1.09K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.24% |
$143 - $167
|
833
$85.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.17% |
$143 - $167
|
173
$17.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.09% |
$71.3 - $83.6
|
1.17K
$119K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.2% |
$71.3 - $83.6
|
497
$50.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$71.3 - $83.6
|
4.54K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$71.3 - $83.6
|
3.2K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.01% |
$71.3 - $83.6
|
10.1K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.9% |
$71.3 - $83.6
|
112
$11.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.69% |
$71.3 - $83.6
|
12
$1.23K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1- 0.02% |
$71.3 - $83.6
|
5.27K
$540K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$71.3 - $83.6
|
3.48K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1- 0.01% |
$71.3 - $83.6
|
8.55K
$875K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3- 0.13% |
$214 - $251
|
2.32K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3- 0.07% |
$214 - $251
|
4.36K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-4- 0.03% |
$285 - $334
|
14.8K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-5- 38.46% |
$357 - $418
|
8
$819
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 0.73% |
$357 - $418
|
682
$69.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6- 0.13% |
$428 - $501
|
4.51K
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 25.71% |
$642 - $752
|
26
$2.66K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 1.84% |
$713 - $836
|
534
$54.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-11- 0.21% |
$785 - $919
|
5.35K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-11- 0.19% |
$785 - $919
|
5.81K
$595K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-14- 21.88% |
$999 - $1.17K
|
50
$5.12K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-14- 0.03% |
$999 - $1.17K
|
50.4K
$5.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-14- 0.44% |
$999 - $1.17K
|
3.2K
$328K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14- 6.86% |
$999 - $1.17K
|
190
$19.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-15- 0.02% |
$1.07K - $1.25K
|
89.9K
$9.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-16- 27.59% |
$1.14K - $1.34K
|
42
$4.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-17- 0.05% |
$1.21K - $1.42K
|
36.7K
$3.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-18- 0.54% |
$1.28K - $1.5K
|
3.33K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-19- 33.33% |
$1.36K - $1.59K
|
38
$3.89K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 20.79% |
$1.5K - $1.75K
|
80
$8.19K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-24- 0.71% |
$1.71K - $2.01K
|
3.35K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-24- 30.77% |
$1.71K - $2.01K
|
54
$5.53K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-25- 0.29% |
$1.78K - $2.09K
|
8.55K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-26- 0.47% |
$1.85K - $2.17K
|
5.48K
$560K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-26- 0.36% |
$1.85K - $2.17K
|
7.19K
$736K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-28- 1.01% |
$2K - $2.34K
|
2.75K
$281K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 2.02% |
$2.14K - $2.51K
|
1.45K
$149K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-30- 0.78% |
$2.14K - $2.51K
|
3.83K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-31- 0.29% |
$2.21K - $2.59K
|
10.8K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-32- 0.43% |
$2.28K - $2.67K
|
7.46K
$763K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-32- 0.65% |
$2.28K - $2.67K
|
4.91K
$503K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-33- 3.04% |
$2.35K - $2.76K
|
1.05K
$108K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-33- 6.18% |
$2.35K - $2.76K
|
501
$51.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35- 0.06% |
$2.5K - $2.92K
|
60.8K
$6.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-37- 1.18% |
$2.64K - $3.09K
|
3.11K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-38- 0.83% |
$2.71K - $3.18K
|
4.56K
$467K
|