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
|
Tsfg, LLC
|
SELL
|
- |
-148- 9.79% |
$10.6K - $12.4K
|
1.36K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 4.33% |
$10.7K - $12.5K
|
3.32K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-155- 2.8% |
$11.1K - $13K
|
5.38K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-156- 1.9% |
$11.1K - $13K
|
8.07K
$826K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-161- 2.68% |
$11.5K - $13.5K
|
5.85K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-163- 9.62% |
$11.6K - $13.6K
|
1.53K
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-169- 5.97% |
$12.1K - $14.1K
|
2.66K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-172- 5.74% |
$12.3K - $14.4K
|
2.82K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-172- 44.22% |
$12.3K - $14.4K
|
217
$22.2K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-176- 4.84% |
$12.6K - $14.7K
|
3.46K
$355K
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-180- 0.55% |
$12.8K - $15K
|
32.7K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-183- 5.44% |
$13.1K - $15.3K
|
3.18K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-185- 1.43% |
$13.2K - $15.5K
|
12.7K
$1.3M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-185- 22.84% |
$13.2K - $15.5K
|
625
$64K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-187- 4.44% |
$13.3K - $15.6K
|
4.03K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-188- 8.42% |
$13.4K - $15.7K
|
2.05K
$209K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-188- 8.42% |
$13.4K - $15.7K
|
2.05K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-190- 5.62% |
$13.6K - $15.9K
|
3.19K
$327K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-193- 1.26% |
$13.8K - $16.1K
|
15.2K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-198- 0.37% |
$14.1K - $16.5K
|
52.9K
$5.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-200- 3.99% |
$14.3K - $16.7K
|
4.82K
$493K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-203- 1.61% |
$14.5K - $17K
|
12.4K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-203- 20.26% |
$14.5K - $17K
|
799
$81.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-205- 5.04% |
$14.6K - $17.1K
|
3.86K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-214- 5.62% |
$15.3K - $17.9K
|
3.59K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-215- 10.23% |
$15.3K - $18K
|
1.89K
$193K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-221- 0.83% |
$15.8K - $18.5K
|
26.4K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-226- 7.14% |
$16.1K - $18.9K
|
2.94K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-231- 2.96% |
$16.5K - $19.3K
|
7.58K
$775K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-235- 1.47% |
$16.8K - $19.6K
|
15.8K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-235- 2.4% |
$16.8K - $19.6K
|
9.57K
$979K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-235- 1.47% |
$16.8K - $19.6K
|
15.8K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-237- 7.9% |
$16.9K - $19.8K
|
2.76K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 65.96% |
$17.8K - $20.9K
|
129
$13.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-256- 18.19% |
$18.3K - $21.4K
|
1.15K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-259- 25.87% |
$18.5K - $21.6K
|
742
$75.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-262- 3.67% |
$18.7K - $21.9K
|
6.88K
$705K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-269- 7.61% |
$19.2K - $22.5K
|
3.26K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-269- 10.38% |
$19.2K - $22.5K
|
2.32K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-270- 2.48% |
$19.3K - $22.6K
|
10.6K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-273- 24.29% |
$19.5K - $22.8K
|
851
$87.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-284- 12.56% |
$20.3K - $23.7K
|
1.98K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-288- 5.88% |
$20.5K - $24.1K
|
4.61K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-290- 9.72% |
$20.7K - $24.2K
|
2.7K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-296- 5.87% |
$21.1K - $24.7K
|
4.75K
$486K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-297- 8.72% |
$21.2K - $24.8K
|
3.11K
$318K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-300- 12.68% |
$21.4K - $25.1K
|
2.07K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-300- 3.39% |
$21.4K - $25.1K
|
8.55K
$875K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-310- 0.96% |
$22.1K - $25.9K
|
31.9K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-325- 7.04% |
$23.2K - $27.2K
|
4.29K
$439K
|