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 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-331- 2.37% |
$23.6K - $27.7K
|
13.6K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-335- 5.48% |
$23.9K - $28K
|
5.78K
$592K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-336- 0.82% |
$24K - $28.1K
|
40.7K
$4.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-336- 4.12% |
$24K - $28.1K
|
7.83K
$801K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-341- 0.55% |
$24.3K - $28.5K
|
62K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-341- 0.45% |
$24.3K - $28.5K
|
75.4K
$7.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-344- 2.46% |
$24.5K - $28.7K
|
13.6K
$1.39M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-345- 3.84% |
$24.6K - $28.8K
|
8.64K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-347- 8.66% |
$24.8K - $29K
|
3.66K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-348- 1.24% |
$24.8K - $29.1K
|
27.6K
$2.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-350- 98.31% |
$25K - $29.2K
|
6
$614
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-355- 2.38% |
$25.3K - $29.7K
|
14.6K
$1.49M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-356- 1.74% |
$25.4K - $29.8K
|
20.1K
$2.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-357- 0.59% |
$25.5K - $29.8K
|
60.1K
$6.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-359- 9.9% |
$25.6K - $30K
|
3.27K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-361- 1.37% |
$25.8K - $30.2K
|
26K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-370- 10.74% |
$26.4K - $30.9K
|
3.08K
$315K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-371- 8.13% |
$26.5K - $31K
|
4.19K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-379- 11.99% |
$27K - $31.7K
|
2.78K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-388- 4.88% |
$27.7K - $32.4K
|
7.57K
$775K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-390- 7.01% |
$27.8K - $32.6K
|
5.18K
$530K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-392- 0.71% |
$28K - $32.8K
|
54.9K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-392- 6.85% |
$28K - $32.8K
|
5.33K
$545K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-413- 1.8% |
$29.5K - $34.5K
|
22.5K
$2.31M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-417- 9.01% |
$29.7K - $34.8K
|
4.21K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-420- 4.37% |
$30K - $35.1K
|
9.2K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-423- 1.8% |
$30.2K - $35.4K
|
23.1K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-425- 11.08% |
$30.3K - $35.5K
|
3.41K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-428- 6.08% |
$30.5K - $35.8K
|
6.61K
$676K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-429- 6.31% |
$30.6K - $35.9K
|
6.37K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-429- 14.02% |
$30.6K - $35.9K
|
2.63K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-433- 94.75% |
$30.9K - $36.2K
|
24
$2.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-435- 10.09% |
$31K - $36.4K
|
3.88K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-436- 63.74% |
$31.1K - $36.4K
|
248
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-440- 7.77% |
$31.4K - $36.8K
|
5.23K
$535K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-441- 7.36% |
$31.5K - $36.9K
|
5.55K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-451- 15.63% |
$32.2K - $37.7K
|
2.43K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-458- 12.71% |
$32.7K - $38.3K
|
3.15K
$322K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-459- 8.73% |
$32.7K - $38.4K
|
4.8K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-466- 1.42% |
$33.2K - $38.9K
|
32.3K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-468- 2.22% |
$33.4K - $39.1K
|
20.6K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-471- 0.17% |
$33.6K - $39.4K
|
277K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-478- 7.17% |
$34.1K - $39.9K
|
6.19K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-484- 8.9% |
$34.5K - $40.4K
|
4.96K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-486- 12.47% |
$34.7K - $40.6K
|
3.41K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-490- 4.01% |
$35K - $40.9K
|
11.7K
$1.2M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-498- 2.69% |
$35.5K - $41.6K
|
18K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-500- 8.02% |
$35.7K - $41.8K
|
5.73K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 16.45% |
$35.7K - $41.8K
|
2.54K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-507- 54.63% |
$36.2K - $42.4K
|
421
$43.1K
|