Purchases and Sales Made in Q1 2023 in Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES) during Q1 2023. The information is specifically focused on institutions that hold shares of AES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
121New |
$2.66K - $3.4K
|
121
$1.4K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
114+ 0.23% |
$2.5K - $3.2K
|
49.7K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
113New |
$2.48K - $3.18K
|
113
$1.31K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
104+ 111.83% |
$2.28K - $2.92K
|
197
$2.28K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
104+ 5.12% |
$2.28K - $2.92K
|
2.13K
$24.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
102+ 40.0% |
$2.24K - $2.87K
|
357
$4.14K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
99New |
$2.17K - $2.78K
|
99
$1.15K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
95+ 4.11% |
$2.09K - $2.67K
|
2.41K
$27.9K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
89New |
$1.95K - $2.5K
|
89
$1.03K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
86+ 10.12% |
$1.89K - $2.42K
|
936
$10.8K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82+ 0.49% |
$1.8K - $2.31K
|
16.7K
$194K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
77New |
$1.69K - $2.16K
|
77
$892
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
63+ 0.3% |
$1.38K - $1.77K
|
21K
$243K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60+ 181.82% |
$1.32K - $1.69K
|
93
$1.08K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
41+ 0.48% |
$900 - $1.15K
|
8.54K
$99K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
41+ 20.3% |
$900 - $1.15K
|
243
$2.82K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
39New |
$856 - $1.1K
|
39
$452
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35+ 89.74% |
$769 - $984
|
74
$858
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
28+ 0.06% |
$615 - $787
|
45.8K
$531K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
27+ 0.25% |
$593 - $759
|
10.9K
$127K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
22New |
$483 - $618
|
22
$255
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
21New |
$461 - $590
|
21
$243
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 3.39% |
$439 - $562
|
610
$7.07K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.52% |
$395 - $506
|
1.2K
$13.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
16+ 1.25% |
$351 - $450
|
1.3K
$15.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$307 - $394
|
14
$162
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13+ 0.06% |
$285 - $365
|
22.6K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 13.43% |
$198 - $253
|
76
$881
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$176 - $225
|
8
$92.7
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.62% |
$132 - $169
|
974
$11.3K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 38.46% |
$110 - $141
|
18
$209
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$87.8 - $112
|
4
$46.4
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.04% |
$65.9 - $84.3
|
8.35K
$96.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.65% |
$43.9 - $56.2
|
308
$3.57K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.18% |
$43.9 - $56.2
|
1.11K
$12.9K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 6.67% |
$22 - $28.1
|
16
$185
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$22 - $28.1
|
217
$2.52K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.54% |
$22 - $28.1
|
185
$2.14K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 5.88% |
$65.9 - $84.3
|
48
$556
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 2.4% |
$65.9 - $84.3
|
122
$1.41K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-4- 33.33% |
$87.8 - $112
|
8
$92.7
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 17.24% |
$110 - $141
|
24
$278
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 1.23% |
$264 - $337
|
961
$11.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 22.95% |
$307 - $394
|
47
$545
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-17- 4.8% |
$373 - $478
|
337
$3.91K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-17- 45.95% |
$373 - $478
|
20
$232
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-21- 0.15% |
$461 - $590
|
13.8K
$159K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 15.22% |
$461 - $590
|
117
$1.36K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-37- 3.87% |
$813 - $1.04K
|
918
$10.6K
|