Purchases and Sales Made in Q1 2025 in Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
233New |
$2.31K - $3.08K
|
233
$2.52K
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
196+ 1.73% |
$1.95K - $2.59K
|
11.5K
$125K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176New |
$1.75K - $2.33K
|
176
$1.9K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
165+ 351.06% |
$1.64K - $2.18K
|
212
$2.29K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
149New |
$1.48K - $1.97K
|
149
$1.61K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.23% |
$1.39K - $1.85K
|
61.1K
$660K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
119+ 72.12% |
$1.18K - $1.57K
|
284
$3.07K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
102+ 10.36% |
$1.01K - $1.35K
|
1.09K
$11.8K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
100+ 1.35% |
$993 - $1.32K
|
7.5K
$81.1K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
84+ 1400.0% |
$834 - $1.11K
|
90
$973
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
77+ 39.49% |
$765 - $1.02K
|
272
$2.94K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
70+ 6.36% |
$695 - $926
|
1.17K
$12.6K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
63New |
$626 - $833
|
63
$681
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
60+ 285.71% |
$596 - $794
|
81
$876
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60New |
$596 - $794
|
60
$649
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56New |
$556 - $741
|
56
$605
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
50New |
$497 - $662
|
50
$541
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
46+ 153.33% |
$457 - $609
|
76
$822
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
45+ 112.5% |
$447 - $595
|
85
$919
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
41+ 195.24% |
$407 - $542
|
62
$670
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
41+ 18.39% |
$407 - $542
|
264
$2.85K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 8.16% |
$397 - $529
|
530
$5.73K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
38New |
$377 - $503
|
38
$411
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.17% |
$377 - $503
|
22.6K
$244K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
38New |
$377 - $503
|
38
$411
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
35New |
$348 - $463
|
35
$378
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32New |
$318 - $423
|
32
$346
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 3.96% |
$298 - $397
|
788
$8.52K
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
27+ 41.54% |
$268 - $357
|
92
$995
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 130.77% |
$169 - $225
|
30
$324
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
17+ 0.13% |
$169 - $225
|
13.3K
$144K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7New |
$69.5 - $92.6
|
7
$75.7
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$59.6 - $79.4
|
6
$64.9
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 4.92% |
$59.6 - $79.4
|
128
$1.38K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 0.88% |
$39.7 - $52.9
|
457
$4.94K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 1.44% |
$19.9 - $26.5
|
141
$1.52K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 2.0% |
$19.9 - $26.5
|
102
$1.1K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-17Closed |
$169 - $225
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18- 0.7% |
$179 - $238
|
2.55K
$27.6K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19- 11.38% |
$189 - $251
|
148
$1.6K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-19Closed |
$189 - $251
|
0
$0
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-21- 56.76% |
$209 - $278
|
16
$173
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-21- 0.04% |
$209 - $278
|
55.2K
$597K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-23- 31.94% |
$228 - $304
|
49
$530
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-26- 5.13% |
$258 - $344
|
481
$5.2K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 7.09% |
$397 - $529
|
524
$5.66K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-43- 64.18% |
$427 - $569
|
24
$259
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-54- 32.14% |
$536 - $714
|
114
$1.23K
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-57- 0.02% |
$566 - $754
|
250K
$2.7M
|