Purchases and Sales Made in Q2 2023 in Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.65% |
$39.5 - $51.1
|
310
$4.21K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.01% |
$19.7 - $25.5
|
100
$1.36K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.52% |
$19.7 - $25.5
|
195
$2.65K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 9.38% |
$59.2 - $76.6
|
29
$394
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 12.5% |
$59.2 - $76.6
|
21
$285
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.31% |
$59.2 - $76.6
|
958
$13K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 22.22% |
$79 - $102
|
14
$190
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 1.08% |
$98.7 - $128
|
456
$6.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-14- 63.64% |
$276 - $358
|
8
$109
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 0.51% |
$276 - $358
|
2.75K
$37.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17- 0.13% |
$336 - $434
|
13K
$177K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 46.81% |
$434 - $562
|
25
$340
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-25- 11.06% |
$493 - $639
|
201
$2.73K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-46- 50.55% |
$908 - $1.17K
|
45
$612
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-48- 4.0% |
$948 - $1.23K
|
1.15K
$15.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-57- 2.4% |
$1.13K - $1.46K
|
2.32K
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-62- 0.22% |
$1.22K - $1.58K
|
27.5K
$374K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-63- 1.39% |
$1.24K - $1.61K
|
4.48K
$60.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-64- 0.78% |
$1.26K - $1.63K
|
8.11K
$110K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-68- 0.38% |
$1.34K - $1.74K
|
17.9K
$244K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-71- 0.05% |
$1.4K - $1.81K
|
132K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-79- 4.29% |
$1.56K - $2.02K
|
1.76K
$24K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 17.26% |
$1.99K - $2.58K
|
484
$6.58K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-102- 28.57% |
$2.01K - $2.61K
|
255
$3.47K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-114- 0.23% |
$2.25K - $2.91K
|
49.6K
$674K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-124- 0.19% |
$2.45K - $3.17K
|
63.8K
$867K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-130- 5.4% |
$2.57K - $3.32K
|
2.28K
$31K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-131- 0.83% |
$2.59K - $3.35K
|
15.7K
$214K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-151- 1.27% |
$2.98K - $3.86K
|
11.7K
$159K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-155- 1.37% |
$3.06K - $3.96K
|
11.2K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-179- 0.33% |
$3.53K - $4.57K
|
54.2K
$736K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-236- 25.71% |
$4.66K - $6.03K
|
682
$9.27K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-246- 1.59% |
$4.86K - $6.28K
|
15.2K
$207K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-277- 0.78% |
$5.47K - $7.07K
|
35.4K
$481K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-285- 2.74% |
$5.63K - $7.28K
|
10.1K
$137K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-288- 0.53% |
$5.69K - $7.36K
|
53.6K
$728K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-332- 2.69% |
$6.55K - $8.48K
|
12K
$163K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-344- 13.67% |
$6.79K - $8.79K
|
2.17K
$29.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-362- 0.18% |
$7.15K - $9.25K
|
202K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-389- 4.08% |
$7.68K - $9.94K
|
9.16K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-390- 0.72% |
$7.7K - $9.96K
|
53.4K
$726K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-395- 66.95% |
$7.8K - $10.1K
|
195
$2.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-408- 3.72% |
$8.05K - $10.4K
|
10.6K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-416- 3.97% |
$8.21K - $10.6K
|
10.1K
$137K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-421- 20.83% |
$8.31K - $10.8K
|
1.6K
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-427- 1.99% |
$8.43K - $10.9K
|
21K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-436- 33.28% |
$8.61K - $11.1K
|
874
$11.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-505- 82.79% |
$9.97K - $12.9K
|
105
$1.43K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-511- 2.26% |
$10.1K - $13.1K
|
22.1K
$300K
|