Purchases and Sales Made in Q2 2024 in Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
630+ 0.7% |
$10K - $13.7K
|
90.5K
$903K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
628+ 2.37% |
$9.99K - $13.7K
|
27.1K
$271K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
598New |
$9.51K - $13K
|
598
$5.97K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
548+ 2.2% |
$8.72K - $11.9K
|
25.5K
$254K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
525+ 197.37% |
$8.35K - $11.4K
|
791
$7.89K
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
512+ 4.33% |
$8.15K - $11.1K
|
12.3K
$123K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
490+ 0.51% |
$7.8K - $10.7K
|
96.5K
$963K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
484New |
$7.7K - $10.5K
|
484
$4.83K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
461+ 22.45% |
$7.33K - $10K
|
2.51K
$25.1K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
412+ 3.06% |
$6.55K - $8.97K
|
13.9K
$139K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
410New |
$6.52K - $8.93K
|
410
$4.09K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
406+ 3690.91% |
$6.46K - $8.84K
|
417
$4.16K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
383+ 10.56% |
$6.09K - $8.34K
|
4.01K
$40K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
378+ 3.21% |
$6.01K - $8.23K
|
12.1K
$121K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
350+ 140.0% |
$5.57K - $7.62K
|
600
$5.99K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
349+ 0.43% |
$5.55K - $7.6K
|
80.9K
$808K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
332+ 11.1% |
$5.28K - $7.23K
|
3.32K
$33.2K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
300New |
$4.77K - $6.53K
|
300
$2.99K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
299+ 8.13% |
$4.76K - $6.51K
|
3.98K
$39.7K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
283New |
$4.5K - $6.16K
|
283
$2.82K
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
280+ 9333.33% |
$4.45K - $6.1K
|
283
$2.82K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
273+ 1.3% |
$4.34K - $5.94K
|
21.3K
$212K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
263New |
$4.18K - $5.73K
|
263
$2.62K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
190New |
$3.02K - $4.14K
|
190
$1.9K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
179+ 128.78% |
$2.85K - $3.9K
|
318
$3.17K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
175+ 71.14% |
$2.78K - $3.81K
|
421
$4.2K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
154+ 0.6% |
$2.45K - $3.35K
|
25.9K
$258K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
149+ 14.71% |
$2.37K - $3.24K
|
1.16K
$11.6K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
134New |
$2.13K - $2.92K
|
134
$1.34K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
133New |
$2.12K - $2.9K
|
133
$1.33K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
131+ 16.54% |
$2.08K - $2.85K
|
923
$9.21K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
130+ 26.69% |
$2.07K - $2.83K
|
617
$6.16K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
120New |
$1.91K - $2.61K
|
120
$1.2K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111+ 3.66% |
$1.77K - $2.42K
|
3.14K
$31.4K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
105+ 15.0% |
$1.67K - $2.29K
|
805
$8.03K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
103+ 14.93% |
$1.64K - $2.24K
|
793
$7.91K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102+ 4.91% |
$1.62K - $2.22K
|
2.18K
$21.7K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
81New |
$1.29K - $1.76K
|
81
$808
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
73+ 7.63% |
$1.16K - $1.59K
|
1.03K
$10.3K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
70+ 0.22% |
$1.11K - $1.52K
|
31.2K
$311K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
65+ 12.38% |
$1.03K - $1.42K
|
590
$5.89K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
46New |
$732 - $1K
|
46
$459
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 0.66% |
$716 - $980
|
6.91K
$69K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
37+ 0.04% |
$589 - $805
|
88.3K
$881K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
37New |
$589 - $805
|
37
$369
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 0.82% |
$557 - $762
|
4.3K
$42.9K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
32New |
$509 - $697
|
32
$319
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$477 - $653
|
30
$299
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 14.71% |
$477 - $653
|
234
$2.34K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
29+ 1.35% |
$461 - $631
|
2.18K
$21.8K
|