Purchases and Sales Made in Q4 2023 in Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
121New |
$1.51K - $2.38K
|
121
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
120New |
$1.49K - $2.36K
|
120
$1.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
110New |
$1.37K - $2.16K
|
110
$1.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
110+ 0.84% |
$1.37K - $2.16K
|
13.2K
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
104New |
$1.29K - $2.04K
|
104
$1.14K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
102New |
$1.27K - $2K
|
102
$1.12K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
98+ 0.58% |
$1.22K - $1.92K
|
17K
$187K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
95+ 94.06% |
$1.18K - $1.86K
|
196
$2.16K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
90New |
$1.12K - $1.77K
|
90
$990
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
77+ 128.33% |
$959 - $1.51K
|
137
$1.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
73New |
$909 - $1.43K
|
73
$803
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
71New |
$884 - $1.39K
|
71
$781
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 57.26% |
$884 - $1.39K
|
195
$2.15K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
69+ 0.04% |
$859 - $1.35K
|
156K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
68+ 9.97% |
$847 - $1.33K
|
750
$8.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
67+ 87.01% |
$834 - $1.32K
|
144
$1.58K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
66New |
$822 - $1.3K
|
66
$726
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
63New |
$784 - $1.24K
|
63
$693
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
62+ 16.71% |
$772 - $1.22K
|
433
$4.76K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
60New |
$747 - $1.18K
|
60
$660
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
60+ 0.28% |
$747 - $1.18K
|
21.2K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
58+ 90.63% |
$722 - $1.14K
|
122
$1.34K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 44.09% |
$697 - $1.1K
|
183
$2.01K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47New |
$585 - $923
|
47
$517
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
42+ 0.16% |
$523 - $824
|
26.5K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
37New |
$461 - $726
|
37
$407
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
36+ 120.0% |
$448 - $707
|
66
$726
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
31New |
$386 - $609
|
31
$341
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
16+ 0.43% |
$199 - $314
|
3.76K
$41.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
12+ 0.01% |
$149 - $236
|
94.5K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$87.1 - $137
|
7
$77
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6+ 0.08% |
$74.7 - $118
|
8K
$88K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$62.3 - $98.1
|
5
$55
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 37.5% |
$37.3 - $58.9
|
11
$121
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3New |
$37.3 - $58.9
|
3
$33
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.06% |
$24.9 - $39.3
|
190
$2.09K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.93% |
$24.9 - $39.3
|
218
$2.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.05% |
$12.5 - $19.6
|
96
$1.06K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 26.32% |
$62.3 - $98.1
|
14
$154
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-6- 35.29% |
$74.7 - $118
|
11
$121
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-24- 36.92% |
$299 - $471
|
41
$451
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-24- 2.43% |
$299 - $471
|
965
$10.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 35.0% |
$436 - $687
|
65
$715
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-37- 34.26% |
$461 - $726
|
71
$781
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-56- 1.05% |
$697 - $1.1K
|
5.3K
$58.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-83- 2.22% |
$1.03K - $1.63K
|
3.66K
$40.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-88- 62.41% |
$1.1K - $1.73K
|
53
$583
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-88- 98.88% |
$1.1K - $1.73K
|
1
$11
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-95- 1.17% |
$1.18K - $1.86K
|
8K
$88K
|