Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIENA CAPITAL LLC | Stock | 1901 | $61,000 | 706 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2022 |
| STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -171 | -19.70 | 12-31-2023 |
| BREWIN DOLPHIN LTD | COM | 1903 | $66,000 | 690 | 0.00 | 690 | +Inf | 06-30-2022 | |
| LEE FINANCIAL CO | COM | 1904 | $51,526 | 685 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
