Purchases and Sales Made in Q1 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q1 2024. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-50- 3.63% |
$8.99K - $11.5K
|
1.33K
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-50- 0.24% |
$8.99K - $11.5K
|
20.8K
$5.53M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-50- 5.35% |
$8.99K - $11.5K
|
884
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 4.0% |
$8.99K - $11.5K
|
1.2K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-50- 1.62% |
$8.99K - $11.5K
|
3.04K
$810K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-50- 0.8% |
$8.99K - $11.5K
|
6.24K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 1.38% |
$8.99K - $11.5K
|
3.56K
$949K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-50- 4.54% |
$8.99K - $11.5K
|
1.05K
$280K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-51- 3.12% |
$9.17K - $11.7K
|
1.59K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-52- 4.09% |
$9.35K - $11.9K
|
1.22K
$325K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-52- 3.41% |
$9.35K - $11.9K
|
1.47K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-53- 4.23% |
$9.53K - $12.1K
|
1.2K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-55- 2.49% |
$9.89K - $12.6K
|
2.16K
$574K
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-55- 0.3% |
$9.89K - $12.6K
|
18.1K
$4.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-55- 0.47% |
$9.89K - $12.6K
|
11.7K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 2.82% |
$9.89K - $12.6K
|
1.9K
$505K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-57- 0.83% |
$10.2K - $13.1K
|
6.78K
$1.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-58- 0.32% |
$10.4K - $13.3K
|
17.9K
$4.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-59- 2.09% |
$10.6K - $13.5K
|
2.77K
$737K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-59- 0.89% |
$10.6K - $13.5K
|
6.6K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-60- 2.11% |
$10.8K - $13.7K
|
2.78K
$741K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-60- 11.26% |
$10.8K - $13.7K
|
473
$126K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-60- 4.88% |
$10.8K - $13.7K
|
1.17K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-60- 0.7% |
$10.8K - $13.7K
|
8.52K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-61- 0.87% |
$11K - $14K
|
6.93K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-61- 38.61% |
$11K - $14K
|
97
$25.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-61- 2.96% |
$11K - $14K
|
2K
$532K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-63- 4.41% |
$11.3K - $14.4K
|
1.36K
$363K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-64- 0.58% |
$11.5K - $14.7K
|
11K
$2.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.07% |
$11.9K - $15.1K
|
100K
$26.7M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-66- 4.33% |
$11.9K - $15.1K
|
1.46K
$388K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-66- 5.2% |
$11.9K - $15.1K
|
1.2K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-67- 0.05% |
$12K - $15.4K
|
127K
$33.9M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-67- 4.91% |
$12K - $15.4K
|
1.3K
$346K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-70- 3.05% |
$12.6K - $16K
|
2.22K
$592K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-70- 5.29% |
$12.6K - $16K
|
1.25K
$334K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-70- 4.17% |
$12.6K - $16K
|
1.61K
$428K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-70- 9.23% |
$12.6K - $16K
|
688
$183K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-71- 2.76% |
$12.8K - $16.3K
|
2.5K
$665K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-73- 2.63% |
$13.1K - $16.7K
|
2.7K
$719K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-74- 1.47% |
$13.3K - $17K
|
4.97K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-74- 0.71% |
$13.3K - $17K
|
10.3K
$2.76M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-75- 6.29% |
$13.5K - $17.2K
|
1.12K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-75- 1.03% |
$13.5K - $17.2K
|
7.19K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-75- 4.0% |
$13.5K - $17.2K
|
1.8K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-76- 0.28% |
$13.7K - $17.4K
|
27.2K
$7.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-77- 1.14% |
$13.8K - $17.6K
|
6.67K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-77- 3.83% |
$13.8K - $17.6K
|
1.93K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-77- 0.31% |
$13.8K - $17.6K
|
24.8K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-77- 0.42% |
$13.8K - $17.6K
|
18.1K
$4.83M
|