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 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 4.53% |
$20K - $25.4K
|
2.34K
$623K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-112- 0.16% |
$20.1K - $25.7K
|
72.1K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-114- 1.48% |
$20.5K - $26.1K
|
7.61K
$2.03M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-115- 0.66% |
$20.7K - $26.3K
|
17.2K
$4.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-116- 1.76% |
$20.9K - $26.6K
|
6.46K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-119- 7.6% |
$21.4K - $27.3K
|
1.45K
$385K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-120- 2.65% |
$21.6K - $27.5K
|
4.4K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-120- 0.17% |
$21.6K - $27.5K
|
69.6K
$18.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-121- 0.56% |
$21.8K - $27.7K
|
21.7K
$5.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-122- 2.68% |
$21.9K - $28K
|
4.43K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-124- 0.22% |
$22.3K - $28.4K
|
57.5K
$15.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-125- 5.35% |
$22.5K - $28.6K
|
2.21K
$590K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-125- 1.68% |
$22.5K - $28.6K
|
7.32K
$1.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 23.55% |
$22.7K - $28.9K
|
409
$109K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-127- 11.71% |
$22.8K - $29.1K
|
958
$255K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-128- 3.58% |
$23K - $29.3K
|
3.45K
$918K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-128- 20.0% |
$23K - $29.3K
|
512
$136K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-129- 3.99% |
$23.2K - $29.6K
|
3.1K
$826K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-130- 8.58% |
$23.4K - $29.8K
|
1.39K
$369K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-130- 10.66% |
$23.4K - $29.8K
|
1.09K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-130- 5.18% |
$23.4K - $29.8K
|
2.38K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-131- 3.77% |
$23.6K - $30K
|
3.35K
$892K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-132- 4.58% |
$23.7K - $30.2K
|
2.75K
$732K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-132- 9.74% |
$23.7K - $30.2K
|
1.22K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-132- 6.88% |
$23.7K - $30.2K
|
1.79K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-133- 9.07% |
$23.9K - $30.5K
|
1.33K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-135- 57.94% |
$24.3K - $30.9K
|
98
$26.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-138- 9.56% |
$24.8K - $31.6K
|
1.31K
$348K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-140- 6.14% |
$25.2K - $32.1K
|
2.14K
$570K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 1.67% |
$25.2K - $32.1K
|
8.22K
$2.19M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-143- 2.72% |
$25.7K - $32.8K
|
5.12K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-144- 0.86% |
$25.9K - $33K
|
16.5K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-144- 0.86% |
$25.9K - $33K
|
16.5K
$4.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-145- 10.01% |
$26.1K - $33.2K
|
1.3K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-146- 8.27% |
$26.2K - $33.5K
|
1.62K
$431K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-147- 94.84% |
$26.4K - $33.7K
|
8
$2.13K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-155- 12.13% |
$27.9K - $35.5K
|
1.12K
$299K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-158- 10.06% |
$28.4K - $36.2K
|
1.41K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-158- 1.55% |
$28.4K - $36.2K
|
10K
$2.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-160- 0.17% |
$28.8K - $36.7K
|
94.6K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-160- 10.93% |
$28.8K - $36.7K
|
1.3K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-162- 1.61% |
$29.1K - $37.1K
|
9.87K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-163- 4.9% |
$29.3K - $37.3K
|
3.16K
$843K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-165- 5.62% |
$29.7K - $37.8K
|
2.77K
$738K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-166- 11.14% |
$29.8K - $38K
|
1.32K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-168- 2.53% |
$30.2K - $38.5K
|
6.47K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-171- 7.94% |
$30.7K - $39.2K
|
1.98K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-171- 0.07% |
$30.7K - $39.2K
|
249K
$66.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-173- 0.87% |
$31.1K - $39.6K
|
19.7K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-175- 14.88% |
$31.5K - $40.1K
|
1K
$267K
|