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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.64K- 7.99% |
$294K - $375K
|
18.9K
$5.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.67K- 39.95% |
$301K - $384K
|
2.52K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.69K- 23.09% |
$304K - $387K
|
5.63K
$1.71M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.69K- 8.01% |
$304K - $388K
|
19.4K
$5.89M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.7K- 45.39% |
$305K - $389K
|
2.04K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.7K- 0.97% |
$306K - $390K
|
174K
$52.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.7K- 1.26% |
$306K - $390K
|
133K
$40.5M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.59% |
$312K - $398K
|
65.4K
$19.8M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.74K- 15.73% |
$313K - $398K
|
9.32K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.76K- 2.2% |
$316K - $402K
|
78.1K
$23.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.76K- 4.06% |
$316K - $403K
|
41.6K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.76K- 1.71% |
$317K - $404K
|
101K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 34.53% |
$320K - $407K
|
3.37K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.79K- 72.37% |
$321K - $409K
|
682
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.82K- 4.7% |
$328K - $417K
|
37K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.84K- 6.36% |
$330K - $421K
|
27K
$8.2M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.86K- 42.69% |
$335K - $427K
|
2.5K
$758K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.91K- 1.43% |
$344K - $439K
|
132K
$40M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.94K- 13.2% |
$349K - $445K
|
12.8K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.95K- 0.56% |
$351K - $447K
|
344K
$104M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.96K- 57.63% |
$353K - $450K
|
1.44K
$438K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2K- 2.99% |
$360K - $458K
|
65K
$19.7M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-2K- 2.99% |
$360K - $458K
|
65K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.02K- 14.87% |
$364K - $463K
|
11.6K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.03K- 99.66% |
$365K - $465K
|
7
$2.12K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.05K- 5.15% |
$368K - $469K
|
37.7K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.07K- 11.83% |
$372K - $474K
|
15.4K
$4.67M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-2.07K- 3.33% |
$372K - $474K
|
60.1K
$18.2M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.1K- 2.83% |
$377K - $481K
|
72K
$21.8M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-2.1K- 45.07% |
$378K - $481K
|
2.56K
$776K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.1K- 2.73% |
$378K - $482K
|
75K
$22.7M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.11K- 15.82% |
$379K - $483K
|
11.2K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.12K- 99.76% |
$380K - $485K
|
5
$1.52K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 12.22% |
$388K - $494K
|
15.5K
$4.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.19K- 7.77% |
$394K - $502K
|
26K
$7.88M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.2K- 81.5% |
$396K - $505K
|
500
$152K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.21K- 57.16% |
$398K - $507K
|
1.66K
$503K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.22K- 3.08% |
$399K - $508K
|
69.8K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.26K- 1.37% |
$406K - $518K
|
162K
$49.2M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 20.7% |
$407K - $518K
|
8.66K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.27K- 87.43% |
$409K - $521K
|
327
$99.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 4.01% |
$411K - $524K
|
54.7K
$16.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.31K- 2.71% |
$414K - $528K
|
82.7K
$25.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 4.24% |
$415K - $528K
|
52.1K
$15.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.32K- 4.48% |
$418K - $532K
|
49.6K
$15M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.35K- 32.7% |
$422K - $538K
|
4.83K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.36K- 14.69% |
$424K - $540K
|
13.7K
$4.15M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.37K- 0.29% |
$425K - $542K
|
824K
$250M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2.4K- 2.0% |
$431K - $549K
|
117K
$35.5M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.4K- 11.87% |
$432K - $550K
|
17.8K
$5.41M
|