Purchases and Sales Made in Q2 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-215- 0.68% |
$46.8K - $52.3K
|
31.4K
$9.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-216- 0.9% |
$47K - $52.5K
|
23.7K
$7.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-216- 14.04% |
$47K - $52.5K
|
1.32K
$401K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-218- 7.06% |
$47.4K - $53K
|
2.87K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-219- 1.33% |
$47.6K - $53.2K
|
16.3K
$4.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-220- 6.39% |
$47.9K - $53.5K
|
3.23K
$978K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-222- 3.84% |
$48.3K - $54K
|
5.56K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-224- 2.49% |
$48.7K - $54.4K
|
8.76K
$2.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-229- 5.4% |
$49.8K - $55.7K
|
4.01K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-232- 45.94% |
$50.5K - $56.4K
|
273
$82.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-236- 3.68% |
$51.3K - $57.4K
|
6.18K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-237- 1.64% |
$51.5K - $57.6K
|
14.2K
$4.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-239- 5.45% |
$52K - $58.1K
|
4.15K
$1.26M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-241- 14.46% |
$52.4K - $58.6K
|
1.43K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-245- 2.62% |
$53.3K - $59.6K
|
9.11K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-245- 0.99% |
$53.3K - $59.6K
|
24.6K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-247- 1.38% |
$53.7K - $60K
|
17.7K
$5.37M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-250- 9.08% |
$54.4K - $60.8K
|
2.5K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-250- 0.31% |
$54.4K - $60.8K
|
80.2K
$24.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 1.94% |
$54.4K - $60.8K
|
12.6K
$3.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-256- 1.42% |
$55.7K - $62.2K
|
17.7K
$5.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-256- 4.82% |
$55.7K - $62.2K
|
5.06K
$1.53M
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-258- 2.33% |
$56.1K - $62.7K
|
10.8K
$3.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-265- 0.52% |
$57.6K - $64.4K
|
50.4K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-266- 21.4% |
$57.9K - $64.7K
|
977
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-267- 9.86% |
$58.1K - $64.9K
|
2.44K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-270- 22.13% |
$58.7K - $65.6K
|
950
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-278- 1.45% |
$60.5K - $67.6K
|
18.9K
$5.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-285- 16.64% |
$62K - $69.3K
|
1.43K
$433K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-285- 1.1% |
$62K - $69.3K
|
25.7K
$7.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-287- 1.0% |
$62.4K - $69.8K
|
28.3K
$8.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-288- 3.42% |
$62.6K - $70K
|
8.13K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-288- 5.46% |
$62.6K - $70K
|
4.98K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-288- 0.22% |
$62.6K - $70K
|
132K
$39.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-290- 0.41% |
$63.1K - $70.5K
|
71.2K
$21.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-292- 3.2% |
$63.5K - $71K
|
8.82K
$2.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-292- 3.3% |
$63.5K - $71K
|
8.55K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-293- 3.27% |
$63.7K - $71.2K
|
8.68K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-293- 0.44% |
$63.7K - $71.2K
|
66.8K
$20.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-295- 4.31% |
$64.2K - $71.7K
|
6.55K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-295- 1.66% |
$64.2K - $71.7K
|
17.4K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-299- 8.93% |
$65K - $72.7K
|
3.05K
$924K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-300- 25.55% |
$65.3K - $72.9K
|
874
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 39.58% |
$65.3K - $72.9K
|
458
$139K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-300- 6.54% |
$65.3K - $72.9K
|
4.29K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-306- 0.18% |
$66.6K - $74.4K
|
167K
$50.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-312- 3.85% |
$67.9K - $75.8K
|
7.78K
$2.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-313- 5.08% |
$68.1K - $76.1K
|
5.85K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-314- 1.21% |
$68.3K - $76.3K
|
25.6K
$7.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-321- 0.78% |
$69.8K - $78K
|
41K
$12.4M
|