Purchases and Sales Made in Q4 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-114- 2.63% |
$16.1K - $21.4K
|
4.22K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-114- 0.48% |
$16.1K - $21.4K
|
23.9K
$6.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-116- 3.21% |
$16.4K - $21.8K
|
3.5K
$932K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-117- 3.55% |
$16.5K - $22K
|
3.18K
$846K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-117- 3.79% |
$16.5K - $22K
|
2.97K
$791K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-120- 2.67% |
$17K - $22.5K
|
4.37K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-120- 4.99% |
$17K - $22.5K
|
2.28K
$608K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-121- 0.1% |
$17.1K - $22.7K
|
121K
$32.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-121- 0.72% |
$17.1K - $22.7K
|
16.7K
$4.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-123- 2.32% |
$17.4K - $23.1K
|
5.19K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-123- 1.82% |
$17.4K - $23.1K
|
6.63K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 1.11% |
$17.4K - $23.1K
|
11K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-125- 0.18% |
$17.7K - $23.5K
|
69.7K
$18.6M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-127- 0.33% |
$17.9K - $23.9K
|
38.9K
$10.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-127- 4.55% |
$17.9K - $23.9K
|
2.67K
$710K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-130- 4.33% |
$18.4K - $24.4K
|
2.87K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-133- 0.3% |
$18.8K - $25K
|
44.9K
$12M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-138- 3.3% |
$19.5K - $25.9K
|
4.05K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-138- 6.69% |
$19.5K - $25.9K
|
1.93K
$513K
|
|
|
Jan 09, 2024
Q4 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-140- 0.22% |
$19.8K - $26.3K
|
63.1K
$16.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-140- 0.78% |
$19.8K - $26.3K
|
17.7K
$4.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-140- 0.83% |
$19.8K - $26.3K
|
16.7K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-140- 1.11% |
$19.8K - $26.3K
|
12.5K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-142- 0.77% |
$20.1K - $26.7K
|
18.2K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-143- 1.06% |
$20.2K - $26.9K
|
13.3K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-145- 8.47% |
$20.5K - $27.2K
|
1.57K
$417K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-146- 2.28% |
$20.6K - $27.4K
|
6.25K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-148- 5.31% |
$20.9K - $27.8K
|
2.64K
$703K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-150- 5.51% |
$21.2K - $28.2K
|
2.57K
$685K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-150- 10.71% |
$21.2K - $28.2K
|
1.25K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 11.55% |
$21.2K - $28.2K
|
1.15K
$306K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-151- 2.09% |
$21.3K - $28.4K
|
7.08K
$1.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-154- 3.14% |
$21.8K - $28.9K
|
4.75K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-154- 3.29% |
$21.8K - $28.9K
|
4.53K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-157- 11.12% |
$22.2K - $29.5K
|
1.26K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-158- 1.1% |
$22.3K - $29.7K
|
14.2K
$3.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-158- 2.6% |
$22.3K - $29.7K
|
5.91K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-162- 5.39% |
$22.9K - $30.4K
|
2.84K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-162- 0.91% |
$22.9K - $30.4K
|
17.7K
$4.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-162- 4.77% |
$22.9K - $30.4K
|
3.23K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-162- 0.64% |
$22.9K - $30.4K
|
25.1K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-162- 10.66% |
$22.9K - $30.4K
|
1.36K
$362K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-162- 0.2% |
$22.9K - $30.4K
|
81.1K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-163- 1.09% |
$23K - $30.6K
|
14.8K
$3.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-168- 1.73% |
$23.7K - $31.6K
|
9.55K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-170- 2.16% |
$24K - $31.9K
|
7.7K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-172- 2.75% |
$24.3K - $32.3K
|
6.09K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-175- 52.55% |
$24.7K - $32.9K
|
158
$42.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-175- 2.21% |
$24.7K - $32.9K
|
7.73K
$2.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-178- 3.82% |
$25.2K - $33.4K
|
4.48K
$1.19M
|