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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-178- 1.72% |
$25.2K - $33.4K
|
10.2K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-178- 5.62% |
$25.2K - $33.4K
|
2.99K
$796K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-180- 2.13% |
$25.4K - $33.8K
|
8.26K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-180- 1.21% |
$25.4K - $33.8K
|
14.6K
$3.9M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-182- 4.75% |
$25.7K - $34.2K
|
3.65K
$971K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-183- 3.38% |
$25.9K - $34.4K
|
5.23K
$1.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-185- 2.25% |
$26.1K - $34.7K
|
8.05K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-192- 2.73% |
$27.1K - $36.1K
|
6.84K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-196- 1.52% |
$27.7K - $36.8K
|
12.7K
$3.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-199- 0.34% |
$28.1K - $37.4K
|
59.1K
$15.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 1.31% |
$28.3K - $37.6K
|
15.1K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 10.65% |
$28.3K - $37.6K
|
1.68K
$447K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-200- 1.09% |
$28.3K - $37.6K
|
18.1K
$4.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-200- 7.82% |
$28.3K - $37.6K
|
2.36K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-200- 1.28% |
$28.3K - $37.6K
|
15.4K
$4.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-200- 4.88% |
$28.3K - $37.6K
|
3.9K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 9.09% |
$28.3K - $37.6K
|
2K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-200- 22.81% |
$28.3K - $37.6K
|
677
$180K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-201- 1.36% |
$28.4K - $37.7K
|
14.6K
$3.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-202- 2.26% |
$28.5K - $37.9K
|
8.75K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-204- 7.09% |
$28.8K - $38.3K
|
2.68K
$713K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 1.63% |
$29K - $38.5K
|
12.4K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-205- 1.41% |
$29K - $38.5K
|
14.4K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-207- 2.32% |
$29.3K - $38.9K
|
8.73K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-208- 2.34% |
$29.4K - $39.1K
|
8.67K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-212- 1.35% |
$30K - $39.8K
|
15.5K
$4.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-212- 2.15% |
$30K - $39.8K
|
9.64K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-212- 2.94% |
$30K - $39.8K
|
7K
$1.86M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-212- 8.89% |
$30K - $39.8K
|
2.17K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-215- 0.55% |
$30.4K - $40.4K
|
38.5K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-215- 2.93% |
$30.4K - $40.4K
|
7.13K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-217- 32.98% |
$30.7K - $40.8K
|
441
$117K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-217- 32.98% |
$30.7K - $40.8K
|
441
$117K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-219- 9.09% |
$30.9K - $41.1K
|
2.19K
$583K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-222- 1.97% |
$31.4K - $41.7K
|
11K
$2.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-222- 7.48% |
$31.4K - $41.7K
|
2.75K
$732K
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-222- 0.36% |
$31.4K - $41.7K
|
62.2K
$16.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-224- 4.67% |
$31.7K - $42.1K
|
4.58K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-225- 26.01% |
$31.8K - $42.3K
|
640
$171K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-225- 6.41% |
$31.8K - $42.3K
|
3.28K
$875K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-227- 3.16% |
$32.1K - $42.6K
|
6.95K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-227- 0.23% |
$32.1K - $42.6K
|
99K
$26.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-230- 4.79% |
$32.5K - $43.2K
|
4.57K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-233- 1.14% |
$32.9K - $43.8K
|
20.3K
$5.4M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-234- 2.55% |
$33.1K - $43.9K
|
8.94K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-238- 11.12% |
$33.6K - $44.7K
|
1.9K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-242- 2.76% |
$34.2K - $45.4K
|
8.51K
$2.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-244- 0.43% |
$34.5K - $45.8K
|
56.7K
$15.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-245- 3.0% |
$34.6K - $46K
|
7.92K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-247- 3.51% |
$34.9K - $46.4K
|
6.8K
$1.81M
|