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 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
918New |
$165K - $210K
|
918
$277K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
910New |
$164K - $208K
|
910
$274K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
910New |
$164K - $208K
|
910
$274K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
909New |
$163K - $208K
|
909
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
908New |
$163K - $208K
|
908
$274K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
905New |
$163K - $207K
|
905
$273K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
901New |
$162K - $206K
|
901
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
900New |
$162K - $206K
|
900
$271K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
900New |
$162K - $206K
|
900
$271K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
900New |
$162K - $206K
|
900
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
899+ 18.85% |
$162K - $206K
|
5.67K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
899+ 1.57% |
$162K - $206K
|
58.1K
$17.5M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
896New |
$161K - $205K
|
896
$270K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
895New |
$161K - $205K
|
895
$270K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
891+ 7.24% |
$160K - $204K
|
13.2K
$3.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
885+ 23.05% |
$159K - $203K
|
4.72K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
881New |
$158K - $202K
|
881
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
881New |
$158K - $202K
|
881
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
880New |
$158K - $202K
|
880
$265K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
874+ 10.51% |
$157K - $200K
|
9.19K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
871New |
$157K - $200K
|
871
$262K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
856+ 25.27% |
$154K - $196K
|
4.24K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
850New |
$153K - $195K
|
850
$256K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
834+ 5.12% |
$150K - $191K
|
17.1K
$5.16M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
820+ 18.32% |
$147K - $188K
|
5.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
808+ 4.08% |
$145K - $185K
|
20.6K
$6.21M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
785+ 13.42% |
$141K - $180K
|
6.64K
$2M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
780+ 3.07% |
$140K - $179K
|
26.2K
$7.88M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
760+ 37.59% |
$137K - $174K
|
2.78K
$838K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
759New |
$136K - $174K
|
759
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
758+ 0.49% |
$136K - $174K
|
154K
$46.5M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
742+ 54.28% |
$133K - $170K
|
2.11K
$635K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
739+ 31.0% |
$133K - $169K
|
3.12K
$941K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
738+ 14.37% |
$133K - $169K
|
5.87K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
734New |
$132K - $168K
|
734
$221K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
727+ 33.64% |
$131K - $167K
|
2.89K
$870K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
724+ 5.25% |
$130K - $166K
|
14.5K
$4.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
723+ 5.67% |
$130K - $166K
|
13.5K
$4.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
718+ 2.95% |
$129K - $165K
|
25.1K
$7.56M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
718+ 15.79% |
$129K - $165K
|
5.27K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
716+ 58.5% |
$129K - $164K
|
1.94K
$585K
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
705+ 1.39% |
$127K - $162K
|
51.3K
$15.5M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
705+ 95.53% |
$127K - $162K
|
1.44K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700+ 30.43% |
$126K - $160K
|
3K
$904K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
699+ 3.45% |
$126K - $160K
|
21K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
698+ 0.1% |
$125K - $160K
|
675K
$203M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
698+ 31.53% |
$125K - $160K
|
2.91K
$877K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
689+ 3.25% |
$124K - $158K
|
21.9K
$6.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
678+ 10.08% |
$122K - $155K
|
7.4K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
676+ 0.27% |
$122K - $155K
|
254K
$76.4M
|