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 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
716+ 58.5% |
$129K - $164K
|
1.94K
$515K
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
705+ 1.39% |
$127K - $162K
|
51.3K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
705+ 95.53% |
$127K - $162K
|
1.44K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700+ 30.43% |
$126K - $160K
|
3K
$796K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
699+ 3.45% |
$126K - $160K
|
21K
$5.56M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
698+ 0.1% |
$125K - $160K
|
675K
$179M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
698+ 31.53% |
$125K - $160K
|
2.91K
$773K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
689+ 3.25% |
$124K - $158K
|
21.9K
$5.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
678+ 10.08% |
$122K - $155K
|
7.4K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
676+ 0.27% |
$122K - $155K
|
254K
$67.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
658+ 19.97% |
$118K - $151K
|
3.95K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
655+ 139.66% |
$118K - $150K
|
1.12K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
645+ 2.67% |
$116K - $148K
|
24.8K
$6.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
638+ 14.32% |
$115K - $146K
|
5.09K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
637+ 8.03% |
$115K - $146K
|
8.57K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
632+ 9.91% |
$114K - $145K
|
7.01K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
613+ 31.31% |
$110K - $140K
|
2.57K
$683K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
612+ 29.18% |
$110K - $140K
|
2.71K
$719K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
586+ 42.71% |
$105K - $134K
|
1.96K
$520K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
584+ 2.29% |
$105K - $134K
|
26.1K
$6.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
570+ 52.34% |
$102K - $131K
|
1.66K
$440K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
567+ 1.12% |
$102K - $130K
|
51.2K
$13.6M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
564+ 350.31% |
$101K - $129K
|
725
$192K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
563+ 9.04% |
$101K - $129K
|
6.79K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
560+ 823.53% |
$101K - $128K
|
628
$167K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
547+ 2.18% |
$98.3K - $125K
|
25.6K
$6.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
546+ 8.32% |
$98.2K - $125K
|
7.11K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
527+ 37.22% |
$94.7K - $121K
|
1.94K
$516K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
525+ 4.25% |
$94.4K - $120K
|
12.9K
$3.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
523+ 8.43% |
$94K - $120K
|
6.73K
$1.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
521New |
$93.7K - $119K
|
521
$138K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
514+ 1.16% |
$92.4K - $118K
|
44.8K
$11.9M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
513+ 4.06% |
$92.2K - $118K
|
13.2K
$3.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
512+ 16.8% |
$92.1K - $117K
|
3.56K
$945K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
508+ 13.09% |
$91.3K - $116K
|
4.39K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
506+ 5.09% |
$91K - $116K
|
10.5K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
503+ 11.75% |
$90.4K - $115K
|
4.79K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
500+ 29.76% |
$89.9K - $115K
|
2.18K
$579K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
496+ 0.84% |
$89.2K - $114K
|
59.6K
$15.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
491+ 22.25% |
$88.3K - $112K
|
2.7K
$716K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
490+ 44.3% |
$88.1K - $112K
|
1.6K
$424K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
487+ 0.86% |
$87.6K - $112K
|
57.2K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
486+ 11.93% |
$87.4K - $111K
|
4.56K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
485+ 1.64% |
$87.2K - $111K
|
30K
$7.97M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
480+ 3.65% |
$86.3K - $110K
|
13.6K
$3.62M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
480+ 5.37% |
$86.3K - $110K
|
9.42K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
479+ 43.23% |
$86.1K - $110K
|
1.59K
$421K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
478+ 29.91% |
$85.9K - $110K
|
2.08K
$551K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
475+ 0.71% |
$85.4K - $109K
|
67.4K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
474+ 3.03% |
$85.2K - $109K
|
16.1K
$4.28M
|