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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
448+ 2.56% |
$80.5K - $103K
|
18K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
446+ 0.31% |
$80.2K - $102K
|
145K
$43.7M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
444+ 5.63% |
$79.8K - $102K
|
8.32K
$2.51M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
435+ 40.35% |
$78.2K - $99.7K
|
1.51K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
435+ 12.78% |
$78.2K - $99.7K
|
3.84K
$1.16M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
435+ 12.87% |
$78.2K - $99.7K
|
3.82K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
433+ 5.06% |
$77.8K - $99.2K
|
9K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
421+ 7.99% |
$75.7K - $96.5K
|
5.69K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
420+ 3.04% |
$75.5K - $96.2K
|
14.3K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
418+ 28.02% |
$75.2K - $95.8K
|
1.91K
$575K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
416+ 28.57% |
$74.8K - $95.3K
|
1.87K
$564K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
414+ 18.9% |
$74.4K - $94.9K
|
2.6K
$785K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
408+ 10.87% |
$73.4K - $93.5K
|
4.16K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
401+ 22.06% |
$72.1K - $91.9K
|
2.22K
$669K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
393+ 7.56% |
$70.7K - $90K
|
5.59K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
386+ 0.85% |
$69.4K - $88.4K
|
45.5K
$13.7M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
381+ 18.86% |
$68.5K - $87.3K
|
2.4K
$723K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
380+ 10.42% |
$68.3K - $87.1K
|
4.03K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
379+ 10.29% |
$68.1K - $86.8K
|
4.06K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
375+ 13.39% |
$67.4K - $85.9K
|
3.18K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
375+ 10.49% |
$67.4K - $85.9K
|
3.95K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
374+ 24.27% |
$67.2K - $85.7K
|
1.92K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
364+ 5.91% |
$65.4K - $83.4K
|
6.52K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
363+ 7.97% |
$65.3K - $83.2K
|
4.92K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
361+ 1.33% |
$64.9K - $82.7K
|
27.6K
$8.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
360+ 5.26% |
$64.7K - $82.5K
|
7.2K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
360+ 3.74% |
$64.7K - $82.5K
|
9.98K
$3.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
358+ 2.5% |
$64.4K - $82K
|
14.7K
$4.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
355+ 32.57% |
$63.8K - $81.3K
|
1.45K
$435K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
355+ 0.26% |
$63.8K - $81.3K
|
136K
$40.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
354+ 28.21% |
$63.6K - $81.1K
|
1.61K
$485K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
341+ 12.91% |
$61.3K - $78.1K
|
2.98K
$899K
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
334+ 0.58% |
$60K - $76.5K
|
58.4K
$17.6M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
333+ 15.18% |
$59.9K - $76.3K
|
2.53K
$761K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
332+ 11.01% |
$59.7K - $76.1K
|
3.35K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
332+ 1.18% |
$59.7K - $76.1K
|
28.5K
$8.59M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
332+ 16.0% |
$59.7K - $76.1K
|
2.41K
$725K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
324+ 5.51% |
$58.3K - $74.2K
|
6.2K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
323+ 2.21% |
$58.1K - $74K
|
14.9K
$4.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
322+ 10.93% |
$57.9K - $73.8K
|
3.27K
$984K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
320+ 8.61% |
$57.5K - $73.3K
|
4.04K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
317+ 2.89% |
$57K - $72.6K
|
11.3K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
317+ 1.66% |
$57K - $72.6K
|
19.4K
$5.84M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$94.9K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$94.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
314+ 29.26% |
$56.5K - $71.9K
|
1.39K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
314+ 0.13% |
$56.5K - $71.9K
|
250K
$75.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
310+ 193.75% |
$55.7K - $71K
|
470
$142K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
305+ 3.19% |
$54.8K - $69.9K
|
9.88K
$2.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
303+ 21.07% |
$54.5K - $69.4K
|
1.74K
$525K
|