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 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$98K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
314+ 29.26% |
$56.5K - $71.9K
|
1.39K
$431K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
314+ 0.13% |
$56.5K - $71.9K
|
250K
$77.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
310+ 193.75% |
$55.7K - $71K
|
470
$146K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
305+ 3.19% |
$54.8K - $69.9K
|
9.88K
$3.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
303+ 21.07% |
$54.5K - $69.4K
|
1.74K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$54.3K - $69.2K
|
302
$93.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
301+ 17.45% |
$54.1K - $69K
|
2.03K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
298+ 1.47% |
$53.6K - $68.3K
|
20.6K
$6.4M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
297+ 8.54% |
$53.4K - $68K
|
3.77K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
288+ 4.44% |
$51.8K - $66K
|
6.77K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
284+ 15.13% |
$51.1K - $65.1K
|
2.16K
$672K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
282+ 14.17% |
$50.7K - $64.6K
|
2.27K
$707K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
280+ 2.49% |
$50.3K - $64.2K
|
11.5K
$3.58M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
280+ 7.08% |
$50.3K - $64.2K
|
4.23K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
279+ 18.32% |
$50.2K - $63.9K
|
1.8K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
276+ 2.93% |
$49.6K - $63.2K
|
9.71K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
273+ 8.32% |
$49.1K - $62.5K
|
3.56K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
272+ 4.79% |
$48.9K - $62.3K
|
5.95K
$1.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
270+ 8.76% |
$48.5K - $61.9K
|
3.35K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
266+ 6.21% |
$47.8K - $60.9K
|
4.55K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
265+ 3.03% |
$47.6K - $60.7K
|
9K
$2.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
263+ 2.23% |
$47.3K - $60.3K
|
12.1K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
261+ 2.23% |
$46.9K - $59.8K
|
12K
$3.72M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
260+ 1.97% |
$46.7K - $59.6K
|
13.5K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
260+ 6.18% |
$46.7K - $59.6K
|
4.46K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
259+ 1.84% |
$46.6K - $59.3K
|
14.3K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
259New |
$46.6K - $59.3K
|
259
$80.6K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
258+ 5.44% |
$46.4K - $59.1K
|
5K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
258+ 1.19% |
$46.4K - $59.1K
|
21.9K
$6.8M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
256+ 8.74% |
$46K - $58.7K
|
3.19K
$991K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
256+ 18.71% |
$46K - $58.7K
|
1.62K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
256+ 150.59% |
$46K - $58.7K
|
426
$133K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
250+ 1.97% |
$44.9K - $57.3K
|
13K
$4.03M
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
250+ 0.69% |
$44.9K - $57.3K
|
36.4K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
249+ 6.35% |
$44.8K - $57.1K
|
4.17K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
246+ 5.39% |
$44.2K - $56.4K
|
4.81K
$1.5M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
244+ 8.99% |
$43.9K - $55.9K
|
2.96K
$920K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
243+ 1.14% |
$43.7K - $55.7K
|
21.5K
$6.69M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
243+ 9.36% |
$43.7K - $55.7K
|
2.84K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
242New |
$43.5K - $55.4K
|
242
$75.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
237+ 0.29% |
$42.6K - $54.3K
|
81.3K
$25.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
233+ 11.79% |
$41.9K - $53.4K
|
2.21K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
229+ 2.73% |
$41.2K - $52.5K
|
8.62K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
228+ 7.56% |
$41K - $52.2K
|
3.25K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
227+ 62.36% |
$40.8K - $52K
|
591
$184K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
227+ 5.9% |
$40.8K - $52K
|
4.08K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
226New |
$40.6K - $51.8K
|
226
$70.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
225New |
$40.5K - $51.6K
|
225
$70K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
225+ 15.32% |
$40.5K - $51.6K
|
1.69K
$527K
|