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 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
208+ 10.31% |
$37.4K - $47.7K
|
2.23K
$670K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
206+ 3.19% |
$37K - $47.2K
|
6.66K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
205+ 5.02% |
$36.9K - $47K
|
4.29K
$1.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
203+ 2.23% |
$36.5K - $46.5K
|
9.31K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
202+ 3.14% |
$36.3K - $46.3K
|
6.63K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
202+ 3.01% |
$36.3K - $46.3K
|
6.91K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
201+ 2.01% |
$36.1K - $46.1K
|
10.2K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200+ 0.99% |
$36K - $45.8K
|
20.4K
$6.15M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
200+ 1.06% |
$36K - $45.8K
|
19.1K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$36K - $45.8K
|
200
$60.3K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
200+ 1.16% |
$36K - $45.8K
|
17.4K
$5.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
195+ 3.35% |
$35.1K - $44.7K
|
6.02K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
194New |
$34.9K - $44.4K
|
194
$58.5K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
193+ 7.78% |
$34.7K - $44.2K
|
2.67K
$805K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
190+ 16.56% |
$34.2K - $43.5K
|
1.34K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
190+ 0.78% |
$34.2K - $43.5K
|
24.5K
$7.39M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
187+ 0.54% |
$33.6K - $42.8K
|
34.7K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
187+ 0.76% |
$33.6K - $42.8K
|
24.9K
$7.51M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
186+ 2.18% |
$33.4K - $42.6K
|
8.71K
$2.62M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
183+ 2.05% |
$32.9K - $41.9K
|
9.12K
$2.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
182+ 6.83% |
$32.7K - $41.7K
|
2.85K
$858K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
182+ 1.18% |
$32.7K - $41.7K
|
15.6K
$4.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
177+ 1.95% |
$31.8K - $40.6K
|
9.25K
$2.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
177+ 1.13% |
$31.8K - $40.6K
|
15.8K
$4.76M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
175New |
$31.5K - $40.1K
|
175
$52.7K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
175+ 0.51% |
$31.5K - $40.1K
|
34.3K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
171+ 0.76% |
$30.7K - $39.2K
|
22.8K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
171+ 54.29% |
$30.7K - $39.2K
|
486
$146K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
169New |
$30.4K - $38.7K
|
169
$50.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
169+ 14.13% |
$30.4K - $38.7K
|
1.37K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 1.97% |
$30.2K - $38.5K
|
8.7K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
168+ 6.12% |
$30.2K - $38.5K
|
2.92K
$878K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
163+ 7.58% |
$29.3K - $37.3K
|
2.31K
$697K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
161+ 11.87% |
$28.9K - $36.9K
|
1.52K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
161+ 8.51% |
$28.9K - $36.9K
|
2.05K
$619K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
158+ 3.74% |
$28.4K - $36.2K
|
4.38K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
158+ 8.25% |
$28.4K - $36.2K
|
2.07K
$624K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 46.31% |
$28.2K - $36K
|
496
$149K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
157+ 0.26% |
$28.2K - $36K
|
61K
$18.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
156+ 4.98% |
$28K - $35.7K
|
3.29K
$990K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
150+ 0.2% |
$27K - $34.4K
|
74.1K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
150+ 6.14% |
$27K - $34.4K
|
2.59K
$782K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
146+ 2.05% |
$26.2K - $33.5K
|
7.27K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
145+ 9.45% |
$26.1K - $33.2K
|
1.68K
$506K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
144+ 5.91% |
$25.9K - $33K
|
2.58K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
144+ 2.7% |
$25.9K - $33K
|
5.47K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
143+ 3.92% |
$25.7K - $32.8K
|
3.79K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
141+ 3.16% |
$25.4K - $32.3K
|
4.6K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
141+ 6.54% |
$25.4K - $32.3K
|
2.3K
$692K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
141+ 162.07% |
$25.4K - $32.3K
|
228
$68.7K
|