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
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
137+ 12.58% |
$24.6K - $31.4K
|
1.23K
$369K
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
135+ 3.83% |
$24.3K - $30.9K
|
3.66K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
133+ 9.49% |
$23.9K - $30.5K
|
1.53K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
132+ 8.33% |
$23.7K - $30.2K
|
1.72K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
132+ 1.5% |
$23.7K - $30.2K
|
8.94K
$2.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
131+ 1.81% |
$23.6K - $30K
|
7.39K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
130+ 3.15% |
$23.4K - $29.8K
|
4.25K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
129+ 13.37% |
$23.2K - $29.6K
|
1.09K
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
126+ 6.54% |
$22.7K - $28.9K
|
2.05K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
124+ 5.29% |
$22.3K - $28.4K
|
2.47K
$743K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
120+ 2.29% |
$21.6K - $27.5K
|
5.36K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
119+ 0.51% |
$21.4K - $27.3K
|
23.3K
$7.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
116+ 4.88% |
$20.9K - $26.6K
|
2.49K
$751K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
114+ 10.7% |
$20.5K - $26.1K
|
1.18K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
111+ 4.37% |
$20K - $25.4K
|
2.65K
$798K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
109+ 1.17% |
$19.6K - $25K
|
9.46K
$2.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
107+ 1.29% |
$19.2K - $24.5K
|
8.38K
$2.53M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
107+ 2.66% |
$19.2K - $24.5K
|
4.13K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
107+ 0.56% |
$19.2K - $24.5K
|
19.2K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
107+ 3.24% |
$19.2K - $24.5K
|
3.41K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
106+ 7.68% |
$19.1K - $24.3K
|
1.49K
$448K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
106+ 84.13% |
$19.1K - $24.3K
|
232
$69.9K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
105+ 1.8% |
$18.9K - $24.1K
|
5.95K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
103New |
$18.5K - $23.6K
|
103
$31K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
102+ 45.54% |
$18.3K - $23.4K
|
326
$98.2K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
102+ 4.81% |
$18.3K - $23.4K
|
2.22K
$669K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
101+ 4.48% |
$18.2K - $23.1K
|
2.36K
$710K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
101+ 4.45% |
$18.2K - $23.1K
|
2.37K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
101+ 1.42% |
$18.2K - $23.1K
|
7.22K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
101+ 5.3% |
$18.2K - $23.1K
|
2.01K
$604K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
100+ 4.7% |
$18K - $22.9K
|
2.23K
$672K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 8.0% |
$18K - $22.9K
|
1.35K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 4.61% |
$18K - $22.9K
|
2.27K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
100+ 3.35% |
$18K - $22.9K
|
3.09K
$930K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
100+ 2.37% |
$18K - $22.9K
|
4.32K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
99+ 1.1% |
$17.8K - $22.7K
|
9.12K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
99+ 4.09% |
$17.8K - $22.7K
|
2.52K
$759K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
96+ 6.28% |
$17.3K - $22K
|
1.63K
$490K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
96New |
$17.3K - $22K
|
96
$28.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95+ 10.53% |
$17.1K - $21.8K
|
997
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
94+ 2.03% |
$16.9K - $21.5K
|
4.73K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
94+ 2.0% |
$16.9K - $21.5K
|
4.8K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
90+ 13.25% |
$16.2K - $20.6K
|
769
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
90+ 5.75% |
$16.2K - $20.6K
|
1.65K
$498K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
90New |
$16.2K - $20.6K
|
90
$27.1K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
90+ 1.55% |
$16.2K - $20.6K
|
5.9K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
89+ 0.68% |
$16K - $20.4K
|
13.2K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
89New |
$16K - $20.4K
|
89
$26.8K
|
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
89+ 1.15% |
$16K - $20.4K
|
7.84K
$2.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
88+ 0.99% |
$15.8K - $20.2K
|
8.99K
$2.71M
|