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
|
Legacy Advisors, LLC
|
BUY
|
- |
94+ 2.03% |
$16.9K - $21.5K
|
4.73K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
94+ 2.0% |
$16.9K - $21.5K
|
4.8K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
90+ 13.25% |
$16.2K - $20.6K
|
769
$207K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
90+ 5.75% |
$16.2K - $20.6K
|
1.65K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
90New |
$16.2K - $20.6K
|
90
$24.2K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
90+ 1.55% |
$16.2K - $20.6K
|
5.9K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
89+ 0.68% |
$16K - $20.4K
|
13.2K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
89New |
$16K - $20.4K
|
89
$23.9K
|
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
89+ 1.15% |
$16K - $20.4K
|
7.84K
$2.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
88+ 0.99% |
$15.8K - $20.2K
|
8.99K
$2.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
87+ 0.95% |
$15.6K - $19.9K
|
9.23K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
86+ 0.63% |
$15.5K - $19.7K
|
13.8K
$3.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
85+ 5.34% |
$15.3K - $19.5K
|
1.68K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
85+ 6.97% |
$15.3K - $19.5K
|
1.3K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
85+ 2.27% |
$15.3K - $19.5K
|
3.83K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
84+ 1.8% |
$15.1K - $19.2K
|
4.75K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
82+ 7.15% |
$14.7K - $18.8K
|
1.23K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
80+ 22.22% |
$14.4K - $18.3K
|
440
$118K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
80+ 1.54% |
$14.4K - $18.3K
|
5.29K
$1.42M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
78+ 312.0% |
$14K - $17.9K
|
103
$27.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77+ 2.56% |
$13.8K - $17.6K
|
3.09K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
77+ 2.88% |
$13.8K - $17.6K
|
2.75K
$740K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
75+ 1.92% |
$13.5K - $17.2K
|
3.99K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
72+ 14.06% |
$12.9K - $16.5K
|
584
$157K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
71+ 1.27% |
$12.8K - $16.3K
|
5.66K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
71+ 2.19% |
$12.8K - $16.3K
|
3.31K
$890K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
70+ 3.46% |
$12.6K - $16K
|
2.09K
$563K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
70+ 5.15% |
$12.6K - $16K
|
1.43K
$384K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
67+ 0.26% |
$12K - $15.4K
|
25.8K
$6.95M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
66+ 15.35% |
$11.9K - $15.1K
|
496
$133K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
66+ 0.37% |
$11.9K - $15.1K
|
18.1K
$4.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
62+ 1.35% |
$11.1K - $14.2K
|
4.64K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61+ 1.18% |
$11K - $14K
|
5.25K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
61+ 6.94% |
$11K - $14K
|
940
$253K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
61+ 0.36% |
$11K - $14K
|
16.8K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
61+ 2.61% |
$11K - $14K
|
2.4K
$646K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
60+ 2.1% |
$10.8K - $13.7K
|
2.92K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
60+ 0.96% |
$10.8K - $13.7K
|
6.33K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
57+ 3.2% |
$10.2K - $13.1K
|
1.84K
$494K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
57+ 2.6% |
$10.2K - $13.1K
|
2.25K
$604K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
56+ 1.86% |
$10.1K - $12.8K
|
3.06K
$824K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
56+ 1.6% |
$10.1K - $12.8K
|
3.56K
$958K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
56New |
$10.1K - $12.8K
|
56
$15.1K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
56+ 3.42% |
$10.1K - $12.8K
|
1.69K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
54+ 4.95% |
$9.71K - $12.4K
|
1.14K
$308K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
53+ 2.01% |
$9.53K - $12.1K
|
2.69K
$724K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
53+ 0.16% |
$9.53K - $12.1K
|
33.5K
$9.02M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
53+ 8.09% |
$9.53K - $12.1K
|
708
$190K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
53New |
$9.53K - $12.1K
|
53
$14.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
52+ 22.22% |
$9.35K - $11.9K
|
286
$76.9K
|